Stop manually copying call notes into SharePoint. Redbird AI bridges Gong's revenue intelligence and your SharePoint repositories — automatically saving summaries, syncing deal insights, and keeping your teams aligned.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a Gong call ends, Redbird automatically generates a structured summary — key topics, action items, next steps — and saves it to the correct SharePoint folder for that account or deal.
Redbird pulls competitive mentions, objections, and buyer signals from Gong and organizes them in a SharePoint wiki — giving your team a searchable library of real conversation insights.
Redbird analyzes Gong conversation data across closed deals and drafts a formatted win/loss report — saved directly to your SharePoint sales intelligence site for leadership review.
When Gong's deal intelligence flags a risk signal, Redbird posts an alert to the relevant SharePoint team channel or creates a flagged document so managers can act fast.
Redbird pulls top-performing Gong calls by persona or use case and organizes links and summaries in a SharePoint onboarding site — so new reps ramp faster.
Ask Redbird — 'What objections came up most in enterprise deals last quarter and do we have any battle cards in SharePoint addressing them?' — and get an answer from both systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Gong 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 isn't just a connector — it's an AI layer that understands what your conversation intelligence and document data mean together.
Redbird knows the structure of your Gong workspace — calls, deals, scorecards — and your SharePoint site hierarchy. It routes summaries to the right folders, formats content consistently, and keeps both systems in sync without manual effort.
faster to capture and distribute revenue insights vs. manual copy-paste
Redbird can pull from Gong 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 Gong 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 Gong into SharePoint, or from SharePoint back into Gong. 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 from any event in either system, and let Redbird take the next step automatically.
Fire a workflow the moment a Gong call ends and the transcript is ready.
Trigger when Gong's AI identifies a deal risk, stall, or competitive threat.
React to rep coaching scorecard changes to route insights to the right document libraries.
Retrieve AI-generated summaries, action items, or full transcripts for any call.
Pull trends, competitor mentions, or buyer signals across a set of deals or reps.
Retrieve calls filtered by stage, rep, persona, or keyword for batch processing.
Fire a workflow when a new document, deck, or asset is added to a SharePoint library.
Trigger when a key document — like a battle card or playbook — is revised.
Poll a SharePoint folder on a schedule to detect new content for downstream workflows.
Write Gong summaries, reports, or structured notes to any SharePoint document library.
Automatically create deal-specific or account-specific folders when new records appear.
Write structured call data — outcome, stage, next steps — to a SharePoint list for reporting.
Connect Gong and SharePoint with AI-powered workflows — and start automating the work your team does today.