Build an on-demand report with a form

The template's reference page, with its trigger, steps and requirements: Send a Neo report and a link to the full orders Excel.

1. 1

   Create the workflow

   «New workflow», «Set up a trigger», «Manual run».

2. 2

   Declare the form

   In the trigger, add three fields: question (text, label "Question"), recipient (text, label "Recipient") and includeWeb (true/false, label "Include a web search"). All three must be sent whenever someone runs it. A name starts with a letter or an underscore, then letters, digits or underscores; createdAt and createdBy are reserved and a name cannot repeat.

3. 3

   Ask Neo

   Add «Ask the AI». For the question, insert the variable "Question" from the trigger; for the web search, insert "Include a web search". Leave the mode as instant.

4. 4

   Export the orders

   Add the action that generates an Excel of orders. It takes no inputs and gives back a temporary link. It exports all orders, not only those the question is about.

5. 5

   Send the email

   Add «Send email from Filmo». To: the variable "Recipient". Subject: a fixed text. Body: Neo's answer, a blank line, and the link to the spreadsheet, each inserted as a variable.

6. 6

   Run it

   Select the trigger and press «Run workflow». The form asks for the three values. The editor publishes the draft first, as a new version.

• Each field of the form is a variable trigger_<name> for every later step: you pick it from the list under Trigger.
• Each step's result is a variable too, named after the step. Neo's answer is the answer of the step.
• The email comes from Filmo's address, not from your mailbox, and the workflow stays public.
• The link to the spreadsheet is temporary. A recipient opening the email after it expires finds a dead link.

The form is exactly what the API asks for in payload. List the workflows to see it, then start a run with the fields: see Workflows from the API and MCP.