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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite’s email automation requires separate saved searches and email templates for each department. This creates a maintenance nightmare that grows with every new department or reporting change.
Here’s how to streamline email automation using a single data source that automatically distributes department-specific reports.
Replace multiple NetSuite email schedules with unified distribution using Coefficient
Coefficient eliminates search duplication by importing all expense data through one connection to NetSuite or NetSuite . You then use spreadsheet sharing and notification features to automatically distribute department-filtered views when data refreshes.
How to make it work
Step 1. Set up a unified data import with all department fields.
Use Coefficient’s Records & Lists method to import expense transactions including department, employee, amount, date, and approval status. This creates your master dataset for all department distributions.
Step 2. Create department-filtered sheets for automatic sharing.
Build separate sheets for each department using =FILTER(ExpenseData, ExpenseData[Department]=”Marketing”) formulas. Each sheet automatically shows only relevant department data from the master import.
Step 3. Configure automated refresh scheduling.
Set up daily or weekly refresh cycles in Coefficient. When data updates, all department sheets refresh simultaneously, maintaining consistency across all distributions.
Step 4. Set up sharing permissions and email notifications.
Share each department sheet with relevant stakeholders and enable email notifications when sheets update. This creates fully automated distribution that triggers whenever NetSuite data refreshes.
Simplify NetSuite email automation without the overhead
This approach reduces NetSuite administration while providing richer formatting and collaboration features than native email scheduling. Get started with streamlined report distribution today.
