customer-workspace

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Customer Workspace Skill

客户工作区Skill

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

初始化特定客户的工作区，具备信息积累和会议纪要管理功能。

When to Use

适用场景

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

客户工作区、收件箱、会议纪要
搭建按客户划分的工作区
添加收件箱或会议纪要管理功能
为客户信息配置自动分类规则

Features

功能特性

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

功能项	描述说明
收件箱	粘贴聊天/邮件内容以进行自动分类
会议纪要	将Teams AI生成的纪要转换为模板格式
自动路由	基于模式检测分配输入内容的流向
客户档案	集中管理客户相关信息

Quick Start

快速开始

powershell

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powershell

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Basic

基础用法

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

Full options

完整参数用法

.\scripts\Initialize-CustomerWorkspace.ps1

  -CustomerName "Contoso Inc"

-ContractType "MACC"

  -ContractPeriod "2025/04 - 2028/03"

-KeyContacts "John Doe (Infra Lead)"

undefined

.\scripts\Initialize-CustomerWorkspace.ps1

  -CustomerName "Contoso Inc"

-ContractType "MACC"

  -ContractPeriod "2025/04 - 2028/03"

-KeyContacts "John Doe (Infra Lead)"

undefined

Generated Structure

生成的目录结构

{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

{workspace}/
├── .github/
│   ├── copilot-instructions.md    ← 自动路由规则
│   └── prompts/                   ← 收件箱、会议纪要相关提示词
├── _inbox/{YYYY-MM}.md            ← 收件箱文件
├── _customer/profile.md           ← 客户档案
└── _templates/                    ← 模板文件

Auto-Routing Patterns

自动路由规则

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

匹配模式	执行动作
"Generated by AI"	→ 归入会议纪要
名称+日期时间+简短文本格式	→ 归入收件箱
包含 `From:` `Date:` 字段	→ 归入收件箱
项目符号/简短备忘录格式	→ 归入收件箱
问题格式	→ 常规响应处理

Default Tags

默认标签

#network

#cost

#contract

#proposal

#ai

#container

#meeting

#support

#organization

#deadline

#internal

#network

#cost

#contract

#proposal

#ai

#container

#meeting

#support

#organization

#deadline

#internal

Done Criteria

完成标准

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

已创建工作区文件夹
```
_inbox/{YYYY-MM}.md
```
文件已生成
```
_customer/profile.md
```
已配置完成
自动路由规则正常生效

Key References

关键参考文档

Inbox Rules
Meeting Minutes Rules

收件箱规则
会议纪要规则

Assets

资源文件

```
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

```
assets/_templates/
```
- 模板文件
```
assets/inbox.prompt.md
```
- 收件箱提示词文件

assets/convert-meeting-minutes.prompt.md

- 会议纪要转换提示词文件

```
assets/copilot-instructions.md
```
- 自动路由规则文件