Sync project documentation, product specs, and process knowledge from Confluence directly into Dynamics 365 workflows — or surface ERP data in your team wiki. Stop manually copying implementation details, operational updates, and technical requirements between systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When product requirements documents are published in Confluence, automatically create or update corresponding project records in Dynamics 365 with specs, timelines, and technical requirements. Keep delivery teams and finance aligned on scope without manual handoffs.
When new versions or modules are deployed in Dynamics 365, automatically generate structured release documentation in Confluence. Create searchable records of ERP changes, configuration updates, and new features for internal teams.
Pull real-time supply chain, inventory, and financial metrics from Dynamics 365 into Confluence pages documenting operational processes. Keep runbooks and SOP documentation current with actual system performance and thresholds.
When incident post-mortems or technical issues are documented in Confluence, automatically create corresponding service cases or operations tickets in Dynamics 365. Link root cause analysis to customer impact and resolution workflows.
Monitor critical business metrics in Dynamics 365 like inventory levels, revenue variances, or service SLA breaches. Automatically post structured alerts to relevant Confluence spaces with context, thresholds, and action items for operations teams.
When implementation projects close in Confluence, automatically attach final documentation, technical specs, and lessons learned to corresponding Dynamics 365 project or asset records. Create permanent audit trails linking knowledge to ERP entities.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Confluence and Dynamics 365 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 Confluence's content structure and page hierarchies alongside Dynamics 365's entity relationships across finance, operations, and CRM modules.
Redbird maps Confluence spaces, pages, macros, and content metadata to Dynamics 365 entities like projects, accounts, service cases, and custom objects. Our AI interprets technical documentation, requirements specs, and process notes to extract structured data for ERP workflows. It understands when a product spec should create a project record, when operational documentation needs to reference inventory data, or when incident reports should trigger service cases — without manual field mapping.
faster than manual documentation sync between wiki and ERP
Redbird can pull from Confluence and Dynamics 365 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 Confluence or Dynamics 365.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Confluence into Dynamics 365, or from Dynamics 365 back into Confluence. 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 event in Confluence or Dynamics 365 — new documentation, published specs, ERP transactions, or threshold alerts.
Trigger when a Confluence page is created, published, or updated in specific spaces or with specific labels.
Trigger when specific labels like 'approved', 'release-ready', or 'production' are added to documentation.
Trigger when team members comment on technical specs, requirements docs, or process pages.
Create new Confluence pages or update existing documentation with ERP data, metrics, or operational updates.
Insert tables, status macros, or embedded data panels into existing pages with live Dynamics 365 information.
Add comments to documentation pages with alerts, threshold notifications, or ERP event details for team visibility.
Trigger when new projects, accounts, opportunities, or custom entities are created in Dynamics 365.
Trigger when critical fields change on entities like project status, account tier, or inventory thresholds.
Trigger when financial transactions, purchase orders, or sales orders are completed in the ERP system.
Create new projects, service cases, or custom records with data extracted from Confluence documentation.
Link Confluence pages or attach exported documentation to Dynamics 365 project and asset records.
Populate entity fields with parsed data from technical specs, requirements, or implementation documentation.
Stop manually syncing documentation and ERP data. Connect Confluence and Dynamics 365 with Redbird AI to automate knowledge flow between your team wiki and enterprise operations.