--- name: customer-workspace description: Customer workspace initialization skill. Provides inbox (information accumulation), meeting minutes management, and auto-classification rules. Use for "setup customer workspace" or "add inbox feature" requests. Triggers on customer workspace, 顧客ワークスペース, inbox 追加, 議事録管理, 顧客フォルダ作成. argument-hint: "作りたい顧客ワークスペース名、必要機能、管理対象" user-invocable: true license: CC BY-NC-SA 4.0 metadata: author: yamapan (https://github.com/aktsmm) --- # Customer Workspace Skill Initialize customer-specific workspaces with information accumulation, meeting notes management, and handoff-ready summaries. ## When to Use - **Customer workspace**, **inbox**, **meeting notes**, **workspace summary**, **handoff** - Setting up per-customer workspaces - Adding inbox or meeting minutes management - Creating handoff-ready workspace summaries with source file paths - Implementing auto-classification rules for customer information ## Features | Feature | Description | | --------------------- | ---------------------------------------------------- | | **Inbox** | Paste chat/email for auto-classification | | **Meeting Notes** | Convert Teams AI notes to template format | | **Questions** | Extract questions/actions from meeting log | | **Auto-Routing** | Route input based on pattern detection | | **Customer Profile** | Centralized customer information | | **Workspace Summary** | Handoff summary with related file paths | | **Next Actions** | Per-MTG homework workspace with traceable tasks | | **Knowledge Ledger** | Reusable generic learnings extracted on request | | **Research Reports** | Store generated research/report Markdown away from root | | **Material Split** | Optional split for customer originals, working copies, and customer-facing files | --- ## Quick Start ```powershell # Basic .\scripts\Initialize-CustomerWorkspace.ps1 -CustomerName "Contoso Inc" # Full options .\scripts\Initialize-CustomerWorkspace.ps1 ` -CustomerName "Contoso Inc" ` -ContractType "Ongoing support" ` -ContractPeriod "2025/04 - 2028/03" ` -KeyContacts "John Doe (Infra Lead)" ``` If PowerShell is unavailable, manually create the same folders, copy the prompt/template files from `assets/`, and create `README.md` plus `workspace-summary.md` from the workspace root templates. ## Setup Intake Keep setup questions lightweight. Capture only facts that change routing, sharing, or follow-up behavior; leave detailed technical inventory to inbox and later notes. - Workspace purpose and scope: customer-wide, project-specific, proposal, PoC, or ongoing support. - Sharing boundary: customer-shareable, internal-only, or mixed. This controls what can appear in meeting notes. - Own team names and aliases: used to split action items into own-team vs customer follow-up. - Key contacts and roles: decision maker, technical owner, coordinator, or other routing-relevant roles. - Meeting cadence and next date when known: used to create `next-actions/to-YYYY-MM-DD/`. - Primary information sources: meetings, chat, email, shared files, received materials, or service portals. ## Generated Structure ``` {workspace}/ ├── README.md ← Start here / workspace overview ├── workspace-summary.md ← Handoff-ready summary ├── .github/ │ ├── copilot-instructions.md ← Auto-routing rules │ └── prompts/ ← Inbox, meeting notes, questions ├── _inbox/{YYYY-MM}.md ← Inbox files ├── _questions/{YYYY-MM}.md ← Accumulated questions (optional) ├── _knowledge/ ← Reusable generic learnings (opt-in extraction) │ ├── README.md ← Rules, taxonomy, and safety gates │ └── general.md ← Initial ledger; split later only when useful ├── _customer/profile.md ← Customer profile ├── _templates/ ← Templates ├── research-reports/ ← Generated research/report Markdown ├── meeting-notes/ ← Meeting minutes (one file per MTG) ├── next-actions/ ← Per-MTG homework workspace │ ├── to-YYYY-MM-DD/ ← Tasks for the next MTG │ │ ├── README.md ← Progress board │ │ ├── homework/ ← Customer-agreed homework │ │ ├── proposals/ ← Self-initiated proposal prep │ │ └── research/ ← Supplementary research/validation │ └── ongoing/ ← Continuing items without a deadline └── pj_{topic}/ ← Topic-scoped thread spanning many meetings ``` `Initialize-CustomerWorkspace.ps1` creates only `.github/`, `_inbox/`, `_questions/`, `_knowledge/`, `_customer/`, `_templates/`, `research-reports/`, and copies four templates (`meeting-minutes`, `internal-memo`, `customer-profile`, `attachments`). Create `meeting-notes/`, `next-actions/`, `pj_{topic}/`, and the material folders on demand, and read `next-actions-*` / `knowledge-*` / `workspace-*` templates directly from `assets/_templates/`. ## Research Reports Use `research-reports/` for generated Markdown deliverables; keep the workspace root for entry files and controls. Detailed placement and sanitization rules are in [Knowledge Ledger Rules](references/knowledge-ledger-rules.md). ## Knowledge Ledger Use `_knowledge/` only for compact, reusable learnings when the user explicitly requests extraction or generalization. Apply [Knowledge Ledger Rules](references/knowledge-ledger-rules.md) before writing. ## Optional Material Folders When customer-shared files accumulate or are directly supplied in scope, split them by lifecycle: `_received/` for immutable originals, `_working/` for internal edits, and `_provided/` for customer-safe copies. Attempt to import accessible originals before relying only on a summary. Apply [Customer Material Lifecycle](references/material-lifecycle.md) before moving or renaming files. --- ## Auto-Routing Patterns | Pattern | Action | | ---------------------------- | ----------------- | | "Generated by AI" | → Meeting notes | | Meeting memo with agenda / tasks / next meeting | → Meeting notes + Questions | | Name + datetime + short text | → Inbox | | Contains `From:` `Date:` | → Inbox | | Bullet points / short memo | → Inbox | | Question format | → Normal response | ## Default Tags `#network` `#cost` `#contract` `#proposal` `#ai` `#container` `#meeting` `#support` `#organization` `#deadline` `#internal` ## Next Actions (per-MTG homework workspace) Carve homework, proposal prep, and supplementary research out of meeting notes into a date-scoped `next-actions/to-YYYY-MM-DD/` folder. - **Folders**: `homework/` (customer-agreed), `proposals/` (self-initiated), `research/` (supplementary) - **Traceability**: - Keep meeting-note decision and homework tables copy-friendly: content, owner, due date, and status only. Do not put local `next-actions/...` paths in rows intended for sharing. - Track local work links in `next-actions/to-YYYY-MM-DD/README.md` and each task file instead. - In each task file, the header records `出どころ:` pointing back to the meeting note (or `自主提案` / `自主検証`). - **Progress states**: `not-started` / `in-progress` / `blocked` / `done` / `dropped`. Only the state table lives in `to-YYYY-MM-DD/README.md`; details stay in each task file. - **Why split by type**: mixing `proposals` into homework turns self-initiated ideas into apparent customer commitments. - Full rules and templates: see `Next Actions Workspace` section in [assets/copilot-instructions.md](assets/copilot-instructions.md). ## Project Threads (topic-scoped work) `meeting-notes/` and `next-actions/` are both time-scoped, so a topic that outlives the meeting cycle survives as an ever-growing appendix inside one meeting note. - **Required to split**: the topic spans multiple meeting cycles. Without this, keep it in the meeting note. - **Plus at least one**: it already has three or more files, it accumulates its own evidence (logs, vendor replies, an external case ID), or its owners differ from the people who normally attend the recurring meeting. If none hold, use `next-actions/ongoing/`. - **Naming**: `pj_{topic}/`, where `{topic}` is kebab-case. No date prefix, because a thread is identified by topic and its start date stops being useful as soon as the thread moves. - **Single source of truth**: the thread folder owns current status and history. Meeting notes link to it and never restate it, or the two drift and the reader cannot tell which is current. - **README first**: `pj_{topic}/README.md` must answer "who holds the ball right now" without reading anything else. - **Migration trigger**: the topic has been appended to the same meeting note across three or more meetings, or its section in that note is longer than all the other sections combined. - **Closure**: a thread stays open until closed explicitly. No open actions and no timeline entry for two meeting cycles makes it a closure candidate. - Split checklist, README layout, migration steps, and closure rules: [Project Thread Rules](references/project-threads.md) ## Meeting Notes Quality Gate Before calling meeting notes done: - Mark uncertain names, times, product names, model names, prices, or support boundaries as `要確認` instead of overclaiming. - Speech-to-text transcripts especially mishear short technical acronyms, time codes, and engagement names (e.g. `2H` heard from `EDE 時間`, `Entra ID` from `エントラ ID`). If a short token looks off in context, verify with the user or keep it as `要確認`. - AI-generated follow-up tasks (Teams AI / Otter etc.) tend to be too literal or too generic. Cross-check with the body transcript and refine owner, deadline, and concrete deliverable. Do not leave ambiguous phrasing as-is. - Extract open questions and action items into `_questions/{YYYY-MM}.md`; create `next-actions/` tasks only for work that needs follow-up outside the meeting note. - Ensure shareable meeting-note tables contain no local file paths or internal-only work links. - Keep internal speculation and commercial engagement terms (tier, contracted hours, SKU, paid-menu composition, effort burn) in an internal memo or clearly marked internal section; hold the engagement ledger inside `_customer/profile.md` as internal-only. - When the note will be shared with the customer, produce a copy-paste highlight block (`## お客様共有用ハイライト (コピペ用)`) with 3-5 confirmed bullets + next actions split into `お客様側 / 自社側 / 双方 (両者で調整)`. Cross-side coordination (schedule, joint review) goes in `双方` only — do not duplicate. See [references/meeting-minutes-rules.md](references/meeting-minutes-rules.md). --- ## Done Criteria - [ ] Workspace folder created - [ ] `README.md` exists at workspace root - [ ] `workspace-summary.md` exists at workspace root - [ ] `_inbox/{YYYY-MM}.md` exists - [ ] `_questions/{YYYY-MM}.md` exists - [ ] `_knowledge/README.md` and `_knowledge/general.md` exist - [ ] `_customer/profile.md` configured - [ ] `research-reports/` exists for generated Markdown deliverables - [ ] Auto-routing rules working ## Key References - [Inbox Rules](references/inbox-rules.md) - [Meeting Minutes Rules](references/meeting-minutes-rules.md) - [Workspace Summary Rules](references/workspace-summary-rules.md) - [Knowledge Ledger Rules](references/knowledge-ledger-rules.md) - [Customer Material Lifecycle](references/material-lifecycle.md) - [Project Thread Rules](references/project-threads.md) ## Assets > **Note**: `assets/` 配下の prompt / instruction / template は、新しい顧客ワークスペースを初期化するときの **コピー元** として使う scaffolding 用ファイル。ホスト workspace の `.github/prompts/` や `.github/copilot-instructions.md` とは独立に進化させてよい（同期は必須ではない）。ホスト側で機能追加した場合に scaffolding にも反映したいときは、明示的にこのフォルダへ back-port する。 - `assets/_templates/`: next-actions, knowledge ledger, attachments, and workspace templates - `assets/*.prompt.md`: inbox, meeting-note conversion, and question extraction prompts - `assets/copilot-instructions.md`: generated workspace auto-routing rules - `scripts/Test-ReceivedMaterialPlacement.ps1` - Read-only root audit for unclassified received-material candidates