Connect SQL Server and
Tableau with AI

Redbird AI automates the flow between your enterprise database and visualization platform. Stop manually exporting data, writing custom ETL scripts, or waiting on IT to refresh dashboards. Keep Tableau updated with fresh SQL Server data automatically.

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-refresh Tableau extracts when SQL Server tables are updated

Trigger Tableau data source refreshes immediately when critical tables in SQL Server receive new records or updates. Ensure dashboards reflect real-time business data without manual extract schedules or stale reporting.

Sync Tableau user activity logs back to SQL Server for audit compliance

Capture dashboard views, exports, and user interactions from Tableau and write them to SQL Server audit tables. Maintain comprehensive compliance records of who accessed which reports and when, all stored in your enterprise database.

Create SQL Server staging tables automatically from new Tableau data sources

When analysts publish new Tableau data sources, automatically provision corresponding staging tables in SQL Server with matching schemas. Streamline the workflow between ad-hoc analysis and production data pipelines.

Alert stakeholders when SQL Server metrics cross dashboard thresholds

Monitor SQL Server performance metrics, transaction volumes, or business KPIs and automatically notify teams when values exceed thresholds defined in Tableau dashboards. Bridge the gap between monitoring and business intelligence layers.

Enrich SQL Server customer records with Tableau calculation logic

Apply complex segmentation, scoring, and calculation logic defined in Tableau back to SQL Server customer tables. Keep your source database enriched with the same business intelligence insights analysts use for reporting.

Archive historical snapshots from SQL Server optimized for Tableau time-series analysis

Automatically create and maintain historical snapshot tables in SQL Server formatted specifically for Tableau's time-series and trend analysis capabilities. Preserve point-in-time data without cluttering operational tables or building custom warehouse processes.

Live in four steps

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

01

Connect your accounts

Authorize SQL Server and Tableau 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 understands SQL Server's schema structures, stored procedures, and indexing patterns alongside Tableau's data source configurations, extract refresh cycles, and calculation logic.

AI that reads your database and dashboard schemas

Redbird automatically maps SQL Server table schemas, foreign key relationships, and data types to Tableau data sources and extract definitions. It understands when dimension tables change, when fact tables grow beyond extract limits, and when calculated fields depend on specific SQL Server columns. No manual field mapping or brittle connection strings — Redbird maintains the sync even as your schemas evolve.

SQL Server table & view detection
Tableau extract schema mapping
Stored procedure integration
Incremental refresh automation
10×

faster than building custom SSIS packages or refresh scripts

No SQL scripting, no scheduling infrastructure, no Tableau SDK development required

Auto-generated reports

Redbird can pull from SQL Server and Tableau 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 SQL Server or Tableau.

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 SQL Server into Tableau, or from Tableau back into SQL Server. 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 workflows from any database event in SQL Server or dashboard interaction in Tableau.

SQL Server
Triggers & Actions
Trigger

Table insert or update

Trigger when rows are added or modified in specific SQL Server tables.

Trigger

Stored procedure execution

Detect when critical stored procedures complete their run.

Trigger

Row count threshold exceeded

Fire when table row counts cross defined volume thresholds.

Action

Insert records into table

Write new rows to SQL Server tables with proper data type handling.

Action

Execute stored procedure

Run SQL Server stored procedures with parameter passing from workflows.

Action

Update records by query

Modify existing rows based on WHERE conditions and business logic.

Tableau
Triggers & Actions
Trigger

Extract refresh completed

Trigger when Tableau finishes refreshing a data source extract.

Trigger

Dashboard published or updated

Detect when analysts publish new dashboards or modify existing workbooks.

Trigger

User view or export event

Fire when users access dashboards or export data from Tableau Server.

Action

Refresh data source extract

Trigger an immediate extract refresh for specific Tableau data sources.

Action

Update data source connection

Modify connection strings or database credentials for published data sources.

Action

Publish workbook to server

Programmatically publish or update Tableau workbooks to Server or Online.

SQL Server
+
Tableau

Ready to connect your stack?

Stop building custom integrations between SQL Server and Tableau. Redbird AI keeps your enterprise database and visualization platform in sync automatically, so your team can focus on analysis instead of data plumbing.

Get started → Book a demo