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.
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.
Fill in the blanks, then copy
This prompt has 4 [bracket]s to fill in. Type your details below and the prompt updates as you go. Your answers stay in this browser and are reused on other prompts with the same blanks. Nothing is sent to us.
Example values are fictional, just to show how a filled-in prompt reads. Replace them with your real details.How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (use the fill-in-the-blanks box above, which remembers your answers for the next prompt).
- Paste it into NetSuite, ChatGPT, Claude and review the answer before you use it.
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
Before you use it: what to check
Already built into this 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.
- You only recommend decisions; a person releases every shipment, and you never change stock or orders.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
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