Stop manually exporting behavioral data and building reports for stakeholders. Redbird AI automatically syncs Heap analytics into SharePoint, transforming interaction data into documented insights that product, marketing, and leadership teams can access where they already work.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Redbird pulls funnel conversion data, top user journeys, and friction points from Heap and generates formatted reports in SharePoint. Documents are organized by date and automatically versioned, giving stakeholders consistent access to behavioral insights without manual exports.
When analysts create new user segments in Heap based on interaction patterns, Redbird documents the segment criteria, size, and key behaviors in SharePoint. Marketing and product teams can reference these definitions when planning campaigns or feature releases.
Redbird captures point-in-time funnel performance data from Heap and stores it in structured SharePoint folders. This creates an auditable record of product analytics for quarterly business reviews, regulatory requirements, or historical trend analysis.
When Heap detects unusual drop-off in critical user flows, Redbird creates alert documents in designated SharePoint lists. Product managers receive notifications through their existing SharePoint workflows, ensuring behavioral anomalies get immediate attention.
Redbird transforms Heap's session replay metadata and path analysis into executive-friendly journey maps stored in SharePoint. Leadership teams access pre-built visualizations without needing direct Heap access or analytics training.
When product teams add feature requirement documents to SharePoint, Redbird identifies related user behavior patterns in Heap. The system appends analytics context about how users currently interact with similar features, informing better product decisions.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap 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 understands Heap's event schema, user properties, and funnel structures alongside SharePoint's document libraries, metadata columns, and permission hierarchies.
Redbird parses Heap's auto-captured events, session properties, and retroactive analysis results, then generates human-readable reports in SharePoint with proper formatting and metadata tagging. The system maps Heap segment definitions to SharePoint taxonomy, ensures funnel data lands in the correct document libraries with appropriate permissions, and maintains version history for all analytics artifacts. You define what insights matter; Redbird handles the translation between interaction logs and organizational documentation.
faster than exporting CSV files and manually building stakeholder reports
Redbird can pull from Heap 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 Heap 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 Heap into SharePoint, or from SharePoint back into Heap. 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 user behavior event in Heap or any document activity in SharePoint, then automate what happens next.
Fires when a defined conversion funnel's rate increases or decreases beyond a threshold.
Triggers when analysts define a new behavioral segment with specific interaction criteria.
Fires when session replay volume hits a defined threshold for a particular feature or page.
Retrieve path analysis showing how users navigate between specific events or pages.
Pull breakdown of event property values across user sessions for a defined time period.
Create aggregated behavioral report for a specific user segment including top actions and patterns.
Fires when a new file is added to a specific SharePoint document library.
Triggers when metadata columns are changed on SharePoint list items or documents.
Fires when a document approval process reaches final approval or rejection status.
Generate a new Word or PDF document with specified content and metadata in a target library.
Modify metadata columns on existing SharePoint list items with new values or tags.
Upload a file to a specific library and assign it to a defined SharePoint content type with metadata.
Stop exporting analytics data and manually documenting insights. Connect Heap to SharePoint and let Redbird turn behavioral data into accessible reports your whole organization can use.