workiq copilot

Author's original introduction

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.

SkillPi interpretation

Tasks

workiq copilot

Audience

Use the scenarios stated in the author's introduction.

Inputs and outputs

See the complete author document; outputs have not been runtime verified by SkillPi.

Software, accounts and paid services

Check required software, accounts, costs and permissions in the full document; confirm and authorize actual file access and external services in your host. Domains referenced in the documents (not a runtime allowlist): No HTTP(S) domain stated. Work IQ can query tenant mail, meetings and documents. The user/admin must confirm admin consent and the EULA themselves. Publication accepts no agreement and grants no access. Scope queries by target and time and redact before sharing. Pin external tools from official sources and audit them separately; SkillPi has not installed or run those dependencies. The user must authorize file changes, external transfers, secrets and costs in the host tool.

Limits and differences

Functionality, version status and outcome statements in the introduction are author claims. Only pinned source and static attachment evidence were checked; runtime behavior, external services and compatibility are not guaranteed.

Testing

Not tested

Security rating and access scope

caution · Static evidence review; not a runtime safety guarantee.

Check required software, accounts, costs and permissions in the full document; confirm and authorize actual file access and external services in your host. Domains referenced in the documents (not a runtime allowlist): No HTTP(S) domain stated. Work IQ can query tenant mail, meetings and documents. The user/admin must confirm admin consent and the EULA themselves. Publication accepts no agreement and grants no access. Scope queries by target and time and redact before sharing. Pin external tools from official sources and audit them separately; SkillPi has not installed or run those dependencies. The user must authorize file changes, external transfers, secrets and costs in the host tool.

Before use, confirm and authorize actual file access, external services and network destinations in your host. This review grants no runtime permissions.

Original SKILL.md

---
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 <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.

Copyright and license notice

MIT License

Copyright GitHub, Inc.

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.