Pulse360

Set Up your Pulse360 account by completing the first steps after signing up for Pulse360

Getting Started With Pulse360: Set Up

Easily create documents with correct client greetings

Add or edit client greetings.

Sending Out Your First Summary

Sending Out Your First Agenda

Creating Your First Template

Connect Redtail Email

Connecting Redtail to Pulse360

Connecting Wealthbox to Pulse360

Connecting Salesforce to Pulse360

Connect Smarsh Email

How to Connect Your LPL Email

Dashboard & Quick Captures: How It Works

Get up to speed quickly with Pulse360. These articles provide essential guidance for beginners, ensuring a smooth start.

Getting Started

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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