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Generate comprehensive weekly CEO briefing with financial data from Odoo, business metrics, and actionable insights. Automatically triggered weekly to provide business overview.
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SOC 職業分類に基づく
Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new documents, (2) Modifying or editing content, (3) Working with tracked changes, (4) Adding comments, or any other document tasks
Fetches official documentation for external libraries and frameworks (React, Next.js, Prisma, FastAPI, Express, Tailwind, MongoDB, etc.) with 60-90% token savings via content-type filtering. Use this skill when implementing features using library APIs, debugging library-specific errors, troubleshooting configuration issues, installing or setting up frameworks, integrating third-party packages, upgrading between library versions, or looking up correct API patterns and best practices. Triggers automatically during coding work - fetch docs before writing library code to get correct patterns, not after guessing wrong.
Presentation creation, editing, and analysis. When Claude needs to work with presentations (.pptx files) for: (1) Creating new presentations, (2) Modifying or editing content, (3) Working with layouts, (4) Adding comments or speaker notes, or any other presentation tasks
Creates production-grade, reusable skills that extend Claude's capabilities. This skill should be used when users want to create a new skill, improve an existing skill, or build domain-specific intelligence. Gathers context from codebase, conversation, and authentic sources before creating adaptable skills.
Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.
Process files in the Needs_Action folder according to Company Handbook rules. Use this skill when you need to handle tasks placed in the Needs_Action directory by watchers, following the rules defined in the Company Handbook.
| 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. |
Generates a comprehensive Monday Morning CEO Briefing by fetching financial data from Odoo and analyzing business performance.
Provide business owners with a weekly executive summary that includes:
Trigger phrases:
This skill provides KNOWLEDGE, not execution:
Data Flow:
Trigger Script → Claude Code → This Skill (knowledge) + Odoo MCP (actions) → Briefing File
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"]
})
From fetched data, calculate:
Subscription Detection:
Customer Analysis:
Create markdown file at:
<vault>/Briefings/YYYY-MM-DD_Monday_Briefing.md
# Weekly CEO Briefing
**Week of**: [Start Date] - [End Date]
**Generated**: [Timestamp]
---
## Executive Summary
[2-3 sentence summary of the week]
---
## 💰 Financial Performance
### Revenue & Expenses
| Metric | This Week |
|--------|-----------|
| Revenue | $X,XXX.XX |
| Expenses | $X,XXX.XX |
| Net Profit | $X,XXX.XX |
---
## 📋 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 |
---
## 👥 Top Customers (This Week)
1. **[Customer Name]** - $X,XXX.XX
2. **[Customer Name]** - $X,XXX.XX
3. **[Customer Name]** - $X,XXX.XX
---
## 💳 Recurring Expenses
| Subscription | Amount | Frequency |
|--------------|--------|-----------|
| [Service] | $XX.XX | Monthly |
**Total Monthly Subscriptions**: $XXX.XX
---
## 🎯 Action Items
- ⚠️ **Follow up**: [Customer] invoice overdue by X days
- 📋 **Review**: X invoices pending approval
- 💡 **Insight**: [Key business insight]
---
*This briefing was automatically generated by your AI Employee.*
*Data sources: Odoo Accounting System*
Version: 1.0 | Created: 2026-03-01