ceo-briefing

name	ceo-briefing
description	Generate the weekly CEO briefing by aggregating data from Odoo, vault activities, and social media metrics. Use when Claude needs to create the Monday Morning CEO Briefing by pulling together financial data, completed tasks, social media metrics, and business insights into a comprehensive report.

CEO Briefing Skill

This skill enables Claude to generate the weekly CEO briefing by aggregating data from multiple sources including Odoo ERP, vault activities, and social media metrics.

When to Use This Skill

Use this skill when:

1. Generating the weekly CEO briefing (typically runs on Sundays at 8 PM)
2. Creating ad-hoc business summaries that combine financial, operational, and social data
3. Producing comprehensive reports that analyze business performance across multiple dimensions
4. Following up on anomalies detected in previous briefings
5. Creating executive summaries for stakeholder meetings

Input Format

This skill can work with data files in the AI_Employee_Vault/Briefings/ folder with the following format:

---
type: briefing_request
request_type: weekly_briefing | ad_hoc_summary | anomaly_follow_up
period_start: "2026-01-01"
period_end: "2026-01-07"
focus_areas:
  - financial_performance
  - operational_efficiency
  - social_media_engagement
target_audience: executive_team | board | stakeholders
---

Execution Process

1. Read the briefing request parameters from the input file
2. Execute the generate_briefing.py script to gather data from all sources
3. Process the collected data (financial, operational, social)
4. Identify anomalies and trends in the data
5. Generate the markdown briefing document
6. Save the briefing to AI_Employee_Vault/Briefings/YYYY-MM-DD_Monday_Briefing.md
7. Save the raw data to AI_Employee_Vault/Briefings/data_briefing_YYYY-MM-DD.json
8. Update the Dashboard.md with briefing status
9. Log the operation to the audit trail

Data Sources

Financial Data (from Odoo)

• Weekly revenue
• Outstanding invoices
• Overdue payments
• Customer information
• Invoice details

Operational Data (from Vault)

• Completed tasks this week
• Pending approvals
• Active projects
• Goal progress

Social Media Data (from Reports)

• Facebook engagement metrics
• Instagram performance
• Twitter/X activity
• Cross-platform comparison

Anomaly Detection

The skill automatically detects and highlights:

• Revenue significantly below targets
• High overdue payment amounts
• Low social media engagement
• Unusual patterns in customer activity
• Deviations from business goals

Error Handling

• If Odoo is unavailable, the briefing notes "Odoo connection failed" and continues with available data
• If social media data is unavailable, the briefing notes the missing information
• If vault data is inaccessible, the skill logs an error and retries
• All errors are logged to the audit trail with appropriate severity

Audit Trail

All briefing generation operations are logged to AI_Employee_Vault/Logs/YYYY-MM-DD.json with:

• Timestamp
• Operation type (briefing_generation)
• Actor (Claude)
• Data sources accessed
• Anomalies detected
• Result of the operation
• Approval status (if applicable)

Test Plan

1. Create a test briefing request file in AI_Employee_Vault/Needs_Action/TEST_briefing_request_2026-01-07.md
2. Run the skill and verify it processes the request
3. Check that the briefing was generated in AI_Employee_Vault/Briefings/
4. Verify the raw data file was also created
5. Check that the audit log contains the operation
6. Verify Dashboard.md was updated with briefing status

Dependencies

• Odoo ERP instance running at the configured URL
• Valid Odoo credentials in environment variables
• Social media reports in AI_Employee_Vault/Reports/
• Python scripts in the scripts/ folder
• Internet connectivity to reach all data sources
• Proper permissions to read/write vault files