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/biz-ops-setup

@9d977df
by yamapanaktsmm/agent-skills26 stars
4

Set up or operate a business operations workspace for activity reports, tasks, and customer routing; workIQ is optional. Use when initializing BizOps, processing ongoing business updates, reviewing reports or tasks, or preparing an operations handoff. Triggers: business-operations-workspace, BizOps, 業務管理ワークスペース, レポート管理, タスク管理, 業務引き継ぎ.

Use this Skill: https://skilld.dev/gh/aktsmm/agent-skills/biz-ops-setup

This session only. Nothing lands on disk.

assets_datasourcesREADME.template.md

≈699 tokens on demand. Your agent reads this file only when SKILL.md points to it.

Data Sources Configuration

Directory for data source configuration and references used in the workspace.

Available Data Sources

Microsoft 365 (via workIQ - Auto-retrieve)

Source Status Retrieval Method Priority
Meetings/Calendar ✅ Auto workIQ mcp_workiq_ask_work_iq ⭐⭐⭐
Sent Emails ✅ Auto workIQ mcp_workiq_ask_work_iq ⭐⭐⭐
Edited Files ✅ Auto workIQ mcp_workiq_ask_work_iq ⭐⭐
Teams Meeting Notes ✅ Auto workIQ mcp_workiq_ask_work_iq ⭐⭐
OneNote ✅ Auto workIQ mcp_workiq_ask_work_iq ⭐
Planner/To Do ✅ Auto workIQ mcp_workiq_ask_work_iq ⭐

Manual Input (Supplementary)

Source Status Retrieval Method
Teams Chat ✅ Manual Copy & Paste
Teams Meeting Notes ✅ Manual AI transcript copy
Outlook Email ✅ Manual Forward/Copy

File Reference

Source Status Retrieval Method
Excel ✅ Reference File path
PowerPoint ✅ Reference File path
OneDrive ✅ Reference Path
SharePoint Online ✅ Reference URL/Path

External Folder Reference (Optional)

Source Path Target Files
Configure in external-folders.md {path} _inbox/*.md, *_議事録.md

→ Details in external-folders.md

External Sources (Planned)

Source Status Retrieval Method
GitHub Issues 🔜 Planned API integration
Azure DevOps 🔜 Planned API integration

Directory Structure

_datasources/
├── README.md               # This file
├── workiq-spec.md          # workIQ data retrieval spec
├── external-folders.md     # External folder reference config
└── scripts/
    └── Check-ExternalFolders.ps1  # External folder check script

workIQ Data Retrieval Spec

→ Details in workiq-spec.md

Quick Reference

## Meeting Data
@workiq "List of meetings on {date}. Include meeting name, time, duration"

## Sent Emails
@workiq "Emails I sent on {date}. Include subject, time, recipient"

## Edited Files
@workiq "Word/PowerPoint/Excel files I edited on {date}"

## Teams Meeting Notes
@workiq "Decisions and action items from {meeting name}"

## OneNote
@workiq "OneNote pages I updated on {date}"

Report Generation Priority

Data retrieval priority during report generation:

1. Workspace reports (daily/weekly)
2. workIQ auto-retrieve (meetings, emails, files, etc.)
3. Workspace data (inbox, tasks)
4. Estimated tasks to fill gaps ([Estimated] mark)

Source: SKILL.md on GitHub

1 warning4mo4 checks · Risk SAFE
  • Gen Agent Trust Hub4mo

    This skill provides a comprehensive business operations workspace setup, integrating report generation and task management. It utilizes local PowerShell scripts to initialize folder structures and deploy agent templates. The system is designed to process activity logs from Microsoft 365 and external folders. No malicious behaviors, such as data exfiltration, credential harvesting, or unauthorized remote code execution, were detected. The use of terminal and file system tools is appropriate for the skill's administrative functionality.

  • Socket4mo

    No alerts

  • Snyk4mo

    Risk: LOW · No issues

  • Runlayer7mo

    31/31 files flagged

Signed by skilld at 9d977df. This ties the file your Agent reads to that commit on GitHub. It does not review the instructions.

Last checked against GitHub 18 hours ago.

Activeupdated last week
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
metadata
{
  "author": "yamapan (https://github.com/aktsmm)"
}

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