Redbird AI connects your spend management platform to enterprise document storage, automating procurement workflows and compliance documentation. Stop manually uploading invoices, chasing contract approvals, or copying spend reports between systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically save approved POs, contracts, and procurement documents from Coupa to designated SharePoint folders organized by supplier, department, or spend category. Maintain audit-ready procurement archives without manual file transfers.
Route invoices and receipt images from Coupa to SharePoint approval workflows, ensuring accounting teams have complete documentation. Link financial records to supporting files for audit and compliance tracking.
Pull spend analytics from Coupa by category, supplier, and department, format into executive-ready reports, and publish to SharePoint team sites. Keep stakeholders informed without manual report distribution.
Monitor SharePoint contract libraries for new supplier agreements and automatically create or update supplier records in Coupa with contract terms, payment details, and compliance documentation. Streamline vendor enablement across procurement and legal.
Send notifications to SharePoint team channels or document workflows when purchase requisitions breach spending limits or require additional approvals. Keep cross-functional teams aligned on budget exceptions and approval status.
Automatically attach relevant contracts, SOWs, and compliance certificates from SharePoint to corresponding Coupa POs and supplier records. Give procurement teams complete context without searching across systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Coupa 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 Coupa's procurement schemas and SharePoint's document metadata, automatically mapping spend records to enterprise content structures without custom code.
Redbird interprets Coupa's purchase order structures, supplier hierarchies, invoice line items, and spend categories alongside SharePoint's document libraries, metadata columns, content types, and permission groups. The platform automatically maps procurement transactions to document taxonomies, handles file naming conventions, and maintains data relationships across spend and content systems. Whether syncing invoice PDFs to accounting folders or enriching POs with contract terms, Redbird preserves data integrity and organizational structure.
faster than manually uploading procurement documents to SharePoint folders
Redbird can pull from Coupa 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 Coupa 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 Coupa into SharePoint, or from SharePoint back into Coupa. 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 automation from any procurement event in Coupa or document activity in SharePoint.
Fires when a PO moves to approved status in Coupa and is ready for supplier transmission.
Triggers when a new supplier invoice is submitted to Coupa for AP processing and approval.
Activates when an employee submits an expense report with receipts for manager review.
Add a new supplier to Coupa with contact details, payment terms, and category assignments.
Modify requisition line items, approvers, budget allocations, or supporting documentation.
Generate spend analytics by supplier, category, or department for a specified date range.
Fires when a new file is added to a specific SharePoint document library or folder.
Triggers when document properties, tags, or custom columns are modified in SharePoint.
Activates when a SharePoint document approval process reaches final approved or rejected status.
Add a document to a designated SharePoint folder with specified metadata and permissions.
Modify metadata columns, content types, or tags on existing SharePoint files.
Generate organized folder hierarchies in SharePoint based on supplier names, departments, or fiscal periods.
Join teams that sync Coupa procurement data with SharePoint document workflows. Redbird AI handles the complexity so you can focus on spend management and compliance.