Biz Ops Setup

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

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

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