Stop manually transferring budget requests, departmental forecasts, and variance explanations from Google Forms into Planful. Redbird AI automatically syncs form submissions directly into your financial planning workflows, validating data and updating models in real-time.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Finance teams send budget request forms to department heads each planning cycle. Redbird validates submissions against chart of accounts, maps form fields to Planful dimensions, and loads requests directly into budget worksheets—eliminating manual data entry and version control issues.
Instead of chasing explanations via email, collect structured variance commentary through Google Forms. Redbird automatically associates responses with the correct cost center and period in Planful, populating commentary fields alongside actuals for board-ready reporting.
HR and department leaders submit headcount requests through standardized forms. Redbird parses role details, salary bands, and start dates, then updates headcount assumptions in Planful workforce modules—keeping personnel forecasts synchronized with approved hiring plans.
Business units submit capex requests via Google Forms with cost estimates and timelines. Redbird validates financial inputs, categorizes by investment type, and creates project scenarios in Planful—enabling finance to model ROI and funding impacts instantly.
When operational teams identify allocation errors or accrual adjustments, they submit corrections through Google Forms. Redbird validates the impact, applies appropriate dimension tags, and posts adjustments to Planful consolidation workflows before the close deadline.
Before each planning cycle, Redbird pulls department-level actuals and approved budgets from Planful to pre-fill Google Forms sent to budget owners. Managers review pre-populated baselines and adjust assumptions, creating a faster, more informed planning process.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Google Forms 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 Google Forms response schemas and Planful's multidimensional planning structures—mapping form fields to accounts, entities, time periods, and custom dimensions without manual configuration.
Redbird's AI automatically interprets Google Forms column headers and question types, then maps them to Planful's chart of accounts, entity structures, and dimension members. It validates submissions against Planful metadata—catching invalid account codes, duplicate entries, and out-of-range dates before they enter your planning models. When forms reference departments, projects, or cost centers, Redbird resolves them to the correct Planful dimension values, handling synonyms and hierarchy lookups intelligently.
faster than exporting form responses to CSV and manually importing into Planful
Redbird can pull from Google Forms 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 Google Forms 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 Google Forms into Planful, or from Planful back into Google Forms. 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 new form submissions in Google Forms or planning cycle events in Planful—Redbird handles the rest.
Trigger when any Google Form receives a new submission from internal or external users.
Detect when a user modifies a previously submitted form response.
Filter submissions based on form field values like department, amount thresholds, or approval status.
Generate a Google Form dynamically based on Planful planning cycles or data requirements.
Modify dropdown options, validation rules, or conditional logic in existing forms.
Automatically disable form submissions after a planning deadline or milestone is reached.
Start workflows when Planful unlocks budget worksheets for a new planning cycle.
Trigger actions when department forecasts are finalized or move through approval workflows.
Detect when actual-to-plan variances cross defined limits in Planful reports.
Write form submission data directly into Planful planning templates with proper dimension tagging.
Modify planning assumptions based on validated form inputs without opening Planful.
Attach explanatory notes from forms to specific accounts and periods in Planful reporting modules.
Stop copying budget data between Google Forms and Planful. Redbird AI automates the entire flow—from form submission to financial model—so your finance team can focus on analysis instead of data wrangling.