*Workflows › Reference › Templates › 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

| Property | Value |
| --- | --- |
| Category | Neo and intelligence |
| Starts with | Scheduled |
| Steps | 5 |

## 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 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 |  |

TEMPLATE `weekly-business-summary`

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Canonical URL: https://docs.filmo.io/workflows/reference/templates/weekly-business-summary  
Last updated: 2026-10-25