N105: 2 NetSuite Automations that will Immediately Improve the Productivity of your Remote Workforce
NetSuite Users: Part 1: CloudExtend’s latest feature, Autopilot allows emails in a thread to be automatically attached to a NetSuite record. Part 2. What if your finance and accounting team could manage NetSuite data without ever leaving Excel?
Tuesday, May 18, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Part 1:  Now more than ever before, getting important emails into NetSuite for full 360-degree visibility is CRITICAL. CloudExtend already makes that easy. Our latest feature, Autopilot, will make email syncing even easier by eliminating the manual work that was required before, saving valuable time.

Autopilot enables Outlook users to put an email thread on “autopilot” — once you attach the email to a NetSuite record, all subsequent emails in the same thread will automatically be attached to the same set of records.

Part 2: What if your finance and accounting team could manage NetSuite data without ever leaving Excel? You could increase data visibility across your organization. You could transform time consuming and repetitive tasks into more efficient processes to save significant time and resources, especially during month end.

Learning Objectives
  • What is Autopilot and How can I get it?
  • Live demo of Autopilot for Outlook
  • Creating/updating large journal entries
  • Creating/editing invoices in bulk
  • Uploading/tracking vendor bills
  • Demo and overview of CloudExtend Excel for NetSuite
Justine Burdo
Account Executive, CloudExtend Brand, CELIGO
Justine has been the Account Executive for CloudExtend for over 4 years. She started in Customer Success but quickly found her passion for sales and helping her clients achieve their goals of saving time and increasing productivity.
Chris Corcoran
General Manager, CloudExtend Brand, CELIGO
Chris Corcoran was a co-founder and CEO of Market Share, Inc. from 1986-2011. Chris was an early adopter of cloud computing and Market Share, Inc. was one of NetSuite’s first customers in 1999. After 8 years as Director of Account Management at Celigo, Chris has been the GM of CloudExtend for the past 5 years, where he leads sales, marketing, support, and engineering.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Computer Software and Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00
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