Automatically sync user behavior insights from FullStory into Planful's financial models. Stop manually exporting session data and conversion metrics to build revenue forecasts — let Redbird AI connect digital experience analytics to financial planning in real time.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When conversion rates change in FullStory funnels, automatically update revenue assumptions in Planful forecast models. Finance teams get live digital performance data feeding into projections without waiting for monthly analytics reports.
When FullStory identifies friction points causing drop-offs, automatically append context to Planful variance reports. Finance teams can explain revenue shortfalls with actual user behavior evidence instead of speculation.
When finance updates strategic scenarios in Planful, automatically create corresponding user segments in FullStory to validate assumptions. Product and finance teams align on which customer behaviors support growth projections.
When FullStory detects increased rage clicks or error rates in purchase flows, automatically notify Planful stakeholders and flag affected revenue line items. Finance sees real-time signals of conversion problems before they appear in actuals.
When building board presentations in Planful, automatically pull relevant FullStory metrics showing user engagement trends and product adoption. Finance teams tell richer stories with behavioral evidence behind the numbers.
Combine FullStory session quality scores with Planful customer revenue data to quantify how UX friction affects financial performance by segment. Finance and product teams see which experience improvements have the highest revenue ROI.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FullStory 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 AI understands FullStory's behavioral event schemas and Planful's financial planning hierarchies — so you can connect user experience data to forecasts without custom ETL.
Redbird automatically maps FullStory event properties, session metrics, and funnel stages to Planful dimensions, driver-based models, and forecast versions. Our AI recognizes conversion events, revenue-impacting behaviors, and user segment taxonomies in FullStory, then matches them to the right accounts, drivers, and planning scenarios in Planful. No need to manually define which session metrics should update which revenue assumptions or how to aggregate behavioral data into financial categories.
faster than exporting FullStory CSVs and manually updating Planful driver sheets
Redbird can pull from FullStory 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 FullStory 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 FullStory into Planful, or from Planful back into FullStory. 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 user behavior event in FullStory or any planning change in Planful.
Trigger when funnel conversion rates move outside expected thresholds over specified time periods.
Trigger when users exhibit frustration signals like rage clicks, error clicks, or thrashed cursor events.
Trigger when a behavioral segment based on session properties crosses a minimum user count.
Define new user segments in FullStory based on criteria from external systems.
Apply custom tags to FullStory sessions to link behavioral data with planning metadata.
Pull aggregated behavioral metrics and event counts for specified time periods and segments.
Trigger when finance teams finalize a forecast version or lock planning data for a period.
Trigger when actuals deviate from plan by more than defined percentages for specific accounts or drivers.
Trigger when finance changes key driver values like conversion rates, churn, or customer acquisition costs.
Write new values to planning drivers and assumptions feeding into Planful forecast models.
Add explanatory notes to variance reports with context from external data sources.
Generate new planning scenarios in Planful based on alternative assumptions or external signals.
Stop manually bridging the gap between user behavior and financial planning. Connect FullStory and Planful with Redbird AI to automatically sync digital experience insights into revenue forecasts.