---

name: engagement-initiator description: Creates customer engagement folders with task timelines, metadata, and knowledge graph entries. Use when starting new engagements, creating engagement structures, or when user mentions customer names with dates, CEHub links, qualification notes, or says "create engagement" or "new engagement".

Engagement Initiator

Creates engagement folder structure in OneDrive with tasks, metadata, and knowledge graph entries.

Quick Start

Minimal:

Copy"Create engagement for [Customer] on [Date]"

With context:

Copy"[Customer] [Date], CEHub: [url]"
"[Customer] [Date], qualification notes: [paste]"

Output Structure

CopyC:\Users\brecol\OneDrive - Microsoft\Engagements\[Customer]-[Date]/
├── tasks.csv (ready for Planner import)
├── engagement_metadata.json
├── README.md
└── [additional files based on input]

Configuration

Configuration File: config.json (root of workspace)

Copy{
  "engagements_base_path": "C:\\Users\\<username>\\OneDrive - Microsoft\\Engagements"
}

1. Copy config.example.json to config.json
2. Update engagements_base_path with your OneDrive path
3. config.json is gitignored and won't be committed

All engagements are created in the configured OneDrive location.

Workflow Checklist

Copy- [ ] Extract customer name and date
- [ ] Calculate timeline position
- [ ] Create folder: C:\Users\brecol\OneDrive - Microsoft\Engagements\[Customer]-[Date]/
- [ ] Generate tasks via business_days.py
- [ ] Create metadata file
- [ ] Store in knowledge graph
- [ ] Display status

Timeline Status

Show current position:

Copy📊 T-15 (Final prep)

OVERDUE:
❗ T-28: Schedule Internal Precall

DUE THIS WEEK:
📅 T-14: Execute Customer Precall

Scripts

scripts/business_days.py: Generates task timeline

Copypython scripts/business_days.py "[Customer]" "YYYY-MM-DD"

Outputs tasks.csv with 15 tasks (T-28 to T+3).

Knowledge Graph

Create entities:

Copymemory:create_entities([{
    "name": customer_name,
    "entityType": "Customer",
    "observations": [industry, customer_type, context]
}])

memory:create_entities([{
    "name": f"{customer_name} Engagement - {date}",
    "entityType": "Engagement", 
    "observations": [date, type, status, timeline_position]
}])

memory:create_relations([{
    "from": engagement_name,
    "to": customer_name,
    "relationType": "conducted_for"
}])

Metadata Schema

Copy{
  "customer": "string",
  "engagement_date": "YYYY-MM-DD",
  "timeline_position": "T-X or T+X",
  "status": "planned|active|past",
  "cehub_link": "string|null",
  "tasks_generated": true
}

Next Steps

• agenda-builder: Build engagement agenda
• cehub-integration: Add qualification notes

Reference

See references/implementation.md for technical details.