Canonical Field Flow — spec (CSV + diagram)
↗ Open full
The authoritative NetSuite ↔ AG365 ↔ Monday field map with live implementation status (built / partial / gap) — the standard the build follows.
NetSuite Customers
🔍
Customers
ID
Company
Email
Phone
AG365 Link
Actions
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AG365 Accounts
🔍
AG365 Accounts
ID
Name
Email
State
Status
Actions
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Entity Links
Confirmed Links
NetSuite Customer
NS Email
AG365 Account
AG365 Email
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Entity Suggestions
Auto-accept ≥88%
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✨
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Sync State
Entity
Status
Rows
Last Sync
Schedule
Action
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Pending Writes — Approval Center
● live
Write mode — approval safety · every system reads + writes; writes queue here for approval until you switch a system to Auto
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🎬 Demo walkthrough — sample data from demo-pending-writes.json; nothing is written to any system. Approving a linked record (e.g. the NetSuite customer) prompts you to approve its AG365 + Monday writes together — that's one new client cascading across all three systems.
Pending
—
Done
—
Error
—
Rejected
—
🏢 NetSuite system of record0
Operation
What it writes
Connects to
Belongs to
Submitted
Status
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🌾 AG365 agronomy0
Operation
What it writes
Connects to
Belongs to
Submitted
Status
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📋 Monday boards0
Operation
What it writes
Connects to
Belongs to
Submitted
Status
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Active Locks
Records currently open in edit mode. A lock is held while someone has the edit form open.
It auto-expires after 4 hours (or up to 24h if extended). Admins can force-release any lock.
🔒
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Audit Log
All dashboard and system activity. Entries older than 30 days are automatically archived. Archives are preserved indefinitely.
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📋
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📦 Archived Chunks
Each archive covers a 30-day window. Click Download to get the full JSON.
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Backups
Nightly pg_dump of the mirror database to off-site object storage. The mirror is the
business-continuity copy — these dumps are what survive if this host is lost.
Recent Runs
When
Status
Size
Duration
In Bucket
Object / Error
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Users & Tiers
Dashboard Users
Email
Name
Tier
Role
Active
Actions
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Permission Tiers
Tier
Description
Capabilities
Actions
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Assistant Settings
Assistant v2 · Providers & Models
General
Skills
Models & Keys
Prompts
Email
Voice
Assistant
Name
What everyone sees in the header. Users don't rename it.
Default theme
Applies instantly. Users can still pick their own.
Providers & Models
Keys are encrypted on the server and used only to reach the provider — they are never shown here or stored in the clear. Pick a provider, then assign which model crunches your business data and which powers general chat.
Personality & prompts
The assistant's tone and any standing instructions. Applies to every conversation.
Email (SMTP)
Only used to email a conversation from the assistant. Leave blank and that option simply reports it isn't set up — nothing else depends on it.
Voice
Reading answers aloud and taking dictation. Both go through a service you
point at below — nothing is hard-coded, so swapping it later is an edit here, not a deploy.
Borrows the key from Models & Keys. Nothing to paste again.
Until an endpoint is set, the assistant says voice
isn't configured rather than falling back to the browser's own speech.