Neo and intelligence
Send a Neo report and a link to the full orders Excel
Give a question and a recipient: Neo writes the report and sends it by email with a temporary link to the full orders Excel. Optionally it runs a web search; the Excel is not filtered by the question.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Neo and intelligence |
| Starts with | Manual run |
| Steps | 3 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Ask the AI | Ask Neo for the report with the optional search | |
| 2 | Export orders (Excel) | Generate the full orders Excel | |
| 3 | Send email from Filmo | Send the report to the recipient |
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