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.
PDF orders are extracted, validated, and posted as Sales Order in NetSuite.
Mehr zur Lösung →Price inquiries are extracted in a structured way, validated, and created as Estimate (Quote).
Mehr zur Lösung →Used by NetSuite customers:
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.
"After just a few months, the Customer Experience team has become addicted to Workist."
The questions Workist prospects ask most often about NetSuite.
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.
