🤖 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.
🚨 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?
Review an account's history before a meeting, draft a follow-up, audit a candidate database, re-enter a demo report… These tasks each take a few minutes, 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 in your Boond, without re-entering it elsewhere
How to access it?
BoondPulse is accessible:
directly in 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.
One-click quick actions
No need to formulate a request every time: BoondPulse 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 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 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 record tab: actions even more focused on the displayed data.
↳ E.g., on the Actions tab of a contact record: a summary of recent exchanges.
On a record, both record-level and open-tab actions are combined: the more you navigate into details, the richer the palette becomes.
Note
You will find the complete 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 uses, not your specific ones. Do you repeat a request several times a week? Save it once, and 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 Quick actions
click 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 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, displayed as *, and the message changes: "Available on all pages matching this pattern." Nothing happens automatically: without this click, the action remains limited to this one 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. Clicking again 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 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 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 this, you need to:
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 affects you.
Your own requests, in natural language
You can also write directly to it, 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 split, key issues, tools in place at 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, with what approach.
Audit your databases
It evaluates the completion rate of your candidate database, spots your most rigorous recruiters, and suggests an action plan per recruiter.
Record 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 is in Boond. No more copy-pasting between tools. 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 the context of a record isn't enough, BoondPulse can search the web for information to enrich its answers.
It respects your rights. Each user only sees, via the assistant, what they are already allowed to see in Boond.
Note: 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 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 BoondPulse progresses 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 lets you know when that's 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. BoondPulse, on the other hand, works directly with your records, 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 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: won/total rates, recurring rejection reasons, and areas for improvement. | candidate record > 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: 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 BoondPulse does | From which screen |
Detect at-risk 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, achieved 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 |
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 BoondPulse does | From which screen |
Cross-check 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 positioning 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 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 the next decisive action. | positioning search view |
Analyze conversions | returns the funnel conversion rate and levers for the stage 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 the candidate's strengths, probable questions, and anticipated objections. | positioning record |
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 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 BoondPulse does | From which screen |
Late timesheets | returns unapproved timesheets when the month is closed, with days overdue. | timesheet search view |
Check the timesheet | compliance check (filled days, assignments, inconsistencies). | timesheet record |
Expenses to validate | lists unapproved expense reports 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? | lists consultants on bench period or soon available, with skills and date. | Dashboard |
My follow-ups for the day | 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 |