Automate Bird workflows with AI Agents

Bird is quickly becoming the go-to business management platform for modern teams—streamlining everything from sales oversight to payments, customer support, and HR. But even the best tools can create extra steps and context switching. Integrating Bird with Runbear's AI agent platform allows any team to pull Bird data, update records, and automate workflows—right inside Slack, Microsoft Teams, or Discord. The result? Your team works smarter, faster, and collaborates seamlessly, unlocking a whole new level of productivity from Bird.

About Bird

Bird is an all-in-one business management platform designed to help growing companies oversee sales, customer support, finances, and HR from a single application. Its core features include sales CRM, multi-channel support, automated payments and expense tracking, and intuitive workflow automation. Popular among small and mid-sized companies aiming for operational efficiency, Bird stands out for its rich integration ecosystem and its goal to centralize business functions into one easy-to-use interface. Teams adopt Bird to break down silos, drive cross-department collaboration, and automate repetitive workflows—keeping business data synced and actionable across their organization. Its user-friendly design and scalability have made it a favorite for modern, agile teams looking to consolidate tools and boost productivity.

Use Cases in Practice

Runbear and Bird together fundamentally change how teams interact with their operational data and workflows. Instead of toggling between Bird's web interface and chat, your team leverages an AI agent within Slack, Teams, or Discord to access, analyze, and report on Bird records. For example, when a team member asks, 'What were this week's new sales leads in Bird?' the AI agent summarizes the latest pipeline right in the chat. You can schedule AI agent reports—like weekly HR summaries, sales dashboards, or expense overviews—delivered automatically to your designated team channel. If a teammate wants to create or update a Bird task, they simply type a message like 'Create a support ticket for client onboarding'—and the AI agent completes the workflow within Bird, reporting back in real time. Finance teams can automate their review of Bird expenses: with a recurring AI-powered message, they receive the latest summaries and anomalies directly in Slack.

These scenarios echo broader transformations teams experience with AI agents, as covered in How to Automate KPI Reporting and Simplify Your Business Analytics. Whether your team wants to reduce busywork, eliminate context switching, or unlock live insights from Bird, Runbear makes it possible—no coding or technical skills required.

Bird vs Bird + AI Agent: Key Differences

Integrating Bird with Runbear's AI agents transforms workplace productivity for teams—from manual data lookups and one-off reporting in Bird to seamless chat-based automation, collaborative answers, and effortless insights. Instead of interrupting workflows to check Bird, teams get proactive, AI-powered assistance right inside Slack, Teams, or Discord.

Implementation Considerations

Teams adopting this integrated Bird + Runbear AI workflow should prepare for a few crucial considerations. First, ensure all necessary permissions are granted for AI agents to access relevant Bird data—collaborate closely with IT and system admins for secure setup. Teams may need brief training on how to interact with the AI agent using natural language in Slack or Teams, and it's important to align on the types of reports, summaries, and workflows that should be automated. Consider data governance and security—define which types of Bird data can be accessed by the AI agent to maintain compliance. Finally, evaluate the potential shift in workflow habits: AI-powered automation can dramatically reduce manual tasks, so teams should be ready to review and optimize their processes to fully benefit from this integration.

Get Started Today

Integrating Bird and Runbear opens a seamless pathway for teams to leverage AI agents and achieve higher productivity, smarter collaboration, and operational agility. From automating KPI delivery to enabling natural-language Bird updates in Slack, the possibilities are both practical and transformative. Ready to experience smarter Bird workflows with your team? Get started with Runbear today and turn your business chat into the ultimate productivity hub—where your AI teammate always has the answers, insights, and automation you need.