*Workflows › Reference › Templates › 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

| Property | Value |
| --- | --- |
| Category | Neo and intelligence |
| Starts with | Manual run |
| Steps | 3 |

## Steps

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 |  |

TEMPLATE `custom-report`

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Canonical URL: https://docs.filmo.io/workflows/reference/templates/custom-report  
Last updated: 2026-10-25