In my first NetSuite AI post , I shared my first experience using NetSuite’s AI connector with #NetGain. The biggest challenge? The AI struggled to locate the data, requiring constant guidance on field names and record structures.
This week, I discovered the game-changer: Claude Project Knowledge.
By uploading NetGain’s documentation—field schemas, custom records, and relationship mappings—into Claude Project Knowledge, I’ve eliminated a good amount of the guesswork. Now the AI instantly knows:
✅ Which custom records contain lease vs. asset data
✅ Exact field names and their purposes
✅ How NetAsset and NetLessor records link together
The result? It’s not perfect, but it’s a significant step forward that eliminates the need to explain the same data structures repeatedly—progress for sure.
Check out this 8 min video and let me know your thoughts.
Have you tried using AI with NetSuite or NetGain? What challenges are you facing? Drop a comment below—I’d love to hear your experience!
If you’re interested in learning more about NetGain solutions, including NetLoan, NetLessor, NetLease, or NetAsset, let’s connect! 🤝
