Redbird AI syncs your Anaplan planning models with Gmail to automate forecast distribution, budget alerts, and scenario notifications. Stop manually exporting plans and emailing stakeholders—trigger intelligent notifications from plan changes, variance thresholds, and model updates.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically monitor Anaplan forecast vs actuals and send Gmail notifications to budget owners when spending exceeds defined thresholds. Include variance details, affected cost centers, and links to the relevant Anaplan model. Keep finance teams proactive without manual monitoring.
Schedule automated exports of updated Anaplan forecast models and email formatted summaries to department heads and executives. Include key metrics, period-over-period changes, and scenario comparisons. Replace manual report compilation with scheduled delivery.
Trigger Gmail notifications to relevant stakeholders when financial scenario models are created or updated in Anaplan. Include scenario assumptions, model owner, and review deadlines. Ensure planning cycles stay on track without status meeting overhead.
Automatically generate and email budget approval packets when plans reach final review status in Anaplan. Include executive summaries, year-over-year comparisons, and approval links. Streamline the budget sign-off process across leadership.
Monitor Anaplan sales capacity models for territory and headcount changes, then notify sales operations and regional leaders via Gmail. Include updated quota assignments, hiring plans, and effective dates. Keep revenue teams aligned with capacity decisions.
Capture structured plan change requests received via Gmail and write them into Anaplan tracking modules. Parse request details, requester information, and affected planning areas. Create an audit trail for all planning adjustments without manual data entry.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Gmail with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands Anaplan's dimensional modeling structure and Gmail's message formatting to intelligently route planning data, format financial summaries, and trigger context-aware notifications.
Redbird maps Anaplan's multi-dimensional models—including versions, time periods, organizational hierarchies, and line item structures—to intelligently format email content. The AI recognizes variance thresholds, scenario metadata, and planning workflows to determine who needs notifications and what data to include. When processing inbound emails, Redbird parses unstructured requests and maps them to the correct Anaplan modules, dimensions, and versions without rigid templates.
faster than exporting Anaplan data, formatting reports, and manually emailing stakeholders
Redbird can pull from Anaplan and Gmail simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or Gmail.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into Gmail, or from Gmail back into Anaplan. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any planning event in Anaplan or incoming email in Gmail—Redbird handles the rest.
Trigger when a forecast, budget, or scenario version is published or approved in Anaplan.
Trigger when actual vs plan variance crosses defined thresholds for any line item or dimension.
Trigger when workflow stages complete, such as budget submissions or department approvals.
Extract specific modules, versions, or dimensional slices from Anaplan for downstream use.
Write actuals, adjustments, or allocations back into specific Anaplan model cells.
Generate new workflow tasks or approval requests in Anaplan processes.
Trigger when emails arrive from finance team members, budget owners, or executive stakeholders.
Trigger on emails containing keywords like 'budget request,' 'forecast update,' or 'plan adjustment.'
Trigger when emails are tagged with specific Gmail labels like 'Planning Requests' or 'Budget Approvals.'
Compose and send emails with tables, charts, and formatted financial data to stakeholder lists.
Email specific individuals or groups with urgent planning updates, variance alerts, or approval requests.
Automatically respond to existing email threads with requested Anaplan data or status updates.
Sync Anaplan and Gmail to automate planning notifications and eliminate manual forecast distribution. Set up your first workflow in minutes—no engineering required.