Replace the email chain for product sample requests: let sales staff ask in plain words, and have an AI agent check stock, demand forecasts and past orders before it approves or flags each request: AI agent prompt

Free samples and small orders often need several emails, a form and a manager's sign-off, even when stock is plentiful. On Oct 28, 2026 Enterprise Times reported from Oracle's Suiteworld 2026 that personal care brand Every Man Jack uses an AI-powered order approval agent. The agent looks at fulfilled quantities, forecasted demand and available inventory in NetSuite to automate approvals, and sales reps start product sample requests in plain language instead of going through multiple emails, forms and handoffs. The company estimates these changes will save more than 4,500 hours a year and, together with other efficiencies, have delivered about $350,000 in annual savings. It connects AI models through the NetSuite AI Connector Service while keeping its existing security and governance. The prompt below writes approval rules any AI assistant can apply to your own stock report.

OperationsOrder and sample approvalsintermediate

The prompt

Help me set up simple, rule-based approvals for product sample and small order requests that an AI assistant can check against my stock data. My business: [what we sell, sales channels]. Data I can export: [e.g. inventory on hand by item, open orders, last 3 months of sales, demand forecast]. Who requests samples: [sales reps / marketing / partners]. 1) Write a short plain-language request form a rep can fill in by typing one sentence (e.g. 'Send 6 units of item X to retailer Y by Friday for a buyer meeting'), and list what the AI must pull out of it: item, quantity, recipient, purpose, deadline, requester. 2) Write approval rules, for example: approve automatically if the quantity is under [number] units and stock after the request stays above [number] weeks of forecast demand; send to a manager if the item is low, on backorder, new or high-value, or if the same customer received samples in the last [number] days. 3) Using my export [paste], check these sample requests [paste] against the rules and return a table: request, decision (approve / needs manager / reject), the numbers behind it in one line, and a draft reply to the requester. 4) Suggest a monthly summary showing samples sent by rep, customer and item, and their cost. You only recommend decisions; a person releases every shipment, and you never change stock or orders.
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Works with: NetSuite, ChatGPT, Claude, Google Sheets, Excel

Real-world example: enterprisetimes.co.uk/2026/10/28/netsuite-customers-every-man-jack-and

Featured in: ChatGPT prompts for business email, replies and follow-ups · AI prompts for Google Sheets and Excel work · AI prompts for writing SOPs, reports, policies and checklists

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