Sync Microsoft Teams with Planful to automate financial notifications, streamline budget approvals, and deliver planning insights where your team already works. Stop manually copying forecast updates into channels or chasing down stakeholders for budget sign-offs.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically post notifications to department-specific Teams channels when actual spending deviates from budget by preset thresholds in Planful. Include variance details, affected cost centers, and direct links to drill-down reports so managers can address issues immediately.
When forecasts are submitted for review in Planful, automatically create approval threads in designated Teams channels with forecast summaries, change commentary, and approval buttons. Track responses and update Planful approval workflows based on Teams interactions.
When monthly close is marked complete in Planful, automatically generate and share final board-ready financial reports, variance commentaries, and dashboard links to the executive leadership Teams channel. Eliminate manual report distribution and ensure stakeholders have immediate access.
Monitor designated Teams channels where business units discuss budget proposals and automatically extract key assumptions, justifications, and decisions. Sync this commentary to corresponding budget line items in Planful as audit trail documentation.
When Planful completes a data load from your ERP system, automatically alert the finance team in their dedicated Teams channel with load statistics, data quality flags, and links to variance reports. Accelerate the review process and catch integration issues early.
Automatically post reminders to departmental Teams channels as rolling forecast submission deadlines approach in Planful. Include completion status, outstanding submissions, and direct links to planning forms so department heads can act immediately.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Microsoft Teams 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 Microsoft Teams' channel structure, threading model, and user mentions alongside Planful's planning hierarchies, approval workflows, and financial data structures.
Redbird natively understands Planful's dimensional structures—entities, departments, accounts, scenarios, and versions—and maps them to appropriate Teams channels, tabs, and notification recipients. The platform recognizes approval states, forecast lock periods, and data validation rules in Planful, then translates financial events into contextual Teams messages with proper formatting, @mentions, and actionable links. No manual mapping of cost centers to channels or building custom webhook logic.
faster than building custom Power Automate flows with Planful API connectors
Redbird can pull from Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams into Planful, or from Planful back into Microsoft Teams. 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 event in Microsoft Teams or Planful—from budget submissions to channel messages to forecast locks.
Trigger when a message is posted to a specific Teams channel or contains certain keywords.
Trigger when a specific user or group is mentioned in Teams messages or threads.
Trigger when documents or spreadsheets are shared in specified Teams channels or tabs.
Send formatted messages with financial data, links, and mentions to specific Teams channels.
Generate adaptive card approvals in Teams with context and route responses back to systems.
Refresh embedded dashboard links or report views in Teams channel tabs with latest data.
Trigger when users submit planning data through Planful workflows requiring management review.
Trigger when actual results deviate from budget or forecast by configured percentage or amount.
Trigger when Planful finishes importing actuals from connected financial systems.
Write commentary, justifications, or driver values to specific planning line items or metadata.
Progress or reject approval steps in Planful based on external inputs or Teams responses.
Trigger report production in Planful and retrieve URLs or file exports for distribution.
Start syncing Microsoft Teams with Planful in minutes. Redbird handles the complexity of connecting collaboration and financial planning so your team can focus on analysis, not manual updates.