# Generate Briefing

> Generate the Monday Morning CEO Briefing — a weekly business audit that summarizes revenue, completed tasks, bottlenecks, and proactive suggestions. Reads from Business_Goals.md, vault/Done items, accounting summaries, and social media activity. Use when triggered by the weekly scheduler (Sundays at 8 PM) or when the user requests a business briefing or audit report.

- Skill: `majiayu000/generate-briefing` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add majiayu000/generate-briefing`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/generate-briefing/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Security
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/generate-briefing

---


# Generate CEO Briefing

Generate a comprehensive "Monday Morning CEO Briefing" for the past week.

## When to Use
- Every Sunday evening (scheduled task: `generate_ceo_briefing`)
- Manually when the user asks for a weekly review or business audit
- After significant milestones or events

## Workflow

### 1. Gather Input Data

**Read Business Goals:**
```
vault/Business_Goals.md
```
Note current quarterly targets, key metrics, and active projects.

**Scan Completed Items (past 7 days):**
```
vault/Done/
```
List all files with timestamps within the past 7 days.

**Read Accounting Summary:**
```
vault/Accounting/Summary_YYYY_MM.md
```
Extract revenue, expenses, and subscription data.

**Read Recent Logs:**
```
vault/Logs/YYYY-MM-DD.json  (last 7 days)
```
Count actions taken, errors encountered, and bottlenecks.

**Scan Social Media Activity:**
```
vault/Needs_Action/FACEBOOK_*.md
vault/Needs_Action/INSTAGRAM_*.md
vault/Needs_Action/TWITTER_*.md
vault/Needs_Action/LINKEDIN_*.md
```

### 2. Analyze the Data

Identify:
- **Revenue**: Total invoiced, received, and outstanding
- **Tasks Completed**: What was accomplished this week
- **Bottlenecks**: Errors, delays, or items stuck in workflow
- **Cost Optimization**: Subscriptions or expenses to review
- **Upcoming Deadlines**: Projects or tasks due soon (from Business_Goals.md)
- **Social Performance**: Engagement metrics and required responses

### 3. Generate the Briefing

Create `vault/Briefings/YYYY-MM-DD_Monday_Briefing.md` using this template:

```markdown
---
type: ceo_briefing
generated: ISO-8601
period: YYYY-MM-DD to YYYY-MM-DD
---

# Monday Morning CEO Briefing

## Executive Summary
[One paragraph: what happened, key wins, items needing attention]

## Revenue
- **This Week**: $X,XXX
- **Total Invoiced**: $X,XXX
- **Total Outgoing**: $X,XXX
- **Net Revenue**: $X,XXX
- **Trend**: [On track / Below target / Above target]

## Completed Tasks (N items)
- [x] Item 1 (email)
- [x] Item 2 (file)
...

## Bottlenecks
| Task | Expected | Actual | Notes |
|------|----------|--------|-------|
| [task] | [expected] | [actual] | [notes] |

## Proactive Suggestions

### Cost Optimization
- [Subscription analysis results]

### Upcoming Deadlines
- [From Business_Goals.md]

### Social Media Follow-up
- [Messages/mentions requiring response]

---
*Generated by AI Employee v0.3 - Gold Tier*
```

### 4. Log the Action
Write to `vault/Logs/YYYY-MM-DD.json`:
```json
{
  "timestamp": "ISO-8601",
  "action_type": "briefing_generated",
  "actor": "claude_code",
  "file": "YYYY-MM-DD_Monday_Briefing.md",
  "period_start": "YYYY-MM-DD",
  "period_end": "YYYY-MM-DD",
  "result": "success"
}
```

### 5. Update Dashboard
After generating the briefing, update `vault/Dashboard.md` to show:
- Latest briefing date
- Key metrics from the briefing