From b6573100c3415af84ee316ae9be8649d3f218964 Mon Sep 17 00:00:00 2001 From: Ve Sharma <62218708+VeVarunSharma@users.noreply.github.com> Date: Sun, 25 Jan 2026 21:34:50 -0500 Subject: [PATCH 1/3] feat: add workiq copilot skill --- skills/workiq-copilot/SKILL.md | 98 ++++++++++++++++++++++++++++++++++ 1 file changed, 98 insertions(+) create mode 100644 skills/workiq-copilot/SKILL.md diff --git a/skills/workiq-copilot/SKILL.md b/skills/workiq-copilot/SKILL.md new file mode 100644 index 00000000..73d4337d --- /dev/null +++ b/skills/workiq-copilot/SKILL.md @@ -0,0 +1,98 @@ +--- +name: workiq-copilot +description: Guides the Copilot CLI on how to use the WorkIQ CLI/MCP server to query Microsoft 365 Copilot data (emails, meetings, docs, Teams, people) for live context, summaries, and recommendations. +--- + +# 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 ` 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 ""` (or `-q`). +4. **Monitor execution** – long answers may stream; poll with `read_powershell` if needed. +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 -q "..."` | Ask a specific question. | +| `workiq ask -t -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** – use `stop_powershell` to end 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. From e5289a995a87d9e176a99e72bc18679ccdf1cc92 Mon Sep 17 00:00:00 2001 From: Ve Sharma <62218708+VeVarunSharma@users.noreply.github.com> Date: Sun, 25 Jan 2026 21:42:46 -0500 Subject: [PATCH 2/3] feat: update workiq readme skill --- docs/README.skills.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/README.skills.md b/docs/README.skills.md index a7d7b9f8..e1dd429f 100644 --- a/docs/README.skills.md +++ b/docs/README.skills.md @@ -48,3 +48,4 @@ Skills differ from other primitives by supporting bundled assets (scripts, code | [vscode-ext-localization](../skills/vscode-ext-localization/SKILL.md) | Guidelines for proper localization of VS Code extensions, following VS Code extension development guidelines, libraries and good practices | None | | [web-design-reviewer](../skills/web-design-reviewer/SKILL.md) | This skill enables visual inspection of websites running locally or remotely to identify and fix design issues. Triggers on requests like "review website design", "check the UI", "fix the layout", "find design problems". Detects issues with responsive design, accessibility, visual consistency, and layout breakage, then performs fixes at the source code level. | `references/framework-fixes.md`
`references/visual-checklist.md` | | [webapp-testing](../skills/webapp-testing/SKILL.md) | Toolkit for interacting with and testing local web applications using Playwright. Supports verifying frontend functionality, debugging UI behavior, capturing browser screenshots, and viewing browser logs. | `test-helper.js` | +| [workiq-copilot](../skills/workiq-copilot/SKILL.md) | Guides the Copilot CLI on how to use the WorkIQ CLI/MCP server to query Microsoft 365 Copilot data (emails, meetings, docs, Teams, people) for live context, summaries, and recommendations. | None | From 50868c5da36497d587749d8234998b617a5367dd Mon Sep 17 00:00:00 2001 From: Ve Sharma <62218708+VeVarunSharma@users.noreply.github.com> Date: Sun, 25 Jan 2026 22:00:26 -0500 Subject: [PATCH 3/3] feat: implement PR feedback for skill --- skills/workiq-copilot/SKILL.md | 10 +++++----- 1 file changed, 5 insertions(+), 5 deletions(-) diff --git a/skills/workiq-copilot/SKILL.md b/skills/workiq-copilot/SKILL.md index 73d4337d..2536e569 100644 --- a/skills/workiq-copilot/SKILL.md +++ b/skills/workiq-copilot/SKILL.md @@ -1,6 +1,6 @@ --- name: workiq-copilot -description: Guides the Copilot CLI on how to use the WorkIQ CLI/MCP server to query Microsoft 365 Copilot data (emails, meetings, docs, Teams, people) for live context, summaries, and recommendations. +description: 'Guides the Copilot CLI on how to use the WorkIQ CLI/MCP server to query Microsoft 365 Copilot data (emails, meetings, docs, Teams, people) for live context, summaries, and recommendations.' --- # WorkIQ Copilot Skill @@ -41,8 +41,8 @@ WorkIQ (Public Preview) lets Copilot query Microsoft 365 data with natural langu 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 ""` (or `-q`). -4. **Monitor execution** – long answers may stream; poll with `read_powershell` if needed. +3. **Run command** – `workiq ask --question ""` (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. @@ -54,7 +54,7 @@ WorkIQ (Public Preview) lets Copilot query Microsoft 365 data with natural langu | `workiq version` | Display installed version. | | `workiq accept-eula` | Accept license (first use). | | `workiq ask` | Interactive mode. | -| `workiq ask -q "..."` | Ask a specific question. | +| `workiq ask --question "..."` | Ask a specific question (use `-q` shorthand if preferred). | | `workiq ask -t -q "..."` | Target a specific tenant. | | `workiq mcp` | Start MCP stdio server (expose WorkIQ tools to other agents). | @@ -87,7 +87,7 @@ WorkIQ (Public Preview) lets Copilot query Microsoft 365 data with natural langu - **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** – use `stop_powershell` to end session, then retry; ensure browser login completed. +- **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