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You speak to it in natural language, and it acts directly within your Boond. It searches your data, analyzes, drafts, and can even create your actions. All without leaving Boond.
🚨 Please note
This feature is available for clients subscribed to an Advanced, Enterprise and Business plan.
If you want to learn more about these plans, you can visit our website and contact us at [email protected] to discuss with our teams.
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 take a few minutes each, several times a day. BoondPulse 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?
BoondPulse is accessible:
directly on the Boond interface: by clicking the orange star at the top right of the screen:
How do you use it?
Three ways to interact with it, depending on your current need.
Quick actions, in one click
No need to formulate a request each time: BoondPulse offers action suggestions tailored to the screen you're 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 become.
On a list: actions that apply to the entire displayed set.
↳ For example, on the contact list: Draft follow-ups.
On a record: actions targeted at that specific item.
↳ For example, 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 targeted to the displayed data.
↳ For example, on the Actions tab of a contact record: a summary of the latest exchanges.
On a record, both record-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 "Catalog of existing quick actions" paragraph.
Your own quick actions
Our actions cover the most common uses, not yours in particular. Do you repeat a request several times a week? Save it once, it becomes a quick action for you.
To create a personalized quick action:
go to the page you're interested in,
open BoondPulse
click the cogwheel (⚙ icon at the top right) to open BoondPulse settings
click Quick actions
click Create a quick action.
Three pieces of information to provide:
A label: the text you'll see on the button in BoondPulse (60 characters max).
A prompt: what BoondPulse should do. Write it as if you were asking a colleague.
A URL: meaning where the action appears. This is the point that requires the most attention. By default, it takes the URL of the page you're on.
The URL: where the action appears
BoondPulse takes the address of the open page and splits it into segments.
By default, the action only appears on that specific page. The message under the address confirms: "Available only on this specific page."
To make it appear on all pages of the same type, click the segment containing the record number. It is replaced by a wildcard, shown as *, and the message changes: "Available on all pages following this pattern." Nothing happens automatically: without this click, the action remains limited to this single record.
For example:
You are on the Technical Data tab of candidate no. 6. The address splits into candidates / 6 / technical-datas.
Without wildcard: the quick action appears only on candidate 6's record.
With a wildcard instead of 6: the quick action appears on the Technical Data tab of all your candidates.
The original value remains displayed under the wildcard. A new click restores it.
Where to find them
Your actions are displayed first in the BoondPulse panel, in the My actions group, before those suggested by Boond. The lightning icon makes them easy to spot at a glance.
To edit or delete them: settings (⚙), then Quick actions. Each action appears with its label and the page URL where it is displayed. At the end of the line, there is a pencil to edit and a trash bin to delete.
Note
Your quick actions are visible only to you. Your colleagues can't see them, and you can't see theirs.
Sharing is not yet available
Hide actions suggested by Boond
Our suggestions don't fit your way of working? You can hide them all and keep only yours.
To do so, you must:
go to BoondPulse
click the cogwheel (⚙) to access settings,
open Quick actions
disable Show actions suggested by Boond.
The subtitle confirms: "Only your quick actions appear."
The setting applies immediately and only concerns you.
Your own requests, in natural language
You can also write to it directly, as you would speak 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 split between TA / package, key issues, tools in place at the lead, and an approach strategy. No need to reread all actions one by one.
Draft your follow-ups
It generates a follow-up email based on the actual history of your exchanges with the lead. 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 angle.
Audit your databases
It evaluates the completion rate of your candidate database, spots your most rigorous recruiters, and suggests an action plan for each 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's already filled.
Its strengths
It's in Boond. No copy-pasting from one tool to another. It reads and acts on your candidate, company, contact, opportunity, and action records.
It knows the business. TA, package, bench period, staffing, recruitment: no need to explain everything.
It also searches online. When a record's context isn't enough, BoondPulse can fetch information from the web to enrich its answers.
It respects your rights. Each user only sees, via the assistant, what they already have the right to see in Boond.
Note: You stay in control, and your feedback matters
BoondPulse suggests, you validate. No action is launched on your behalf, and it clearly tells you when a response only covers part of the results. It's up to you to check before using a sensitive result.
Under each answer, you can give a thumbs up 👍 or thumbs down 👎. It's the most direct channel to report what works… and what can be improved. The more feedback, the faster BoondPulse improves in the right direction.
F.A.Q.
💡Does BoondPulse 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 keep final validation. Check sensitive results before using them.
💡How is it better than ChatGPT or Gemini?
These tools don't know your Boond data. BoondPulse works directly with your records, your history, and your business—no copy-pasting.
Catalog of existing quick actions
Suggestions offered by BoondPulse based on the displayed screen. Indicative list: it grows with each version.
Candidates
| What BoondPulse 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 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: won/total rate, recurring rejection reasons, and improvement areas. | candidate record > Positionings tab |
CRM > Contact
| What BoondPulse does | From which screen |
Draft follow-ups | identifies high-potential contacts with no recent action and drafts a template email for each segment. | contact search view |
Express briefing | returns the following information: function, 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 BoondPulse does | From which screen |
Detect risky accounts | lists clients with no open opportunity or action for 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 (IT Director, Purchases, HR, CEO). | company record > Contacts tab |
Commercial warmth | detects under-followed contacts and suggests a reactivation plan. | company record > Actions tab |
Financial health | compares charged/paid turnover, calculates DSO, and prioritizes follow-ups. | company record > Billing tab |
Opportunities
| What BoondPulse does | From which screen |
Cross with the talent pool | indicates if a candidate already in the database matches, with fit score. | opportunity search view |
Opportunities at risk | lists open opportunities with no positioning or no recent action, prioritized. | opportunity search view |
Draft a job ad | writes a structured LinkedIn ad ready to publish. | opportunity record |
Qualify unclear areas | lists missing critical information and drafts a qualification email to the client. | opportunity record > Information tab |
Positionings
| What BoondPulse does | From which screen |
Top 3 to close | lists the 3 most advanced positionings, with next decisive action. | positioning search view |
Analyze conversions | returns funnel conversion rate and levers for the step that drops off. | positioning search view |
Simulate margin | returns 3 scenarios (Daily Rate, days sold, cost) with € impact on margin. | positioning record |
Prepare the interview | lists candidate strengths, probable questions, and anticipated objections. | positioning record |
Projects
| What BoondPulse does | From which screen |
Margin management | returns average margin, projects under 25% profitability, and recovery levers. | project search view |
Ops health audit | signed turnover neither ordered nor charged, with priority corrective actions. | project search view |
Assignment report | returns the following information: duration, deliveries, 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: € difference when consumed exceeds charged, with additional billing. | project record > Consumption tab |
Activities and Expenses
| What BoondPulse does | From which screen |
Late timesheets | returns timesheets not approved while the month is closed, with days late. | timesheet search view |
Verify timesheet | compliance check (days entered, attachments, 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 BoondPulse 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 focus points for the next. | Dashboard |