Biz Ops Setup: Install, Source and Security | FunnelSlayer
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Biz Ops Setup

Published by aktsmm in agent-skills

Review recommended46 installs

What this skill does

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.

Add Biz Ops Setup to your agent

Review the source and files first. When you are ready, copy the prompt instruction or use the CLI command supported by your environment.

Install with a prompt

Paste this into a compatible coding agent:

add this skill "biz-ops-setup" from https://github.com/aktsmm/agent-skills

Install with the CLI

Run this command in a controlled environment after reviewing the repository:

npx skills add https://github.com/aktsmm/agent-skills --skill biz-ops-setup

Skill instructions

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

ItemRequiredDescription
VS Code + GitHub CopilotYesAgent execution
Git + PowerShell 7+YesVersion control/scripts
workIQ MCP ServerOptionalM365 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

# 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

Deployed Components

TypeCountExamples
Agents9orchestrator, report-generator, task-manager, availability-finder
Prompts4daily-report, weekly-report, monthly-report
Folders7ActivityReport/, 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)

Key References

TopicReference
Setup Phasesreferences/setup-phases.md
Folder Structurereferences/folder-structure.md
Agent Listreferences/agent-list.md
Holidaysreferences/holidays.md

Files included

  • assets/_datasources/case-assignments.template.md
  • assets/_datasources/external-folders.template.md
  • assets/_datasources/README.template.md
  • assets/_datasources/workiq-spec.template.md
  • assets/AGENTS.template.md
  • assets/agents/1on1-assistant.agent.template.md
  • assets/agents/availability-finder.agent.template.md
  • assets/agents/data-collector.agent.template.md
  • assets/agents/general-worker.agent.template.md
  • assets/agents/orchestrator.agent.template.md
  • assets/agents/report-generator.agent.template.md
  • assets/agents/report-reviewer.agent.template.md
  • assets/agents/task-manager.agent.template.md
  • assets/agents/work-inventory.agent.template.md
  • assets/copilot-instructions.template.md
  • assets/DASHBOARD.template.md
  • assets/external-paths.template.md
  • assets/prompts/daily-report.prompt.template.md
  • assets/prompts/monthly-report.prompt.template.md
  • assets/prompts/review-report.prompt.template.md
  • assets/prompts/weekly-report.prompt.template.md
  • assets/scripts/Check-ExternalFolders.ps1
  • LICENSE.txt
  • references/agent-list.md
  • references/external-datasources.md
  • references/folder-structure.md
  • references/holidays.md
  • references/setup-phases.md
  • scripts/Deploy-BizOpsTemplates.ps1
  • scripts/Initialize-BizOpsWorkspace.ps1
  • SKILL.md

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