Generate CEO Briefing

Generate a comprehensive "Monday Morning CEO Briefing" for the past week.

When to Use

• Every Sunday evening (scheduled task: generate_ceo_briefing)
• Manually when the user asks for a weekly review or business audit
• After significant milestones or events

Workflow

1. Gather Input Data

Read Business Goals:

vault/Business_Goals.md

Note current quarterly targets, key metrics, and active projects.

Scan Completed Items (past 7 days):

vault/Done/

List all files with timestamps within the past 7 days.

Read Accounting Summary:

vault/Accounting/Summary_YYYY_MM.md

Extract revenue, expenses, and subscription data.

Read Recent Logs:

vault/Logs/YYYY-MM-DD.json  (last 7 days)

Count actions taken, errors encountered, and bottlenecks.

Scan Social Media Activity:

vault/Needs_Action/FACEBOOK_*.md
vault/Needs_Action/INSTAGRAM_*.md
vault/Needs_Action/TWITTER_*.md
vault/Needs_Action/LINKEDIN_*.md

2. Analyze the Data

Identify:

• Revenue: Total invoiced, received, and outstanding
• Tasks Completed: What was accomplished this week
• Bottlenecks: Errors, delays, or items stuck in workflow
• Cost Optimization: Subscriptions or expenses to review
• Upcoming Deadlines: Projects or tasks due soon (from Business_Goals.md)
• Social Performance: Engagement metrics and required responses

3. Generate the Briefing

Create vault/Briefings/YYYY-MM-DD_Monday_Briefing.md using this template:

---
type: ceo_briefing
generated: ISO-8601
period: YYYY-MM-DD to YYYY-MM-DD
---

# Monday Morning CEO Briefing

## Executive Summary
[One paragraph: what happened, key wins, items needing attention]

## Revenue
- **This Week**: $X,XXX
- **Total Invoiced**: $X,XXX
- **Total Outgoing**: $X,XXX
- **Net Revenue**: $X,XXX
- **Trend**: [On track / Below target / Above target]

## Completed Tasks (N items)
- [x] Item 1 (email)
- [x] Item 2 (file)
...

## Bottlenecks
| Task | Expected | Actual | Notes |
|------|----------|--------|-------|
| [task] | [expected] | [actual] | [notes] |

## Proactive Suggestions

### Cost Optimization
- [Subscription analysis results]

### Upcoming Deadlines
- [From Business_Goals.md]

### Social Media Follow-up
- [Messages/mentions requiring response]

---
*Generated by AI Employee v0.3 - Gold Tier*

4. Log the Action

Write to vault/Logs/YYYY-MM-DD.json:

{
  "timestamp": "ISO-8601",
  "action_type": "briefing_generated",
  "actor": "claude_code",
  "file": "YYYY-MM-DD_Monday_Briefing.md",
  "period_start": "YYYY-MM-DD",
  "period_end": "YYYY-MM-DD",
  "result": "success"
}

5. Update Dashboard

After generating the briefing, update vault/Dashboard.md to show:

• Latest briefing date
• Key metrics from the briefing