200+ industry leaders trust Workist
Workist closes the gap between unstructured inbox and structured ERP. The digital colleague handles order entry and quote creation. When something is unclear, it asks instead of guessing.
Two core use cases, in production at NetSuite customers like Microbiologics and Pupco.
The agent follows a clear workflow. Every step is transparent and traceable in the Workist dashboard.
Emails land automatically in the Workist Smart Inbox or are forwarded to the agent. PDF, Excel and EDI attachments are processed directly.
The agent reads headers and line items contextually, regardless of layout, language, or supplier.
Customer, Item, inventory, and address lookup against your NetSuite master data. When unclear, the agent asks back instead of guessing.
Sales Order or Estimate are created in NetSuite. The original order and email are additionally archived in an audit-proof way.
Three things that set Workist as AI solution for NetSuite apart from OCR, RPA, and middleware.
Sales Orders and Estimates via SuiteTalk REST, master data via SuiteQL, File Cabinet operations via SuiteTalk SOAP. One Token-Based Authentication for all interfaces. No middleware, no custom-code changes in your NetSuite tenant.
Multi-subsidiary, multi-currency, and customer-specific header and line fields are supported out of the box. Custom Records can be connected on request.
Original PDF of the order and the original email are automatically uploaded to the File Cabinet and attached to the Sales Order. Viewable in the ERP with one click. No mailbox search, no shadow archives.
Wir zeigen Ihnen an Ihren Bestellungen und Anfragen, wie Workist sie automatisch in Microtech Büro+ anlegt.
Workist an Microtech Büro+ anbinden3,6 Minuten weniger pro Auftrag, 12 Arbeitstage weniger pro Monat: So verarbeitet der Workist Order Agent bei Microbiologics Bestellungen automatisch im ERP.
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80% Zeitersparnis Workist liest Bestellungen und Anfragen aus E-Mails und PDFs und legt sie als Vorgang in Microtech Büro+ an. Ihr Team greift nur dort ein, wo es fachlich nötig ist.
Workist an Microtech Büro+ anbindenThe questions Workist prospects ask most often about NetSuite.
Mit Workist. Ein KI-Agent liest eingehende Bestellungen und Preisanfragen aus E-Mail und PDF, prüft sie gegen Ihre Microtech Büro+ Stammdaten (Adressen, Artikel, Lagerbestand) und legt sie über die GraphQL-API als Auftrag oder Angebot an. Ohne Middleware und ohne Anpassungen in Ihrem Mandanten. Bei Unklarheiten fragt der Agent nach. Workist Kunden sparen damit im Schnitt 3,6 Minuten pro Auftrag, rund 90 Prozent der bisherigen Bearbeitungszeit.
Hybrid: SuiteTalk REST for Sales Orders, Estimates, and master data queries via SuiteQL; SuiteTalk SOAP (Web Services 2024.1) for File Cabinet operations. All via OAuth 1.0a Token-Based Authentication with HMAC-SHA256. One dedicated Integration Role in your NetSuite tenant, no middleware, no custom code in the ERP.
Sales Orders and Estimates are created via REST. Customer, Item, inventory, address, and contact data are read via SuiteQL. The original PDF and the receipt email are additionally uploaded to the File Cabinet and attached to the Sales Order. Full audit trail in NetSuite.
Yes. Subsidiary, tax schedule, and currency are resolved from the assigned Customer record. Multi-subsidiary, multi-currency, and inter-company setups are supported out of the box.
Typically one week, from sandbox connect to go-live. It is not a classic IT project: no custom code in your NetSuite tenant, no template training per supplier.
Yes. Custom header and line fields are configured in the onboarding workshop. For complex patterns there is a RESTlet bridge, e.g., the productive integration with a customer-specific order endpoint with custom response logic.
EU hosting. SOC 2 Type II certified, GDPR-compliant, data processing agreement available.
Ja. Workist ist ein fertiger KI-Agent für Bestellungen und Anfragen. Dokumentenverständnis, Abgleich mit den Stammdaten und Rückfragen an Ihr Team sind eingebaut. Sie bauen keine Flows, Sie binden Ihren Microtech Büro+ Mandanten an und starten.
Kostenlos und unverbindlich. Wir schauen uns Ihre Belege an und zeigen Ihnen, was Workist damit in Microtech Büro+ macht.
Workist an Microtech Büro+ anbinden
