aktsmm/biz-ops-setup
biz-ops-setup/SKILL.md
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.
$ install --global
skillsauthnpx skillsauth add aktsmm/agent-skills biz-ops-setupInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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SKILL.md
- name:
- biz-ops-setup
- description:
- 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.
- license:
- CC BY-NC-SA 4.0
- author:
- yamapan (https://github.com/aktsmm)
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 | 9 | orchestrator, report-generator, task-manager, availability-finder | | Prompts | 4 | daily-report, weekly-report, monthly-report | | Folders | 7 | ActivityReport/, Customers/, Tasks/, _inbox/ |
Done Criteria
- [ ] All folders created (ActivityReport/, Customers/, Tasks/, etc.)
- [ ] 9 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 |
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