workiq-copilot

# WorkIQ Copilot Skill

## Overview

WorkIQ (Public Preview) lets Copilot query Microsoft 365 data with natural language. It supports schedules, documents, Teams messages, email threads, follow-up tracking, stakeholder summaries, and more. Use this skill whenever a task needs live organizational intelligence beyond the local repository.

## Supported Data & Sample Prompts

- **Emails** – “Summarize emails from Sarah about the budget.”
- **Meetings** – “What are my upcoming meetings this week?”
- **Documents** – “Find recent documents about Q4 planning.”
- **Teams** – “Summarize messages in the Engineering channel today.”
- **People/Projects** – “Who is working on Project Alpha?”

## Getting Access

1. **Copilot CLI plugin (preferred)**
   - `copilot`
   - `/plugin marketplace add github/copilot-plugins`
   - `/plugin install workiq@copilot-plugins`
   - Restart Copilot CLI.
2. **Standalone CLI / MCP server**
   - `npm install -g @microsoft/workiq` (or `npx -y @microsoft/workiq mcp`).
   - Run `workiq mcp` to expose MCP tools if needed.
3. **Tenant consent**
   - First use prompts for Microsoft 365 admin consent (EULA + permissions). Non-admins must contact tenant admin to approve per the Tenant Administrator Enablement Guide.

## Pre-flight Checklist

- Run `Get-Command workiq` to ensure the binary is available.
- Accept the EULA once via `workiq accept-eula`.
- Confirm the correct tenant (`-t <tenant-id>` if different from default `common`).
- Be ready to complete device login in the browser when prompted.

## Core Workflow

1. **Clarify intent** – agenda, action items, document lookup, people search, risk summary, etc.
2. **Craft precise prompt** – include timeframe, source, or topic (e.g., “Summarize Teams posts in #eng for today”).
3. **Run command** – `workiq ask --question "<prompt>"` (use `-q` for shorthand if desired).
4. **Monitor execution** – long answers may stream; wait for the response to finish before issuing additional requests.
5. **Summarize & redact** – highlight insights, note conflicts/tasks, avoid pasting raw links unless required.
6. **Offer follow-ups** – blocking time, drafting notes, deeper queries, etc.

## Command Reference

| Command                           | Purpose                                                       |
| --------------------------------- | ------------------------------------------------------------- |
| `workiq --help`                   | Show global options.                                          |
| `workiq version`                  | Display installed version.                                    |
| `workiq accept-eula`              | Accept license (first use).                                   |
| `workiq ask`                      | Interactive mode.                                             |
| `workiq ask --question "..."`     | Ask a specific question (use `-q` shorthand if preferred).    |
| `workiq ask -t <tenant> -q "..."` | Target a specific tenant.                                     |
| `workiq mcp`                      | Start MCP stdio server (expose WorkIQ tools to other agents). |

## Prompt Patterns

- Agenda: “What’s on my calendar tomorrow?”
- Action items: “Summarize follow-ups from today’s customer sync.”
- Documents: “List PowerPoints about Contoso FY26 roadmap.”
- Communications: “What did my manager say about the deadline?”
- Insights: “What blockers came up in the last three meetings?”
- Planning: “Suggest focus blocks for Tuesday afternoon.”

## Response Guidelines

- Keep summaries concise (2–3 sentences) calling out load, priorities, blockers, and optional next steps.
- Refer to meetings/documents generically unless the user specifically needs links.
- Mention if WorkIQ can continue (e.g., “WorkIQ can show Thu–Sun if needed”).
- Map WorkIQ’s suggested actions to clear offers (block time, send follow-up, request recording, run deeper query).

## Best Practices

- Prefer narrow prompts to reduce noise; run multiple queries if needed.
- Combine outputs logically (agenda + conflicts + action items) before responding.
- Respect privacy: do not expose attendee lists or confidential snippets unless explicitly requested.
- Log which commands were run so future steps can reference them (“Asked WorkIQ for agenda + conflicts”).
- Use MCP mode (`workiq mcp`) when another agent/workflow needs direct tool access.

## Troubleshooting

- **Missing CLI** – install via npm or ensure PATH is set; notify user if unavailable.
- **Consent/auth errors** – re-run command after admin grants permissions or after completing device login.
- **Long/incomplete output** – rerun with refined scope or ask for specific data slices (per day/project/person).
- **Command hanging** – cancel the running command in your terminal (for example, with Ctrl+C) or restart the Copilot CLI session, then retry; ensure browser login completed.

## Follow-up Actions to Offer

- Block focus/overflow holds at suggested times.
- Draft reschedule/decline messages referencing WorkIQ guidance.
- Request recordings or summaries for overlapping sessions.
- Capture action items into task trackers.
- Run additional WorkIQ queries (by project, stakeholder, time range) for deeper analysis.