Agent-Skills.md

Agent Skills: Customer Workspace Skill

Customer workspace initialization skill. Provides inbox (information accumulation), meeting minutes management, and auto-classification rules. Use for "setup customer workspace" or "add inbox feature" requests.

UncategorizedID: aktsmm/agent-skills/customer-workspace

Repository

aktsmm/agent-skills
aktsmmLicense: NOASSERTION
5

Install this agent skill to your local

pnpm dlx add-skill https://github.com/aktsmm/Agent-Skills/tree/HEAD/customer-workspace

Skill Files

Browse the full folder contents for customer-workspace.

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customer-workspace/SKILL.md

Skill Metadata

Name
customer-workspace
Description
Customer workspace initialization skill. Provides inbox (information accumulation), meeting minutes management, and auto-classification rules. Use for "setup customer workspace" or "add inbox feature" requests.

Customer Workspace Skill

Initialize customer-specific workspaces with information accumulation and meeting notes management.

When to Use

  • Customer workspace, inbox, meeting notes
  • Setting up per-customer workspaces
  • Adding inbox or meeting minutes management
  • Implementing auto-classification rules for customer information

Features

| Feature | Description | | -------------------- | ------------------------------------------ | | Inbox | Paste chat/email for auto-classification | | Meeting Notes | Convert Teams AI notes to template format | | Auto-Routing | Route input based on pattern detection | | Customer Profile | Centralized customer information |

Quick Start

# Basic
.\scripts\Initialize-CustomerWorkspace.ps1 -CustomerName "Contoso Inc"

# Full options
.\scripts\Initialize-CustomerWorkspace.ps1 `
  -CustomerName "Contoso Inc" `
  -ContractType "MACC" `
  -ContractPeriod "2025/04 - 2028/03" `
  -KeyContacts "John Doe (Infra Lead)"

Generated Structure

{workspace}/
├── .github/
│   ├── copilot-instructions.md    ← Auto-routing rules
│   └── prompts/                   ← Inbox, meeting notes
├── _inbox/{YYYY-MM}.md            ← Inbox files
├── _customer/profile.md           ← Customer profile
└── _templates/                    ← Templates

Auto-Routing Patterns

| Pattern | Action | | ---------------------------- | ----------------- | | "Generated by AI" | → Meeting notes | | Name + datetime + short text | → Inbox | | Contains From: Date: | → Inbox | | Bullet points / short memo | → Inbox | | Question format | → Normal response |

Default Tags

#network #cost #contract #proposal #ai #container #meeting #support #organization #deadline #internal

Done Criteria

  • [ ] Workspace folder created
  • [ ] _inbox/{YYYY-MM}.md exists
  • [ ] _customer/profile.md configured
  • [ ] Auto-routing rules working

Key References

Assets

  • assets/_templates/ - Template files
  • assets/inbox.prompt.md - Inbox prompt
  • assets/convert-meeting-minutes.prompt.md - Meeting notes prompt
  • assets/copilot-instructions.md - Auto-routing rules