🤖 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.
Good to know
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, draft a follow-up, audit a candidate database, enter a demo report… These tasks each take a few minutes, several times a day. Boond Pulse handles them for you. 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 from 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, one click away
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 detail, the more precise they become.
On a list: actions apply to the entire displayed set.
↳ E.g. on the contacts list: Draft follow-ups.
On a record: actions targeted to that specific item.
↳ E.g. on a contact record: Detect commitments (payment terms, deadlines, amounts…) or Express Briefing, which summarizes the record in seconds.
On a tab of a record: actions even more focused on the displayed data.
↳ E.g. on the Actions tab of a contact record: a summary of the latest interactions.
On a record, both record-level actions and those of the open tab are available: the more you navigate into detail, the richer the palette becomes.
Good to know
You’ll find the complete catalog of quick actions at the end of this article in the "Catalog of existing quick actions" section.
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 per recruiter.
Log history 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.
Its strengths
It’s in Boond. No more copy-pasting from one tool to another. It reads and acts on your candidate, company, contact, opportunity, and action records.
It knows the business. Time & materials, fixed price, bench period, staffing, recruitment: no need to explain everything.
It also searches online. When a record’s context isn’t enough, Boond Pulse can fetch information from the web to enrich its answers.
It respects your rights. Each user only sees, via the assistant, what they are already allowed to see in Boond.
Good to know: You stay in control, and your feedback matters
Boond Pulse suggests, you validate. No action is triggered 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 any sensitive result.
Under each answer, you can give a thumbs up 👍 or thumbs down 👎. This is the most direct way 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 an error or only process part of the data. It will tell you when that’s the case, and you always keep final validation. Check sensitive results before using them.
💡How is this better than ChatGPT or Gemini?
These tools don’t know your Boond data. Boond Pulse works directly with your records, your history, and your business—no copy-paste needed.
Catalog of existing quick actions
Suggestions offered by Boond Pulse based 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 record |
Complete the profile | identifies missing fields and suggests a ready-to-paste message to request them. | candidate record > Information tab |
Relationship summary | returns the following information: key points, commitments made, and next HR action with date. | candidate record > Actions tab |
Analyze conversions | returns the following information: win/total rates, recurring rejection reasons, and areas for improvement. | candidate record > Assignments tab |
CRM > Contact
| What Boond Pulse does | From which screen |
Draft follow-ups | identifies high-potential contacts with no recent action and drafts 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 record |
Detect commitments | extracts commitments made and implicit dates, then generates dated reminders. | contact record > Actions tab |
Follow up on unpaid invoices | lists overdue invoices and drafts a personalized follow-up for the most urgent one. | contact record > 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, completed and pipeline turnover, margin, active projects, risk level. | company record |
Account power map | identifies key roles not covered (CIO, Purchasing, HR, CEO). | company record > Contacts tab |
Commercial warmth | detects under-followed contacts and suggests a reactivation plan. | company record > Actions tab |
Financial health | compares billed/paid turnover, calculates DSO, and prioritizes follow-ups. | company record > Billing tab |
Opportunities
| What Boond Pulse does | From which screen |
Cross with the talent pool | indicates if a candidate already in the database matches, with a fit score. | opportunity search view |
At-risk opportunities | lists open opportunities with no assignment or recent action, prioritized. | opportunity search view |
Draft a job ad | writes a structured LinkedIn ad ready to publish. | opportunity record |
Qualify gray areas | lists critical missing information and drafts a qualification email to the client. | opportunity record > Information tab |
Assignments
| What Boond Pulse does | From which screen |
Top 3 to close | lists the 3 most advanced assignments, with the next decisive action. | assignment search view |
Analyze conversions | returns the funnel conversion rate and levers on the dropping step. | assignment search view |
Simulate margin | returns 3 scenarios (Daily Rate, days sold, cost) with € impact on margin. | assignment record |
Prepare the interview | lists the candidate’s strengths, likely questions, and anticipated objections. | assignment record |
Projects
| What Boond Pulse does | From which screen |
Margin monitoring | returns the average margin, projects under 25% profitability, and recovery levers. | project search view |
Ops health audit | signed turnover neither ordered nor billed, with prioritized corrective actions. | project search view |
Assignment report | returns the following information: duration, services, progress, actual vs planned margin, risks. | project record |
Burn rate alert | returns the following information: signed vs consumed time and expenses, estimated actual end date. | project record > Consumption tab |
Underbilling | returns the following information: € gap when consumed exceeds billed, with additional billing. | project record > Consumption tab |
Activities and Expenses
| What Boond Pulse does | From which screen |
Late timesheets | returns timesheets not validated even though the month is closed, with days late. | timesheet search view |
Check timesheet | compliance check (days filled, allocations, inconsistencies). | timesheet record |
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 record |
Dashboard
| What Boond Pulse does | From which screen |
Who is available? | lists 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 activity of the week | summary of the past week and key points for the next one. | Dashboard |