biz-ops-setup

• 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

| Item | Required | Description |

| ------------------------ | -------- | ----------------------- |

| VS Code + GitHub Copilot | Yes | Agent execution |

| Git + PowerShell 7+ | Yes | Version control/scripts |

| workIQ MCP Server | Optional | M365 integration |

```

Interview → Folder Structure → Deploy Agents → Customer Workspaces → Config → Done

```

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.

Recommended: Use scripts

```powershell

# 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](references/setup-phases.md)

| Type | Count | Examples |

| ------- | ----- | --------------------------------------------- |

| Agents | 9 | orchestrator, report-generator, task-manager, availability-finder |

| Prompts | 4 | daily-report, weekly-report, monthly-report |

| Folders | 7 | ActivityReport/, Customers/, Tasks/, \_inbox/ |

• [ ] 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)

| Topic | Reference |

| ---------------- | ---------------------------------------------------------------- |

| Setup Phases | [references/setup-phases.md](references/setup-phases.md) |

| Folder Structure | [references/folder-structure.md](references/folder-structure.md) |

| Agent List | [references/agent-list.md](references/agent-list.md) |

| Holidays | [references/holidays.md](references/holidays.md) |