biz-ops-setup
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.
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来源说明 · 只读预览- 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:
1. **Customer list**: Name, ID, primary contact
2. **External folders**: Tech QA, Blog, OneDrive paths (optional)
3. **Holiday config**: japan / us / other
4. **workIQ availability**: Yes (M365 auto) / No (manual input)
> ⚠️ **CRITICAL**: Always run `Get-Date` before generating reports.
## Phase 2-5: Setup Execution
**Recommended: Use scripts**
```powershell
# 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](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`
- [ ] Daily activity roots configured without redundant child roots
- [ ] Deterministic local evidence collection passes for a representative date
- [ ] Workflow verification passed (daily report test)
- [ ] Preflight checks fire (missing-report detection runs before requests; see [references/agent-list.md](references/agent-list.md))
## Key References
| Topic | Reference |
| ---------------- | ---------------------------------------------------------------- |
| Setup Phases | [references/setup-phases.md](references/setup-phases.md) |
| Folder Structure | [references/folder-structure.md](references/folder-structure.md) |
| Agent List | [references/agent-list.md](references/agent-list.md) |
| Holidays | [references/holidays.md](references/holidays.md) |
| Daily Evidence | [references/daily-activity-collection.md](references/daily-activity-collection.md) |
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