cross-m365-workflow

name	cross-m365-workflow
description	Chain browser automation, code execution, and Microsoft 365 actions into multi-step workflows. Use when the user's request spans web + M365 (e.g., "research this vendor and email a summary", "check this site daily and notify me").
metadata	{"author":"Troy Taylor","version":"1.0","pattern":"report-and-summarize"}

Cross-M365 Workflow

When to Activate

• "Research [topic] and email the results to [person]"
• "Go to [URL], extract [data], and put it in a spreadsheet on my OneDrive"
• "Check [site] for updates and message me in Teams"
• Any request combining web/code actions with M365 actions

Workflow

1. Execute the web/code portion using Ranger tools (browse, extract, execute_code, create docs)
2. Save intermediate results to memory: save_memory(key, value)
3. Perform M365 action using Work IQ tools:
   • Send email → Work IQ Mail tools
   • Save to OneDrive → Work IQ OneDrive tools
   • Post in Teams → Work IQ Teams tools
   • Schedule meeting → Work IQ Calendar tools
   • Look up person → Work IQ User tools

Missing Tools

If any Work IQ tool is unavailable, tell the user exactly which to enable:

• Email: "This workflow needs Work IQ Mail. Please enable it in Cowork Settings > Tools > Work IQ Mail, then try again."
• Files: "Please enable Work IQ OneDrive (personal) or Work IQ SharePoint (team files)."
• Teams: "Please enable Work IQ Teams in Cowork Settings > Tools."
• Calendar: "Please enable Work IQ Calendar in Cowork Settings > Tools."
• People: "Please enable Work IQ User in Cowork Settings > Tools."

Do NOT attempt to work around missing tools. The web/code portion still works — offer to save results to memory for later.

Deferred Pattern

If Work IQ tools aren't available but the user wants M365 action:

1. Complete the web/code portion
2. Save results to memory: save_memory(key: "pending/[task]", value: results)
3. Tell user: "I've completed the research and saved results. Enable [Work IQ server] and ask me to send/save it."