git:20260705.848fd9b to git:20260909.f95d0a3

---

name: biz-ops-setup

description: "Business operations workspace setup with workIQ integration. Creates report generation, task management, and customer management system. Use when: setting up new workspace, initializing biz-ops environment, creating business management system."

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

license: CC BY-NC-SA 4.0

metadata:

author: yamapan (https://github.com/aktsmm)

---

# Biz-Ops Workspace Setup

Initialize a business operations workspace with integrated reporting and task management.

## When to Use

- **biz-ops setup**, **業務管理ワークスペース**, **レポート管理**

- Setting up a new workspace from scratch

- Deploying workIQ-based reporting and task management

## Prerequisites

| Item | Required | Description |

| ------------------------ | -------- | ----------------------- |

| VS Code + GitHub Copilot | Yes | Agent execution |

| Git + PowerShell 7+ | Yes | Version control/scripts |

| workIQ MCP Server | Optional | M365 integration |

## Setup Flow

```

Interview → Folder Structure → Deploy Agents → Customer Workspaces → Config → Done

```

## Phase 1: Interview (MANDATORY)

Collect the following information:

1. **Customer list**: Name, ID, primary contact

2. **External folders**: Tech QA, Blog, OneDrive paths (optional)

3. **Holiday config**: japan / us / other

4. **workIQ availability**: Yes (M365 auto) / No (manual input)

> ⚠️ **CRITICAL**: Always run `Get-Date` before generating reports.

## Phase 2-5: Setup Execution

**Recommended: Use scripts**

```powershell

# Phase 2: Create folder structure

.\scripts\Initialize-BizOpsWorkspace.ps1 -WorkspacePath "D:\my-biz-ops" -Customers @("contoso")

# Phase 3: Deploy agents and prompts

.\scripts\Deploy-BizOpsTemplates.ps1 -WorkspacePath "D:\my-biz-ops"

```

**Manual setup** → [references/setup-phases.md](references/setup-phases.md)

## Deployed Components

| Type | Count | Examples |

| ------- | ----- | ----------------------------------------------------------------- |

| Agents | 9 | orchestrator, report-generator, task-manager, availability-finder |

| Prompts | 4 | daily-report, weekly-report, monthly-report |

| Folders | 7 | ActivityReport/, Customers/, Tasks/, \_inbox/ |

## Done Criteria

- [ ] All folders created (ActivityReport/, Customers/, Tasks/, etc.)

- [ ] 9 agents deployed to `.github/agents/`

- [ ] 4 prompts deployed to `.github/prompts/`

- [ ] Customer mappings configured in `copilot-instructions.md`

- [ ] Workflow verification passed (daily report test)

- [ ] Preflight checks fire (missing-report detection runs before requests; see [references/agent-list.md](references/agent-list.md))

## Key References

| Topic | Reference |

| ---------------- | ---------------------------------------------------------------- |

| Setup Phases | [references/setup-phases.md](references/setup-phases.md) |

| Folder Structure | [references/folder-structure.md](references/folder-structure.md) |

| Agent List | [references/agent-list.md](references/agent-list.md) |

| Holidays | [references/holidays.md](references/holidays.md) |