Organize Your Library by What the Note Actually Does
Your library has hundreds of notes. When you need one, you search by keyword — and hope you remember the right words. Action Categories let you organize notes by their purpose instead: Account Opening, Client Follow-Up, Financial Education, and more. Search by category, and the right notes surface instantly.
Get Started in One Click
Go to Settings → Action Categories and click Populate Action Categories. Pulse360 will create a set of financial advisor categories and use AI to classify every note in your library automatically.
You'll see a progress bar as notes are classified. For a library of 300 notes, this typically takes 1–2 minutes.
When it's done, your Action Categories page shows every category with a description and the number of notes assigned to it.
Search Your Library by Category
Head to Library and type a category name in the search bar — like "Financial Education." Only notes in that category appear. No more guessing keywords.
Create Your Own Categories
The AI-generated categories cover common advisor workflows, but your practice may have its own. Click Create Action Category to add one with a custom name, description, and color.
Custom categories work the same way — they show up in search, in the edit modal, and when AI classifies new notes.
Change a Category on Any Note
Open any note in the Library, click the Action Category tab, and pick a different category from the dropdown. You can also click the AI Suggest button to let Pulse360 recommend one.
Why It Matters
Find notes by purpose, not memory — Search "Account Setup" instead of trying to remember which note had the rollover language.
Consistent across your team — Everyone uses the same categories, so the whole practice organizes notes the same way.
Scales with your library — Add 50 more notes next month? Run Populate again and they'll all get categorized.