Redbird AI syncs planning data, forecast updates, and scenario analysis from Anaplan directly into Microsoft Teams channels. Stop manually copying budget variances into chat or chasing down stakeholders for plan approvals—bring enterprise planning insights to where your teams already collaborate.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically detect when actual performance deviates from planned targets in Anaplan and post detailed variance summaries to designated Microsoft Teams channels. Finance teams get immediate visibility into budget issues without monitoring dashboards or running manual reports.
When FP&A teams complete scenario analysis or what-if modeling in Anaplan, publish formatted summaries with key assumptions and outcomes to executive Microsoft Teams channels. Leadership can review, discuss, and approve scenarios directly in their collaboration workspace.
Trigger Microsoft Teams notifications to regional sales channels whenever sales capacity models, quota allocations, or territory plans are modified in Anaplan. Sales leaders stay informed of planning changes without email chains or calendar invites.
When budget proposals or departmental plans reach approval checkpoints in Anaplan, automatically post approval requests with plan summaries to the appropriate stakeholder channels in Microsoft Teams. Approvers can review context and respond without switching to Anaplan.
Monitor designated supply chain Microsoft Teams channels for critical updates about disruptions, supplier changes, or demand signals, then capture these as tagged assumptions in relevant Anaplan supply chain planning models. Planning teams maintain audit trails of external factors influencing forecasts.
Generate formatted plan-versus-actual reports from Anaplan consolidations each month and distribute to departmental Microsoft Teams channels with variance highlights and trend commentary. Department heads receive consistent planning updates without finance manually preparing presentations.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Microsoft Teams 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 AI understands Anaplan's hierarchical planning structures and Microsoft Teams' channel architecture, intelligently routing the right planning insights to the right collaboration spaces.
Redbird maps Anaplan dimensions, versions, and line items to Microsoft Teams channels, users, and message formats automatically. Our AI understands planning hierarchies—cost centers, regions, product lines—and routes variance alerts, scenario updates, and approval workflows to the appropriate Teams channels without manual configuration. Whether you're syncing actuals comparisons or publishing forecast revisions, Redbird interprets planning model structures and formats insights for collaborative discussion.
faster than exporting Anaplan reports and manually posting updates to Teams channels
Redbird can pull from Anaplan and Microsoft Teams 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 Microsoft Teams.
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 Microsoft Teams, or from Microsoft Teams 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 collaboration activity in Microsoft Teams—Redbird handles the connection logic.
Fires when a budget, forecast, or planning version is finalized and published in Anaplan.
Triggers when actual performance diverges from planned targets by a configured percentage or amount.
Activates when what-if modeling or scenario comparison workflows finish processing in Anaplan.
Write new driver values, growth rates, or assumption parameters into Anaplan models.
Generate a new planning version or scenario snapshot with specified parameters and metadata.
Append timestamped notes or contextual comments to specific line items or planning cells.
Fires when a new message appears in a specified Microsoft Teams channel or conversation thread.
Triggers when a user joins a specific planning or project channel in Microsoft Teams.
Activates when a user completes an interactive approval or data input card in Teams chat.
Send formatted planning updates, variance alerts, or scenario summaries to designated Teams channels.
Deliver interactive approval requests or data collection forms as actionable cards in Teams conversations.
Publish high-priority planning alerts or deadline reminders as pinned channel announcements.
Connect Anaplan to Microsoft Teams with Redbird AI and bring enterprise planning insights into your collaboration workspace. Stop manually updating stakeholders—automate the flow from forecast to conversation.