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