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

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.