Biz-Ops Setup Phases
Use this reference for manual setup when the scripts are unavailable or need adjustment.
Phase 1: Interview
Collect customer list, optional external folders, holiday region, and workIQ availability. Run Get-Date before creating report-related assets.
Phase 2: Folder Structure
Create the standard workspace folders: ActivityReport/, Customers/, Tasks/, _inbox/, _datasources/, _workiq/, and .github/ customization folders.
Phase 3: Agents and Prompts
Deploy the orchestrator, report, task, data, 1on1, availability, customer-health, and proposal agents. Deploy daily, weekly, monthly, and operations prompts when the workspace uses them.
Phase 4: Customer Workspaces
Create one customer folder per mapped customer and initialize profile, tasks, inbox, and meeting-note surfaces according to the target workspace conventions.
Phase 5: Config and Verification
Configure customer mapping, holidays, external folders, and optional workIQ references. Configure _datasources/daily-activity-sources.json, then run the collector for a representative date before the dry daily-report flow. See daily activity collection.