From b6573100c3415af84ee316ae9be8649d3f218964 Mon Sep 17 00:00:00 2001 From: Ve Sharma <62218708+VeVarunSharma@users.noreply.github.com> Date: Sun, 25 Jan 2026 21:34:50 -0500 Subject: [PATCH] feat: add workiq copilot skill --- skills/workiq-copilot/SKILL.md | 98 ++++++++++++++++++++++++++++++++++ 1 file changed, 98 insertions(+) create mode 100644 skills/workiq-copilot/SKILL.md diff --git a/skills/workiq-copilot/SKILL.md b/skills/workiq-copilot/SKILL.md new file mode 100644 index 00000000..73d4337d --- /dev/null +++ b/skills/workiq-copilot/SKILL.md @@ -0,0 +1,98 @@ +--- +name: workiq-copilot +description: Guides the Copilot CLI on how to use the WorkIQ CLI/MCP server to query Microsoft 365 Copilot data (emails, meetings, docs, Teams, people) for live context, summaries, and recommendations. +--- + +# WorkIQ Copilot Skill + +## Overview + +WorkIQ (Public Preview) lets Copilot query Microsoft 365 data with natural language. It supports schedules, documents, Teams messages, email threads, follow-up tracking, stakeholder summaries, and more. Use this skill whenever a task needs live organizational intelligence beyond the local repository. + +## Supported Data & Sample Prompts + +- **Emails** – “Summarize emails from Sarah about the budget.” +- **Meetings** – “What are my upcoming meetings this week?” +- **Documents** – “Find recent documents about Q4 planning.” +- **Teams** – “Summarize messages in the Engineering channel today.” +- **People/Projects** – “Who is working on Project Alpha?” + +## Getting Access + +1. **Copilot CLI plugin (preferred)** + - `copilot` + - `/plugin marketplace add github/copilot-plugins` + - `/plugin install workiq@copilot-plugins` + - Restart Copilot CLI. +2. **Standalone CLI / MCP server** + - `npm install -g @microsoft/workiq` (or `npx -y @microsoft/workiq mcp`). + - Run `workiq mcp` to expose MCP tools if needed. +3. **Tenant consent** + - First use prompts for Microsoft 365 admin consent (EULA + permissions). Non-admins must contact tenant admin to approve per the Tenant Administrator Enablement Guide. + +## Pre-flight Checklist + +- Run `Get-Command workiq` to ensure the binary is available. +- Accept the EULA once via `workiq accept-eula`. +- Confirm the correct tenant (`-t ` if different from default `common`). +- Be ready to complete device login in the browser when prompted. + +## Core Workflow + +1. **Clarify intent** – agenda, action items, document lookup, people search, risk summary, etc. +2. **Craft precise prompt** – include timeframe, source, or topic (e.g., “Summarize Teams posts in #eng for today”). +3. **Run command** – `workiq ask --question ""` (or `-q`). +4. **Monitor execution** – long answers may stream; poll with `read_powershell` if needed. +5. **Summarize & redact** – highlight insights, note conflicts/tasks, avoid pasting raw links unless required. +6. **Offer follow-ups** – blocking time, drafting notes, deeper queries, etc. + +## Command Reference + +| Command | Purpose | +| --------------------------------- | ------------------------------------------------------------- | +| `workiq --help` | Show global options. | +| `workiq version` | Display installed version. | +| `workiq accept-eula` | Accept license (first use). | +| `workiq ask` | Interactive mode. | +| `workiq ask -q "..."` | Ask a specific question. | +| `workiq ask -t -q "..."` | Target a specific tenant. | +| `workiq mcp` | Start MCP stdio server (expose WorkIQ tools to other agents). | + +## Prompt Patterns + +- Agenda: “What’s on my calendar tomorrow?” +- Action items: “Summarize follow-ups from today’s customer sync.” +- Documents: “List PowerPoints about Contoso FY26 roadmap.” +- Communications: “What did my manager say about the deadline?” +- Insights: “What blockers came up in the last three meetings?” +- Planning: “Suggest focus blocks for Tuesday afternoon.” + +## Response Guidelines + +- Keep summaries concise (2–3 sentences) calling out load, priorities, blockers, and optional next steps. +- Refer to meetings/documents generically unless the user specifically needs links. +- Mention if WorkIQ can continue (e.g., “WorkIQ can show Thu–Sun if needed”). +- Map WorkIQ’s suggested actions to clear offers (block time, send follow-up, request recording, run deeper query). + +## Best Practices + +- Prefer narrow prompts to reduce noise; run multiple queries if needed. +- Combine outputs logically (agenda + conflicts + action items) before responding. +- Respect privacy: do not expose attendee lists or confidential snippets unless explicitly requested. +- Log which commands were run so future steps can reference them (“Asked WorkIQ for agenda + conflicts”). +- Use MCP mode (`workiq mcp`) when another agent/workflow needs direct tool access. + +## Troubleshooting + +- **Missing CLI** – install via npm or ensure PATH is set; notify user if unavailable. +- **Consent/auth errors** – re-run command after admin grants permissions or after completing device login. +- **Long/incomplete output** – rerun with refined scope or ask for specific data slices (per day/project/person). +- **Command hanging** – use `stop_powershell` to end session, then retry; ensure browser login completed. + +## Follow-up Actions to Offer + +- Block focus/overflow holds at suggested times. +- Draft reschedule/decline messages referencing WorkIQ guidance. +- Request recordings or summaries for overlapping sessions. +- Capture action items into task trackers. +- Run additional WorkIQ queries (by project, stakeholder, time range) for deeper analysis.