NetSuite Solution Assistant
Requirements, process design and NetSuite configuration.
Turns a business requirement into a NetSuite design: process flows, configuration checklists, permission considerations and acceptance scenarios.
How the NetSuite Solution Assistant works
- Reads
- Your account's configuration, read-only, so it checks what exists rather than assuming.
- Changes
- Nothing in NetSuite. It does not enable features, change permissions, alter workflows or modify deployments.
- Approval
- None needed, as it changes nothing. SuiteScript and other build work go to the person responsible as a hand-off, with acceptance criteria.
Starts from
Chat
NetSuite Solution AssistantAssistant
Skills
Platform AdministrationSuiteScript DeliveryRecords ReferenceSDF Roles and Permissions+3
Uses Record metadata, SuiteQL, Saved searches
NetSuiteRecord typesReads
ConfigurationReads
RecordsReads
Makes
Process flow
Configuration checklist
Technical hand-off
Hands off toNetSuite CSV Import Runner
Starts from
Assistant
Makes
Chat
Design an approval processPlan a NetSuite changeReview a business process
NetSuiteRecord types
Configuration
Records
NetSuite Solution AssistantAssistant
Skills
Platform AdministrationSuiteScript DeliveryRecords ReferenceSDF Roles and Permissions+3
KnowledgeNetSuite product updatesRecord metadata
SuiteQL
Saved searches
Process flow
Configuration checklist
Technical hand-off
Hands off toNetSuite CSV Import Runner
What it works with
The jobs the NetSuite Solution Assistant runs for you, and the tools it pulls data from.
Connectors2,000+
Automations
- NetSuite CSV Import RunnerRuns your saved NetSuite CSV imports on demand and reports back the task status. Routine data loads without the clicks.
- NetSuite CSV Import RunnerRuns your saved NetSuite CSV imports on demand and reports back the task status. Routine data loads without the clicks.
Connectors
- NetSuite
Excel
Google Sheets
Outlook
Gmail
SharePoint
OneDrive
Google Drive
Jira
- NetSuite
- Excel
- Google Sheets
- Outlook
- Gmail
- SharePoint
- OneDrive
- Google Drive
- Jira
See the NetSuite Solution Assistant run
Asked to design an approval process, it reads the current bill approval workflow, drafts a two-step approval and writes it up as a document.
Things to ask it
- Design an approval process
- Plan a NetSuite change
- Review a business process
Other assistants
- Finance AssistantReporting, cash flow and close, in one conversation.
- AP AssistantSupplier invoices, vendor bills and payment preparation.
- AR AssistantCustomer invoices, collections and cash application.
- Technical AssistantSuiteScript, SuiteQL and integration help.
- Inventory AssistantStock, replenishment and inventory exceptions.
- Sales AssistantLeads, opportunities, quotes and sales orders.
- Support AssistantCustomer cases, responses and support knowledge.
- Build your ownDesign an assistant on a canvas, wire the steps together, or describe it to the AI builder assistant.
