Automate the flow between enterprise planning and operational data storage. Stop manually exporting forecast versions, rebuilding plan snapshots in JSON, or writing custom scripts to sync actuals back to your planning models.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically capture approved budget versions, forecast snapshots, and scenario modeling results from Anaplan into MongoDB document collections. Preserve complete planning context including hierarchies, driver assumptions, and version metadata for historical analysis and audit trails.
Stream real-time operational data stored in MongoDB—product usage events, transaction volumes, customer activity—directly into Anaplan modules. Finance and operations teams get live actuals feeding their models without CSV exports or manual data staging.
Push territory assignments, quota allocations, and headcount plans from Anaplan into MongoDB collections that power sales enablement tools and CRM integrations. Keep operational systems in sync with the latest planning assumptions without middleware.
Pull aggregated product usage patterns, feature adoption metrics, and behavioral trends from MongoDB documents into Anaplan supply chain and demand planning modules. Blend operational signals with planning drivers for more accurate forecasts.
Collect plan submissions from multiple Anaplan workspaces and business units, then write normalized documents to MongoDB for consolidated reporting dashboards. Build single-source analytics across decentralized planning processes without manual reconciliation.
Monitor operational KPIs and event volumes in MongoDB, triggering notifications to Anaplan-based planning workflows when actuals diverge from plan assumptions. Proactively prompt reforecasting when real-world data signals material changes.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and MongoDB 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 both Anaplan's multidimensional model structures and MongoDB's flexible document schemas, mapping between hierarchical planning data and nested JSON without custom transformation code.
Redbird automatically interprets Anaplan dimensions, line items, versions, and time periods, then structures them as MongoDB documents with appropriate nesting and indexing. The AI recognizes when to flatten planning grids into arrays, when to preserve hierarchical relationships as embedded documents, and how to maintain referential integrity across collections. You get intelligent schema mapping that respects both the planning model logic and the document database structure.
faster than building custom ETL between Anaplan exports and MongoDB imports
Redbird can pull from Anaplan and MongoDB 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 MongoDB.
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 MongoDB, or from MongoDB 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 planning model updates in Anaplan or data changes in MongoDB—Redbird handles the complexity of both systems.
Fires when a budget, forecast, or scenario version moves to approved status in the planning workflow.
Triggers when Anaplan finishes recalculating a module after dimension or driver updates.
Activates when ERP or source system data loads into Anaplan actuals modules via scheduled import.
Update specific cells or ranges in Anaplan modules with data from external sources or calculations.
Programmatically generate a new forecast or scenario version with specified parameters and baseline data.
Capture current state of a specific module view with filters and formatting applied for archival or reporting.
Fires when new documents are written to a specified MongoDB collection, capturing operational events or data additions.
Triggers when a MongoDB aggregation query result exceeds defined thresholds for counts, sums, or calculated metrics.
Activates when specific fields are modified across documents matching a query pattern or filter criteria.
Write new JSON documents to MongoDB collections with specified structure, indexes, and metadata fields.
Modify existing documents based on filter criteria, updating specific fields or nested properties programmatically.
Execute MongoDB aggregation pipelines to transform, group, or calculate across documents and retrieve processed data.
Connect Anaplan and MongoDB in minutes. Stop writing custom integration scripts and start automating the flow between planning models and operational data stores.