REDA AI

REDA AI

REDA One
Report Sender

Report Sender

CloudAnswers
+
+

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About

REDA AI is a configurable AI agent platform for Salesforce organizations. It lets teams ground agents in business knowledge and Salesforce data, set permitted tools and actions, and deploy assistants as Salesforce copilots, record recommendations, automations, APIs, and experiences for customers and partners. Agents can also be accessed through Claude and website or portal channels. Teams configure channel access and workflow behavior, and can require human judgment or approval before actions proceed. Provider keys are stored in the organization's Salesforce credential store, and customer data is not used to train models. Organizations can use their own supported AI provider or REDA-funded credits. Plans are priced per Salesforce org rather than per user; a three-month trial is available.

About

Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses that run their operations on Salesforce.

Audience

Businesses looking for a free application that selects any of their Salesforce reports to be sent as a CSV file to an internal and external email address on a regular schedule

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$500/org/month
Starter with your own AI account is $500 per Salesforce org per month, billed annually on a 12-month commitment; provider usage is billed separately. AI-included plans start at $1,250 per org per month, billed annually. A free tier is available for three months. Taxes may apply.
Free Version Not Supported
Free Trial Supported

Pricing

$100 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

REDA One
Founded: 2014
United States
redaone.ai

Company Information

CloudAnswers
Founded: 2009
United States
www.cloudanswers.com

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Categories

AI Agent Builders Supported

Categories

Reporting Supported

Reporting Features

Customizable Dashboard Not Supported
Data Source Connectors Not Supported
Drag & Drop Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Not Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Integrations

Salesforce Supported
Anthropic Supported
Claude Supported
DeepSeek Supported
Gemini Supported
Model Context Protocol (MCP) Supported
OpenAI Supported
WhatsApp Supported

Integrations

Salesforce Supported
Anthropic Not Supported
Claude Not Supported
DeepSeek Not Supported
Gemini Not Supported
Model Context Protocol (MCP) Not Supported
OpenAI Not Supported
WhatsApp Not Supported
Claim REDA AI and update features and information
Claim REDA AI and update features and information
Claim Report Sender and update features and information
Claim Report Sender and update features and information