Connect Gmail and
NetSuite with AI

Stop manually copying order details from emails into NetSuite. Stop forwarding customer inquiries to finance teams who hunt for account records. Redbird AI automates the flow between your inbox and your ERP, turning email communications into structured NetSuite data.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Create NetSuite sales orders from purchase order emails automatically

Parse incoming PO emails from customers and create corresponding sales orders in NetSuite with line items, quantities, pricing, and shipping details. Redbird extracts structured data from email body and attachments, matches customers to existing records, and validates against inventory availability.

Log vendor invoices received via email directly to NetSuite AP

Capture invoice PDFs and details from vendor emails and automatically create bill records in NetSuite. Redbird reads invoice numbers, amounts, due dates, and line items, matches vendors, and routes for approval based on your GL coding rules.

Email dunning notices when NetSuite AR invoices become overdue

Monitor NetSuite for overdue customer invoices and automatically send personalized collection emails via Gmail with invoice details, payment links, and account summaries. Customize messaging based on customer tier, days overdue, and outstanding balance amounts.

Attach customer email threads to NetSuite support cases and opportunities

When Gmail conversations contain order numbers, case IDs, or customer references, automatically append the email thread to the corresponding NetSuite record. Ensures finance and operations teams see full communication history without manual forwarding or BCC workflows.

Send daily NetSuite inventory alerts when stock falls below reorder points

Query NetSuite for items approaching or below reorder thresholds and email formatted reports to procurement teams via Gmail. Include supplier contact info, average lead times, and current open PO status to accelerate purchasing decisions.

Update NetSuite customer records when contacts reply with changed details

Detect when customers email updated shipping addresses, contact names, payment terms requests, or tax exemption certificates and automatically update corresponding NetSuite customer records. Redbird validates changes and flags exceptions requiring manual review.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Gmail and NetSuite with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Gmail's unstructured email content and NetSuite's complex ERP schema, intelligently mapping conversations to transactions, customers, and financial records.

AI that reads emails like your finance team does — and writes to NetSuite like an expert

Redbird's AI parses email body text, subject lines, and attachments to extract order numbers, invoice details, customer references, and transaction data. It understands NetSuite's customer, transaction, item, and entity relationships, matching email data to existing records or creating new ones. The platform handles subsidiary structures, multi-currency transactions, custom fields, and approval routing — translating natural language requests into properly coded NetSuite entries.

Parse PO and invoice emails
Match to NetSuite customers & vendors
Extract line items from attachments
Respect subsidiary & approval rules
10×

faster than forwarding emails to accounting and waiting for manual NetSuite entry

No copying invoice details into saved searches. No email-to-CSV-to-import workflows.

Auto-generated reports

Redbird can pull from Gmail and NetSuite simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Gmail or NetSuite.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Gmail into NetSuite, or from NetSuite back into Gmail. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any Gmail event or NetSuite record change, and execute actions across both systems without code.

Gmail
Triggers & Actions
Trigger

New email matching filter received

Trigger when emails arrive matching sender, subject line, label, or content criteria.

Trigger

Email with specific attachment type

Detect when emails contain PDFs, Excel files, or other attachment formats.

Trigger

Starred or labeled email

Fire workflows when emails are manually or automatically tagged with specific labels.

Action

Send email from shared inbox

Compose and send emails via Gmail with dynamic content, attachments, and formatting.

Action

Add label and move to folder

Organize processed emails by applying labels and archiving or moving to folders.

Action

Create draft email for review

Generate draft responses with data from NetSuite for human review before sending.

NetSuite
Triggers & Actions
Trigger

New customer or vendor created

Trigger when new entity records are added to NetSuite requiring notification or onboarding.

Trigger

Sales order status changes

Detect when orders move to pending fulfillment, shipped, or invoiced status.

Trigger

Invoice becomes overdue

Monitor AR aging and trigger when invoices pass due date thresholds.

Action

Create sales order or invoice

Generate NetSuite transaction records with line items, pricing, and customer assignments.

Action

Update customer or vendor record

Modify entity records with new addresses, contacts, payment terms, or custom field values.

Action

Attach file to NetSuite record

Upload email attachments or generated documents to transaction and entity file cabinets.

Gmail
+
NetSuite

Ready to connect your stack?

See how Redbird AI connects Gmail and NetSuite to eliminate manual data entry between your inbox and ERP. Build intelligent automations that understand both email content and financial data structures.

Get started → Book a demo