Stop manually exporting financial reports, customer data, and operational summaries from Dynamics 365 into spreadsheets and documents. Redbird AI syncs your ERP data to Google Drive automatically, keeping stakeholders updated with the latest financials, inventory snapshots, and sales performance without repetitive export-save-share cycles.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Generate month-end P&L statements, balance sheets, and budget variance reports from Dynamics 365 Finance and save them automatically to designated Google Drive folders. Finance teams get consistent, timestamped reports without manual GL exports or formatting work.
Pull current inventory positions, aging analysis, and warehouse stock levels from Dynamics 365 Supply Chain Management into Google Sheets and PDFs in Drive. Operations and procurement teams access real-time inventory data without logging into the ERP.
When sales opportunities close in Dynamics 365 Sales, automatically export opportunity summaries, quote histories, and attached documents to Google Drive folders organized by customer account. Sales ops maintains complete deal records without manual file management.
Scan designated Google Drive folders for new vendor invoices, receipts, and supporting documents, then attach them to corresponding purchase orders or AP records in Dynamics 365. AP teams process invoices faster with automated document routing and matching.
Extract sales pipeline data, win rate trends, and revenue forecasts from Dynamics 365 and create formatted executive reports in Google Docs and Sheets. Leadership gets consistent pipeline visibility in their preferred format without analyst time spent on manual pulls.
When support teams save case resolutions, root cause analyses, or customer communications to Google Drive, automatically link those documents to the corresponding Dynamics 365 Customer Service cases. Service history remains complete and auditable without manual attachment uploads.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Google Drive 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 AI understands Dynamics 365's entity structure and Google Drive's file organization, mapping ERP records to documents and folders with full context about accounts, transactions, and business processes.
Redbird natively understands Dynamics 365 entities like accounts, opportunities, invoices, purchase orders, and general ledger entries, then maps them to the right Google Drive folders, sheets, and document formats. Our AI handles complex transformations like turning financial dimensions into folder hierarchies, converting CRM pipeline data into dashboard-ready spreadsheets, and attaching the right Drive files to corresponding ERP records. You define business logic in plain language — Redbird handles schema mapping, file formatting, and version control across both systems.
faster than exporting Dynamics 365 data manually and uploading to Drive
Redbird can pull from Dynamics 365 and Google Drive 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 Dynamics 365 or Google Drive.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into Google Drive, or from Google Drive back into Dynamics 365. 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 event in Dynamics 365 or Google Drive — from closed accounting periods to new files uploaded.
Trigger workflows when a fiscal period is closed in Dynamics 365 Finance to generate final reports.
Start automation when sales opportunities move to specific stages like closed-won or closed-lost.
Trigger document export or notification workflows when POs reach approved status in the system.
Generate formatted P&L, balance sheet, or cash flow statements from Dynamics 365 data.
Pull filtered account, contact, or opportunity data based on specific field values or date ranges.
Add documents or notes to existing customer service cases in Dynamics 365.
Start workflows when documents are uploaded to specific Google Drive folders being monitored.
Trigger sync or processing when existing files in Drive are edited or have new versions.
Detect when sharing settings are updated on monitored folders to maintain audit trails.
Generate Google Docs or Sheets with ERP data formatted to team specifications.
Save exported data, reports, or attachments to designated Drive folders with organized naming.
Append or modify Google Sheets rows with current Dynamics 365 records for dashboards.
Stop spending hours on manual Dynamics 365 exports and Drive uploads. Redbird AI keeps your ERP data and shared documents in sync automatically, so your team can focus on analysis instead of file management.