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Introducing the Pulse360 Chrome Extension

Updated this week

Your Pulse360 Workspace — Wherever You Write

The Pulse360 Chrome Extension brings your entire Pulse360 Library and Collections directly into your browser.

When you’re writing an email, building a proposal, updating your CRM, or drafting client documentation — your notes are right there.

No switching tabs.
No searching old emails.
No rewriting the same explanations.


Instant Access to Your Pulse360 Library

The extension syncs directly with your Pulse360 workspace in real time.

Inside the panel, you can:

  • Search your notes instantly

  • Filter by Topic, Subtopic, or Tag

  • View recent notes

  • Select one note — or multiple at once

Place your cursor where you’re typing and:

✔ Drag the note in

or
✔ Tick and click Add Notes

Your content drops exactly where you need it.


Real-Time Sync — Always Up to Date

Edit a note from inside the Chrome Extension?
It saves instantly to your Pulse360 workspace.

Update a note inside Pulse360?
The changes appear immediately in your extension.

One workspace.
Fully synced.
No version confusion.


Deploy Entire Collections in Seconds

Collections act like structured advisory playbooks.

Need your full 401k rollover explanation set?
Your risk education framework?
Your compliance-approved messaging?

Open the Collection.
Select the notes.
Drag or add them in one click.

Instead of rebuilding explanations, you deploy organized, consistent language instantly.


Capture Great Language While You Work

When you write something worth keeping:

Highlight it and choose:

  • Create Note (assign Topic and Subtopic)

  • Or Quick Save for instant storage

It’s saved directly into your Pulse360 Library — ready for future use.

Every strong sentence becomes a reusable asset.


Why It Matters

  • Faster client communication

  • Consistent messaging

  • Organized advisory language

  • Real-time updates across your workspace

  • Less repetition

  • More time advising

The Pulse360 Chrome Extension turns your Pulse360 workspace into a live, deployable knowledge hub — embedded directly into your workflow.

"Proceed with caution" warning during installation                                                                                                                                       When installing Pulse360 Library, you may see a message saying "This extension is not trusted by Enhanced Safe Browsing." This is standard for all newer Chrome Web Store extensions and is not a security concern. Click Continue to install to proceed.           
Extension keeps disappearing? If Chrome removes the extension after installation, go to chrome://settings/security and switch from "Enhanced protection" to "Standard protection." This prevents Chrome from automatically removing newer extensions that haven't yet built up trust history with Google.
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