Customer Workspace Skill

Initialize customer-specific workspaces with information accumulation and meeting notes management.

When to Use

Customer workspace, inbox, meeting notes
Setting up per-customer workspaces
Adding inbox or meeting minutes management
Implementing auto-classification rules for customer information

Features

Feature	Description
Inbox	Paste chat/email for auto-classification
Meeting Notes	Convert Teams AI notes to template format
Auto-Routing	Route input based on pattern detection
Customer Profile	Centralized customer information

Quick Start

# Basic
.\scripts\Initialize-CustomerWorkspace.ps1 -CustomerName "Contoso Inc"

# Full options
.\scripts\Initialize-CustomerWorkspace.ps1 `
  -CustomerName "Contoso Inc" `
  -ContractType "MACC" `
  -ContractPeriod "2025/04 - 2028/03" `
  -KeyContacts "John Doe (Infra Lead)"

Generated Structure

{workspace}/
├── .github/
│   ├── copilot-instructions.md    ← Auto-routing rules
│   └── prompts/                   ← Inbox, meeting notes
├── _inbox/{YYYY-MM}.md            ← Inbox files
├── _customer/profile.md           ← Customer profile
└── _templates/                    ← Templates

Auto-Routing Patterns

Pattern	Action
"Generated by AI"	→ Meeting notes
Name + datetime + short text	→ Inbox
Contains `From:` `Date:`	→ Inbox
Bullet points / short memo	→ Inbox
Question format	→ Normal response

Default Tags

#network #cost #contract #proposal #ai #container #meeting #support #organization #deadline #internal

Done Criteria

Workspace folder created
_inbox/{YYYY-MM}.md exists
_customer/profile.md configured
Auto-routing rules working

Key References

Assets

assets/_templates/ - Template files
assets/inbox.prompt.md - Inbox prompt
assets/convert-meeting-minutes.prompt.md - Meeting notes prompt
assets/copilot-instructions.md - Auto-routing rules

customer-workspace