Redbird AI syncs your Salesforce pipeline data directly into Google Slides presentations—no more copy-pasting metrics, rebuilding decks, or chasing down the latest numbers. Keep board decks, sales reviews, and executive briefings current with live CRM data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull opportunity totals, stage breakdowns, and forecast data from Salesforce into templated Google Slides every Monday morning. Redbird updates charts, tables, and key metrics so your sales leadership deck is always current without manual refresh.
When a high-value opportunity reaches a specific stage, Redbird creates a customized Google Slides pitch deck populated with account history, product usage, and key contacts from Salesforce. Sales reps get tailored presentations without starting from scratch.
After QBR presentations, Redbird attaches the final Google Slides deck to the corresponding Salesforce account and logs the review activity. Account executives and customer success teams have immediate access to presentation history and customer commitments.
Redbird pulls closed-won revenue, pipeline coverage, win rates, and forecast accuracy from Salesforce into executive dashboard slides before every board meeting. Finance and RevOps teams eliminate hours of manual chart updates and data reconciliation.
When pipeline coverage or forecast amounts in Salesforce fall below thresholds shown in your leadership deck, Redbird flags the discrepancy and updates the slides. Sales ops can address gaps before the next review meeting with current, accurate data.
When opportunities close or reach key stages, Redbird automatically saves the corresponding Google Slides presentation to Salesforce as a file attachment with proper metadata. Teams maintain a complete record of customer-facing materials without manual filing.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Google Slides and Salesforce 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 both Salesforce data models and Google Slides structure—mapping opportunity fields, custom objects, and reports to charts, tables, and text placeholders automatically.
Redbird parses Salesforce custom fields, opportunity stages, and report formats, then intelligently maps them to Google Slides text boxes, charts, and tables. The platform understands placeholder naming conventions, chart data ranges, and table structures so your decks update correctly without template fragility. When your Salesforce schema changes, Redbird adapts the mapping automatically instead of breaking your presentation pipelines.
faster than exporting Salesforce reports and manually updating presentation slides
Redbird can pull from Google Slides and Salesforce 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 Slides or Salesforce.
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 Slides into Salesforce, or from Salesforce back into Google Slides. 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 presentation updates in Google Slides or CRM events in Salesforce—Redbird connects both directions.
Trigger when a new Google Slides deck is created or an existing presentation is modified.
Trigger when a new slide is inserted into a specific presentation or folder.
Trigger when sharing permissions change or new users gain access to a deck.
Generate a new Google Slides deck based on an existing template with dynamic data.
Replace text placeholders, update chart data, or modify table values in existing slides.
Convert a Google Slides deck to PDF format and save to a specified location.
Trigger when a deal moves to a new stage in the sales pipeline.
Trigger when an opportunity's forecast classification changes (Commit, Best Case, Pipeline).
Trigger when a scheduled Salesforce report finishes generating with fresh data.
Upload a presentation file and link it to a specific Salesforce record.
Create a task or activity record documenting a customer presentation or review.
Write presentation URLs, last-updated timestamps, or review status to Salesforce fields.
Stop rebuilding sales decks and board reports manually. Redbird AI keeps your Google Slides presentations synced with live Salesforce data—so your team presents accurate metrics every time.