Pulse is your studio assistant. Each day, it collects your meetings, urgent tasks and project updates in one place, called Home. This guide shows you how to find Home and read your daily view, so you can quickly see what needs your attention.
Finding Home
Pulse now lives under Home in your left side navigation.
Click Home (the house icon) in the left side navigation.
Setting up Pulse for the first time
The first time you open Home, Pulse walks you through turning on the workflows you want.
Open Home from the left side navigation.
Under Here's what Pulse can help you with, click Set up on each workflow you want, or click Turn on all workflows.
On Connect your tools, click Connect inbox and/or Connect calendar, or click Skip for now.
Click Finish setup.
Pulse takes a moment to get your first view ready. You'll see Setting up Pulse while it prepares your meetings and finds the tasks that need your attention.
Note: Only studio owners and admins can turn on studio workflows (Client approvals, Project update, Procurement tracker and Invoice reminder). If you're a team member, these show Off · admins turn this on.
For help connecting your tools, see How to connect your email and calendar to Pulse.
Understanding your daily view
Your daily view reads from top to bottom, starting with what's most urgent.
Greeting and summary
Shows how many meetings you have today, and how many items you need to review across your projects.
Today's focus
Shows up to three of your most urgent items, so you know where to start. Overdue tasks, upcoming deliveries and new client activity come first. Click an item to open it.
Meetings
Shows today's meetings from your connected calendar and from Programa, each with Join and Record meeting buttons. See How to connect your email and calendar to Pulse.
Studio
Shows your daily Log yesterday's time reminder. See How to manage your Pulse actions.
Project cards
Each active project has its own card. In each card, Pulse groups items by workflow: Task reminder, Invoice reminder, Procurement tracker, Project update and Client approvals.
When a project has nothing left to review, its card shows All caught up!. Click Got it to clear it.
💡Tip: On a wide screen, use the Sections menu on the left to jump straight to a project or to Today's meetings.
Opening and actioning items
Every item in Pulse opens in a side panel with the details and actions you need.
Click any item on Home to open it.
Review the details and the source Pulse used.
Take an action, such as Mark done, Update schedule or Post to Project Dashboard, or click Dismiss.
Use the Previous item and Next item arrows to move through the rest of your items.
⚠️ Important: Pulse never changes your projects, posts to clients or updates your schedules without you saying yes. Nothing is saved until you click the action button. Dismiss only hides an item from Pulse and never changes the original record.
Knowing which projects appear
Pulse looks at your active projects, which are projects that:
Have a status of Active or Planned
Aren't archived
Aren't example projects
You have access to
If a project is missing from Home, check its status first.
Getting to know the Pulse workflows
Pulse has six workflows. Personal workflows are just for you. Owners and admins set up Studio workflows, and share them with your project team.
Workflow | Type | What it does |
Task reminder | Personal | Collects your due and overdue tasks from all your projects, and tells you why each one is important. |
Meeting assistant | Personal | Lists today's meetings and prepares a short brief from past meeting notes. Needs a calendar integration or will pull from Programa meetings. |
Client approvals | Studio | Tells you when a client approves or rejects products. |
Project update | Studio | Drafts a regular client update for each project, for you to review and post. |
Procurement tracker | Studio | Turns supplier emails and carrier tracking into delivery updates for you to confirm. |
Invoice reminder | Studio | Flags overdue, due-soon and draft invoices. Owners and admins only. |
For step-by-step help with each workflow, see How to manage your Pulse actions, How to connect your email and calendar to Pulse and How to track deliveries with the Procurement tracker.
Managing your workflow preferences
In Preferences you choose which workflows run, when they run, and who sees them. Each workflow explains what Pulse will do before you turn it on.
Turning workflows on or off
On Home, open your Pulse Preferences.
Select the workflow you want to change.
Use the toggle to switch it on or off.
Click Save. You'll see Changes saved.
Note: Only owners and admins can change studio workflows. Team members see Set up by admins · read only, but can still mute a studio workflow for themselves and connect their own inbox and calendar.
Choosing when workflows run
Pick how often each workflow runs, then the day and time.
Workflow | How often |
Task reminder, Meeting assistant, Invoice reminder | Every day, Weekdays or Once a week |
Project update | Weekly, Fortnightly, Monthly or Quarterly |
Procurement tracker | Daily, Weekly, Fortnightly, Monthly or Quarterly |
Client approvals | As it happens, or a Daily digest |
You can choose a time of 7:00 am, 8:00 am, 9:00 am, 3:00 pm or 5:00 pm. Studio workflows run in your studio's time zone, and Next run shows when to expect the next update. Pulse prepares your updates after the scheduled time, the next time you open Home.
💡Tip: Some workflows have a Run now button, so you don't have to wait for the next scheduled run.
Controlling who sees studio workflows
Owners and admins choose who sees each studio workflow's updates. Under Visible to, choose All project team members or Only admins and owners, then click Save.
Client approvals is visible to all project team members by default. The other studio workflows start as owners and admins only. Invoice reminder is always owners and admins only.
Choosing which projects a workflow covers
By default, a workflow covers All active projects. To focus it, choose Selected projects, pick the projects you want, and click Save.
⚠️ Important: If you choose Selected projects, any projects you create later won't be included automatically. Add them in Preferences when you need them
Need more help with Pulse? Contact our support team via live chat for personalised assistance.