Automate the flow between enterprise planning and document management. Stop manually exporting financial models to SharePoint, copy-pasting forecast updates into presentations, or chasing down the latest planning assumptions buried in folders.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When planning cycles close in Anaplan, automatically export final budget versions, variance reports, and assumptions documentation to designated SharePoint folders. Maintain version history and ensure stakeholders always access the latest approved plans without manual file uploads.
Transform Anaplan scenario modeling outputs into formatted Word or PowerPoint documents stored in SharePoint. Automatically populate executive summaries with key metrics, variances, and assumptions whenever scenarios are finalized, eliminating hours of presentation preparation.
When accounting teams upload monthly actual results spreadsheets to designated SharePoint folders, automatically parse and load the data into Anaplan models. Trigger variance analysis workflows and alert FP&A teams when actuals differ significantly from plan.
Export territory assignments, headcount plans, and quota allocations from Anaplan sales planning models to SharePoint folders organized by region. Automatically notify regional VPs when quarterly capacity plans are updated, with direct links to the relevant planning documents.
Monitor designated SharePoint folders for changes to assumption documents, market research files, or planning guidelines. Automatically notify Anaplan model owners and flag which planning models may need updates based on document metadata and content.
Automatically export monthly or quarterly planning snapshots from Anaplan alongside change logs and approval documentation to SharePoint records management libraries. Maintain complete audit trails for regulatory compliance and historical trend analysis without manual archival processes.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and SharePoint 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 both Anaplan's multidimensional planning structures and SharePoint's document metadata, permissions, and folder hierarchies to orchestrate intelligent data flows.
Redbird maps Anaplan dimensions, line items, versions, and time periods to SharePoint sites, libraries, folders, and metadata fields without custom code. Our AI recognizes when planning data should become formatted reports, when documents contain inputs for models, and how to maintain governance across both systems. Automatically handle version mappings, dimension translations, and permission-aware distribution that respects both Anaplan workspace security and SharePoint site permissions.
faster than exporting Anaplan data, reformatting in Excel, and manually uploading to SharePoint
Redbird can pull from Anaplan and SharePoint 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 SharePoint.
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 SharePoint, or from SharePoint 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 document changes in SharePoint — Redbird handles the rest.
Triggered when a budget, forecast, or plan version is locked or approved in Anaplan.
Triggered when specific line items, dimensions, or time periods change in an Anaplan model.
Triggered when actual vs. plan variance exceeds defined thresholds in Anaplan calculations.
Extract planning data, assumptions, or reports from Anaplan models in structured formats.
Load data into Anaplan models, updating actuals, drivers, or planning assumptions.
Generate new planning versions or update existing scenario models in Anaplan workspaces.
Triggered when documents are added to designated SharePoint libraries or folders.
Triggered when file properties, tags, or custom metadata fields are updated in SharePoint.
Triggered when workflow approval processes are finalized for SharePoint documents.
Create and upload Excel, Word, or PDF documents to SharePoint libraries with proper metadata.
Modify file properties, tags, or custom fields based on source data from Anaplan.
Automatically generate organized folder hierarchies in SharePoint based on planning dimensions or periods.
Stop manually shuttling planning data between Anaplan and SharePoint. Let Redbird automate the distribution, archival, and synchronization workflows your finance and planning teams need.