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You speak to it in natural language, and it acts directly in 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 customers who have subscribed to an Advanced, Enterprise, or 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?
Reviewing an account's history before a meeting, drafting a follow-up, auditing a candidate database, re-entering a demo 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.
Perfect 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 from the Boond interface: by clicking the orange star at the top right of the screen:
via the Chrome extension to have it at hand even outside the interface:
via the Firefox extension to have it at hand even outside the interface:
How to use it?
Three ways to interact with it, depending on your current need.
Quick actions, one click away
No need to formulate a request every time: BoondPulse offers action suggestions 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 become.
On a list: actions that apply to the entire displayed set.
↳ E.g., on the contact list: Draft 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 exchanges.
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.
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 quick actions
Our actions cover the most common use cases, not your specific ones. Do you repeat a request several times a week? Save it once, it becomes a quick action for you.
To create a custom quick action:
go to the page you are interested in,
open BoondPulse
click the cogwheel (⚙ icon at the top right) to open BoondPulse settings
click on Quick actions
click on Create a quick action.
Three pieces of information to fill in:
A label: the text you will 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: that is, where the action appears. This is the part that requires the most attention. By default, it takes the URL of the page you are 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 below 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 card number. It is replaced by a wildcard, displayed as *, and the message changes: "Available on all pages that match this pattern." Nothing happens automatically: without this click, the action remains limited to that single card.
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 card.
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. Another click restores it.
Where to find them
Your actions appear first in the BoondPulse panel, in the My actions group, before those suggested by Boond. The lightning icon helps you spot them 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 bin to delete.
Good to know
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 your own.
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 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 & material / fixed price breakdown, key issues, tools in place at the prospect, 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 real 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 rigorous recruiters, and suggests an action plan per 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 & material, fixed price, bench period, staffing, recruitment: no need to explain everything to it.
It also searches online. When the context of a card is not enough, BoondPulse can search 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
BoondPulse suggests, you validate. No action is taken 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 response, 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 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 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. BoondPulse, on the other hand, works directly with your cards, your history, and your business — no copy-pasting.
Catalog of existing quick actions
Suggestions offered by BoondPulse depending 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 is the best fit, with estimated target 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 summary | returns the following information: key points, commitments made, and next HR action with date. | candidate card > Actions tab |
Analyze conversions | returns the following information: win/total rate, recurring rejection reasons, and improvement areas. | candidate card > Positionings tab |
CRM > Contact
| What BoondPulse does | From which screen |
Draft follow-ups | identifies high-potential contacts without recent action and drafts a template email per segment. | contact search view |
Express briefing | returns the following information: function, 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 drafts a personalized follow-up for the most urgent one. | contact card > Billing tab |
CRM > Company
| What BoondPulse does | From which screen |
Detect at-risk accounts | lists customers without open opportunities or actions for 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 |
Commercial warmth | detects under-followed contacts and suggests a reactivation plan. | company card > Actions tab |
Financial health | compares charged/paid turnover, calculates DSO, and prioritizes follow-ups. | company card > Billing tab |
Opportunities
| What BoondPulse 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 without positionings or recent actions, prioritized. | opportunity search view |
Draft a job ad | writes a structured LinkedIn job ad ready to publish. | opportunity card |
Qualify blind spots | lists critical missing information and drafts a qualification email to the client. | opportunity card > Information tab |
Positionings
| What BoondPulse 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 on the step that drops off. | 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, probable questions, and anticipated objections. | positioning card |
Projects
| What BoondPulse 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 prioritized 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. consumed time and expenses, estimated actual end date. | project card > Consumption tab |
Underbilling | returns the following information: € gap when consumed exceeds billed, with additional billing. | project card > Consumption tab |
Activities and Expenses
| What BoondPulse does | From which screen |
Late timesheets | returns timesheets not validated even though the month is closed, with days late. | timesheet search view |
Check the timesheet | compliance check (days entered, links, inconsistencies). | timesheet 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 BoondPulse 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 business actions to do today, sorted by priority. | Dashboard |
My weekly activity | summary of the past week and key points for the next. | Dashboard |