How many Pulse solutions are there?

14: 6 by team, from leadership and sales to finance, operations, support and HR, and 8 by industry, from professional services and SaaS to construction and nonprofits.

What are the four jobs?

Decide (a question with a number behind it), prepare (a briefing before a meeting), monitor (digests and alerts) and draft (replies and reports from the record).

What does a solution set up?

Saved questions for the role, a digest schedule, alert thresholds and draft templates — all reading only what that role can already see.

Are the example answers real?

They are illustrative answers from a demo workspace, shown to make each solution concrete. Your answers come from your own records.

Can Pulse answer across products?

Yes. A single answer can read deals, projects, people, tickets, invoices and pages, as long as the person asking can see each of them.

Does Pulse read clinical or salary data?

Only if the asker’s role allows it. The healthcare solution reads no clinical records; salary fields follow Nest’s field rules.

Can Pulse send things on its own?

No. Drafts and tasks are always shown to a person to approve before anything is sent or changed.

What if no solution fits us?

Pick by job rather than industry. If you mostly need briefings, the sales or SaaS solution will fit, whatever you sell.

Does Pulse need all seven products?

No. It reads whichever products you use. Each solution lists the products it reads most.

How long does setup take?

Minutes. Switch Pulse on, pick a solution and its saved questions and digests are ready the same day.

Do solutions cost extra?

No. They are included in Pulse on every plan, from $35 per workspace a month, and in the full suite.

Treepie Pulse · AI assistant

The questions your team asks, answered from your records.

14 ways to use Pulse — 6 by team, 8 by industry. Pick yours to see the question it answers and where the answer comes from.

Start free with Pulse →Book a walkthrough

Can we afford two hires if these three deals close?Yes, with $41k headroom: the three deals add $212k; two hires cost $171k a year.Read fromFlowBooksLoop

Decide · Leadership teamsCross-team questions answered in seconds, each figure linked to the row behind it.Read the leadership teams solution →

Illustrative answer from a demo workspace.

In short

What are Treepie Pulse solutions?

Treepie Pulse solutions are 14 ready-made ways to use Pulse, the AI assistant for business records, in a specific team or industry — 6 by team and 8 by industry. Each sets up the saved questions, digests and drafts that role needs, reading only the products and fields its permissions allow, with every figure linked to the row it came from.

Solutions: 6 teams · 8 industries
Jobs: Decide, prepare, monitor, draft
Setup: Saved questions & digests
Training on data: Never

Four jobs

Every solution does one of four jobs best.

Teams and industries differ. What people need from an assistant comes down to these.

Decide

A question with a number behind itPulse reads across products and shows the arithmetic, so the decision can be checked.Leadership teamsProfessional servicesManufacturingRetail & e-commerce

Prepare

A briefing before a call or meetingEverything that changed on an account, from every product, in one cited summary.Sales teams SaaS

Monitor

Something to keep an eye onDigests and alerts tell each role what moved, before anyone has to ask.Finance teamsOperationsHR & peopleAgencies Healthcare & clinicsConstruction & trades

Draft

Something to write from the recordReplies, reports and updates drafted from live rows, always checked before sending.Support teamsNonprofits

All solutions

Every solution, with the question it answers.

Each one comes with this question saved, plus the digests and drafts that role uses most.

Team · Decide

Team · Monitor

Operations

“Which projects are short-staffed next month?”Staffing, delivery and support risk in one answer instead of three reports.

Team · Draft

Support teams

“Has this customer had this problem before?”Customer context and a drafted reply, checked before it goes out.

Team · Monitor

HR & people

“Whose probation ends this month?”Questions about people answered within the permissions each role already has.

Industry · Decide

Professional services

“Which clients made us the least margin this quarter?”Utilisation, WIP and client health asked about in plain language.

Industry · Monitor

Agencies

“Which retainers are over their hours this month?”Retainer usage, overruns and pitch pipeline, answered per client.Industry · Prepare

SaaS

“Which renewals this quarter are at risk?”Renewal risk, expansion and support load on every account, cited.Industry · Monitor

Healthcare & clinics

“Which clinics are mid-onboarding with open tickets?”Clinic onboarding, support and billing questions, with no clinical data read.

Industry · Monitor

Construction & trades

“How much retention is still owed to us?”Job progress, crew availability and retention owed, asked from site.

Industry · Decide

Manufacturing

“Which repeat customers are overdue for an order?”Order pipeline, supplier bills and repeat-order timing in one place.

Industry · Draft

Nonprofits

“Draft the quarterly report for the youth grant.”Grant spend, staff time and funder reporting drafted from the record.

Industry · Decide

Retail & e-commerce

“Which categories earn the most from organic search?”Orders, refunds and search performance answered across stores and channels.

Same rules in every solution

Different questions. Identical guardrails.

Setting Pulse up for a team never widens what it can see. These hold for every solution on this page.

Role-aware

Reads only the rows the person asking can already see.

Field rules

Hidden fields, like salaries, are never read or hinted at.

Cited

Every figure links to the row it came from.

Approved

Drafts and tasks wait for a person to approve.

Private

Never used to train a model; processed in your region.

Logged

Questions, answers and sources kept for audit.

Who it’s for

Four people who usually read this page.

Whichever solution you open, these are the people deciding whether it’s safe and useful.

ExecutivesAnswers to cross-team questions without waiting for a report.“How much of last quarter’s bookings has been invoiced?”

Team leadsSaved questions and digests set up for what their team asks every week.“What changed on my accounts since Friday?”

IT & securityRole-aware answers, field rules, regional processing and an audit log.“Can Pulse ever show salaries to someone who can’t see them?”

ComplianceEvery question and answer logged with its sources and retention set by admins.“Who asked about this client, and what did they see?”

Compared

Solutions, compared.

A general AI assistant knows the internet. A point tool knows one app. Pulse solutions read your whole record, by role.

	Spreadsheets & email	AI add-on in a single app	Treepie Pulse
Scope	Reports from one system at a time	Answers about one app only	Answers across every Treepie product you use
Sources	The analyst’s spreadsheet	Sometimes, within the app	Every figure linked to its row
Permissions	Whoever has the file	App-level roles	The same roles and field rules as every product
Setup per team	A report request each time	Generic prompts	Saved questions and digests per team and industry
Your data	Emailed as attachments	Terms vary by vendor	Never used for training; processed in your region

Pulse solutions, answered.

Anything else — ask a person.

No. They are ways to use the same Pulse, set up for different teams and industries. Saved questions, digests and drafts differ; features and privacy rules don’t.

Ask your own records the questions on this page.

Switch Pulse on in a sandbox copy of your workspace, pick the closest solution, and ask its questions on your real data.

Start free with Pulse →Book a walkthrough

Live on day one

Minute 1Switch it onReads the products you already use.
Minute 5Pick a solutionSaved questions and digests for the role.
Day 1Ask the first questionWith sources to open.
Week 1Tune the digestsEach role hears what changed.

The other sixCompare all →

FlowCRM & sales NestHR & employee management LoopProject & work management DeskCustomer support & ticketing BooksFinance & accounting GrowthSEO & website growth

What are Treepie Pulse solutions?

Spreadsheets & email

AI add-on in a single app

Treepie Pulse

Scope

Reports from one system at a time

Answers about one app only

Answers across every Treepie product you use

Sources

The analyst’s spreadsheet

Sometimes, within the app

Every figure linked to its row

Permissions

Whoever has the file

App-level roles

The same roles and field rules as every product

Setup per team

A report request each time

Generic prompts

Saved questions and digests per team and industry

Your data

Emailed as attachments

Terms vary by vendor

Never used for training; processed in your region