Stop manually exporting SharePoint files and metadata into Tableau dashboards. Redbird AI connects your document library to your analytics platform, automatically syncing file data, usage metrics, and document metadata so your reports always reflect the latest state of your content.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically extract metadata from SharePoint document libraries—file types, owners, modification dates, version counts—and push them into Tableau. Build real-time dashboards showing content age, ownership distribution, and compliance status without manual exports.
Monitor SharePoint folders for updated Excel, CSV, or data files and automatically refresh Tableau data extracts. Eliminate the manual download-and-upload cycle when source files are stored in SharePoint libraries.
Capture SharePoint site usage data—page views, document downloads, user activity—and feed it into Tableau dashboards. Measure intranet adoption, identify underutilized sites, and track collaboration patterns across the organization.
Automatically export Tableau dashboard snapshots, PDF reports, or data extracts and save them to designated SharePoint folders. Create an audit trail of historical dashboard states or distribute scheduled reports to document libraries for record-keeping.
When documents are uploaded to SharePoint, trigger Tableau calculations to generate performance scores, trend indicators, or benchmark comparisons. Write these enriched insights back to SharePoint metadata fields for enhanced searchability.
Monitor Tableau metrics and automatically post alerts to SharePoint news feeds or create tasks in SharePoint lists when KPIs exceed defined thresholds. Keep teams informed without requiring them to check dashboards constantly.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize SharePoint and Tableau 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 SharePoint's document libraries, metadata schemas, and content types alongside Tableau's data sources, extracts, and dashboard structures—so you can automate the flow between content management and analytics.
Redbird maps SharePoint site structures, document libraries, content types, and custom metadata columns to Tableau data sources and dimensions. It knows how to extract structured data from Excel files stored in SharePoint, handle versioning differences, parse document properties into usable fields, and trigger Tableau extract refreshes when source files change. The AI handles schema mapping between SharePoint lists and Tableau tables, recognizes when metadata fields should become filters or dimensions, and manages the timing so dashboards never show stale document data.
Faster than exporting SharePoint data to CSV and manually uploading to Tableau
Redbird can pull from SharePoint and Tableau 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 SharePoint or Tableau.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from SharePoint into Tableau, or from Tableau back into SharePoint. 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 SharePoint or Tableau—from document uploads to dashboard refreshes—and take action in either system.
Trigger when files are added or updated in specific SharePoint libraries or folders.
Detect when custom metadata properties or content type fields are modified on documents.
Trigger when rows are added to SharePoint lists used for tracking or workflows.
Pull structured data from Excel, CSV, or other files stored in SharePoint document libraries.
Write calculated values or insights back to SharePoint file properties or custom columns.
Post alerts or updates to SharePoint news feeds or communication sites based on data thresholds.
Trigger when Tableau data sources or extracts complete their scheduled or manual refresh.
Detect when specific dashboards are accessed or filters are applied by users.
Trigger when calculated fields or measures cross defined warning or critical levels.
Force Tableau to update data sources with the latest information from connected systems.
Generate PDF, PNG, or CSV exports of Tableau visualizations programmatically.
Modify Tableau data source parameters, credentials, or file paths based on upstream changes.
Stop manually bridging SharePoint and Tableau. Redbird AI syncs document data, metadata, and analytics automatically so your dashboards stay current and your teams stay productive.