The NetSuite Sales Order Summarization Agent is designed to extract and summarize key information from NetSuite Sales Orders into concise executive summaries. This process employs Language Model-powered automation to enhance organizational decision-making and reporting efficiency.

This process addresses the need for streamlined summarization of detailed NetSuite Sales Orders, crucial for executive insights and strategic planning. By automating the extraction and summarization tasks, businesses can ensure that essential order details, potential challenges, financial impacts, and strategic alignments are readily available in an executive-ready format.

Before You Begin

Have ready access to NetSuite credentials and ensure data integration permissions are properly configured. This process requires a general familiarity with NetSuite operations. Understanding Boomi's process-building environment and dynamic document property usage is advantageous.

NetSuite Connection

To configure a NetSuite connector within Boomi, navigate to the Connections Tab of a NetSuite Connection component and follow these steps:

• URL – https://webservices.netsuite.com/services/NetSuitePort_2021_2 (Note: The URL defaults to the latest available version of NetSuite that the connector supports.)
• Account Number – The account number that you use to log into the NetSuite platform. You can find your account number in NetSuite by going to the Web Services Preferences page at Setup > Integration > Integration Management > Web Services Preferences.
• Consumer Key - The value you use to identify yourself to the service provider. You can copy the Consumer Key and Consumer Secret when you create them in NetSuite, and store them in a safe location. However, after leaving the confirmation page, you cannot retrieve these values. If you lose or forget them, use NetSuite to create a new key and secret.
• Consumer Secret - The encrypted consumer secret generated by NetSuite that you use to establish ownership of the consumer key.
• Token Id - The ID of the token you use to gain access to NetSuite instead of using service provider credentials. You can copy the Token Id and Token Secret when you create them in NetSuite, and store them in a safe location. However, after leaving the confirmation page, you cannot retrieve these values. If you lose or forget them, use NetSuite to create a new token ID and secret.
• Token Secret - The encrypted token secret generated by NetSuite to establish ownership of a specific token.
• Version – The version of the NetSuite API / WSDL being accessed. The version defaults to the latest available version of NetSuite that the connector supports. The selected version must match the version in the URL.

OpenAI Connection

To query the OpenAI Chat API, follow these steps to set up the HTTP Client Connection:

• URL – https://api.openai.com/v1
• Authentication Type – Basic
• User Name – Leave blank (NOTE: Not applicable when using OpenAI API Key or Bearer Token).
• Password – Your OpenAI API Key

Included Processes

[Main] NetSuite Sales Order Summarization Agent

This main process retrieves NetSuite Sales Order data, prepares it for the OpenAI LLM processing, and formats the final output for executive review.

Start Step

• Type – No Data (Note: The Start step can be switched to a "data passthrough" or connector so that this process could be easily folded into a larger framework) 

NetSuite Get Connector Step
Retrieves sales order data from NetSuite for further processing.

• Connection – NetSuite Connection
• Action – QUERY
• Operation – NS Sales Orders QUERY by internalId
  • Object – Sale Order
  • Response Profile – NetSuite Sales Order QUERY Response XML

Set Properties Step Set – LLM Instructions and Context Data
Establishes dynamic document properties for the LLM instructions and query data.

• Configures Dynamic Document Property – DDP_INSTRUCTIONS
  • Property Value: Static Value –

• Configures Dynamic Document Property – DDP_QUERY
  • Property Value: Current Data (e.g. NetSuite Sales Order query response)

Process Call Step
Executes a subprocess to aggregate prompt messages into a cohesive format readable to OpenAIs LLM, gpt-4o. 

• Process Name – [Sub] Aggregate Prompt Messages

Data Process Step
Combines various parts of the prompt into a single message array.

• Processing Step – Combine Documents
  • Profile Type – JSON
  • Profile – OpenAI ChatCompletion Request JSON
  • Combine Element – ArrayElement1 (Root/Object/messages/Array/ArrayElement1)

Map Step
Maps the combined messages to the final JSON structure for processing by OpenAI Chat API.

• Map Name – Map Message Array & Populate Top Level Parameters

HTTP Client Connector
Sends the formatted request to the OpenAI Chat API.

• Connection – OpenAI Connection
• Action – Send
• Operation – ChatGPT Completions SEND
  • Request Profile Type – JSON
  • Request Profile Type – JSON
  • Content Type – application/json
  • HTTP Method – POST
  • Resource Path – chat/completions

Message Step
Isolates and prepares the response content for readability.

• Message – {1}
• Variables
  •     {1}    JSON Profile - OpenAI ChatCompletion Response JSON - content (Root/Object/choices/Array/ArrayElement1/Object/message/Object/content)

Data Process Step
Cleans markdown formatting from the API response.

• Processing Step – Search/Replace
  • Text To Find – ```json
  • Replace With – (leave empty)
• Processing Step – Search/Replace
  • Text To Find – ```
  • Replace With – (leave empty)

Stop Step
Terminates the summarization process.

[Sub] Aggregate Prompt Messages

This subprocess aggregates both system and user messages to form a unified prompt for external API processing, utilizing dynamic document properties to generate structured JSON output.

Start Step 

• Type – Data Passthrough

Branch Step

• Number of Branches – 2
  • Branch 1 – Configures the system message (instructions) properties.
  • Branch 2 – Configures user message properties using dynamic data.

[Branch 1] Set Properties Step 
Configures the properties for system messages.

• Configures Dynamic Document Property – DDP_ROLE
  • Property Value: system
• Configures Dynamic Document Property – DDP_CONTENT
  • Property Value: DDP_INSTRUCTIONS (Note: This is initially set in main process)

[Branch 2] Set Properties Step 
Configures the properties for user-generated content, which in this case consists of a NetSuite Sales Order record.

• Configures Dynamic Document Property – DDP_ROLE
  • Property Value: user
• Configures Dynamic Document Property – DDP_CONTENT
  • Property Value: DDP_QUERY

Map Step
Aggregates message data and maps it into JSON format for API consumption.

• Map Name – Map Properties into Chat Completion Messages Array

Return Documents Step
Sends the processed JSON document back to the main process for further action.

The NetSuite Sales Order Summarization Agent streamlines and enhances the capacity to deliver insightful summaries based on NetSuite sales data. By combining advanced integration capabilities with AI technology, it provides precise and timely summaries, improving the strategic insights available to executives for making informed decisions.

Additional Help:

Start step Help
NetSuite Connector Help
Map step Help
Set Properties Help
Data Process step Help
HTTP Client Connector Help
Message step Help
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