biz-ops-setup

by @aktsmm in Productivity

# Install this skill:

npx skills add aktsmm/Agent-Skills --skill "biz-ops-setup"

Install specific skill from multi-skill repository

# 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.

# 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
metadata:
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-Date before 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

# Supported AI Coding Agents

This skill is compatible with the SKILL.md standard and works with all major AI coding agents:

⚡ Amp 🚀 Antigravity 🤖 Claude Code 🦀 Clawdbot 📝 Codex ▶️ Cursor 🤖 Droid 💎 Gemini CLI 🐙 GitHub Copilot 🪿 Goose 📊 Kilo Code 🔧 Kiro CLI 💻 OpenCode 🦘 Roo Code 🌲 Trae 🏄 Windsurf

Learn more about the SKILL.md standard and how to use these skills with your preferred AI coding agent.