| 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. |
| argument-hint | 作りたい業務ワークスペース、必要機能、管理したい対象 |
| user-invocable | true |
| 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 | 9 | orchestrator, report-generator, task-manager, availability-finder |
| Prompts | 4 | daily-report, weekly-report, monthly-report |
| Folders | 7 | ActivityReport/, Customers/, Tasks/, _inbox/ |
Done Criteria
Key References
