aktsmm/customer-workspace
customer-workspace/SKILL.md
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.
$ install --global
skillsauthnpx skillsauth add aktsmm/agent-skills customer-workspaceInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 2, 2026, 4:35 AM58.3s11 files scanned
SKILL.md
- 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.
- license:
- CC BY-NC-SA 4.0
- author:
- yamapan (https://github.com/aktsmm)
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}.mdexists - [ ]
_customer/profile.mdconfigured - [ ] Auto-routing rules working
Key References
- Inbox Rules
- Meeting Minutes Rules
Assets
assets/_templates/- Template filesassets/inbox.prompt.md- Inbox promptassets/convert-meeting-minutes.prompt.md- Meeting notes promptassets/copilot-instructions.md- Auto-routing rules
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