*Workflows › Reference › Templates › Customer portal*

# Quote rejected → loss analysis

> Notifies sales, opens the call task and sends management that customer's pattern of rejections according to Neo.

## At a glance

| Property | Value |
| --- | --- |
| Category | Customer portal |
| Starts with | Quote rejected from the portal |
| Integrations used | Slack |
| Steps | 4 |

## Steps

The template builds these steps; open each one to see how it is configured.

| # | Step | Description | Branch |
| --- | --- | --- | --- |
| 1 | Post a message | Notify sales |  |
| 2 | Create task | Create the call task |  |
| 3 | Ask the AI | Ask Neo for the pattern of rejections |  |
| 4 | Send email from Filmo | Send the analysis to management |  |

TEMPLATE `quote-declined-analysis`

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Canonical URL: https://docs.filmo.io/workflows/reference/templates/quote-declined-analysis  
Last updated: 2026-10-25