Cfo Briefing

CFO Daily Briefing Workflow

Overview

Generates a daily briefing for CFO Ashley Murphy and delivers it via:

1. Terminal: Summary displayed immediately
2. Email: HTML briefing with inline absence infographic + podcast attachment

No Obsidian vault writing. This skill produces email-only output.

Location

• Gig Harbor, WA - Use for weather queries

Audience

• Ashley Murphy - Chief Financial Officer, Peninsula School District
• Framing: Financial impact, staffing costs, departmental operations, fiscal legislation

Phase 1: Gather Data

Execute these data gathering steps:

1.1 Red Rover - All Staff Absences

bun /Users/hagelk/non-ic-code/geoffrey/skills/redrover-manager/scripts/get_daily_summary.js today

Returns: total_absences, filled, unfilled, fill_rate, by_school, by_reason, by_position_type, unfilled_positions[]

1.2 Red Rover - Certificated Only

bun /Users/hagelk/non-ic-code/geoffrey/skills/redrover-manager/scripts/get_certificated_summary.js today

Returns: same shape as 1.1 but filtered to Teacher, ESA - Certificated, CTE - Teacher position types.

1.3 Classified (Derived)

Do not run a script. Subtract certificated values from all-staff values in the orchestration layer:

• classified_absences = all_absences - cert_absences
• classified_filled = all_filled - cert_filled
• classified_unfilled = all_unfilled - cert_unfilled
• classified_fill_rate = classified_filled / classified_absences * 100 (handle divide-by-zero)

1.3b Red Rover - Weekly Trends

bun /Users/hagelk/non-ic-code/geoffrey/skills/redrover-manager/scripts/get_weekly_summary.js 0

Provides 5-day trend context: daily averages, peak/slow days, fill rate trends. Used for "compared to this week's average" framing in the briefing.

1.4 FreshService - Transportation Tickets

bun /Users/hagelk/non-ic-code/geoffrey/skills/freshservice-manager/scripts/search_tickets.js "status:2 OR status:3" 9

Workspace ID: 9 (Transportation) Returns: count, tickets[] (id, subject, status, priority, created_at, due_by)

1.5 FreshService - Maintenance Tickets

bun /Users/hagelk/non-ic-code/geoffrey/skills/freshservice-manager/scripts/search_tickets.js "status:2 OR status:3" 6

Workspace ID: 6 (Maintenance) Returns: same shape as 1.4

1.6 FreshService - Employee Support Services Tickets

bun /Users/hagelk/non-ic-code/geoffrey/skills/freshservice-manager/scripts/search_tickets.js "status:2 OR status:3" 3

Workspace ID: 3 (Employee Support Services) Returns: same shape as 1.4

1.7 Legislative - Fiscal Focus

bun /Users/hagelk/non-ic-code/geoffrey/skills/legislative-tracker/scripts/get_recent_bill_activity.js --last-business-day

Workflow:

1. Get the output from get_recent_bill_activity.js
2. WebFetch each bill URL (batch 5-6 in parallel for speed)
3. Extract latest action date from each bill page
4. Filter to bills where latest_action_date >= lookback_start
5. Prioritize bills with FISCAL impact type - these get detailed treatment
6. Other bill types get brief mention only

Also pull Tier 2 finance committee bills:

bun /Users/hagelk/non-ic-code/geoffrey/skills/legislative-tracker/scripts/get_bills.js --tier 2 --format briefing

On Monday: Lookback starts on Friday (or earlier if Friday was a holiday), so includes all weekend activity.

1.8 K-12 Financial News

Use WebSearch with these queries (replace [MONTH YEAR] with current month/year):

1. K-12 school district finance budget funding news past 24 hours [MONTH YEAR]
2. Washington state education funding levy bond news [MONTH YEAR]
3. WASBO Washington school business officials news [MONTH YEAR]
4. OSPI fiscal budget allocation Washington state [MONTH YEAR]

WebFetch top 3-4 articles. Extract 2-3 sentence synopses for each:

• What happened / what's new
• Why it matters for K-12 finance
• Key takeaway for a CFO

Freshness check: Verify article dates. Only include articles published within the last 48 hours. Skip older articles even if they appear in results.

1.9 Weather

Use WebSearch:

Gig Harbor WA weather today forecast

Extract:

• Current conditions
• High/low temperature
• Precipitation chance
• Any alerts

1.10 Calendar/Email (Simulated)

No API calls. This is a placeholder for future integration.

Display in the briefing:

Calendar and email integration pending. Check Outlook/Google Calendar directly.

Phase 2: Generate Content

2.1 Markdown Briefing

Build the briefing with these sections in order:

# CFO Daily Briefing - [DATE]

## Weather
[Current conditions, high/low, precipitation]

## CFO Calendar
*Calendar integration pending. Check Outlook/Google Calendar directly.*

## Staff Absences Dashboard

| Metric | All Staff | Certificated | Classified |
|--------|-----------|--------------|------------|
| Total Absences | X | Y | Z |
| Filled | X | Y | Z |
| Unfilled | X | Y | Z |
| Fill Rate | X% | Y% | Z% |

## Weekly Absence Trends
- This week's daily average: X absences
- Today vs average: [above/below/at average]
- Peak day this week: [day] with X absences
- Fill rate trend: [improving/declining/stable] (X% avg this week)

## Unfilled Positions
[If unfilled > 5, display attention alert]
[List unfilled positions with school, position type, and reason]

## Absences by School
| School | Total | Filled | Unfilled |
|--------|-------|--------|----------|
| ... | ... | ... | ... |

## Absences by Reason
| Reason | Count |
|--------|-------|
| ... | ... |

## Absences by Position Type
| Position Type | Count |
|---------------|-------|
| ... | ... |

## Department Tickets

### Transportation (Workspace 9) - [count] open
[List top tickets by priority with subject, status, created date]

### Maintenance (Workspace 6) - [count] open
[List top tickets by priority]

### Employee Support Services (Workspace 3) - [count] open
[List top tickets by priority]

## Legislative Fiscal Update

### FISCAL Impact Bills (Detailed)
[For each FISCAL bill with recent activity:]
**[Bill ID] - [Short Title]**
Action: [What happened]
Fiscal Impact: [Budget/funding implications]
Summary: [1-2 sentences]

### Other Education Bills (Brief)
- [Bill ID]: [Action] - [One line]

### Finance Committee Bills (Tier 2)
[Tier 2 bills from finance committees]

## K-12 Finance & WASBO/OSPI News

### [Article Title] - [Source]
[2-3 sentence synopsis with financial framing]

## Quick Stats
- Total absences: X (Cert: Y, Classified: Z)
- Fill rate: X% (Cert: Y%, Classified: Z%)
- Unfilled positions: X
- Department tickets: Transportation (X), Maintenance (Y), ESS (Z)
- Legislative bills with activity: X (Y fiscal impact)
- Finance articles: X

2.2 Podcast Script (~1400 words, ~9 min)

Transform the briefing into a conversational audio script. Address Ashley directly.

Required Sections (in order):

1. Opening (~80 words)

   • "Good morning, Ashley."
   • Day, date, weather summary
   • Quick preview: "Today we have X absences with a Y% fill rate, Z department tickets, and some legislative movement on education funding."

2. Absences Dashboard (~350 words)

   • Total absences, fill rate, unfilled count
   • Certificated vs classified breakdown
   • Weekly trend context: "Compared to this week's average of X, today is [above/below]..."
   • Schools with highest absence counts
   • Top absence reasons
   • Any unfilled positions requiring attention
   • Financial framing: "X unfilled positions means Y classrooms without coverage today"

3. Department Tickets (~200 words)

   • Transportation: count + any urgent items
   • Maintenance: count + any urgent items
   • Employee Support Services: count + any urgent items
   • Highlight anything overdue or high-priority

4. Legislative Fiscal Update (~300 words)

   • Bills with FISCAL impact that had recent activity
   • Budget implications for the district
   • Upcoming hearings or votes to watch
   • Finance committee bill highlights

5. Finance/WASBO/OSPI News (~200 words)

   • 2-3 articles with financial relevance
   • Why each matters for PSD's budget or operations

6. Closing (~100 words)

   • Top 3 items requiring CFO attention today
   • "Have a productive day, Ashley."

Tone Guidelines:

• Professional, data-forward, financial framing
• Use specific numbers, not vague language
• "Your fill rate is 78%" not "fill rates are somewhat low"
• Connect absence data to operational/financial impact
• Reference trends: "up from yesterday" or "below this week's average"

CRITICAL - NO HALLUCINATION:

• Use ONLY data from the scripts executed in Phase 1
• Never invent absence numbers, ticket counts, or bill details
• If a data source returned no results, say "No data available from [source]"

Save to /tmp/cfo_briefing_podcast.txt

Phase 3: Create Podcast

3.1 Apply Pronunciations

bun /Users/hagelk/non-ic-code/geoffrey/skills/morning-briefing/scripts/apply_pronunciations.js \
  --file /tmp/cfo_briefing_podcast.txt \
  --guide /Users/hagelk/non-ic-code/geoffrey/skills/cfo-briefing/pronunciation_guide.json

3.2 Generate Audio

uv run --with mlx-audio --with pydub /Users/hagelk/non-ic-code/geoffrey/skills/local-tts/scripts/generate_audio.py \
  --file /tmp/cfo_briefing_podcast.txt \
  --voice af_heart \
  --output ~/Desktop/cfo_briefing_[DATE].mp3

Voice: af_heart (warm, professional) Note: Replace [DATE] with YYYY-MM-DD format (e.g., cfo_briefing_2026-02-03.mp3)

Phase 3.5: Generate Absence Infographic

Build a dynamic prompt from Red Rover data and generate an infographic.

3.5.1 Build Infographic Prompt

Using the data gathered in Phase 1, construct a prompt:

Create a data dashboard infographic titled "PSD Staff Absences - [DATE]".

Main section - three large gauge/donut charts:
1. Total Absences: [X] (large number, navy background)
2. Fill Rate: [Y]% (color-coded: green if >=80%, gold if 70-79%, red if <70%)
3. Unfilled: [Z] (red accent if >5, gold if 3-5, green if <3)

Two-column comparison below the gauges:
Left column - "Certificated":
- Absences: [X]
- Filled: [Y]
- Unfilled: [Z]
- Fill Rate: [X]%

Right column - "Classified":
- Absences: [X]
- Filled: [Y]
- Unfilled: [Z]
- Fill Rate: [X]%

Bottom section - horizontal bar chart "Top 5 Schools by Absence Count":
[School 1]: [X] absences (filled portion in green, unfilled in red)
[School 2]: [X] absences
[School 3]: [X] absences
[School 4]: [X] absences
[School 5]: [X] absences

Style: Professional dashboard with PSD brand colors - navy (#003366) primary,
gold (#FFD700) accent, green (#28a745) for filled/positive, red (#dc3545) for
unfilled/negative. White background. Clean sans-serif typography. 16:9 aspect ratio.
Subtitle: "Prepared for Ashley Murphy, CFO"

3.5.2 Generate Image

uv run /Users/hagelk/non-ic-code/geoffrey/skills/image-gen/scripts/generate.py \
  "[infographic prompt]" \
  ~/Desktop/cfo_briefing_[DATE].png \
  16:9 \
  2K

Settings:

• Aspect ratio: 16:9 (landscape dashboard)
• Size: 2K (ensures text readability)
• Output: ~/Desktop/cfo_briefing_[DATE].png

Phase 4: Send Email

4.1 Generate HTML Email

Using the template at skills/cfo-briefing/templates/email.html, generate the HTML email body by replacing all {{PLACEHOLDER}} values with actual data.

Template placeholders:

• {{DATE}} - YYYY-MM-DD
• {{DAY_OF_WEEK}} - Monday, Tuesday, etc.
• {{DATE_FORMATTED}} - February 3, 2026
• {{WEATHER_TEMP}} - e.g., 45°F
• {{WEATHER_CONDITIONS}} - e.g., Partly Cloudy, High 48°F / Low 38°F
• {{TOTAL_ABSENCES}} - total all-staff absences
• {{FILL_RATE}} - all-staff fill rate percentage
• {{FILL_RATE_CLASS}} - "green" if >=80%, "gold" if 70-79%, "red" if <70%
• {{UNFILLED_COUNT}} - total unfilled
• {{DEPT_TICKETS}} - combined ticket count across all 3 departments
• {{ALL_ABSENCES}}, {{CERT_ABSENCES}}, {{CLASS_ABSENCES}} - breakdown totals
• {{ALL_FILLED}}, {{CERT_FILLED}}, {{CLASS_FILLED}} - filled counts
• {{ALL_UNFILLED}}, {{CERT_UNFILLED}}, {{CLASS_UNFILLED}} - unfilled counts
• {{ALL_FILL_RATE}}, {{CERT_FILL_RATE}}, {{CLASS_FILL_RATE}} - fill rate %
• {{TRANSPORT_COUNT}}, {{MAINT_COUNT}}, {{ESS_COUNT}} - per-department ticket counts
• {{TRANSPORT_TICKETS}}, {{MAINT_TICKETS}}, {{ESS_TICKETS}} - ticket HTML lists
• {{LEGISLATIVE_ITEMS}} - legislative section HTML
• {{FINANCE_NEWS_ITEMS}} - news section HTML
• {{WEEKLY_TRENDS_CONTENT}} - weekly trend summary HTML
• {{UNFILLED_POSITIONS_LIST}} - list of unfilled positions HTML
• {{CALENDAR_ITEMS}} - calendar items HTML (placeholder text for now)

Conditional sections (remove block including wrapper if condition not met):

• {{#IF_ABSENCE_WARNING}}...{{/IF_ABSENCE_WARNING}} - show if fill rate <70% OR unfilled >5
• {{ABSENCE_WARNING_TEXT}} - e.g., "Fill rate is 65% with 8 unfilled positions"
• {{#IF_CALENDAR}}...{{/IF_CALENDAR}} - show if calendar data available
• {{#IF_WEEKLY_TRENDS}}...{{/IF_WEEKLY_TRENDS}} - show if weekly data available
• {{#IF_UNFILLED_ALERT}}...{{/IF_UNFILLED_ALERT}} - show if unfilled >5
• {{#IF_LEGISLATIVE}}...{{/IF_LEGISLATIVE}} - show if legislative activity found
• {{#IF_FINANCE_NEWS}}...{{/IF_FINANCE_NEWS}} - show if finance news found

Save generated HTML to /tmp/cfo_briefing_email.html

4.2 Send Email

cd /Users/hagelk/non-ic-code/geoffrey/skills/google-workspace && bun gmail/send_with_attachments.js psd \
  --to "hagelk@psd401.net" \
  --subject "CFO Daily Briefing - [DATE]" \
  --body-file /tmp/cfo_briefing_email.html \
  --html \
  --inline-image "~/Desktop/cfo_briefing_[DATE].png" \
  --attachments "~/Desktop/cfo_briefing_[DATE].mp3"

Options:

• --html - Treat body as HTML
• --inline-image - Embeds infographic at top of email (referenced as cid:briefing_image)
• --attachments - Podcast MP3 attached for download

Production recipient: murphya@psd401.net (change --to when ready for production) Testing recipient: hagelk@psd401.net

Phase 5: Output Summary

Return standardized summary:

## Summary
Generated CFO daily briefing for [DATE]

## Actions
- Red Rover all-staff absences: X total, Y filled, Z unfilled (W% fill rate)
- Red Rover certificated: X total, Y filled, Z unfilled (W% fill rate)
- Derived classified: X total, Y filled, Z unfilled (W% fill rate)
- Weekly trends: X daily avg, peak [day] with Y absences
- Transportation tickets: X open
- Maintenance tickets: X open
- Employee Support tickets: X open
- Legislative bills with activity: X (Y with fiscal impact)
- Finance news articles: X
- Generated podcast: ~/Desktop/cfo_briefing_[DATE].mp3
- Generated infographic: ~/Desktop/cfo_briefing_[DATE].png
- Email sent to: hagelk@psd401.net

## Status
[Status emoji] [Complete/Partial]

## CFO Attention Items
1. [Most important item]
2. [Second most important]
3. [Third most important]

Error Handling

Red Rover API Error

Status: Partial
Note: Red Rover data unavailable - absence section skipped

FreshService API Error

Status: Partial
Note: FreshService workspace [ID] error - [department] tickets unavailable

Legislative Tracker Error

Status: Partial
Note: Legislative data unavailable - section skipped

Local TTS Generation Failed

Status: Partial
Note: Audio generation failed - check mlx-audio setup
Briefing sent without podcast attachment

Image Generation Failed

Status: Partial
Note: Infographic generation failed - email sent without inline image

Dependencies

Configuration

Recipients

• Testing: hagelk@psd401.net
• Production: murphya@psd401.net

FreshService Workspaces

• Transportation: workspace_id 9
• Maintenance: workspace_id 6
• Employee Support Services: workspace_id 3

Red Rover

• All staff: get_daily_summary.js today
• Certificated only: get_certificated_summary.js today
• Weekly trends: get_weekly_summary.js 0

Voice

• Model: Kokoro (local MLX TTS)
• Voice: af_heart (warm, professional)
• Target length: 1400 words (9 minutes)

Customization

Users can request:

• "Skip news" - omit finance news section
• "No podcast" - email without audio attachment
• "Just absences" - minimal briefing with absence data only
• "Send to Ashley" - use production recipient (murphya@psd401.net)