CEO Briefing Generator

Generate comprehensive weekly business audit and executive summary.

When to Use

Trigger when user requests:

• •"Generate CEO briefing"
• •"Weekly business report"
• •"Monday morning briefing"
• •"Audit my week"
• •"Business summary"

Process

1. •

   Read Data Sources

   • •vault/Dashboard.md - Current status
   • •vault/Business_Goals.md - Targets & objectives
   • •vault/Done/ - Completed tasks this week
   • •vault/Accounting/ - Financial transactions
   • •vault/Logs/ - Activity history
2. •

   Analyze

   • •Revenue vs target
   • •Tasks completed vs planned
   • •Bottlenecks (delayed items)
   • •Subscription audit
   • •Upcoming deadlines
3. •

   Generate Report

   • •Executive summary
   • •Revenue metrics
   • •Completed tasks
   • •Bottlenecks table
   • •Proactive suggestions
   • •Action items
4. •

   Save

   • •Location: vault/Briefings/
   • •Filename: YYYY-MM-DD_Monday_Briefing.md

Output Format

---
generated: [ISO timestamp]
period: [start_date] to [end_date]
---

# Monday Morning CEO Briefing

## Executive Summary
[2-3 sentence overview]

## Revenue
- **This Week**: $X
- **MTD**: $X (X% of target)
- **Trend**: [On track / Behind / Ahead]

## Completed Tasks
- [x] Task 1
- [x] Task 2

## Bottlenecks
| Task | Expected | Actual | Delay |
|------|----------|--------|-------|

## Proactive Suggestions
### Cost Optimization
- [Subscription audit findings]

### Upcoming Deadlines
- [Next 7 days deadlines]

---
*Generated by AI Employee*

Subscription Audit Rules

Flag for review if:

• •No activity in 30 days
• •Cost increased > 20%
• •Duplicate functionality

Scripts

Use scripts/generate_briefing.py for data aggregation.

References

See references/briefing_template.md for full template.