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.