This is how it works
One request → work done
Ask once. Actions delivers the output, updates systems and notifies the right people.
From email to execution
One email creates a ticket, assigns an owner, updates CRM and sends a follow-up.
Decisions, not documents
Compare vendors and get an Excel + recommendation — ready to share and approve.
Runs on autopilot — your rules
Actions executes end-to-end, within permissions, approvals and full audit trail.
Stop chasing answers
Actions finds the owner, asks what’s missing and comes back with next steps.
Show it once. Reuse forever.
Record a workflow once — then run it again for every new client or project.
Work happens in the background
Daily summaries, CRM updates and reminders — delivered automatically.
Your tools. One brain.
Record a workflow once — then run it again for every new client or project.
Actions & Execution
Actions completes tasks end-to-end — turning intent into finished work across tools, without manual handoffs.
Real deliverables
Reports, decisions, tables and files produced as final outputs — not drafts or suggestions.
Cross-tool execution
A single action can update multiple systems as part of one coherent flow.
End-to-end flows
Tasks move from start to completion without copy-pasting or context loss.
Research & Deliver
Research designed to help you make confident decisions — with clear assumptions, trade-offs and a recommended path forward.
Clear comparisons
Vendors and options compared using explicit criteria and assumptions you can validate.
Decision-ready outputs
Excel, PDF or written recommendations designed for real decision-making, not analysis for its own sake.
Structured summaries
Clean, structured outputs that stakeholders can review, discuss and approve without extra context.
Tools & Connectors
Draft and send emails that reflect real project status, history and next steps.
Create and modify Jira or Trello issues with full context already filled in.
Update CRM records and post updates to Slack or Teams without manual intervention.
Record & Replay
Show Actions how you work once — then let it repeat the same process reliably at scale.
Capture your process step by step, exactly as you perform it.
Run the same workflow again for new inputs, people or projects.
Get predictable, repeatable outcomes every time the workflow runs.
Schedule & Run
Actions runs routine work in the background, so your attention stays on priorities and decisions.
Daily digests
Clear summaries delivered on schedule via Email and Slack or Teams.
Automatic updates
Draft and send emails that reflect real project status, CRM and system records kept up to date based on real activity. and next steps.
Smart reminders
Follow-ups, renewals and escalations triggered only when needed.
Discover & Route
When work is blocked, Actions finds the right owner, gets the missing answers and moves things forward.
Owner discovery
Identifies the responsible person for a system, domain or decision.
Targeted questions
Asks focused questions that unblock work instead of creating noise.
Clear next steps
Returns with answers, options and a recommended course of action.
Confidence & Control
Actions moves fast — while staying fully governed by your rules, permissions and approvals.
Autonomy levels
Choose whether Actions suggests, drafts, executes or runs end-to-end.
Built-in guardrails
Control who can do what, with approvals for sensitive actions.
Full transparency
Every action is logged with a complete audit trail for review and compliance.
FAQ
Actions is the execution layer of Pulse. While the base Pulse chat is read-only and focused on answering questions, Actions can take the next step — turning insights into completed work by creating files, updating systems, and moving tasks forward automatically.
Actions can produce deliverables (reports, Excel files, PDFs), update tools like Jira, CRM, Email, Slack or Teams, schedule follow-ups, and run multi-step workflows end-to-end — not just drafts or suggestions.
Actions is context-aware. It understands your data, workflows and decisions, adapts to real situations, and handles multi-step work end-to-end — rather than triggering rigid, predefined automations.
You’re always in control. Actions can run in different modes — suggest, draft, execute, or autopilot. You decide when human approval is required, who can run actions, and which tasks can be automated.
AI agents talk about work. Task managers track it. Workflow tools automate fixed steps.
Actions delivers outcomes.
It executes work across tools, handles multi-step processes end-to-end, adapts when information is missing or changes, and keeps systems aligned — without requiring you to design or maintain fragile workflows.
Actions identifies the right owner, asks the missing questions, and returns with a clear update and next steps. If needed, it can open tickets, notify stakeholders or escalate according to your rules.
