| name | generate-briefing |
| description | Generate weekly CEO briefing with business audit |
Generate CEO Briefing
Generate a comprehensive weekly CEO briefing report.
What It Does
Aggregates data from multiple sources into a single executive report:
- Odoo ERP financial data (revenue, expenses, receivables)
- Completed tasks from /Done folder
- Activity log analysis for bottleneck detection
- LinkedIn social media performance metrics
- Cost optimization suggestions (unused subscriptions)
Usage
Use the BriefingService from ai_employee.services.briefing:
- Initialize: service = BriefingService(vault_config, odoo_service)
- Generate: briefing = service.generate_briefing(start, end, goal)
- Write: filepath = service.write_briefing(briefing)
Output
Writes a markdown briefing to /Briefings/CEO_Briefing_YYYY-MM-DD.md containing:
- Executive Summary
- Revenue metrics (weekly, MTD, goal progress)
- Completed Tasks table
- Bottleneck alerts with severity levels
- Cost optimization suggestions
- Social media performance
- Upcoming deadlines