Neo and intelligence
Send Neo's weekly summary and the full orders Excel
On Fridays, Neo prepares the week's summary. It publishes it in the chat and sends it to management with a temporary link to the full orders Excel, without limiting the Excel to that week. Set the recipients.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Neo and intelligence |
| Starts with | Scheduled |
| Steps | 5 |
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 week's summary | |
| 2 | Export orders (Excel) | Generate the full orders Excel | |
| 3 | Send email from Filmo | Send the summary to management | |
| 4 | Chat message | Publish the summary in the chat | |
| 5 | Internal notification | Notify that the summary is ready |
Was this page helpful?