CEO Briefing Generator

When to Use

• •Generating Monday morning business briefings (automated weekly)
• •On-demand business performance review
• •Preparing for strategic planning meetings
• •Analyzing operational bottlenecks
• •Identifying cost optimization opportunities

Instructions

1. •

   Generate Weekly Briefing:

   bash

   python3 .claude/skills/ceo-briefing/scripts/main_operation.py --action generate
   

   Analyzes past 7 days. Output: Briefings/YYYY-MM-DD_Monday_Briefing.md

2. •

   Custom Period Briefing:

   bash

   python3 .claude/skills/ceo-briefing/scripts/main_operation.py --action generate --start 2026-01-01 --end 2026-01-15
   

3. •

   Revenue Analysis Only:

   bash

   python3 .claude/skills/ceo-briefing/scripts/main_operation.py --action revenue --period weekly
   

4. •

   Task Analysis (bottleneck detection):

   bash

   python3 .claude/skills/ceo-briefing/scripts/main_operation.py --action tasks --detect-bottlenecks
   

5. •

   Subscription Audit:

   bash

   python3 .claude/skills/ceo-briefing/scripts/main_operation.py --action subscriptions --unused-threshold 30
   

   Flags subscriptions with no activity in N days.

6. •

   Deadline Tracker:

   bash

   python3 .claude/skills/ceo-briefing/scripts/main_operation.py --action deadlines --horizon 14
   

   Lists deadlines from Business_Goals.md within N days.

Briefing Sections

1. •Executive Summary - High-level overview
2. •Revenue - Weekly total, MTD, goal progress, trend
3. •Completed Tasks - With duration analysis
4. •Bottlenecks - Tasks exceeding expected duration
5. •Cost Optimization - Unused subscriptions, savings opportunities
6. •Upcoming Deadlines - Next 14 days with risk assessment
7. •Proactive Suggestions - AI-generated recommendations

Data Sources

• •AI_Employee_Vault/Accounting/ - Financial data (Xero sync)
• •AI_Employee_Vault/Done/ - Completed task files
• •AI_Employee_Vault/Business_Goals.md - Targets and deadlines
• •AI_Employee_Vault/Logs/ - Activity patterns

Scheduling

Add to cron for automatic weekly generation:

0 7 * * 1 cd /path/to/project && python3 .claude/skills/ceo-briefing/scripts/main_operation.py --action generate

Validation

• • All data sources accessible
• • Financial calculations accurate
• • Briefing file created successfully
• • All sections populated
• • Audit log entry created

See REFERENCE.md for customization options.