weekly-ceo-briefing

name	weekly-ceo-briefing
description	Generate comprehensive weekly CEO briefing with financial data from Odoo, business metrics, and actionable insights. Automatically triggered weekly to provide business overview.

Weekly CEO Briefing Generator

Generates a comprehensive Monday Morning CEO Briefing by fetching financial data from Odoo and analyzing business performance.

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Purpose

Provide business owners with a weekly executive summary that includes:

• Financial performance (revenue, expenses, profit)
• Outstanding invoices and cash flow
• Top customers and revenue sources
• Recurring expenses and subscriptions
• Actionable insights and alerts

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When to Use

Trigger phrases:

• "Generate weekly CEO briefing"
• "Create Monday morning briefing"
• "Show me this week's business summary"
• Automatically triggered by scheduled task every Monday at 8 AM

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Architecture

This skill provides KNOWLEDGE, not execution:

• Skill = Instructions on HOW to generate briefing
• MCP Tools = Actions to FETCH data from Odoo
• Claude Code = Orchestrator that uses both

Data Flow:

Trigger Script → Claude Code → This Skill (knowledge) + Odoo MCP (actions) → Briefing File

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What It Does

1. Fetch Financial Data from Odoo

Use Odoo MCP tools to fetch:

Revenue (Posted Invoices):

mcp__odoo__search_records({
  model: "account.move",
  domain: [
    ["move_type", "=", "out_invoice"],
    ["state", "=", "posted"],
    ["invoice_date", ">=", "WEEK_START_DATE"],
    ["invoice_date", "<=", "WEEK_END_DATE"]
  ],
  fields: ["partner_id", "amount_total", "invoice_date", "name"]
})

Expenses (Vendor Bills):

mcp__odoo__search_records({
  model: "account.move",
  domain: [
    ["move_type", "=", "in_invoice"],
    ["state", "=", "posted"],
    ["invoice_date", ">=", "WEEK_START_DATE"]
  ],
  fields: ["partner_id", "amount_total", "invoice_date", "name"]
})

Outstanding Invoices:

mcp__odoo__search_records({
  model: "account.move",
  domain: [
    ["move_type", "=", "out_invoice"],
    ["state", "=", "posted"],
    ["payment_state", "!=", "paid"]
  ],
  fields: ["partner_id", "amount_residual", "invoice_date_due", "name"]
})

Recent Payments:

mcp__odoo__search_records({
  model: "account.payment",
  domain: [
    ["payment_type", "=", "inbound"],
    ["date", ">=", "WEEK_START_DATE"]
  ],
  fields: ["partner_id", "amount", "date", "state"]
})

2. Calculate Metrics

From fetched data, calculate:

• Total revenue (sum of posted invoices)
• Total expenses (sum of vendor bills)
• Net profit (revenue - expenses)
• Outstanding amount (sum of unpaid invoices)
• Overdue amount (invoices past due date)

3. Analyze Patterns

Subscription Detection:

• Group expenses by vendor
• Identify recurring patterns (same vendor, similar amount, monthly)
• Flag subscriptions for review

Customer Analysis:

• Rank customers by revenue
• Identify top 3-5 customers

4. Generate Briefing File

Create markdown file at:

<vault>/Briefings/YYYY-MM-DD_Monday_Briefing.md

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Briefing Template

# Weekly CEO Briefing

**Week of**: [Start Date] - [End Date]
**Generated**: [Timestamp]

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## Executive Summary

[2-3 sentence summary of the week]

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## 💰 Financial Performance

### Revenue & Expenses

| Metric | This Week |
|--------|-----------|
| Revenue | $X,XXX.XX |
| Expenses | $X,XXX.XX |
| Net Profit | $X,XXX.XX |

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## 📋 Outstanding Invoices

**Total Outstanding**: $X,XXX.XX (N invoices)

| Customer | Invoice | Amount | Due Date | Status |
|----------|---------|--------|----------|--------|
| [Name] | INV/2026/XXXX | $X,XXX.XX | [Date] | ⚠️ Overdue |
| [Name] | INV/2026/XXXX | $X,XXX.XX | [Date] | ✅ Current |

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## 👥 Top Customers (This Week)

1. **[Customer Name]** - $X,XXX.XX
2. **[Customer Name]** - $X,XXX.XX
3. **[Customer Name]** - $X,XXX.XX

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## 💳 Recurring Expenses

| Subscription | Amount | Frequency |
|--------------|--------|-----------|
| [Service] | $XX.XX | Monthly |

**Total Monthly Subscriptions**: $XXX.XX

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## 🎯 Action Items

- ⚠️ **Follow up**: [Customer] invoice overdue by X days
- 📋 **Review**: X invoices pending approval
- 💡 **Insight**: [Key business insight]

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*This briefing was automatically generated by your AI Employee.*
*Data sources: Odoo Accounting System*

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Related Skills

• odoo-report-generator: Fetches financial data
• odoo-invoice-creator: Creates invoices
• odoo-payment-recorder: Records payments
• odoo-expense-tracker: Tracks expenses

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Version: 1.0 | Created: 2026-03-01