🤖 This article was translated by AI.
You speak to it in natural language, it acts directly in your Boond. It searches your data, analyzes, writes, and can even create your actions. All without leaving Boond.
Important
This feature is only available on Advanced and Enterprise plans.
It is currently in beta test.
What is it for?
Review an account's history before a meeting, write a follow-up, audit a candidate database, re-enter a demo activity report... These tasks each take a few minutes, several times a day. Boond Pulse takes care of them. It knows your data, your business, and your screens.
You ask, it does.
Ideal for:
Saving time on repetitive daily tasks
Preparing your meetings and follow-ups faster
Leveraging data already in your Boond, without re-entering it elsewhere
How to access it?
Boond Pulse is accessible:
directly in the Boond interface: by clicking the orange star at the top right of the screen:
How to use it?
Two ways to interact with it, depending on your current need.
Quick actions, in one click
No need to formulate a request every time: Boond Pulse suggests actions tailored to the screen you are viewing. No more blank page syndrome.
The principle is simple: actions adapt to the context level. The deeper you go into the details, the more precise they are.
On a list: actions that apply to the entire displayed set.
↳ E.g., on the contacts list: Write follow-ups.
On a card: actions targeted at that specific item.
↳ E.g., on a contact card: Detect commitments (payment terms, deadlines, amounts...) or Express Briefing, which summarizes the card in seconds.
On a card tab: even more targeted actions on the displayed data.
↳ E.g., on the Actions tab of a contact card: a summary of the latest interactions.
On a card, both card-level actions and those of the open tab are combined: the more you navigate into details, the richer the palette becomes.
Note
You will find the full catalog of quick actions at the end of this article in the paragraph "Catalog of existing quick actions".
Your own requests, in natural language
You can also write to it directly, as you would to a colleague. Quick actions are just a starting point: its uses go far beyond this list. The best is to try it on your own cases.
What it can do
Prepare a meeting
Ask it to review an account's history. It brings up the time & materials / fixed-price breakdown, key issues, tools used by the prospect, and an approach strategy. No need to reread all actions one by one.
Write your follow-ups
It generates a follow-up email based on the actual history of your exchanges with the prospect. Relevant, personalized, ready to send.
Organize your day
Ask it "what should I do today to grow my business?" It analyzes your opportunities, spots the files to prioritize, and suggests an action plan: who to contact, why, and with what approach.
Audit your databases
It assesses the completion rate of your candidate database, identifies your most thorough recruiters, and suggests an action plan for each recruiter.
Log without re-entry
Paste a call summary or demo transcript. It creates the action in Boond, in the right place, and fills in the fields — including your custom fields, without overwriting what's already filled in.
Its strengths
It is in Boond. No more copy-pasting from one tool to another. It reads and acts on your candidate, company, contact, opportunity, and action cards.
It knows the business. Time & materials, fixed-price, bench period, staffing, recruitment: no need to explain everything.
It can also search online. When a card's context is not enough, Boond Pulse can fetch information from the web to enrich its answers.
It respects your rights. Each user sees, via the assistant, only what they are already allowed to see in Boond.
Note: You stay in control, and your feedback matters
Boond Pulse suggests, you validate. No action is launched on your behalf, and it clearly tells you when an answer only covers part of the results. It's up to you to check before using sensitive results.
Under each answer, you can give a thumbs up 👍 or thumbs down 👎. This is the most direct channel to report what works... and what can be improved. The more feedback, the faster Boond Pulse improves in the right direction.
F.A.Q.
💡Does Boond Pulse have access to all my company data?
No. It only sees what you already see in Boond, according to your user rights. Your colleagues do not have access to your conversations.
💡Can it make mistakes?
Like any AI assistant, it can sometimes make a mistake or only process part of the data. It notifies you when this happens, and you always have the final validation. Check sensitive results before using them.
💡How is it better than ChatGPT or Gemini?
These tools do not know your Boond data. Boond Pulse, on the other hand, works directly with your cards, your history, and your business — no copy-paste needed.
Catalog of existing quick actions
Suggestions offered by Boond Pulse depending on the displayed screen. Indicative list: it grows with each version.
Candidates
| What Boond Pulse does | From which screen |
Map the selection | segments the displayed profiles by skills, seniority, and availability, and identifies gaps. | candidate search view |
Top 5 target assignments | returns the 5 types of assignments where the candidate is the best fit, with estimated Daily Rate. | candidate card |
Complete the profile | identifies missing fields and suggests a ready-to-paste message to request them. | candidate card > Information tab |
Relationship synthesis | returns the following information: key points, commitments made, and next HR action with date. | candidate card > Actions tab |
Analyze conversions | returns the following information: won/total rate, recurring rejection reasons, and areas for improvement. | candidate card > Positionings tab |
CRM > Contact
| What Boond Pulse does | From which screen |
Write follow-ups | identifies high-potential contacts with no recent action and writes a template email per segment. | contacts search view |
Express briefing | returns the following information: role, last interaction, ongoing commitments, next action, and opening topics. | contact card |
Detect commitments | extracts commitments made and implicit dates, then generates dated reminders. | contact card > Actions tab |
Follow up on unpaid invoices | lists overdue invoices and writes a personalized follow-up for the most urgent one. | contact card > Billing tab |
CRM > Company
| What Boond Pulse does | From which screen |
Detect at-risk accounts | lists clients with no open opportunity or action in 90 days, with a reactivation action. | company search view |
Account dashboard | returns the following information: state, achieved and pipeline turnover, margin, active projects, risk level. | company card |
Account power map | identifies uncovered key roles (CIO, Purchasing, HR, CEO). | company card > Contacts tab |
Business warmth | detects under-followed contacts and suggests a reactivation plan. | company card > Actions tab |
Financial health | compares billed/paid turnover, calculates DSO, and prioritizes follow-ups. | company card > Billing tab |
Opportunities
| What Boond Pulse does | From which screen |
Cross with the pool | indicates if a candidate already in the database matches, with a fit score. | opportunity search view |
Opportunities at risk | lists open opportunities with no positioning or no recent action, prioritized. | opportunity search view |
Write a job ad | writes a structured LinkedIn ad ready to publish. | opportunity card |
Qualify gray areas | lists critical missing information and drafts a qualification email to the client. | opportunity card > Information tab |
Positionings
| What Boond Pulse does | From which screen |
Top 3 to close | lists the 3 most advanced positionings, with the next decisive action. | positioning search view |
Analyze conversions | returns the funnel conversion rate and levers for the dropping stage. | positioning search view |
Simulate margin | returns 3 scenarios (Daily Rate, days sold, cost) with € impact on margin. | positioning card |
Prepare the interview | lists the candidate's strengths, likely questions, and anticipated objections. | positioning card |
Projects
| What Boond Pulse does | From which screen |
Margin management | returns the average margin, projects under 25% profitability, and recovery levers. | project search view |
Ops health audit | signed turnover neither ordered nor billed, with priority corrective actions. | project search view |
Assignment report | returns the following information: duration, services, progress, actual vs. planned margin, risks. | project card |
Burn rate alert | returns the following information: signed vs. taken time and expenses, estimated actual end date. | project card > Consumption tab |
Underbilling | returns the following information: € gap when taken exceeds billed, with additional billing. | project card > Consumption tab |
Activities and Expenses
| What Boond Pulse does | From which screen |
Late activity reports | returns timesheets not validated although the month is closed, with days late. | timesheet search view |
Check the activity report | compliance check (days entered, links, inconsistencies). | activity report card |
Expenses to validate | lists expense reports not validated and pending for more than 14 days. | expense report search view |
Expense anomalies | returns missing receipts, atypical amounts, duplicates, with verdict. | expense report card |
Dashboard
| What Boond Pulse does | From which screen |
Who is available? | list of consultants on bench period or soon available, with skills and date. | Dashboard |
My follow-ups for today | lists commercial actions to do today, sorted by priority. | Dashboard |
My weekly activity | summary of the past week and key points for the next one. | Dashboard |