Connect your inbox and calendar so Pulse can do more of your admin. Your inbox lets the Procurement tracker find order and delivery updates from suppliers. Your calendar lets the Meeting assistant show today's meetings and prepare you for them.
Knowing what you need to connect
Each person connects their own inbox and calendar. Everyone in your studio can do this, including team members.
Workflow | Needs |
Procurement tracker | An inbox, or tracking numbers on your products |
Meeting assistant | A calendar |
Task reminder, Client approvals, Project update, Invoice reminder | Nothing extra; these use your Programa data |
📝 Note: Pulse currently supports Google accounts (Gmail and Google Calendar). Microsoft 365 and Outlook support is coming soon.
Connecting your inbox or calendar
You can connect your tools during first-time setup, or at any time from your Pulse preferences.
On Home, open your Pulse Preferences.
Select Procurement tracker to connect an inbox, or Meeting assistant to connect a calendar.
Click Connect inbox or Connect calendar, then choose your provider.
Sign in to your Google account and allow access.
You'll be returned to Pulse, and your account will show as connected.
📝 Note: When you sign in, Google may show the name Nylas. Nylas is the secure connection service Programa uses to link your email and calendar.
Understanding what Pulse can and can't do
Pulse only uses your connected accounts for the workflows that need them.
Inbox: Pulse reads order confirmations and dispatch emails from suppliers, and matches them to the products in your schedules.
Calendar: Pulse reads today's meetings so it can list them on Home and prepare meeting briefs.
Pulse can't send, delete or change your emails or calendar events. It never sends anything on your behalf.
Your team can see procurement updates that come from your emails, but only you can see the email
Managing your connected accounts
You can reconnect, add or remove accounts at any time from your Pulse preferences.
On Home, open your Pulse Preferences.
Select Procurement tracker or Meeting assistant.
Under your connected accounts:
Click Reconnect if your connection has expired.
Click Add another account to connect another inbox or calendar.
Click Remove to disconnect an account.
When you remove an account, Pulse stops reading it straight away, and the email and calendar data it synced is deleted before the disconnect finishes. If you remove only your inbox or only your calendar, just that data is deleted. Your original emails and calendar events in Google aren't affected.
Using the Meeting assistant
Be ready for every meeting. The Meeting assistant shows today's meetings on Home and prepares a short brief for each one. It's a personal workflow, so it only shows your meetings.
The Meetings card shows today's meetings from your calendar and from your meetings in Programa that haven't finished yet, with your next meeting at the top.
Click Join to open the meeting link in a new tab.
Click Record meeting to record notes for the meeting in Programa.
Click Add to project to link a meeting to one of your projects.
If you have nothing scheduled, you'll see No meetings today. All-day events and cancelled meetings aren't shown.
Getting a meeting brief
Before a meeting, Pulse can prepare a short brief from the project's past meeting notes, covering previous decisions, open questions and key project details.
Click Add to project on the meeting.
Choose the project the meeting is about.
Once the meeting is linked, the brief appears on the Meetings card with links to the past meetings it used.
Recording a meeting
When you record a meeting from Home, Pulse links the notes to the calendar event and to your project.
Click Record meeting on the meeting.
Choose the project in Select project.
Start your recording.
📝 Note: Record meeting uses your selected microphone or audio input. It doesn't capture Google Meet or Zoom audio directly, and clicking Join opens the call separately.
Need more help connecting your tools? Contact our support team via live chat for personalised assistance.