feat: add workiq copilot skill

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Ve Sharma
2026-01-25 21:34:50 -05:00
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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 <tenant-id>` 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 "<prompt>"` (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 <tenant> -q "..."` | Target a specific tenant. |
| `workiq mcp` | Start MCP stdio server (expose WorkIQ tools to other agents). |
## Prompt Patterns
- Agenda: “Whats on my calendar tomorrow?”
- Action items: “Summarize follow-ups from todays 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 (23 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 ThuSun if needed”).
- Map WorkIQs 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.