Connect Tableau and
The Trade Desk with AI

Redbird AI automatically syncs campaign performance data from The Trade Desk into Tableau dashboards—no more manual CSV exports or stale reporting. Keep your media buying team and stakeholders aligned with real-time programmatic ad insights.

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 dashboards with The Trade Desk campaign performance data

Automatically pull spend, impressions, CTR, and conversion metrics from The Trade Desk into Tableau on a schedule. Your stakeholder dashboards stay current without manual data exports. Analytics teams see programmatic performance alongside other marketing channels in real time.

Send Tableau audience segments to The Trade Desk for programmatic targeting

Push calculated audience segments and cohorts built in Tableau directly to The Trade Desk as targetable audiences. Media buyers activate data-driven segments without waiting for engineering. Close the loop between analytics insights and programmatic execution.

Generate executive reports combining The Trade Desk spend with conversion analytics

Merge The Trade Desk campaign data with downstream conversion metrics from your warehouse in Tableau. Redbird enriches ad performance with attribution data automatically. Executives see true ROAS without analysts spending hours blending sources.

Alert media buyers when campaign metrics in Tableau exceed thresholds

Monitor Tableau dashboards tracking The Trade Desk campaigns and trigger notifications when CTR drops, CPA spikes, or budgets pace incorrectly. Media teams respond to performance issues in real time. Redbird watches your dashboards so analysts don't have to.

Archive daily The Trade Desk snapshots to historical Tableau datasets

Capture point-in-time campaign performance from The Trade Desk and append to Tableau extracts for trend analysis. Build historical views of programmatic performance beyond platform retention windows. Analysts run year-over-year comparisons without data gaps.

Automate cross-channel attribution dashboards with The Trade Desk and GA4 data

Redbird pulls The Trade Desk programmatic data and blends it with other paid and organic sources in Tableau automatically. Marketing teams see unified attribution across display, video, CTV, and search. No more waiting for data engineering to update ETL pipelines.

Live in four steps

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

01

Connect your accounts

Authorize Tableau and The Trade Desk 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 Tableau's data source schemas and The Trade Desk's campaign hierarchies—so your automations work with metrics, dimensions, and audience structures both systems actually use.

AI that speaks Tableau and The Trade Desk natively

Redbird maps The Trade Desk campaign IDs, ad group structures, and performance metrics to Tableau data sources and calculated fields automatically. It understands impression-level data, conversion pixels, audience segments, and bid strategies from The Trade Desk—and knows how to structure them as dimensions and measures in Tableau. When schemas change or new campaign types launch, Redbird adapts without breaking your workflows. You get intelligent syncs that preserve data types, relationships, and granularity across both platforms.

Campaign & ad group hierarchies
Performance metrics & custom goals
Audience segments & targeting data
Tableau extracts & live connections
10×

faster than building custom API integrations between Tableau and The Trade Desk

No Python scripts, API authentication management, or scheduled jobs to maintain

Auto-generated reports

Redbird can pull from Tableau and The Trade Desk 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 Tableau or The Trade Desk.

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 Tableau into The Trade Desk, or from The Trade Desk back into Tableau. 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 campaign changes in The Trade Desk or dashboard updates in Tableau—Redbird handles the rest.

Tableau
Triggers & Actions
Trigger

Dashboard data refreshes

Trigger workflows when a Tableau dashboard or data source completes a refresh cycle.

Trigger

Calculated field threshold crossed

Fire automations when metrics like campaign ROAS or efficiency scores hit defined values.

Trigger

New workbook published

Detect when analysts publish new Tableau workbooks or update existing dashboards.

Action

Update Tableau extract

Append or replace rows in a Tableau data extract with fresh campaign data.

Action

Refresh data source

Trigger a refresh of Tableau live connections or extract-based data sources on demand.

Action

Create calculated field

Programmatically add or update calculated fields in Tableau workbooks with campaign mappings.

The Trade Desk
Triggers & Actions
Trigger

Campaign status changes

Detect when campaigns launch, pause, or complete in The Trade Desk.

Trigger

Spend threshold reached

Fire workflows when campaign or insertion order spend hits defined budget levels.

Trigger

Performance anomaly detected

Trigger alerts when CTR, conversion rate, or CPA deviates significantly from benchmarks.

Action

Create or update audience segment

Push audience lists from Tableau analysis into The Trade Desk for programmatic targeting.

Action

Adjust campaign budgets

Modify insertion order or campaign budgets based on performance metrics tracked in Tableau.

Action

Update bid strategies

Change bidding approaches or CPM targets in The Trade Desk based on dashboard insights.

Tableau
+
The Trade Desk

Ready to connect your stack?

Sync The Trade Desk campaign data into Tableau automatically and stop exporting CSVs. Redbird AI keeps your programmatic reporting current without manual data work.

Get started → Book a demo