Sync customer health scores, renewal pipelines, and CS activity data from Gainsight directly into Power BI dashboards. Stop manually exporting CSVs, rebuilding reports, or chasing down the latest health score snapshots for executive reviews.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push health score changes, risk flags, and trend data from Gainsight into Power BI datasets. Keep leadership dashboards current without manual refreshes. Update visualizations as soon as customer health shifts.
Stream renewal and expansion opportunity data into Power BI models for accurate revenue forecasting. Combine CS pipeline data with finance and sales metrics in unified reports. Eliminate end-of-quarter scrambles to reconcile renewal numbers.
Pull refreshed usage trends, NPS scores, and engagement metrics from Gainsight into Power BI report templates before each quarterly business review. Automatically update slides with the latest customer data. Reduce QBR prep time from hours to minutes.
Monitor Power BI dashboards for warning signals like declining engagement or dropping health scores, then trigger automated plays in Gainsight. Create tasks, assign CSMs, or launch outreach campaigns based on BI insights. Close the loop between analysis and action.
Merge Gainsight lifecycle data with product analytics, support tickets, and CRM data in Power BI. Build unified customer 360 dashboards that show the complete health picture. Stop switching between tools to understand account status.
Capture daily or weekly health score snapshots from Gainsight and store them in Power BI datasets for long-term trend analysis. Analyze how health scores correlate with renewal outcomes over time. Build predictive models based on historical CS data patterns.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Gainsight and Power BI 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 Gainsight's customer success data model and Power BI's dataset structures, so you can automate reporting without custom API development or complex ETL pipelines.
Redbird maps Gainsight health score components, CTAs, timeline entries, and relationship hierarchies to Power BI fact tables and dimensions automatically. It understands how to structure Company objects, Scorecard measures, and Success Plan data for optimal reporting performance. The AI handles incremental updates, historical snapshots, and complex many-to-many relationships between accounts, contacts, and lifecycle stages without manual schema mapping.
faster than building custom Power BI connectors or scheduled export scripts
Redbird can pull from Gainsight and Power BI 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 Gainsight or Power BI.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Gainsight into Power BI, or from Power BI back into Gainsight. 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 customer health changes in Gainsight or threshold alerts in Power BI dashboards.
Trigger when overall health score or individual scorecard measure crosses a threshold.
Start workflows when new calls-to-action are logged or existing CTAs change status.
Detect when renewal or expansion opportunities move through pipeline stages.
Write account data, custom fields, or segment assignments back to Gainsight.
Add timeline entries documenting insights, analysis results, or external events.
Modify Success Plan objectives, tasks, or completion status based on external triggers.
Start workflows when Power BI datasets finish scheduled or on-demand refresh operations.
Trigger when data-driven alerts fire based on KPI thresholds in reports or dashboards.
Detect when specific reports are accessed or users interact with dashboard filters.
Send real-time data rows to Power BI streaming or push datasets for live dashboards.
Initiate on-demand refresh of Power BI datasets when source data updates.
Modify Power BI dataflow tables to prepare or transform data before loading to datasets.
Start syncing Gainsight customer health data to Power BI dashboards in minutes. Build the real-time CS reporting stack your leadership team actually wants to use.