Skip to main content
Finds incomplete lead and customer records and drafts sourced field updates — each record is changed in NetSuite only after your approval.
Complete, trustworthy lead records — updated only when you say so. A lead record with no industry, a guessed email, and an empty territory field is a lead your team can’t route, score, or trust. This agent audits your NetSuite leads, prospects, and customers for missing and inconsistent fields, gathers the correct values from what you give it — email threads, signatures, business cards, spreadsheets — and proposes precise field-level updates with the source of every value shown. Each record is updated in NetSuite only after you have reviewed and approved exactly what will change. Team: Sales & CRM · Type: Agent

​
What’s included

​
Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_getRecordTypeMetadata
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • ns_updateRecord
  • NetSuite Intelligence Library

​
Starter prompts

  • Audit this month’s leads
  • Enrich from an email thread
  • Enrich from a spreadsheet
  • Review conflicting values
  • Apply the approved updates

​
Trust and governance

This agent can take action in NetSuite through ns_updateRecord — and every write is approval-gated. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite