Connect Outlook and
SAP with AI

Automate the flow between enterprise email and your ERP system. Stop manually copying vendor details into SAP, chasing approval emails for purchase orders, or forwarding invoices between systems. Redbird AI syncs Outlook communications with SAP transactions in real time.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Auto-create vendor records in SAP from email introductions and contacts

When a new vendor sends introductory emails or quotes to your procurement team, Redbird extracts company details, contact information, and banking details from Outlook messages and attachments. It automatically creates or updates vendor master records in SAP, ensuring procurement teams work from accurate, current vendor data without manual data entry.

Route purchase order approvals via Outlook based on SAP workflow rules

When purchase requisitions are created in SAP, Redbird triggers approval emails to the appropriate managers in Outlook based on cost center, amount thresholds, and GL account rules. Email responses update the SAP workflow automatically, and reminders are sent for pending approvals, eliminating approval bottlenecks.

Log supplier email threads directly to SAP purchase orders and invoices

Redbird monitors Outlook for emails tagged with PO numbers or from known vendor addresses and automatically attaches the full email thread and any attachments to the corresponding SAP purchase order or invoice document. This creates a complete audit trail of supplier communications within SAP without manual filing.

Alert procurement teams via email when SAP inventory drops below reorder points

When material stock levels in SAP fall below defined reorder thresholds, Redbird sends formatted email alerts to procurement staff and preferred vendors through Outlook. Alerts include current stock levels, consumption trends, and suggested order quantities, enabling proactive inventory management without constant SAP monitoring.

Extract invoice data from Outlook attachments and match to SAP purchase orders

When vendor invoices arrive as PDF attachments in Outlook, Redbird uses AI to extract invoice numbers, amounts, line items, and PO references. It automatically matches invoices to open purchase orders in SAP, flags discrepancies, and routes exceptions to AP teams, reducing invoice processing time from days to minutes.

Send automated payment confirmation emails when SAP processes vendor payments

After SAP executes payment runs, Redbird automatically sends personalized payment confirmation emails to vendors through Outlook, including payment amount, invoice references, and expected transfer dates. This eliminates manual vendor communication while improving supplier relationships and reducing payment inquiry calls.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Outlook and SAP with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands the structure of Outlook's message schemas and SAP's complex ERP data models, bridging communication workflows with transactional systems automatically.

AI that understands both Microsoft 365 and SAP business objects

Redbird maps Outlook contact fields to SAP vendor master data, extracts document numbers from email subjects and bodies to match SAP purchase orders, and parses invoice PDFs to align with SAP MM and FI posting structures. The platform recognizes SAP organizational hierarchies, cost centers, and approval workflows, then translates them into Outlook routing rules and calendar events. Redbird handles SAP's complex document flow—from requisition through PO to goods receipt to invoice—and syncs each stage with the right stakeholders via email.

Vendor master sync
PO approval routing
Invoice data extraction
Document attachment logging
10×

faster than forwarding emails and manually entering data into SAP

No custom ABAP code, middleware servers, or manual email-to-ERP data transfer required

Auto-generated reports

Redbird can pull from Outlook and SAP simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Outlook or SAP.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Outlook into SAP, or from SAP back into Outlook. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Outlook or SAP—new emails, calendar changes, document postings, or workflow approvals.

Outlook
Triggers & Actions
Trigger

New email received

Trigger when emails arrive from specific vendors, contain keywords like PO numbers, or include attachments matching invoice patterns.

Trigger

Calendar event created or updated

Trigger when meetings are scheduled with suppliers or internal stakeholders for procurement reviews or audit sessions.

Trigger

Email replied to

Trigger when recipients respond to approval requests, purchase order confirmations, or vendor inquiry emails.

Action

Send formatted email

Send templated emails to vendors or internal teams with data pulled from SAP documents, including PO details or payment confirmations.

Action

Create calendar event

Schedule follow-up meetings or reminders in Outlook based on SAP workflow deadlines or approval due dates.

Action

Add email to folder

Automatically file vendor correspondence into organized Outlook folders by supplier, PO number, or document type for easy reference.

SAP
Triggers & Actions
Trigger

Purchase order created or changed

Trigger when new purchase orders are issued or existing POs are modified, requiring vendor notification or internal approval.

Trigger

Invoice posted

Trigger when vendor invoices are posted in SAP, initiating payment workflows or alerting AP teams to exceptions.

Trigger

Material stock below threshold

Trigger when inventory levels drop below reorder points, prompting automated procurement actions or supplier notifications.

Action

Create or update vendor master

Add new suppliers or update existing vendor records in SAP with contact details and banking information extracted from email.

Action

Update purchase order status

Change PO workflow status, add notes, or attach email correspondence to purchase order documents in SAP.

Action

Post invoice to FI

Create invoice documents in SAP Financials with line items and GL coding extracted from emailed vendor invoices.

Outlook
+
SAP

Ready to connect your stack?

Connect Outlook and SAP to eliminate manual data entry between email and ERP. Redbird AI automates vendor communications, purchase order approvals, and invoice processing across your Microsoft 365 and SAP environments.

Get started → Book a demo