Executive Briefing Generator & Strategic BSC Copilot

1. Overview & Business Value#

The Executive Briefing Copilot synthesizes company-wide operational data into concise, high-impact executive summaries delivered each morning.

1. Structure of the Daily Executive Briefing#

• Executive Snapshot: Daily cash position, revenue velocity, critical risks.
• Balanced Scorecard Perspective: Real-time RAG status across Financial, Customer, Internal Process, and Learning & Growth KPIs.
• Exceptions Requiring Attention: Overdue high-value receivables, unresolved P0 incidents, pending high-value procurement awards.

{screenshot:ai-executive-briefing-report}

2. Configuration & Automated Delivery#

1. Open Executive Suite → Executive Briefing Settings.
2. Configure recipient distribution list (email/Telegram).
3. Set automated delivery schedule (e.g., Daily at 07:30 AM EAT).

2. Prerequisites & Security Access Groups#

• Required Modules: muk_ai, muk_mcp, smarterp_ai_suite
• Security Group: Ashewa AI / User (Technical ID: muk_ai.group_ai_user)
• Master Data Dependencies: Configured AI provider credentials, active system prompts, and departmental cost centers.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Operational Interface#

1. Log into your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select Ashewa AI.
3. Select the operational workspace corresponding to this agent suite.

{screenshot:80-executive-briefing-and-scorecard-copilot-step1-navigation}

Step 2: Executing Agent Actions#

1. Review agent prompts and execution parameters.
2. Trigger the scheduled or on-demand workflow action.
3. Validate output in the generated operational log.

{screenshot:80-executive-briefing-and-scorecard-copilot-step2-execution}

4. Advanced Configuration Points#

• Scheduled Crons: muk_ai.ir_cron_agent_health_check runs every 30 minutes.
• Multi-Company Isolation: Multi-company record rules ensure agent context is isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#