Automate the flow between your communication hub and financial planning platform. Stop manually forwarding budget approval emails, copying meeting notes into Planful, or sending scheduled forecast reports through Outlook distribution lists.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When Planful completes a monthly variance analysis run, automatically generate an executive summary and email it to configured distribution lists in Outlook. Include attachments for detailed P&L variance reports and flag material variances in the email body for immediate visibility.
Capture email threads from Outlook containing budget approval conversations and attach them to the corresponding planning cycle or entity in Planful. Maintain a complete audit trail of who approved what and when, directly linked to the financial planning data.
When finance team calendar events are scheduled in Outlook for budget review meetings or forecast deadlines, automatically create corresponding task reminders and workflow items in Planful. Keep planning cycles synchronized with the finance calendar without manual data entry.
Monitor scenario planning models in Planful and automatically send formatted email alerts via Outlook when variance thresholds are breached. Target specific stakeholders based on entity ownership or department responsibility with context-rich summaries.
After board-ready financial reports are distributed via Outlook, capture reply threads containing feedback or questions and automatically sync commentary into the corresponding Planful report metadata. Maintain a record of stakeholder input alongside the financial data.
When Planful completes rolling forecast updates, trigger scheduled email distribution through Outlook to department heads with personalized departmental views. Include PDF exports of relevant budget-to-actual comparisons and actionable variance explanations formatted for executive consumption.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Outlook 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 AI understands both Outlook's communication patterns and Planful's financial planning structures, so you can automate reporting workflows and data capture without custom code.
Redbird's AI natively maps Outlook message properties, attachments, and calendar events to Planful's planning cycles, entity hierarchies, and reporting dimensions. It recognizes budget approval patterns in email threads, extracts relevant commentary for planning context, and formats financial data exports for executive distribution. The platform understands Planful's variance analysis outputs, scenario model structures, and consolidation hierarchies to generate context-aware email content that matches your finance team's communication standards.
faster report distribution vs manual Outlook sends and Planful exports
Redbird can pull from Outlook 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 Outlook 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 Outlook into Planful, or from Planful back into Outlook. 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 Outlook or Planful and orchestrate workflows across your entire finance and communication stack.
Trigger when emails arrive containing specific keywords like budget approval, forecast review, or variance explanation.
Trigger when finance team members schedule budget review meetings, month-end close sessions, or planning deadlines.
Trigger when attachments like Excel files or PDFs arrive from designated stakeholders or external auditors.
Send HTML-formatted emails with embedded tables, variance summaries, or financial charts to configured groups.
Schedule planning review meetings or forecast deadline reminders with automatic attendee invitations and meeting details.
Route emails containing budget questions or approval requests to appropriate department heads or finance team members.
Trigger when Planful completes a monthly forecast run, annual budget finalization, or rolling forecast update.
Trigger when actual-to-plan variance surpasses defined thresholds at entity, department, or account level.
Trigger when board-ready financial reports, P&L statements, or consolidation packages are finalized in Planful.
Add stakeholder feedback, email thread summaries, or approval notes to planning cycle metadata and report annotations.
Sync calendar-based deadlines, owner changes from org charts, or approval status from email confirmations into Planful.
Upload email attachments, approval confirmations, or external reports to the appropriate budget cycle or forecast period.
Sync Outlook with Planful and eliminate manual report distribution, email-based approval tracking, and disconnected planning calendars. Build financial planning workflows that run automatically across your communication and FP&A systems.