Prepare.Remind.Follow up.
When an order is reserved, create its preparation task and notify the team. Configure reminders for outstanding quotes or returns, with conditions and a clear owner for each step.
Run history
Northstar Group · Today 09:12
Grand Theatre · Yesterday 17:40
Riverside Hall · Mon 11:05
Meridian Congress · Fri 16:22
Quote viewed in the portal
Northstar Group opened Q-2611
Adjust date
ActionWorks out the follow-up day
Wait until
ActionGives it two days
Find quote
SearchChecks the quote is still pending
Condition
Only if still unanswered
Ask the AI
ActionAsks Neo for the client's history
0.4 cr.Create task
ActionCreates the call task
Output
Call Northstar Group — viewed Q-2611 (€12,400)
14 orders in 2 years · average ticket €6,200 · last: Convention 2025
Post a message
ActionLets sales know
Keep work moving without chasing every step. Set up the tasks, reminders and updates your team needs once. Filmo starts them when they are due, without relying on someone to check a list or remember to notify a colleague.
Get the team moving with every booking.
When an order is reserved, Filmo blocks out its dates in the calendar, creates the preparation task and notifies the team as you have specified. Everyone knows what to do, without you handing out the same tasks for every production.
Follow up without checking every record.
When a quote goes unanswered or a return is overdue, Filmo creates the task or sends the reminder you have defined. The person responsible gets the next step without checking orders, documents and messages one by one.
Blocks
- Notifications
- Sales
- Calendar
- AI (Neo)
- Integrations
AI-native steps
In any branch, ask Neo a question about your account, classify something into the options you define, or get a yes or no to branch on. AI steps spend AI credits.
Templates with Neo
- AV industry radar
- Weekly business summary
- Triage incoming email
- Daily dispatch and returns briefing
Technical documentation
Everything a workflow does, documented.
The docs explain every piece with examples: how a workflow starts, which steps it can take, how to read its runs and what to do when something fails. For whoever sets it up and whoever looks after it.
Open the documentation- QuickstartCreate a workflow from a template, publish it and watch it run.
- TriggersThe seven ways a workflow starts, and when to use each one.
- StepsTasks, notices, record changes and the blocks that hold other steps.
- IntegrationsEmail, calendar, Slack and accounting, and what to connect first.
- AI stepsWhen to ask Neo to summarise, classify or draft inside a workflow.
- Runs and errorsFollow every run, retry what failed and resume where it stopped.
Workflow consulting
Automate with someone who understands your work.
A dedicated engineer (Forward Deployed Engineer) works with your team by the hour: reviewing how you manage orders, equipment and payments, finding repetitive tasks and adapting useful automations to the way you use Filmo.
- Prioritise the processes that take up most of your team's time.
- Turn the tasks you choose into workflows in Filmo.
- Review the results together and decide when to put them to work.
Optional consulting, billed by the hour and purchased separately from your subscription.
Frequently Asked Questions
Quick answers to common questions about how Filmo works, what it costs and how teams get started.
Start with a 14-dayfree trial of Filmo.
14-day free trial · Full access · No credit card required