Biz-Ops Workspace Setup
biz-ops-setup
Business operations workspace setup with workIQ integration. Creates report generation, task management, and customer management system. Use when: setting up new workspace, initializing biz-ops environment, creating business management system.
SKILL.md
Full skill instructions
Biz-Ops Workspace Setup
Initialize a business operations workspace with integrated reporting and task management.
When to Use
- biz-ops setup, 業務管理ワークスペース, レポート管理
- Setting up a new workspace from scratch
- Deploying workIQ-based reporting and task management
Prerequisites
| Item | Required | Description |
|---|---|---|
| VS Code + GitHub Copilot | Yes | Agent execution |
| Git + PowerShell 7+ | Yes | Version control/scripts |
| workIQ MCP Server | Optional | M365 integration |
Setup Flow
Interview → Folder Structure → Deploy Agents → Customer Workspaces → Config → Done
Phase 1: Interview (MANDATORY)
Collect the following information:
- Customer list: Name, ID, primary contact
- External folders: Tech QA, Blog, OneDrive paths (optional)
- Holiday config: japan / us / other
- workIQ availability: Yes (M365 auto) / No (manual input)
⚠️ CRITICAL: Always run
Get-Datebefore generating reports.
Phase 2-5: Setup Execution
Recommended: Use scripts
# Phase 2: Create folder structure
.\scripts\Initialize-BizOpsWorkspace.ps1 -WorkspacePath "D:\my-biz-ops" -Customers @("contoso")
# Phase 3: Deploy agents and prompts
.\scripts\Deploy-BizOpsTemplates.ps1 -WorkspacePath "D:\my-biz-ops"
Manual setup → references/setup-phases.md
Deployed Components
| Type | Count | Examples |
|---|---|---|
| Agents | 6 | orchestrator, report-generator, task-manager |
| Prompts | 4 | daily-report, weekly-report, monthly-report |
| Folders | 7 | ActivityReport/, Customers/, Tasks/, _inbox/ |
Done Criteria
- All folders created (ActivityReport/, Customers/, Tasks/, etc.)
- 6 agents deployed to
.github/agents/ - 4 prompts deployed to
.github/prompts/ - Customer mappings configured in
copilot-instructions.md - Workflow verification passed (daily report test)
Key References
| Topic | Reference |
|---|---|
| Setup Phases | references/setup-phases.md |
| Folder Structure | references/folder-structure.md |
| Agent List | references/agent-list.md |
| Holidays | references/holidays.md |