Automate financial documentation and planning workflows between your knowledge base and FP&A platform. Stop manually copying budget assumptions, financial narratives, and planning context between Confluence pages and Planful models.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When your finance team finalizes annual budgets or forecasts in Planful, automatically generate comprehensive Confluence documentation that captures key assumptions, driver logic, and version history. Keep your institutional knowledge current without manual write-ups.
Surface critical planning deadlines, budget submission dates, and forecast cycles from Planful directly into relevant Confluence project documentation. Ensure cross-functional teams see finance milestones without switching systems.
When product or strategy teams document new initiatives in Confluence, automatically extract headcount, revenue, and cost assumptions and create corresponding scenario models in Planful. Bridge the gap between strategy docs and financial planning.
When monthly actuals arrive and variance reports run in Planful, automatically create structured commentary pages in Confluence with formatted variance tables, trend analysis, and placeholder sections for team explanations. Transform raw numbers into shareable narratives.
Monitor specific Confluence pages for updates to documented planning assumptions, headcount plans, or strategic pivots, then trigger alerts in your finance workflow and flag affected Planful models for review. Catch planning implications early.
After each board meeting cycle, automatically save finalized Planful reports and dashboards to dedicated Confluence spaces with meeting notes, decisions, and action items linked together. Build a complete audit trail of financial reporting and governance.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Confluence and Planful 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 page hierarchy and macro structure and Planful's dimensional planning models, enabling intelligent automation between documentation and financial planning workflows.
Redbird maps Confluence spaces, pages, and custom macros to Planful's accounts, entities, versions, and scenarios without brittle configuration. Our AI recognizes when a Confluence table contains budget assumptions versus meeting notes, and knows which Planful dimensions and hierarchies to target. Extract financial data from narrative documentation or generate readable commentary from multidimensional planning arrays—automatically.
faster than manually updating planning documentation or transcribing model assumptions
Redbird can pull from Confluence and Planful 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 Planful.
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 Planful, or from Planful 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 Planful—from page updates to forecast submissions.
Trigger when any page or specific pages in designated Confluence spaces are created or modified.
Trigger when team members add comments to specific Confluence pages or content types.
Trigger when specific labels like 'budget-assumption' or 'planning-input' are applied to pages.
Create new Confluence pages or update existing ones with formatted content, tables, and macros.
Insert formatted tables, status macros, or structured data sections into existing pages.
Add comments to pages and mention specific users or teams for review and action.
Trigger when department budgets or forecasts are submitted for approval in Planful workflows.
Trigger when new planning scenarios are created or existing scenario models are modified.
Trigger when actual vs. plan variances exceed defined thresholds in key accounts or metrics.
Create new planning scenarios or forecast versions with specified assumptions and parameters.
Write or modify assumption values, driver logic, or metadata in Planful planning models.
Attach contextual notes and commentary to specific accounts, entities, or planning cells.
Sync Confluence and Planful to eliminate manual documentation of financial plans and automate the flow of planning context between your knowledge base and FP&A platform.