Redbird AI syncs customer health data, engagement metrics, and success KPIs between Totango and Power BI automatically. Stop exporting CSVs, manually refreshing dashboards, or running reports across disconnected systems. Keep your executive dashboards and customer analytics in sync without the data work.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Push updated health scores, risk flags, and engagement metrics from Totango into Power BI data models in real time. Surface customer success KPIs alongside revenue and product data in executive dashboards. Eliminate manual exports and ensure leadership always sees current health data.
Monitor dashboard engagement and report views in Power BI, then automatically launch targeted success plays in Totango when usage drops below thresholds. Enable CS teams to intervene before customers churn based on actual product engagement patterns.
Automatically pull customer lifecycle stage, renewal dates, and success program enrollment from Totango into Power BI. Combine with revenue, support tickets, and product usage data to create comprehensive customer health views. Let executives analyze retention drivers across the full customer journey.
Run AI-powered analysis in Power BI to detect unusual patterns in feature usage or engagement metrics. Automatically flag accounts in Totango and add context to customer records. Surface insights directly where CS teams work without switching between systems.
Sync success play completions, touchpoint data, and CS team activities from Totango into Power BI models. Cross-reference with renewal rates, expansion revenue, and health score changes to quantify CS impact. Build automated reports that show what CS motions actually drive retention.
Use Power BI's modeling capabilities to identify high-value customer segments, expansion opportunities, or risk cohorts. Automatically update Totango account attributes and trigger segment-specific success plays. Turn analytics insights into immediate CS actions.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Power BI and Totango 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 Power BI's data models and semantic layers and Totango's customer success schemas — automatically mapping health scores, lifecycle stages, and engagement metrics to the right dashboard measures and dimensions.
Redbird interprets Totango's health score calculations, success program logic, and customer lifecycle schemas, then maps them intelligently to Power BI tables, relationships, and DAX measures. It handles account hierarchies, time-series health data, and nested engagement metrics without requiring custom transformation code. When Totango updates health scores or lifecycle stages, Redbird ensures Power BI models refresh with properly typed dimensions and aggregations that work seamlessly with existing report logic.
faster than exporting CSVs and rebuilding Power BI data models manually
Redbird can pull from Power BI and Totango 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 Power BI or Totango.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Power BI into Totango, or from Totango back into Power BI. 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 Power BI or Totango — from dashboard refreshes and threshold alerts to health score changes and success play completions.
Trigger workflows when a Power BI dataset finishes refreshing with updated customer data.
Detect when metrics in Power BI dashboards exceed or fall below configured thresholds.
Trigger actions when specific users or customer contacts view Power BI reports or dashboards.
Write new rows or update existing records in Power BI dataset tables via API.
Force a manual refresh of Power BI datasets to pull latest data from connected sources.
Generate new Power BI data alerts based on conditions detected in connected systems.
Trigger workflows when customer health scores are updated or cross risk thresholds in Totango.
Detect when accounts move between onboarding, adoption, renewal, or expansion stages.
React to completed success plays, touchpoints, or automated campaigns within customer journeys.
Write custom fields, tags, or segment assignments to Totango account records.
Trigger targeted success plays or automated touchpoint sequences for specific accounts.
Generate manual tasks assigned to customer success managers based on analytics insights.
Stop manually syncing customer success data between Totango and Power BI. Redbird AI keeps your CS metrics and executive dashboards in sync automatically, so your team can focus on retaining customers instead of managing data pipelines.