Autopilot is in beta mode and being tested by a limited group of customers. This page has limited information and will be updated with more information during the beta.
Click here to request to join the beta (note the beta is open to all but when the beta is over Autopilot will be available only on the Enterprise Edition plan). Contact firstname.lastname@example.org for more info.
See a short video and read more.
What is Autopilot
Autopilot enables Gmail users to put an email thread on Autopilot, ie once you attach the email to a NetSuite record all subsequent emails in the same thread will be added to a queue and automatically attached to the same set of records.
FAQ (lightweight, adding more soon)
How do I turn Autopilot on?
To engage Autopilot locate the email you want to attach, open CloudExtend, search for the records to attach to, and select 'Save With Autopilot'. Subsequent emails in the thread will all automatically be attached to the same NetSuite records.
How do I turn Autopilot off?
To disengage Autopilot locate the email you've attached, open CloudExtend, and select 'Cancel Autopilot'. Existing emails in the thread will remain in NetSuite however any new replies will not. You can always restart Auotpilot but please know you would need to first manually attach each of the mails received after canceling manually and then initiate Save with Autopilot.
How long does it take for Autopilot messages to appear in NetSuite?
In most cases messages Autopilot messages will appear in NetSuite in just a few minutes but could take longer depending on the size of the queue and the availability of services in your NetSuite account.
Will Autopilot sync file attachments?
No, Autopilot will not sync file attachments. Only emails manually attached can include file attachments. Since the first email you attach when engaging Autopilot is technically a manual attachment you can include files.
How can we enable Autopilot for an existing email thread?
There are two important points here. First, NetSuite imposes a limit of 4,000 characters on the email body. If the thread has more than 4,000 characters (including html code) only the first 4,000 characters will attach. Second, files in previous threads would not be available for attaching.
If Conversation View is enabled in your Gmail settings then the entire thread will attach to NetSuite (up to the first 4,000 characters).
If Conversation View is not enabled you will need to sync existing emails one by one (using SAVE EMAIL) initially and then use "SAVE WITH AUTOPILOT" to the last email. Subsequent replies from this point onwards will auto-save to the selected record(s).
Where are emails stored?
Emails are stored in up to two places.
All emails in the thread follow native NetSuite behavior and are stored individually under the Messages tab (typically a sub-tab of Communications but varies depending on your NetSuite form).
All emails manually attached will also appear on the Gmail Messages tab. This includes the 1st email in thread that was attached by Autopilot. Subsequent emails will appear on the Messages tab. This maintains the integrity of the Gmail tab to only show messages manually attached by an end user.
How can we check the Autopilot Status
Status is visible within the History tab. Open the email thread and choose the email which you need to check the status. Then click on the history tab.
Note, other CloudExtend Gmail users on the same thread will also be able to see that the message is attached to NetSuite via the history tab. This may help reduce duplicate efforts.
What if I want to attach files to an email already attached
At present this is not possible. Users could disengage Autopilot and then forward the mail to themselves and attach again without Autopilot. Users could also manually attach the files.
Can I modify the new label appearing within my Google mailbox "Syncing To Netsuite"?
You can change the color of the label and even rename it, however, it should not be removed as it is used by CloudExtend Autopilot.