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feat: add workiq copilot skill #609
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VeVarunSharma:develop/add-workiq-copilot-skill
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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. | ||
| --- | ||
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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.” | ||
| - **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?” | ||
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| ## Getting Access | ||
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| 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. | ||
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| ## Pre-flight Checklist | ||
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| - 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. | ||
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| ## Core Workflow | ||
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| 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`). | ||
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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. | ||
| 6. **Offer follow-ups** – blocking time, drafting notes, deeper queries, etc. | ||
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| ## Command Reference | ||
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| | 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). | | ||
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| ## Prompt Patterns | ||
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| - 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.” | ||
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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. | ||
| - 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). | ||
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| ## Best Practices | ||
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| - 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. | ||
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| ## Troubleshooting | ||
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| - **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. | ||
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| ## Follow-up Actions to Offer | ||
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| - 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. | ||
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