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}.mdexists -
_customer/profile.mdconfigured - Auto-routing rules working
Key References
Assets
assets/_templates/- Template filesassets/inbox.prompt.md- Inbox promptassets/convert-meeting-minutes.prompt.md- Meeting notes promptassets/copilot-instructions.md- Auto-routing rules