Connect Anaplan and
Google Sheets with AI

Sync planning models, actuals, and forecast scenarios from Anaplan directly into Google Sheets. Stop exporting CSVs, rebuilding formulas, and manually refreshing reports every time your plan changes.

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.

Export monthly forecast versions from Anaplan to tracking spreadsheets automatically

Every time a forecast is published in Anaplan, automatically write the scenario data to a Google Sheet with version history. Finance teams get a timestamped audit trail without manual exports. Stakeholders always see the latest plan assumptions.

Push actuals from Google Sheets back into Anaplan for variance analysis

Collect department actuals in a shared Google Sheet, then sync them into Anaplan model inputs on a schedule. Redbird maps sheet columns to Anaplan dimensions and line items. Finance closes the loop between plan and performance without rekeying data.

Generate executive variance reports in Sheets from Anaplan plan vs actuals

Pull plan and actuals data from Anaplan, calculate variances, and format executive-ready reports in Google Sheets with conditional formatting. Redbird applies business logic to flag material variances. Leadership gets clean reports without analyst grunt work.

Sync sales capacity planning outputs to Google Sheets for hiring trackers

When sales capacity models run in Anaplan, automatically write headcount plans by territory and quarter to a Google Sheet tracker. Recruiting and RevOps teams see hiring targets update in real time. No more asking FP&A for the latest plan version.

Update Anaplan driver assumptions from collaborative planning sheets

Department leads update planning assumptions in a Google Sheet template, then Redbird writes those drivers back into Anaplan model inputs. Finance controls the model while business partners contribute in a familiar interface. Assumptions stay current without email chains.

Alert finance teams when Google Sheets budget submissions are ready for Anaplan import

When department managers mark budget submissions complete in a Google Sheet, trigger a notification and queue the data for Anaplan import. Finance knows exactly when to review and load new budget inputs. Redbird validates data against Anaplan's structure before import.

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 Sheets 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 Anaplan's multi-dimensional model structure and Google Sheets' flexible tabular format, so you can sync planning data bidirectionally without custom scripts.

Intelligent mapping between Anaplan models and spreadsheet structures

Redbird reads Anaplan's dimensions, line items, versions, and time periods, then intelligently maps them to Google Sheets columns and rows. Our AI handles list hierarchies, formula dependencies, and version metadata so data lands correctly in both directions. You define the logic once — Redbird maintains mappings as your model evolves. No need to rebuild pivot tables or maintain brittle reference formulas when Anaplan structures change.

Map Anaplan dimensions to sheet columns
Preserve version and time period structure
Handle hierarchical list relationships
Sync formula results and driver inputs
10×

faster than exporting CSVs and rebuilding formulas manually

No manual downloads, VLOOKUP maintenance, or copy-paste between systems

Auto-generated reports

Redbird can pull from Anaplan and Google Sheets 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 Sheets.

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 Sheets, or from Google Sheets 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 any planning event in Anaplan or data change in Google Sheets — Redbird handles the context in between.

Anaplan
Triggers & Actions
Trigger

Forecast version published

When a new forecast scenario is published or locked in Anaplan.

Trigger

Model data updated

When specific line items, modules, or dimensions change in an Anaplan model.

Trigger

Import process completes

When an Anaplan import action finishes loading actuals or external data.

Action

Write data to model

Update Anaplan line items, drivers, or actuals from external sources.

Action

Trigger import action

Run a predefined Anaplan import process to load new data.

Action

Export module or view

Extract data from specific Anaplan modules, saved views, or reports.

Google Sheets
Triggers & Actions
Trigger

Row added or updated

When new data is added to a sheet or existing rows are modified.

Trigger

Cell value changes

When specific cells or ranges update, like status flags or approval checkboxes.

Trigger

Sheet marked complete

When a designated completion indicator is set in a collaborative planning template.

Action

Write to specific range

Update designated cells or tables with fresh data from Anaplan or other sources.

Action

Append rows to sheet

Add new rows to tracking sheets with timestamped data from planning systems.

Action

Create formatted report

Generate new sheets with formatting, formulas, and conditional logic applied.

Anaplan
+
Google Sheets

Ready to connect your stack?

Stop exporting planning data manually. Redbird syncs Anaplan and Google Sheets so your finance team can focus on analysis, not data wrangling.

Get started → Book a demo