使用 Work IQ 查询工作资料

作者原文

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 解读

能完成的任务

使用 Work IQ 查询工作资料

适合谁

请按作者原文中的适用场景判断。

输入和输出

以作者完整文档为准；本站未运行验证产物。

软件、账号及付费要求

使用前按完整文档确认软件、账号、费用及权限；由宿主核对并授权实际文件读写和外部服务。文档引用域名（非运行白名单）：未列出 HTTP(S) 域名。 Work IQ 可查询租户邮件、会议和文档；管理员同意和 EULA 由用户/管理员亲自确认。本站发布不代表接受协议或授予访问，查询限定目标和时间，分享前脱敏。 外部工具按官方来源固定版本并单独核验；本站未安装或运行依赖。文件改动、外部发送、密钥和费用仍由使用者在宿主中逐项授权。

限制与区别

原文中的功能、版本状态和效果描述属于作者陈述；中文为对应翻译。仅核对固定版本及静态附件证据，不保证运行效果、外部服务或兼容性。

实测状态

未测试

安全评级与访问范围

caution · 静态证据核验，不代表运行安全保证。

使用前按完整文档确认软件、账号、费用及权限；由宿主核对并授权实际文件读写和外部服务。文档引用域名（非运行白名单）：未列出 HTTP(S) 域名。 Work IQ 可查询租户邮件、会议和文档；管理员同意和 EULA 由用户/管理员亲自确认。本站发布不代表接受协议或授予访问，查询限定目标和时间，分享前脱敏。 外部工具按官方来源固定版本并单独核验；本站未安装或运行依赖。文件改动、外部发送、密钥和费用仍由使用者在宿主中逐项授权。

使用前请由宿主核对并授权实际文件读写、外部服务和联网目的地；本站的核验不会授予任何运行权限。

原始 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.

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