1. Data Collection → Gather data from all sources
                  → Odoo: Financial transactions, invoices
                  → Social: Engagement metrics
                  → Communications: Email/WhatsApp activity
                  → Tasks: Completion rates from vault

2. Analysis → Calculate KPIs and metrics
           → Detect trends and patterns
           → Identify anomalies
           → Compare to previous periods

3. Insight Generation → Generate 6 types of insights
                      → Prioritize by impact
                      → Create actionable recommendations

4. Report Generation → Format as markdown
                    → Include charts and tables
                    → Add executive summary
                    → Save to Reports/CEO_Briefings/

5. Notification → Create action file in Needs_Action/
               → Notify user of new briefing
               → Log to audit trail

schedule:
  enabled: true
  day: sunday
  time: "07:00"
  timezone: "America/New_York"

data_sources:
  odoo:
    enabled: true
    mcp_server: "gold/mcp/odoo-mcp"
  social_media:
    enabled: true
    platforms: ["facebook", "instagram", "twitter"]
  communications:
    enabled: true
    sources: ["email", "whatsapp", "linkedin"]
  tasks:
    enabled: true
    folders: ["Needs_Action", "Done", "In_Progress"]

analysis:
  period: "weekly"  # weekly, monthly, quarterly
  compare_to_previous: true
  include_trends: true
  include_predictions: true

insights:
  min_confidence: 0.7
  max_insights: 10
  types:
    - trends
    - anomalies
    - opportunities
    - risks
    - recommendations
    - predictions

output:
  format: "markdown"
  location: "Reports/CEO_Briefings"
  filename_pattern: "ceo_briefing_{date}.md"
  include_charts: false  # Future: ASCII charts
  include_raw_data: false

# CEO Briefing
CEO_BRIEFING_ENABLED=true
CEO_BRIEFING_DAY=sunday
CEO_BRIEFING_TIME=07:00

# Data Sources
ODOO_MCP_PATH=gold/mcp/odoo-mcp
USE_MOCK_ODOO=true  # Set to false for real Odoo

from gold.src.intelligence.ceo_briefing import CEOBriefingGenerator

generator = CEOBriefingGenerator(vault_path="/path/to/vault")

# Generate briefing for last 7 days
briefing = generator.generate_briefing(
    date_from="2026-01-12",
    date_to="2026-01-19"
)

print(f"Briefing saved to: {briefing['file_path']}")

# Generate briefing for current week
claude --skill generate-ceo-briefing

# Generate briefing for specific period
claude --skill generate-ceo-briefing \
  --date-from 2026-01-01 \
  --date-to 2026-01-31

# Generate briefing with specific focus
claude --skill generate-ceo-briefing \
  --focus financial

# Start CEO Briefing scheduler
pm2 start gold/ecosystem.config.js --only gold-ceo-briefing

# Check status
pm2 list | grep ceo-briefing

# View logs
pm2 logs gold-ceo-briefing

---
generated: 2026-01-19T07:00:00Z
period: 2026-01-12 to 2026-01-19
type: weekly_ceo_briefing
version: 1.0.0
---

# Weekly CEO Briefing
**Period**: January 12-19, 2026
**Generated**: Sunday, January 19, 2026 at 7:00 AM

---

## Executive Summary

Strong week with revenue ahead of target. Social media engagement up 25%. One critical bottleneck identified in client onboarding process.

**Key Highlights**:
- 📈 Revenue: $12,450 (+15% vs last week)
- 💰 Profit Margin: 42% (+3% vs last week)
- 📱 Social Engagement: 1,247 interactions (+25%)
- ✅ Task Completion: 87% (target: 90%)

**Action Required**:
- Review client onboarding bottleneck (see Tasks section)
- Approve subscription cancellation for unused tools (see Recommendations)

---

## Financial Summary

### Revenue & Expenses
| Metric | This Week | Last Week | Change |
|--------|-----------|-----------|--------|
| Revenue | $12,450 | $10,800 | +15% ↗️ |
| Expenses | $7,200 | $6,900 | +4% ↗️ |
| Profit | $5,250 | $3,900 | +35% ↗️ |
| Profit Margin | 42% | 36% | +6pp ↗️ |

### Outstanding Invoices
| Client | Amount | Due Date | Days Overdue |
|--------|--------|----------|--------------|
| Client A | $2,500 | Jan 15 | 4 days |
| Client B | $1,800 | Jan 18 | 1 day |
| Client C | $3,200 | Jan 25 | - |

**Total Outstanding**: $7,500

### Cash Flow Trend
- Week 1: $8,200
- Week 2: $10,800
- Week 3: $12,450 ↗️

**Insight**: Revenue trending upward. Maintain momentum.

---

## Social Media Performance

### Engagement Metrics
| Platform | Posts | Likes | Comments | Shares | Total Engagement |
|----------|-------|-------|----------|--------|------------------|
| Facebook | 3 | 245 | 18 | 12 | 275 |
| Instagram | 5 | 892 | 67 | 0 | 959 |
| Twitter | 7 | 89 | 24 | 15 | 128 |
| **Total** | **15** | **1,226** | **109** | **27** | **1,362** |

### Top Performing Content
1. **Instagram**: "AI automation breakthrough" - 312 likes, 23 comments
2. **Facebook**: "Client success story" - 156 likes, 12 comments
3. **Twitter**: "Industry insights thread" - 45 retweets, 18 replies

### Insights
- Instagram engagement up 35% (visual content performing well)
- Twitter threads driving 2x more engagement than single tweets
- Facebook posts with questions get 3x more comments

---

## Communications Activity

### Email
- **Received**: 127 emails
- **Sent**: 43 emails
- **Response Time**: Avg 2.3 hours (target: <4 hours) ✅
- **Pending**: 8 emails in Needs_Action

### WhatsApp
- **Messages**: 34 messages
- **Urgent**: 3 messages (all responded)
- **Response Time**: Avg 15 minutes

### LinkedIn
- **Connection Requests**: 12 (8 accepted)
- **Messages**: 7 (5 responded)
- **Profile Views**: 89 (+12% vs last week)

---

## Task Performance

### Completion Rates
| Status | Count | Percentage |
|--------|-------|------------|
| Completed | 23 | 87% |
| In Progress | 2 | 8% |
| Pending | 1 | 4% |

**Target**: 90% completion rate
**Status**: ⚠️ Slightly below target

### Bottlenecks Identified
1. **Client Onboarding**: Taking 5 days (expected: 2 days)
   - **Impact**: High - delaying revenue recognition
   - **Recommendation**: Review onboarding checklist, automate steps

2. **Invoice Generation**: Manual process taking 30 min per invoice
   - **Impact**: Medium - time-consuming
   - **Recommendation**: Automate with Odoo templates

### Time Tracking
- **Total Hours**: 42 hours
- **Billable**: 35 hours (83%)
- **Non-Billable**: 7 hours (admin, meetings)

---

## Subscription Audit

### Active Subscriptions
| Service | Cost/Month | Last Used | Status |
|---------|------------|-----------|--------|
| Notion | $15 | 45 days ago | ⚠️ Unused |
| Slack | $8 | Today | ✅ Active |
| Adobe CC | $55 | 3 days ago | ✅ Active |
| Zoom | $15 | Today | ✅ Active |

### Recommendations
- **Cancel Notion** ($15/month): No team activity in 45 days. Migrate to Obsidian (free).
- **Potential Savings**: $180/year

---

## Insights & Recommendations

### 🔥 Critical
1. **Client Onboarding Bottleneck**
   - **Issue**: Onboarding taking 2.5x longer than expected
   - **Impact**: Delaying revenue, poor client experience
   - **Action**: Review process, identify automation opportunities
   - **Priority**: High

### 💡 Opportunities
2. **Instagram Growth**
   - **Observation**: Instagram engagement up 35%
   - **Opportunity**: Double down on visual content
   - **Action**: Increase Instagram posting to 2x per day
   - **Priority**: Medium

3. **Twitter Threads**
   - **Observation**: Threads get 2x more engagement
   - **Opportunity**: Create weekly thread series
   - **Action**: Plan 4 thread topics for next week
   - **Priority**: Medium

### ⚠️ Risks
4. **Overdue Invoices**
   - **Issue**: $4,300 in overdue invoices (Client A, Client B)
   - **Risk**: Cash flow impact if not collected
   - **Action**: Send payment reminders, follow up calls
   - **Priority**: High

### 📊 Trends
5. **Revenue Growth**
   - **Trend**: Revenue up 15% week-over-week
   - **Prediction**: If maintained, $50K+ monthly revenue by March
   - **Action**: Maintain current sales activities
   - **Priority**: Low (monitoring)

---

## Action Items for Next Week

### High Priority
- [ ] Review and optimize client onboarding process
- [ ] Follow up on overdue invoices (Client A, Client B)
- [ ] Approve Notion cancellation (save $15/month)

### Medium Priority
- [ ] Increase Instagram posting frequency
- [ ] Plan 4 Twitter thread topics
- [ ] Automate invoice generation in Odoo

### Low Priority
- [ ] Review time tracking data for optimization
- [ ] Update LinkedIn profile with recent achievements

---

## Upcoming Deadlines

- **Jan 25**: Client C invoice due ($3,200)
- **Jan 31**: Quarterly tax prep deadline
- **Feb 1**: Notion subscription renewal (cancel before this date)

---

**Next Briefing**: Sunday, January 26, 2026 at 7:00 AM

---

*Generated by AI Employee v1.0.0 | Gold Tier*
*Data Sources: Odoo, Facebook, Instagram, Twitter, Email, WhatsApp, LinkedIn, Task Vault*

---
type: ceo_briefing_notification
created_at: 2026-01-19T07:00:05Z
briefing_path: Reports/CEO_Briefings/ceo_briefing_2026-01-19.md
---

# 📊 Weekly CEO Briefing Available

Your weekly CEO briefing for January 12-19, 2026 is ready for review.

**Location**: `Reports/CEO_Briefings/ceo_briefing_2026-01-19.md`

**Key Highlights**:
- Revenue: $12,450 (+15%)
- Social Engagement: +25%
- 3 high-priority action items

**Action Required**: Review briefing and address high-priority items.

[tool.poetry.dependencies]
pyyaml = "^6.0.1"
python-dotenv = "^1.0.0"
requests = "^2.31.0"  # For MCP communication

# Edit configuration
nano gold/config/ceo_briefing_config.yaml

# Customize schedule, data sources, analysis settings

# Check Odoo MCP server
curl http://localhost:3002/health

# Check social media watchers
pm2 list | grep watcher

# Verify vault folders exist
ls -la Reports/CEO_Briefings/

# Generate test briefing
python gold/src/intelligence/ceo_briefing.py

# Check output
cat Reports/CEO_Briefings/ceo_briefing_*.md

# Start CEO Briefing scheduler
pm2 start gold/ecosystem.config.js --only gold-ceo-briefing

# Verify scheduled
pm2 list | grep ceo-briefing

# Check logs
pm2 logs gold-ceo-briefing

pytest gold/tests/unit/test_ceo_briefing.py
pytest gold/tests/unit/test_insight_engine.py

pytest gold/tests/integration/test_ceo_briefing_generation.py