🤖 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, re-enter a demo activity 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 present in your Boond, without re-entering it elsewhere
How to access it?
Boond Pulse is accessible:
directly on 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 level of context. The deeper you go into the details, the more precise they become.
On a list: actions that apply to the entire displayed set.
↳ E.g., on the contacts list: Draft follow-ups.
On a record: actions targeted at this 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 record tab: 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 details, the richer the palette gets.
Good to know
You will find the full 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 every action one by one.
Draft 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, identifies 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 rigorous recruiters, and suggests an action plan per recruiter.
Record 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 is already filled in.
Its strengths
It is inside 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 to it.
It also searches online. When the context of a record is not enough, Boond Pulse can search the web to enrich its answers.
It respects your rights. Each user only sees, via the assistant, what they are already authorized to see in Boond.
Good to know: You stay in control, and your feedback matters
Boond Pulse suggests, you validate. No action is taken on your behalf, and it clearly tells you when a response only covers part of the results. You must check before using any sensitive result.
Under each response, you can give a thumbs up 👍 or thumbs down 👎. This is the most direct way to provide feedback on 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 will let you know when this is the case, 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 works directly with your records, 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 has the best fit, with estimated Daily Rate. | candidate record |
Complete the profile | identifies missing fields and provides 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 improvement areas. | candidate record > Positionings tab |
CRM > Contact
| What Boond Pulse does | From which screen |
Draft follow-ups | identifies high-potential contacts without recent action and drafts a template email for each 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 reminder 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 the last 90 days, with a reactivation action. | companies search view |
Account dashboard | returns the following information: state, realized and pipeline turnover, margin, active projects, risk level. | company record |
Account power map | identifies uncovered key roles (CIO, Purchasing, HR, CEO). | company record > Contacts tab |
Business 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-check with the pool | indicates if a candidate already in the database matches, with a fit score. | opportunities search view |
Opportunities at risk | lists open opportunities without positioning or recent action, prioritized. | opportunities search view |
Draft a job ad | writes a structured LinkedIn ad ready to publish. | opportunity record |
Qualify grey areas | lists critical missing information and drafts a qualification email to the client. | opportunity record > 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. | positionings search view |
Analyze conversions | returns the funnel conversion rate and levers for the stage that drops off. | positionings search view |
Simulate margin | returns 3 scenarios (Daily Rate, days sold, cost) with € impact on margin. | positioning record |
Prepare the interview | lists the candidate's strengths, likely questions, and anticipated objections. | positioning record |
Projects
| What Boond Pulse does | From which screen |
Margin monitoring | returns the average margin, projects under 25% profitability, and recovery levers. | projects search view |
Ops health audit | signed turnover neither ordered nor billed, with priority corrective actions. | projects 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. taken time and expenses, estimated actual end date. | project record > Consumption tab |
Underbilling | returns the following information: € gap when taken exceeds billed, with additional billing. | project record > Consumption tab |
Activities and Expenses
| What Boond Pulse does | From which screen |
Late timesheets | returns timesheets not approved even though the month is closed, with days late. | timesheets search view |
Check the timesheet | compliance check (days filled in, assignments, inconsistencies). | timesheet record |
Expenses to approve | lists expense reports not approved and pending for more than 14 days. | expense reports 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? | list of consultants on bench period or soon available, with skills and date. | Dashboard |
My follow-ups for today | lists sales actions to do today, sorted by priority. | Dashboard |
My weekly activity | summary of the past week and key points for the next one. | Dashboard |