Connect Anaplan and
Google Forms with AI

Automate the flow between lightweight data collection and enterprise planning models. Stop manually copying form responses into Anaplan or exporting plan data to build surveys. Let Redbird sync submissions, validate inputs, and keep your planning cycles moving.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Capture department budget requests from Google Forms into Anaplan line items

Department heads submit budget requests through a standardized Google Form. Redbird validates the structure, maps expense categories to Anaplan dimensions, and writes submissions directly into the correct cost center modules for review and consolidation.

Sync headcount change requests from forms into workforce planning models

Managers submit new hire or role change requests via Google Forms with department, level, and start date. Redbird routes these to the appropriate Anaplan workforce model, updating headcount assumptions and triggering downstream compensation calculations.

Distribute scenario assumptions from Anaplan as pre-filled Google Forms for feedback

When FP&A builds planning scenarios in Anaplan, Redbird generates Google Forms pre-populated with key assumptions by business unit. Stakeholders review and submit adjustments, which flow back into the model as alternative scenarios for comparison.

Collect monthly variance explanations and attach to Anaplan actuals

Finance sends Google Forms to budget owners when actual vs. plan variances exceed thresholds. Managers explain overages or savings, and Redbird appends these narrative responses as properties on the corresponding Anaplan line items for audit trail and reporting.

Route demand planning inputs from regional teams into supply chain models

Regional sales teams submit demand forecasts and promotional plans through Google Forms. Redbird validates volume and timing data, maps SKUs to Anaplan product hierarchies, and updates demand planning modules to trigger supply recommendations.

Alert stakeholders and request plan updates when actuals deviate from forecast

When ERP actuals sync to Anaplan and variance thresholds are breached, Redbird generates a Google Form with the affected cost centers and current variances, sends it to responsible owners, and imports their updated forecasts back into the rolling plan.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Anaplan and Google Forms with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both Anaplan's multidimensional model structure and Google Forms' response schemas, so you can connect planning cycles to lightweight data collection without custom scripting.

AI that speaks Anaplan dimensions and form response mappings

Redbird reads your Anaplan model metadata—line items, versions, time ranges, list properties, and hierarchies—and maps it to Google Forms question structures and response formats. When a form submission arrives, Redbird validates data types, resolves dimension members, handles multi-select mappings, and writes to the correct module cells with proper context. No manual column matching or brittle scripts that break when forms or models change.

Anaplan line item and version mapping
Dimension hierarchy resolution
Form response validation and transformation
Multi-model write orchestration
10×

faster than exporting form responses to Sheets and using Anaplan Connect scripts

No CSV exports, manual dimension lookups, or custom import scripts to maintain

Auto-generated reports

Redbird can pull from Anaplan and Google Forms simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or Google Forms.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Anaplan into Google Forms, or from Google Forms back into Anaplan. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from planning events in Anaplan or new form submissions in Google Forms—Redbird handles the rest.

Anaplan
Triggers & Actions
Trigger

Model data updated

Fires when line item values change in specified Anaplan modules or versions.

Trigger

Variance threshold exceeded

Detects when actuals vs. plan variance crosses defined limits for cost centers or SKUs.

Trigger

Process or workflow completed

Triggers when an Anaplan process finishes, such as a month-end close or forecast refresh.

Action

Write to module cells

Update specific line items across dimensions, versions, and time periods in Anaplan.

Action

Create or update list items

Add new dimension members like cost centers, products, or employees with properties.

Action

Run import action or process

Trigger an Anaplan-native import, export, or calculation process programmatically.

Google Forms
Triggers & Actions
Trigger

New form response submitted

Fires immediately when a user completes and submits a Google Form.

Trigger

Response updated or edited

Detects when a respondent changes an existing submission if edit permissions are enabled.

Trigger

Form opened or started

Triggers when a user accesses a form link, useful for tracking engagement before submission.

Action

Create new form from template

Generate a Google Form dynamically with questions and logic based on Anaplan data.

Action

Pre-fill form response

Build a form link with pre-populated answers pulled from Anaplan for stakeholder review.

Action

Send form to respondents

Email a form link to a list of users extracted from Anaplan dimensions or properties.

Anaplan
+
Google Forms

Ready to connect your stack?

Stop copying form data into Anaplan or building fragile import scripts. Redbird connects Google Forms to your planning models so budget requests, forecast inputs, and variance explanations flow automatically.

Get started → Book a demo