Sync customer success metrics into visual dashboards and push usage insights back to your CS workflows. Stop manually exporting health scores, rebuilding customer analytics, and chasing down product adoption data across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Push aggregated product usage metrics, engagement trends, and custom KPIs calculated in Tableau directly into Totango customer profiles. Keep health scores current without manual data exports or CSV uploads.
Pull customer health scores, lifecycle stage, success play status, and engagement metrics into Tableau for company-wide visibility. Create interactive executive dashboards that blend CS data with revenue, product, and support metrics.
Trigger Totango success plays automatically when Tableau dashboards detect declining product usage, feature abandonment, or negative engagement trends. Route at-risk signals directly to the right CSM workflows.
Sync custom segments, cohorts, and behavioral classifications created through Tableau analysis back to Totango. Enable targeted success plays based on sophisticated usage patterns identified in your BI layer.
Feed Totango's renewal status, upsell pipeline, and expansion opportunity data into Tableau for revenue forecasting and predictive modeling. Combine CS intel with historical trends for better revenue planning.
Automatically log when customers hit critical usage thresholds, complete onboarding milestones, or adopt new features based on Tableau analytics. Keep customer journey context visible in Totango without manual logging.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Tableau 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 understands both Tableau's data structures and calculated fields and Totango's health score models and customer attributes, so your teams can automate insights in both directions.
Redbird maps Tableau workbooks, data sources, calculated fields, and parameters to Totango's accounts, health scores, success programs, and custom attributes. The AI identifies which dashboard metrics correspond to engagement signals, maps usage cohorts to customer segments, and understands how your BI calculations should update CS workflows. No rigid field mapping or brittle extract scripts.
faster than building custom Tableau extracts and Totango API integrations
Redbird can pull from Tableau 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 Tableau 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 Tableau into Totango, or from Totango back into Tableau. 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 from any event in Tableau or Totango and automate what happens next across your customer success and analytics stack.
Trigger when a calculated field, KPI, or aggregated metric in a Tableau dashboard crosses a defined threshold.
Trigger when a specific Tableau workbook is published or its underlying data source completes a refresh cycle.
Trigger when a Tableau data extract finishes updating, indicating new data is available for analysis.
Push new rows or update existing records in a Tableau data source or connected database.
Trigger an immediate refresh of a Tableau data extract outside its normal schedule.
Programmatically add or modify calculated fields in Tableau workbooks based on external logic or data.
Trigger when a customer's overall health score or specific health metric crosses a threshold or changes status.
Trigger when a customer enters a new success play workflow or completes a defined lifecycle touchpoint.
Trigger when a renewal moves to at-risk status or an expansion opportunity advances to a new pipeline stage.
Modify overall health score or individual health metrics for a customer account programmatically.
Enroll a customer into a specific success play or lifecycle workflow based on external signals.
Write custom field values, tags, or segments to Totango customer profiles from external analysis.
Connect Tableau and Totango with Redbird AI and stop manually syncing customer health data and usage analytics between systems. Build smarter CS workflows backed by real BI insights.