--- title: "AI Agents Across ERP, CRM and Databases | Stacksync" description: "Genies are Stacksync AI agents that read and act across your ERP, CRM and databases, with approval steps before writes and a log of every run." canonical: https://www.stacksync.com/ai-agents last_modified: 2026-09-29 --- Genie · Closed-won onboarding Running 1. Opportunity closed won Salesforce 2. Checked legal entity, billing contact and package Salesforce 3. Opened a ticket for the missing details Zendesk 4. Customer replied. Run resumed Zendesk Waiting for approval Create the customer in NetSuite? Every step and decision is in the log explorer. Autonomous AI agents · Genies # AI agents that act across your ERP, CRM and databases, with you in the loop. > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Genies are Stacksync AI agents that read your ERP, CRM and databases and act across them, running workflows, two-way sync and EDI tasks. Put an approval step in front of any write, and check every run in the log explorer. [Book a demo](https://www.stacksync.com/book-a-demo) [Start now](https://app.stacksync.com/) We'll build your first Genie on the call. SOC 2 Type II, ISO 27001 and HIPAA under a BAA on the Pro plan and up. ## Built for teams putting AI to work across mission-critical systems - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Stacksync AI agents ## AI agents that don't just chat — they run your stack. Genies read context across every system, take action through workflows and two-way sync, speak EDI natively, and finish in minutes what used to take an integration team weeks. - ### Genies that run workflows and keep systems in sync. A Genie reads context across your stack, triggers deterministic workflows, and keeps every record two-way synced as it acts — so the agent doesn't just answer, it executes and reconciles. - Trigger and run multi-step workflows from a single instruction - Two-way sync keeps every connected system reconciled as the agent acts - Deterministic steps with retries — no hallucinated side effects [See agents in action](https://app.stacksync.com/login) - ### Genies that read and write EDI, mapped and monitored. Point a Genie at a trading partner and it parses inbound documents, maps every segment to your schema, and generates compliant acknowledgments and outbound transactions — end to end, no hand-written specs. - Parse and validate inbound 850s, 810s, and 856s automatically - Map X12, EDIFACT, and TRADACOMS segments to your systems - Generate compliant 997 acknowledgments and outbound documents [Explore EDI agents](https://app.stacksync.com/login) - ### More done, less work, at agent speed. Genies turn a plain-English request into a working agent in minutes, run thousands of tasks in parallel around the clock, and collapse what used to take an integration team weeks into a single prompt. - From prompt to working agent in minutes, not sprints - Run thousands of tasks in parallel, around the clock - Less glue code, fewer handoffs, and a lower cost per task [Build your first Genie](https://app.stacksync.com/login) How a Genie works ## One agent, working across every system you connect. Most AI assistants live inside a single application. They see that app's records and nothing else. A Genie works on the systems you connect to Stacksync, so one agent can read a deal in Salesforce, check an order in NetSuite, look up a shipment in Postgres and open a ticket in Zendesk in the same run. What you set up 1. ### A job description Write what the Genie should do, which evidence it needs and when to stop for a person. The use-case library has ready-made job descriptions to copy and edit. 2. ### The systems it can use Connect your ERP, CRM, database and support tools to Stacksync from the [connector catalog](https://www.stacksync.com/connectors). The same platform runs your [two-way sync](https://www.stacksync.com/two-way-sync) and [workflows](https://www.stacksync.com/workflow-automation). 3. ### The workflow around it Describe it in a prompt and Stacksync AI Copilot builds it, or build it by hand in no-code or pro-code. Workflow definitions export as YAML on every plan; Configuration as Code, which keeps them in Git, comes with Pro and up. 4. ### The checkpoints Add approval steps before the writes that matter, then turn it on. ### Why current data matters An agent that queries each SaaS API on every question burns API calls and tokens, and it waits on pagination. Two-way sync keeps a current copy of your ERP and CRM records in a database the agent can query, and a row the agent writes flows back to the source system, within the field mappings and write directions you configure. Read how that data layer compares with per-app MCP servers in [our guide to the AI agent data layer](https://www.stacksync.com/blog/ai-agent-data-layer-mcp-vs-synced-database). Control ## Approve the writes that matter, and trace every run. A Genie can draft a NetSuite customer, propose a freight credit or prepare an order change. You decide which of those actions wait for a person. - ### Approval steps The run pauses with the full payload. A reviewer approves, rejects or edits it, and the run continues from where it stopped. Stacksync logs each decision and who made it. See a [worked NetSuite approval example](https://www.stacksync.com/security/ai-agents#approvals). - ### The log explorer Every plan includes it. Open a run to see each step and where it failed, fix the cause and replay the run. - ### Audit logs The [pricing](https://www.stacksync.com/pricing) compare table lists audit logs of user and configuration activity on the Enterprise plan. - ### Access Role-based access control decides who can build, run and deploy. SSO and SCIM come with the Enterprise plan. **When a policy rules out AI.** Some boards and IT teams bar financial or personal data from AI tools. Two-way sync and workflows still work without the AI Copilot or Genies: build them by hand, with the same approvals and logs. The [AI agent governance](https://www.stacksync.com/security/ai-agents) page covers models, data flow and the questions to raise in a security review. Encryption and certifications are on [Security](https://www.stacksync.com/security) and [Compliance](https://www.stacksync.com/compliance). Example workflows ## Five jobs buyers ask us to automate first. These are patterns from conversations with operations, finance and IT teams. Some need an AI agent. Others are rules a plain workflow handles better, and we label them that way. Genie, with a workflow for the matching ### Freight invoice disputes and carrier rebilling. - Freight invoice disputes job - [Freight invoicing and audit](https://www.stacksync.com/use-case/freight-invoicing-and-audit) How it runs 1. A workflow matches carrier invoices to shipments and flags adjustments nobody billed back. 2. For disputed invoices, a Genie compares the invoice in NetSuite with agreed rates and recorded arrival times in Postgres. 3. It calculates the proposed credit and asks finance to approve it. One e-commerce 3PL we spoke with was losing money every month on carrier adjustments it never rebilled; the reconciliation workflow is where it starts. Browse the use-case library Genie ### Closed-won onboarding. - Closed won onboarding job How it runs 1. When a Salesforce opportunity closes, the Genie validates the legal entity, billing contact and package. 2. It opens a Zendesk ticket for missing details and resumes when the customer replies. 3. You approve before it creates the NetSuite customer. Record writes that follow fixed rules run as plain workflow steps. Browse the use-case library Genie ### Order questions from Slack. - Order updates job How it runs 1. Someone asks about a late order in Slack. 2. The Genie finds the Shopify order, checks fulfillment and tracking for each item and drafts a reply. 3. If it cannot identify the order, it asks for the order number instead of guessing. Any change to the order can wait behind an approval step. Browse the use-case library Genie, with a person validating ### Invoice and document intake with human review. - [Email and PDF order intake guide](https://www.stacksync.com/blog/manufacturing-ai-agent-email-pdf-order-intake) - Construction invoice review job How it runs 1. Invoices and orders often arrive as email attachments. A Genie reads them. 2. It matches them to purchase and cost records and cites the source for each proposed match. 3. It sends exceptions to a reviewer before anything posts to the ERP. Browse the use-case library Workflow, no AI needed ### Payment payout reconciliation. How it runs 1. Matching processor payouts to bank deposits and ERP records follows fixed rules, so a scheduled workflow does it. 2. A Genie can pick up the exceptions the workflow flags and gather the evidence for finance. Browse the use-case library At a glance ## Stacksync AI agents, answered in one table. | Buyer question | Answer | Check on | | --- | --- | --- | | What is a Genie? | A Stacksync AI agent. You give it a job description, and it reads your connected systems and acts across them. | Use-case library | | Which systems can it act on? | The ERP, CRM, database and support systems you connect to Stacksync, such as NetSuite, Salesforce, HubSpot, Zendesk and Postgres. | [Connectors](https://www.stacksync.com/connectors) | | Does a person approve writes? | When you want one to. An approval step pauses the run with the full payload until someone approves, rejects or edits it. | [Human in the loop](https://www.stacksync.com/workflow-automation#human-in-the-loop) | | Can we see what it did? | The log explorer shows each run and its steps on every plan. Audit logs are listed on the Enterprise plan. | [Pricing](https://www.stacksync.com/pricing) | | Who builds the agent? | Your team, from a prompt with Stacksync AI Copilot or by hand in no-code or pro-code. Workflows export as YAML. | [Workflow automation](https://www.stacksync.com/workflow-automation) | | Can we skip AI entirely? | Yes. Two-way sync and workflows run without Copilot or Genies. | [AI governance](https://www.stacksync.com/security/ai-agents) | | How is it priced? | Stacksync plans are priced on records in sync and active syncs. Ask how Genies fit your plan on a demo. | [Pricing](https://www.stacksync.com/pricing) | Genies vs point tools ## Buy a point tool per job, or run agents on the data you already sync? Buyers we spoke with usually compare Genies with one of these. A point tool can be the right call. The table shows where each one fits. | Option | What it covers | How cost scales | Best fit | | --- | --- | --- | --- | | Per-page document capture (OCR) | Reads documents such as faxes and invoices and extracts fields. Posting the data and handling exceptions usually stays with your team. | Per page. Buyers we spoke with were quoted $0.02 to $0.06 a page, so the bill grows with volume. | One document type, a steady volume and a deep link into one system of record. | | Single-purpose vertical AI vendor | A packaged agent for one job in one industry, run on the vendor’s platform. | Annual contract per vendor. Each new job can mean another vendor. | A narrow job where the vendor already knows your domain. | | AI built into one application | Answers questions and takes actions inside that application. | Set by the application vendor. | Tasks that start and end in that one system. | | Manual review and SOPs | People copy data between systems and chase exceptions by hand. | Staff time, and errors that surface late. | Low volume, or work that needs judgment at every step. | | Genies on Stacksync | Agents that read and act across the ERP, CRM, database and support systems you connect, with approval steps and run logs. | Stacksync plans are priced on records in sync and active syncs. Ask how Genies fit your plan. | Jobs that cross systems, where the same platform also runs your two-way sync and workflows. | A multi-site medical group we spoke with indexes inbound referral faxes by hand. Its choice came down to a per-page capture tool for that one job, or a platform it could extend to other workflows. Price out both at your real volume before you decide. Compare plans on [pricing](https://www.stacksync.com/pricing), or [book a demo](https://www.stacksync.com/book-a-demo) and bring the numbers. Build AI Genies from one prompt. ## Anyone at your company can leverage AI. What will you build today? [Connectors](https://www.stacksync.com/connectors) [Templates](https://www.stacksync.com/use-case/#use-cases-grid) ready Or try No credit card · 14-day free trial · SOC 2 · HIPAA-compliant CONNECTORS ## 1,000+ connectors. And AI builds for the rest. We support every major SaaS and database out of the box. If yours isn't listed, paste an API URL and our agent will spec and build a connector, typically in under a minute. [Salesforce](https://www.stacksync.com/connectors/salesforce) [HubSpot](https://www.stacksync.com/connectors/hubspot) [NetSuite](https://www.stacksync.com/connectors/netsuite) [Zendesk](https://www.stacksync.com/connectors/zendesk) [Microsoft Dynamics 365 Sales](https://www.stacksync.com/connectors/microsoft-dynamics-365-sales) [Dynamics 365 F&O](https://www.stacksync.com/connectors/dynamics-365-finance-operations) [Attio](https://www.stacksync.com/connectors/attio) [Pipedrive](https://www.stacksync.com/connectors/pipedrive) [Zoho CRM](https://www.stacksync.com/connectors/zoho-crm) [Campfire](https://www.stacksync.com/connectors/campfire) [Rillet](https://www.stacksync.com/connectors/rillet) [Front](https://www.stacksync.com/connectors/front) [Shopify](https://www.stacksync.com/connectors/shopify) [Amazon Seller Central](https://www.stacksync.com/connectors/amazon-seller-central) [SendGrid](https://www.stacksync.com/connectors/sendgrid) [PostgreSQL](https://www.stacksync.com/connectors/postgresql) [Amazon RDS](https://www.stacksync.com/connectors/amazon-rds) [Snowflake](https://www.stacksync.com/connectors/snowflake) [Supabase](https://www.stacksync.com/connectors/supabase) [MySQL](https://www.stacksync.com/connectors/mysql) [SuiteAnalytics](https://www.stacksync.com/connectors/suite-analytics) [MariaDB](https://www.stacksync.com/connectors/mariadb) [SQL Server](https://www.stacksync.com/connectors/sql-server) [BigQuery](https://www.stacksync.com/connectors/bigquery) [MotherDuck](https://www.stacksync.com/connectors/motherduck) [Postgres Heroku](https://www.stacksync.com/connectors/postgres-heroku) [Airtable](https://www.stacksync.com/connectors/airtable) [AWS Aurora MySQL](https://www.stacksync.com/connectors/aws-aurora-mysql) [AWS Aurora PostgreSQL](https://www.stacksync.com/connectors/aws-aurora-postgresql) [Twilio](https://www.stacksync.com/connectors/twilio) [Browse the full catalog →](https://www.stacksync.com/connectors) Connector agent Don't see your app? Paste a URL. | | | | | --- | --- | --- | | | Fetched OpenAPI spec 47 endpoints discovered | OK | | | Inferred auth, OAuth 2.0 Authorization code flow | OK | | | Generated 12 trigger templates customer.created · order.paid · … | OK | | | Validating against sandbox running 24 test calls | … | [Generate connector](https://www.stacksync.com/connectors) Using your own AI assistant? [Explore MCP connector guides for Claude, ChatGPT, and other AI clients →](https://www.stacksync.com/mcp#connectors) CUSTOMER STORIES ## Global enterprises and high-growth teams run on Stacksync. E-Commerce · DTC · Provo, UT ### Black Friday at scale, without losing a single order. Just Ingredients runs a high-volume DTC business on a stack that has to absorb traffic spikes without dropping an order. Stacksync moves orders, customers and inventory between Shopify, NetSuite and the warehouse in real time, even on the heaviest days of the year. | | | | | --- | --- | --- | | Black Friday | survived without incident | Real-time order + inventory sync | | 0 | orders lost | Lossless triggers, replayable end-to-end | [Scale your e-commerce for Black Friday](https://www.stacksync.com/book-a-demo) Renewable Energy · Enterprise · Summit, NJ ### Production data flows across HubSpot, NetSuite and Postgres. Nautilus Solar manages community-solar portfolios with production data flowing across HubSpot, NetSuite and Postgres. Stacksync supports these core integrations following the company's move from Boomi, with additional workflow and EDI requirements managed on the same platform. | | | | | --- | --- | --- | | 3 | core systems connected | HubSpot · NetSuite · Postgres | | Production | integration environment | Expanded beyond legacy iPaaS | [Connect customer, finance and operational data](https://www.stacksync.com/book-a-demo) Interactive Commerce · Media Tech · New York, NY ### Engineers back on the core product. Eko's engineering team was spending sprints on brittle integration plumbing. Stacksync took over the syncs and workflows between their CRM, data warehouse and product app stack, freeing significant engineering capacity for product innovation. | | | | | --- | --- | --- | | 100% | integration ops handed off | CRM, warehouse and product app stack | | Weeks | reclaimed per quarter | Redirected to the product roadmap | [Free your engineers from integration work](https://www.stacksync.com/book-a-demo) Automotive Logistics · Enterprise · St. Louis, MO ### From Heroku Connect to a real-time competitive edge. ACERTUS replaced Heroku Connect with Stacksync's real-time, two-way sync between Salesforce and Postgres. Data integration stopped consuming their best engineers and became infrastructure they could build on, reliably, at scale. | | | | | --- | --- | --- | | Heroku | Connect → Stacksync | Migrated without downtime or data loss | | 24/7 | real-time two-way sync | Salesforce ⇄ Postgres, conflict-resolved | [Replace Heroku Connect with real-time two-way sync](https://www.stacksync.com/book-a-demo) Coffee Hardware · DTC · San Francisco, CA ### A connected stack from the showroom to the warehouse. Fellow ties together its e-commerce, retail and back-office systems with Stacksync. Inventory, orders and customer data move in real time between Shopify, NetSuite and their support tools, so every team works from the same picture. | | | | | --- | --- | --- | | One | source of truth across systems | Shopify ⇄ NetSuite ⇄ support stack | | Days | to roll out new flows | No-code config, version-controlled | [Unify your retail and back-office stack](https://www.stacksync.com/book-a-demo) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more LEGACY IPAAS MIGRATION FUND ## Still under contract? We cover the buyout. Stacksync buys back your current contract with Boomi, Celigo, Workato, or MuleSoft. No migration cost, no overlap billing. [Check your eligibility for the migration fund](https://www.stacksync.com/book-a-demo) | | | | --- | --- | | | Migrate from Boomi | | Celigo | Migrate from Celigo | | | Migrate from Workato | | | Migrate from MuleSoft | | | Migrate from Heroku Connect | AI agent use cases ## Find a job for your Genie Choose a job. Preview the instructions. Copy them into your Genie and make them your own. 40 configurable jobs 9 industries Choose a job 7 Each job includes a complete description and two practical guides. Job preview Easy ### Construction invoice and expense review Assemble receipts, supplier invoices and job evidence for finance; flag ambiguous coding and approval gaps. NetSuite Job description Review the selected construction invoices and expenses against approved job, purchase and cost-code records. Cite the source for every proposed association, check totals deterministically, and produce an owned exception for missing or conflicting evidence. Prepare a review packet; do not approve or post financial changes. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/ai-invoice-and-expense-processing-for-construction-services-prepare-job-cost-evidence-for-finance) [Handle exceptions](https://www.stacksync.com/blog/construction-invoice-and-expense-exceptions-missing-cost-codes-duplicate-receipts-and-unapproved-work) Job preview Easy ### MEP service closeout Turn technician notes, parts and sign-off into an evidence-backed packet for supervisor and finance review. Salesforce · NetSuite Job description Review completed MEP service visits. Separate performed repairs from observations and future recommendations. Link parts, authorization and customer acceptance evidence. Flag warranty, callback and missing-item questions for the responsible reviewer; do not invent test results or classify uncertain charges as billable. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/genies-for-commercial-mep-service-closeout-turn-technician-notes-into-an-invoice-ready-packet) [Handle exceptions](https://www.stacksync.com/blog/mep-service-closeout-exceptions-warranty-work-callbacks-missing-parts-and-customer-sign-off) Job preview Easy ### Flooring shortage review Compare approved takeoffs, deliveries, transfers and usable stock by phase. NetSuite Job description Review the named flooring phase against its approved takeoff and finish revision. Show every quantity with its source and unit. Use only approved conversions, separate damaged and allocated material, and identify unresolved lot or overage decisions. Prepare a reviewed shortage explanation; do not place orders or invent missing measurements. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/genies-for-flooring-shortage-reviews-reconcile-takeoffs-delivered-materials-and-installation-phases) [Handle exceptions](https://www.stacksync.com/blog/flooring-shortage-exceptions-unit-conversions-waste-allowances-dye-lots-and-damaged-deliveries) Job preview Easy ### Fire and security service handoff Assemble asset, inspection and agreement evidence with explicit identity and approval gaps. Salesforce · NetSuite Job description Assemble a service handoff for the selected inspection findings. Cite the site, device, agreement and existing-work references. List ambiguous identifiers and missing authorization as owned exceptions. Do not certify inspection results, choose technical remedies, determine compliance or approve remedial work. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/genies-for-fire-and-security-service-handoffs-assemble-inspection-asset-and-service-agreement-evidence) [Handle exceptions](https://www.stacksync.com/blog/fire-and-security-handoff-exceptions-missing-device-ids-conflicting-site-records-and-unapproved-remediation) Job preview Easy ### Solar project closeout Assemble serial, completion and handover evidence against the final approved equipment scope. HubSpot · NetSuite Job description Prepare a closeout packet for the named solar project. Compare evidence with the final approved scope and substitutions. Keep ordered, received and installed equipment separate. Flag missing serials, conflicting models and absent required records. Do not invent commissioning results or customer acceptance. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/genies-for-solar-project-closeout-assemble-serial-numbers-completion-evidence-and-handover-records) [Handle exceptions](https://www.stacksync.com/blog/solar-closeout-exceptions-missing-serial-numbers-changed-equipment-and-incomplete-handover-evidence) Job preview Easy ### Fence-material quote comparison Compare supplier lines, units and terms against the released material list, with explicit gaps. NetSuite Job description Compare the supplied fencing-material quotes with the approved bill of materials. Cite item, dimension, finish, unit, price, freight and minimum-order evidence. Use approved conversions only. Flag technical deviations and incomparable terms for the buyer; do not choose substitutes or place orders. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/genies-for-fence-material-purchasing-compare-supplier-quotes-against-the-approved-bill-of-materials) [Handle exceptions](https://www.stacksync.com/blog/fence-material-quote-exceptions-gauge-coating-length-freight-and-minimum-order-differences) Job preview Easy ### Modular progress-billing review Assemble factory, delivery, acceptance and approved-variation evidence for finance. NetSuite Job description Review the named modular billing milestone against its approved contract rule. Gather module-level factory, receipt and acceptance evidence and compare prior billing. Flag partial delivery, unapproved variation and missing acceptance. Prepare a finance packet; do not infer billability or issue financial documents. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance) [Handle exceptions](https://www.stacksync.com/blog/modular-progress-billing-exceptions-partial-deliveries-unapproved-variations-and-missing-acceptance-records) Choose a job 7 Each job includes a complete description and two practical guides. Job preview Hard ### CPG order-to-cash investigation A configurable Genie job that gathers order, shipment, invoice, and payment evidence for operations and finance review. Shopify · NetSuite · PostgreSQL · Gmail Job description Investigate this CPG order across its channel, ERP, and approved warehouse records. List source IDs, quantity and payment differences, missing evidence, and the next owner. Do not issue credits, release holds, or contact a retailer without approval. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/ai-agents-for-cpg-order-to-cash-investigate-order-and-payment-exceptions) [Handle exceptions](https://www.stacksync.com/blog/cpg-retailer-deductions-assemble-the-evidence-before-disputing-a-claim) Job preview Medium ### Snack short-shipment investigation A Genie job that reconstructs grocery shipment and receipt evidence without inventing missing documents. NetSuite · PostgreSQL · Gmail Job description Investigate this grocery shortage claim. Compare ordered, shipped, and received quantities using the effective case conversion. Cite documents and unresolved differences. Prepare a review packet; do not approve a credit or submit a dispute. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/ai-agents-for-packaged-food-brands-investigate-grocery-short-shipment-claims) [Handle exceptions](https://www.stacksync.com/blog/case-splits-and-missing-receipts-exception-handling-for-snack-brand-order-agents) Job preview Medium ### Nutrition batch-document requests A configurable Genie job that finds the approved product and batch documents for a named request. NetSuite · PostgreSQL · Gmail Job description Assemble approved documents for this product and batch request. Verify product, lot, version, and sharing permissions. Cite sources and missing evidence. Do not certify product quality, generate a COA, or substitute another batch document. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/ai-agents-for-nutrition-brands-assemble-product-and-batch-document-requests) [Handle exceptions](https://www.stacksync.com/blog/missing-coas-and-batch-mismatches-exception-handling-for-nutrition-brand-agents) Job preview Medium ### Beverage delivery-claim investigation A customizable Genie job that compares distributor claims with shipment, appointment, and receiving evidence. NetSuite · PostgreSQL · Gmail Job description Investigate this beverage distributor claim. Preserve bottle, case, and pallet units. Compare promised and actual delivery evidence, cite source records, and identify missing facts. Do not approve credits, amend freight commitments, or contact the distributor without authorization. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/ai-agents-for-beverage-brands-investigate-distributor-delivery-claims) [Handle exceptions](https://www.stacksync.com/blog/broken-cases-and-disputed-delivery-windows-exception-handling-for-beverage-claim-agents) Job preview Medium ### Personal-care retailer onboarding A configurable Genie job that gathers approved product sheets and packaging information for a retailer request. NetSuite · PostgreSQL · Gmail Job description Assemble the approved onboarding packet for this retailer and exact personal-care item list. Match shade, size, set, packaging revision, and sharing permission. Cite missing or conflicting fields; do not invent specifications or certify compliance. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/ai-agents-for-personal-care-retailer-onboarding-assemble-product-and-packaging-documents) [Handle exceptions](https://www.stacksync.com/blog/conflicting-product-sheets-and-missing-packaging-data-personal-care-agent-exceptions) Job preview Medium ### Household quantity-dispute investigation A Genie job that compares ordered, shipped, and claimed refill or case quantities using approved product definitions. NetSuite · PostgreSQL · Gmail Job description Investigate this household-product quantity dispute. Distinguish refills, concentrates, multipacks, and cases. Cite ordered and shipped evidence and the effective conversion. Identify missing facts and prepare a review packet without issuing credits or changing product definitions. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/ai-agents-for-household-brands-investigate-refill-and-case-quantity-disputes) [Handle exceptions](https://www.stacksync.com/blog/missing-conversions-and-mixed-pack-sizes-exceptions-for-household-order-agents) Job preview Medium ### Pet-food complaint trace A customizable Genie job that connects a complaint to available order, product, shipment, and production-lot evidence. Zendesk · NetSuite · PostgreSQL Job description Trace this pet-food complaint to the exact order and product using approved operational records. Preserve the reported issue and lot text, cite confirmed links, and list ambiguity. Route health or quality concerns to the responsible team; do not diagnose, infer safety, or initiate a recall. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/ai-agents-for-pet-food-brands-trace-customer-complaints-to-orders-and-production-lots) [Handle exceptions](https://www.stacksync.com/blog/incomplete-lot-codes-and-mixed-recipes-exception-handling-for-pet-food-agents) Choose a job 7 Each job includes a complete description and two practical guides. Job preview Medium ### Manufacturing order intake Read incoming order documents, assemble a proposed ERP order and ask people to resolve uncertain references or approval exceptions. NetSuite · Salesforce · PostgreSQL Job description Review new customer order emails and attached purchase orders. Match the customer, ship-to, item, unit of measure and current revision to our approved records. Check for an existing order before preparing a draft. Show the source evidence and proposed changes to order management. Route uncertain matches, changed terms and production-impacting revisions to the responsible owner; do not release work or promise delivery without approval. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/manufacturing-ai-agent-email-pdf-order-intake) [Handle exceptions](https://www.stacksync.com/blog/manufacturing-ai-order-intake-sku-uom-duplicate-exceptions) Job preview Easy ### RFQ intake for fabricated parts Prepare a structured estimate request from customer drawings and email without guessing missing tolerances. Salesforce · Acumatica Job description Read the customer RFQ and attachments. Extract the customer part, drawing revision, material, quantity breaks and requested date. Match existing parts and quote history, identify missing specifications, and prepare an estimating review. Never infer a tolerance or release a production job from a draft RFQ. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/metal-fabrication-genie-rfq-drawing-intake) [Handle exceptions](https://www.stacksync.com/blog/metal-fabrication-genie-rfq-material-revision-exceptions) Job preview Easy ### Supplier certificate follow-up Collect missing resin documents and match them to the correct lot for quality review. NetSuite · PostgreSQL Job description Review receipts missing a supplier certificate. Match the purchase order, resin grade and supplier lot, locate the corresponding document in approved sources, and prepare a quality review packet. Request missing evidence through the approved channel. Do not release resin or accept a substitute specification. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/plastics-genie-resin-certificate-collection) [Handle exceptions](https://www.stacksync.com/blog/plastics-genie-certificate-lot-document-exceptions) Job preview Medium ### Aftermarket part request assistant Assemble a supported replacement-part recommendation from the installed machine and service evidence. Salesforce · NetSuite · PostgreSQL Job description Review a service request for replacement parts. Identify the machine serial and installed configuration, compare the requested component with approved supersession records, and check available stock. Prepare a quote or replacement request for the responsible service owner. Escalate unidentified assets, incompatible revisions and warranty disputes. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/equipment-genie-aftermarket-part-request-guide) [Handle exceptions](https://www.stacksync.com/blog/equipment-genie-part-supersession-serial-exceptions) Job preview Easy ### Dealer order intake Turn dealer emails and order forms into a reviewable product and delivery request. Salesforce · NetSuite Job description Read the dealer order, identify the approved product variant, unit of measure and project reference, and compare it with the existing quote. Separate requested delivery stages. Prepare a draft for customer service and flag missing dimensions, changed finishes, ambiguous units and unavailable delivery windows. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/building-products-genie-dealer-order-intake) [Handle exceptions](https://www.stacksync.com/blog/building-products-genie-dimension-finish-uom-exceptions) Job preview Easy ### Release exception assistant Assemble evidence when customer releases differ from approved production commitments. NetSuite · PostgreSQL Job description Compare incoming customer release information with current orders, approved revisions and shipments. Identify quantity, date or part-reference differences and prepare a planner review. Preserve the original source and prior version. Do not convert forecasts into firm demand or accept a new schedule without the designated approval. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/automotive-genie-customer-release-review) [Handle exceptions](https://www.stacksync.com/blog/automotive-genie-release-sequence-plant-part-exceptions) Job preview Easy ### Part-reference exception assistant Identify missing cross-references and candidate matches while keeping component approval with engineering. NetSuite · PostgreSQL Job description Review distributor order lines that fail item matching. Compare manufacturer part numbers, customer references, packaging units and approved revisions. Show possible matches with their source evidence and ask product operations to approve the cross-reference. Never treat a similar description as proof of an interchangeable component. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/electronics-genie-customer-part-cross-reference) [Handle exceptions](https://www.stacksync.com/blog/electronics-genie-part-number-packaging-exceptions) Choose a job 4 Each job includes a complete description and two practical guides. Job preview Easy ### Order updates Give customers a clear answer on late orders, tracking, and split shipments. Shopify · Slack Job description When a customer asks about a missing or late order in Slack, find their Shopify order, check each item’s fulfillment status and tracking, and draft a clear reply. Explain split shipments separately. If you cannot confidently identify the order, ask the customer for their order number instead of guessing. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/automate-shopify-order-status-replies-in-slack) [Handle exceptions](https://www.stacksync.com/blog/how-to-explain-split-shipments-and-missing-tracking) Job preview Medium ### Product exchanges Check refunds and replacement stock, then coordinate an approved exchange. Zendesk · Shopify · NetSuite Job description Handle product exchange requests from Zendesk. Check the original Shopify order, our return policy, previous refunds, and replacement availability in NetSuite. Offer available sizes or colors and wait for the customer’s choice. Ask me to approve the return and replacement before creating them, then update the ticket with the resulting order details. Operate via Zendesk directly, not with the customer on email or so. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/manage-shopify-exchanges-through-zendesk-and-netsuite) [Handle exceptions](https://www.stacksync.com/blog/product-exchange-checks-refunds-stock-and-customer-choice) Job preview Medium ### Delivery risk report Start the day with an XLSX report of orders at risk of arriving late. Shopify · NetSuite · HubSpot · Slack Job description Every morning, find unfulfilled Shopify orders at risk of missing their promised delivery date using inventory and incoming purchase orders in NetSuite. Check HubSpot for customer commitments and provide a report as XLSX in the Slack channel. You can use postgres sync for shopify and netsuite if needed. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/build-a-daily-shopify-delivery-risk-report-in-slack) [Handle exceptions](https://www.stacksync.com/blog/identify-at-risk-orders-using-inventory-and-incoming-purchase-orders) Job preview Hard ### Delayed order recovery Find a viable delivery alternative and follow the order through fulfillment. Shopify · NetSuite · HubSpot · Zendesk Job description Every morning, find unfulfilled Shopify orders at risk of missing their promised delivery date using inventory and incoming purchase orders in NetSuite. Check HubSpot for customer commitments and propose another warehouse, an available substitute, or a revised delivery date. Ask me to approve extra costs and get customer consent for substitutions. Update the approved orders, communicate through Zendesk, and follow each case until fulfillment is confirmed. Check existing tickets and actions to avoid duplicate messages or replacement orders. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/coordinate-delayed-order-recovery-across-shopify-and-netsuite) [Handle exceptions](https://www.stacksync.com/blog/choose-a-warehouse-transfer-substitute-or-revised-delivery-date) Choose a job 3 Each job includes a complete description and two practical guides. Job preview Easy ### Proof of delivery Verify the customer’s account and share the right delivery records. Zendesk · Postgres Job description When a customer requests proof of delivery in Zendesk, find the shipment’s delivery record and document link in Postgres. Verify that the shipment belongs to their account before sharing anything. Reply with the delivery details and available documents. If only part of the shipment arrived, explain exactly what is delivered and what remains outstanding. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/handle-proof-of-delivery-requests-through-zendesk) [Handle exceptions](https://www.stacksync.com/blog/resolve-partial-deliveries-and-missing-delivery-documents) Job preview Medium ### Freight invoice disputes Reconcile rates and shipment timing before proposing a credit. Zendesk · NetSuite · Postgres Job description Investigate freight invoice disputes received in Zendesk. Compare the NetSuite invoice with agreed rates and recorded arrival and departure times in Postgres. Explain any discrepancy and calculate the proposed adjustment. Check whether a credit already exists, then ask finance to approve any new credit memo before creating it. Update the ticket with the confirmed resolution. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/investigate-freight-invoice-disputes-across-netsuite-and-postgres) [Handle exceptions](https://www.stacksync.com/blog/reconcile-freight-rates-and-dwell-times-before-issuing-credits) Job preview Hard ### Missed delivery appointments Coordinate a new delivery slot and wait for dispatcher confirmation. Postgres · Salesforce · Zendesk · NetSuite Job description Monitor shipment updates in Postgres for delays that threaten delivery commitments recorded in Salesforce. Find available alternative slots and transport options from our operational records, then coordinate a revised appointment through Zendesk. Get customer agreement and operations approval for additional costs before recording them in NetSuite. Track the rescheduling request in Postgres and wait for dispatcher confirmation before telling the customer it is booked. If the proposed slot is rejected, find another option and continue following the shipment until delivery. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/coordinate-missed-delivery-appointments-across-business-systems) [Handle exceptions](https://www.stacksync.com/blog/confirm-rescheduled-deliveries-without-premature-booking-promises) Choose a job 3 Each job includes a complete description and two practical guides. Job preview Easy ### Inbound lead research Turn a demo request into a sourced company brief for the right owner. HubSpot · Enrichment provider Job description Whenever a new demo request arrives in HubSpot, research the company using our enrichment provider and its business domain. Check whether it already exists as a customer or prospect before creating anything. Add sourced company information without overwriting verified values, assign the appropriate account owner, and prepare a short briefing with relevant discovery questions. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/research-and-route-hubspot-demo-requests-with-ai-agents) [Handle exceptions](https://www.stacksync.com/blog/enrich-inbound-leads-without-duplicates-or-overwriting-verified-data) Job preview Medium ### Renewal risk Surface declining usage and support blockers before a renewal is due. Salesforce · Postgres · Zendesk Job description Every Monday, review Salesforce accounts renewing within the next 90 days. Compare product usage in Postgres with unresolved Zendesk tickets and flag accounts showing declining engagement or unresolved blockers. Update the renewal record with supporting evidence, create tasks for the account owner and support team, and prepare a customer follow-up for approval. Do not automatically offer discounts. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/detect-renewal-risk-using-salesforce-product-usage-and-zendesk) [Handle exceptions](https://www.stacksync.com/blog/prioritize-renewal-blockers-without-automatically-offering-discounts) Job preview Hard ### Closed won onboarding Collect missing details and coordinate setup through confirmed provisioning. Salesforce · Zendesk · NetSuite · Postgres Job description When a Salesforce opportunity becomes Closed Won, coordinate customer onboarding. Validate the legal entity, billing contact, purchased package, and any required purchase order. Open a Zendesk onboarding ticket to collect missing information and resume when the customer responds. Ask me to approve the setup, then create or link the NetSuite customer and sales order and submit a provisioning request through our Postgres-backed process. Write the resulting IDs back to Salesforce, avoid duplicate records, and mark onboarding complete only after provisioning is confirmed. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/coordinate-closed-won-onboarding-across-salesforce-and-netsuite) [Handle exceptions](https://www.stacksync.com/blog/resolve-missing-onboarding-information-and-confirm-provisioning) Choose a job 3 Each job includes a complete description and two practical guides. Job preview Easy ### Equipment support routing Match the clinic and device to the right service agreement and team. Zendesk · Salesforce Job description When a clinic reports an equipment issue in Zendesk, find the correct facility, registered asset, and service agreement in Salesforce. Add an internal summary and route the ticket to the appropriate service team. If several devices match, ask for the serial number before proceeding. Use facility and equipment information only, not patient records. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/route-clinic-equipment-support-tickets-using-salesforce-asset-data) [Handle exceptions](https://www.stacksync.com/blog/resolve-ambiguous-device-reports-with-serial-numbers-and-service-agreements) Job preview Medium ### Clinic supply replenishment Find uncovered shortages and propose a purchase or stock transfer. Postgres · NetSuite · Zendesk Job description Every morning, compare clinic supply levels and recent consumption in Postgres with stock and open purchase orders in NetSuite. Identify shortages not already covered by incoming deliveries and propose a purchase or transfer from another location. Ask procurement to approve the proposal before creating the corresponding order or transfer request. Track progress in Zendesk until receipt is confirmed. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/plan-clinic-supply-replenishment-across-postgres-and-netsuite) [Handle exceptions](https://www.stacksync.com/blog/prevent-duplicate-replenishment-orders-when-deliveries-are-already-incoming) Job preview Hard ### Supplier recall Trace affected lots and track facility responses through reconciliation. NetSuite · Postgres · Salesforce · Zendesk Job description When our quality manager provides an approved recall notice and affected lot numbers, trace the relevant stock and deliveries in NetSuite and Postgres. Find affected facility contacts in Salesforce and prepare location-specific instructions for the quality manager’s approval. Use Zendesk to track notifications, acknowledgments, quarantine confirmations, and return requests. Arrange replacement orders only after approval, follow up with facilities that have not responded, and exclude unaffected lots. Keep the recall open until quantities are reconciled and the quality manager signs off. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/coordinate-supplier-recalls-across-inventory-crm-and-support) [Handle exceptions](https://www.stacksync.com/blog/reconcile-recalled-lots-facility-acknowledgments-and-quarantined-quantities) Choose a job 3 Each job includes a complete description and two practical guides. Job preview Easy ### Commercial inquiry Research the business and route end customers and installation partners. HubSpot · Enrichment provider Job description When a commercial solar inquiry arrives in HubSpot, research the business through our enrichment provider, check existing account relationships, and add sourced company information. Determine from the inquiry whether the requester is an end customer or an installation partner, asking for clarification when unclear. Route the inquiry to the appropriate owner with a short project brief and suggested follow-up questions. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/qualify-and-route-commercial-solar-inquiries-in-hubspot) [Handle exceptions](https://www.stacksync.com/blog/distinguish-solar-end-customers-from-installation-partners) Job preview Medium ### Installation readiness Catch equipment, permit, and crew blockers before installation day. Salesforce · NetSuite · Postgres Job description Every morning, review installations scheduled in Salesforce for the next two weeks. Check equipment availability, existing allocations, and incoming purchase orders in NetSuite, plus permit and crew availability recorded in Postgres. Identify anything that could block installation and create tasks for the responsible owners. Do not mark a project ready when equipment is allocated elsewhere or a required permit is missing. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/check-solar-installation-readiness-across-salesforce-and-netsuite) [Handle exceptions](https://www.stacksync.com/blog/identify-equipment-allocation-permit-and-crew-blockers) Job preview Hard ### Equipment repair Build an approved repair plan and follow it through customer acceptance. Zendesk · Salesforce · NetSuite · Postgres Job description After a technician confirms an equipment fault in Zendesk, coordinate the repair. Check the asset and service agreement in Salesforce, warranty and replacement stock in NetSuite, and available service appointments in Postgres. Prepare a plan for the service manager to approve before creating parts orders or work requests. Coordinate the appointment, update the customer, and follow outstanding actions. Check warranty coverage before proposing customer charges, and keep the case open until technician completion and customer acceptance are recorded. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/coordinate-equipment-repairs-across-service-inventory-and-scheduling) [Handle exceptions](https://www.stacksync.com/blog/verify-warranty-coverage-and-customer-acceptance-before-closing-repairs) Choose a job 3 Each job includes a complete description and two practical guides. Job preview Easy ### Application status Give applicants a verified status update and the next administrative step. Zendesk · Postgres Job description Help applicants asking for updates through Zendesk. Verify their access to the requested application, then retrieve its official status and applicant-visible requirements from Postgres. Explain what is outstanding and the next administrative step. Do not disclose internal reviewer notes, make approval decisions, or promise dates that are not recorded in the official system. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/answer-application-status-requests-using-official-records) [Handle exceptions](https://www.stacksync.com/blog/handle-applicant-access-checks-and-missing-requirements) Job preview Medium ### Supplier invoice exceptions Match invoices to purchasing records and prepare exceptions for finance. NetSuite · Postgres · Zendesk Job description Investigate supplier invoices flagged for review in NetSuite. Compare each invoice with its purchase order and receipt or service-completion evidence in Postgres. Check for possible duplicate invoices, identify the exact discrepancy, and use Zendesk to request missing information from the supplier or responsible department. Prepare a documented resolution for finance review, but do not approve or release payment. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/investigate-supplier-invoice-exceptions-before-finance-review) [Handle exceptions](https://www.stacksync.com/blog/match-invoices-to-purchase-orders-and-completion-evidence) Job preview Hard ### Facility maintenance Coordinate approved maintenance from the first report to facility acceptance. Zendesk · Salesforce · Postgres · NetSuite Job description When a public facility reports a maintenance problem in Zendesk, identify the asset in Salesforce and check existing work requests in Postgres to avoid duplicates. Gather a quote from an approved contractor and request facilities and purchasing approval before creating a NetSuite purchase order. Track the work in Postgres and coordinate updates through Zendesk. Collect facility acceptance before closing the request, then compare the invoice with the approved work and completion evidence. Send discrepancies to finance and never authorize payment yourself. [Open Genies](https://app.stacksync.com/login) Paste into “Give your Genie a job description.” Explore the guides [Read workflow](https://www.stacksync.com/blog/coordinate-public-facility-maintenance-from-request-to-completion) [Handle exceptions](https://www.stacksync.com/blog/reconcile-contractor-quotes-approved-work-and-maintenance-invoices) FAQ ## AI agents: questions buyers ask ### What are Stacksync Genies? Genies are Stacksync AI agents. You give a Genie a job description, and it reads the ERP, CRM, database and support systems you connect to Stacksync and acts across them, running workflows, two-way sync and EDI tasks. Approval steps and the log explorer keep a person in control of what it writes. ### Can an AI agent work across NetSuite, HubSpot and a database, not just inside NetSuite? Yes. A Genie works on the systems you connect to Stacksync, so one run can read a HubSpot deal, check the order in NetSuite and query a Postgres table. Two-way sync keeps a current copy of those records in a database, so the agent can query it instead of calling each API on every question. [NetSuite AI agents FAQ](https://www.stacksync.com/blog/netsuite-ai-agents-faq-smarter-automation-2025) ### How do I set up a Genie? Write a job description that says what the Genie should do, which evidence it needs and when to stop for a person; the use-case library has ready-made ones to copy. Connect the ERP, CRM, database and support tools it needs from the connector catalog. Describe the workflow around it in a prompt for Stacksync AI Copilot, or build it by hand in no-code or pro-code. Then add approval steps before the writes that matter and turn it on. ### When should I use a workflow instead of a Genie? Use a workflow when every step follows fixed rules, and a Genie when a step needs judgment. Matching processor payouts to bank deposits and ERP records follows rules, so a scheduled workflow does it. Comparing a disputed carrier invoice with agreed rates and arrival times takes judgment, so a Genie proposes the credit and waits for finance to approve it. Many jobs use both: a workflow does the matching and a Genie picks up the exceptions. How approvals and run logs are governed is covered on the AI agent governance page at /security/ai-agents. [AI agent governance](https://www.stacksync.com/security/ai-agents) ### Should we buy an OCR tool or a vertical AI vendor, or use AI agents? It depends on how many jobs you need to cover. A per-page capture tool or a vertical AI vendor can fit one narrow job well, and buyers we spoke with were quoted $0.02 to $0.06 a page for document capture. Genies fit jobs that cross systems, and the same platform runs your two-way sync and workflows. Price both options at your real volume. ### Can an AI agent handle EDI documents? Yes. A Genie can parse and validate inbound X12 documents such as 850 purchase orders, 810 invoices and 856 ship notices, map X12, EDIFACT and TRADACOMS segments to your systems, and generate 997 acknowledgments and outbound documents. It runs on the same platform as your two-way sync and workflows, with the same approval steps and logs. [EDI](https://www.stacksync.com/edi) ## Give a Genie its first job. We'll build it with you on the call. [Book a demo](https://www.stacksync.com/book-a-demo) [Start free trial](https://app.stacksync.com/) Find your operating context ## Integration and automation for your industry ### [Construction services and installation](https://www.stacksync.com/industry/construction) Connect customer, project, material and billing records for companies that sell, supply, install and maintain physical systems. - [Commercial HVAC, plumbing and electrical contractors](https://www.stacksync.com/industry/construction/commercial-mep-contractors) - [Commercial flooring and interior installation](https://www.stacksync.com/industry/construction/commercial-flooring-interiors) - [Fire, life-safety and security integrators](https://www.stacksync.com/industry/construction/fire-life-safety-security-integrators) - [Solar installation and O&M services](https://www.stacksync.com/industry/construction/solar-installation-service) - [Fencing fabrication and installation](https://www.stacksync.com/industry/construction/fencing-fabrication-installation) - [Modular and prefab building supply and installation](https://www.stacksync.com/industry/construction/modular-prefab-building-installation) ### [Consumer packaged goods](https://www.stacksync.com/industry/cpg) Two-way sync, workflow automation, Genies, and EDI for CPG companies combining manufacturing, distribution, wholesale, and ecommerce. - [Packaged food and snacks](https://www.stacksync.com/industry/cpg/packaged-food-snacks) - [Nutrition and supplements](https://www.stacksync.com/industry/cpg/nutrition-supplements) - [Beverages](https://www.stacksync.com/industry/cpg/beverages) - [Personal care](https://www.stacksync.com/industry/cpg/personal-care) - [Household consumables](https://www.stacksync.com/industry/cpg/household-consumables) - [Pet food and treats](https://www.stacksync.com/industry/cpg/pet-food-treats) ### [Manufacturing](https://www.stacksync.com/industry/manufacturing) Two-way sync, workflow automation, Genies and EDI for manufacturers whose customer commitments depend on current production, purchasing and service records. - [Metal fabrication and machining](https://www.stacksync.com/industry/manufacturing/metal-fabrication-machining) - [Plastics and molding](https://www.stacksync.com/industry/manufacturing/plastics-molding) - [Industrial equipment and machinery](https://www.stacksync.com/industry/manufacturing/industrial-equipment-machinery) - [Building products manufacturing](https://www.stacksync.com/industry/manufacturing/building-products) - [Automotive components](https://www.stacksync.com/industry/manufacturing/automotive-components) - [Electrical and electronic components](https://www.stacksync.com/industry/manufacturing/electrical-electronic-components)