Cory Anderson of Stratos ERP Partners presents on SuiteFlow, otherwise known as Workflows. This session will provide a comprehensive look at NetSuite’s workflow capabilities — from foundational concepts to real-world automation strategies. Whether you’re new to workflows or looking to expand your existing knowledge, this presentation will offer practical insights and actionable takeaways.

Topics to be covered include:

• Overview of Workflow Options – Explore the types of workflows available in NetSuite, including the SuiteFlow visual workflow builder, workflow actions, and configuration best practices.

• Common Use Cases – Review frequently used workflow scenarios across departments such as Finance, Sales, and Operations, including approvals, notifications, and field updates.

• Leveraging AI with Workflows – See how to use Claude AI to assist in designing a workflow from concept to configuration, and how to generate a custom workflow action script. This segment will demonstrate how AI can accelerate development, reduce errors, and make advanced workflow scripting more accessible.

• Real-World Examples – Walk through live examples of workflows built to automate key business processes, with a focus on practical application and measurable impact.