Upcoming Meeting

Main Presentation:
NetSuite Workflows

Presented by:
Cory Anderson: Stratos ERP Partners

Sponsored by:

Date: Wednesday, May 20, 2026

Time: 08:30 am – 12:00 pm MDT

Location: Zoom Meeting

Description:

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.

Key Topics we will cover in this presentation:

• 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

Agenda:

CPE Information:

CPE Credit: 2
Level of Knowledge: basic
Delivery Method: Group-Internet
Prerequisites: None
Advanced Preparation: None
Field of Study: Information Technology
Additional Knowledge: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required.

CPE Learning Objectives:

By the end of this course, participants will be able to:

1. Overview of Workflow Options
   Identify and differentiate the workflow options available within NetSuite and select appropriate tools for specific business scenarios.
2. Common Use Cases
   Describe common workflow use cases and how they are applied across core business functions.
3. Leveraging AI with Workflows
   Demonstrate how Claude AI can be used to design a NetSuite workflow and generate a custom workflow action script to extend automation capabilities.
4. Real-World Examples
   Apply concepts from real-world workflow examples to design or enhance automated business processes within their own NetSuite environment.

Thank you Netgain for supporting RMNSUG CPE Credits!
Netgain is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

For more information regarding administrative policies, or to voice any complaints or concerns, please email peggy.evleth@charted.com 



About RMNSUG Meetings:
Our regular meetings are held exclusively via Zoom. Our In-Person Networking events are exclusively on-site/in-person.

This session is offered free of charge. Therefore, there are no refunds given. In the event that RMNSUG must cancel a session, participants will be contacted via the email address used to register for the event.

If you have not registered to attend, please feel free to do so!

If you have registered to attend, we will send you an email with meeting details on the preceding Monday, and also on the meeting Morning.

Please RSVP no later than 24 hours prior to the event. A link to our online meeting will be sent as a reply to your RSVP.

Can’t make the meeting? If you are a member, request to join the RMNSUG Forum on LinkedIn for announcements about upcoming meetings, events, job openings, communication with other members, and to be alerted when the presentation slide deck and video recording from this meeting are available.

Rocky Mountain NetSuite User Group is an independent non-profit and is not affiliated with NetSuite Inc.