Automate financial communication workflows between email and your planning platform. Stop manually emailing budget reports, chasing approvals via inbox, or copying forecast data from email threads into Planful.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When Planful completes a consolidated financial report or variance analysis, automatically generate and send formatted emails to executives and board members. Include PDF attachments, commentary, and links to drill-down views without manual export and send.
Monitor budget workflow status in Planful and send personalized reminder emails to department heads when submissions are late or stuck in approval queues. Include direct links to their outstanding tasks and submission deadlines.
When department heads send budget change requests via Gmail, parse the email content, extract requested amounts and justifications, and create corresponding adjustment entries or approval workflows in Planful. Eliminate manual re-entry of emailed requests.
Automatically notify budget owners via Gmail when rolling forecast submission windows open in Planful. Include personalized deadlines, links to their assigned scenarios, and prior period actuals for reference.
When executives reply to financial report emails with questions or feedback, automatically parse their responses and append commentary to the relevant scenarios, accounts, or reports in Planful. Maintain audit trail of email-based discussions.
When business leaders email requests for what-if analysis or scenario planning, automatically create new scenario versions in Planful with the requested assumptions and notify the FP&A team. Track modeling requests without spreadsheet chaos.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Gmail 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 Gmail's communication patterns and Planful's financial data structures to automate the reporting and approval workflows that connect planning cycles with stakeholder communication.
Redbird maps Gmail message metadata, attachments, and thread context to Planful's entities, dimensions, accounts, and workflow states. Parse budget figures from email bodies and route them to the correct scenarios. Extract approval decisions from replies and update submission statuses. Generate email content from Planful reports with proper formatting, hierarchies, and drill-down links without custom scripting.
faster than manually emailing reports or chasing budget approvals via inbox
Redbird can pull from Gmail 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 Gmail 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 Gmail into Planful, or from Planful back into Gmail. 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 email event or Planful planning cycle, and route data exactly where your finance and communication workflows need it.
Trigger when emails arrive from specific senders, with subject line patterns, or containing budget-related keywords.
Detect when emails contain spreadsheets, PDFs, or other file types that may contain financial data.
Trigger when stakeholders respond to previously sent financial reports or approval request emails.
Compose and send emails with dynamic content, attachments, and recipient lists based on Planful data.
Automatically categorize and organize budget-related emails with Gmail labels for tracking and reporting.
Generate pre-written draft emails for finance team review before sending to executives or stakeholders.
Trigger when a department completes their budget input or submits for approval in a planning cycle.
Detect when actual vs. plan variance crosses configured thresholds in any dimension or account.
Trigger when consolidated financial reports, board packages, or forecasts are marked complete and ready for distribution.
Generate new planning scenarios or update existing versions with data extracted from email requests.
Append notes and explanations from email threads to specific accounts, entities, or scenarios in Planful.
Change approval states, submission statuses, or task completion based on email-based decisions and confirmations.
Stop manually bridging email and financial planning. Connect Gmail and Planful to automate report distribution, budget approvals, and forecast communication across your finance workflows.