Automate how planning insights reach stakeholders. Stop manually exporting scenario analyses, copying forecast summaries into emails, and chasing approvals across budget cycles. Redbird syncs Anaplan planning data with Outlook communication workflows automatically.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Monitor Anaplan financial models for material variances between plan and actuals. When deviations cross defined thresholds, automatically send formatted Outlook emails to finance leadership with variance explanations and drill-down links. Keeps executives informed without manual reporting cycles.
Pull consolidated planning data from Anaplan across business units and generate formatted reports. Automatically send department-specific summaries to managers via Outlook with current month performance, variance analysis, and next period targets. Eliminates manual report packaging and distribution.
When budget scenarios reach approval stage in Anaplan, automatically send Outlook emails to designated approvers with scenario summaries, assumption details, and approval links. Track responses and update Anaplan status based on email replies. Accelerates budget cycle approvals.
Monitor Outlook calendars for planning review meetings and automatically create corresponding review tasks or flags in Anaplan. Ensure relevant scenario models are prepared and stakeholder inputs are captured before scheduled discussions. Keeps planning workflows aligned with meeting schedules.
Parse structured email replies from stakeholders containing planning input changes—headcount adjustments, revenue assumptions, cost drivers. Automatically update corresponding Anaplan model inputs and log change history with email context. Eliminates manual data entry from email feedback.
Extract current sales capacity and territory allocation data from Anaplan planning models. Automatically format and send weekly Outlook emails to regional sales leaders with headcount plans, quota assignments, and pipeline coverage metrics. Keeps field teams aligned with latest planning assumptions.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Outlook 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 Outlook's message and calendar APIs to orchestrate planning communication workflows without manual intervention.
Redbird's AI maps Anaplan's hierarchical dimensions, model versions, and scenario structures to contextual Outlook messages. It understands driver-based model relationships, variance calculation logic, and approval workflows—then formats this planning data into stakeholder-appropriate emails with proper context. The system handles dimension member names, time period aggregations, and version comparisons without custom field mapping.
faster than exporting Anaplan reports and drafting distribution emails manually
Redbird can pull from Anaplan and Outlook 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 Outlook.
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 Outlook, or from Outlook 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 changes in Anaplan or calendar and email events in Outlook.
Fires when a new version of a financial model or planning scenario is published in Anaplan.
Triggers when plan-vs-actuals variance crosses defined tolerance levels in any model dimension.
Detects when budget or forecast scenarios move through approval stages or are rejected.
Write values to specific Anaplan model cells or dimension members from external data sources.
Generate review tasks or action items within Anaplan planning workflows with due dates and assignees.
Set Anaplan scenario or model versions to read-only status after approval or period close.
Fires when emails arrive in specific Outlook folders or with designated categories from stakeholders.
Triggers when calendar events are created for planning reviews, budget meetings, or forecast discussions.
Detects responses to planning requests or approval emails sent to budget owners.
Compose and send emails with planning data, variance analyses, or scenario summaries to stakeholder lists.
Schedule planning review meetings with agendas and attach relevant Anaplan model links.
Organize planning-related correspondence into designated Outlook folders for audit trail and compliance.
Stop manually distributing planning reports and chasing budget approvals across email. Redbird connects Anaplan and Outlook to automate how forecast insights reach decision-makers.