Workflows & Alerts
From insight to action, automatically.
Pulse turns every form, report, or observation into a next step. As data comes in, Pulse routes it to the right people, assigns tasks, and triggers alerts so action happens immediately.

Timeline Ownership + Follow-Up State
Automate the Busywork, Keep the Impact
Rather than depending on manual follow-ups or email chains, Pulse automates workflows to help teams concentrate on teaching, coaching, and supporting students. Automatically assign tasks when a teacher submits a report. Notify key staff instantly about urgent updates. Track interventions and responses in real time. Escalate uncompleted items before they become problems.
Before
Email principal about absence
Check spreadsheet for history
Forward to counselor manually
Set calendar reminder to follow up
After
Automated Workflow Active
Trigger: Report submitted
Task assigned to counselor
Principal notified
Follow-up scheduled (48h)
Dashboard updated
Workflow Builder
DraftAttendance < 90%
Notify Counselor
48 hours
Escalate to AP
Drag to add more conditions
Customize to Fit Your School's Needs
Every school differs. Pulse's workflow builder adapts to your structures, team size, and reporting style without requiring coding or complex setup. Create automated paths for any report type. Set conditions, reminders, and escalations. Choose who gets notified and when. Edit workflows anytime as needs evolve.
Absence Response Workflow
ActiveAbsence > 3 days
System detects consecutive absences from SIS data
Notify counselor + Create follow-up task
Alert sent to assigned counselor with student context
No action in 48 hours
Escalation sent to assistant principal with full timeline
18
Triggered this month
94%
Resolved on time
0
Escalations needed
Example Workflow
Absence response, automated
When a student misses more than three consecutive days, Pulse automatically notifies the assigned counselor, creates a follow-up task, and escalates if no action is taken within 48 hours. No manual tracking required.
Stay Connected Without Getting Overwhelmed
Alerts should empower, not overwhelm. Pulse makes communication simple, keeping the right people in the loop with clarity and context built in. Smart notifications for high-priority updates. Digest summaries instead of constant pings. Role-based views so everyone sees what's relevant.
Morning Digest
Grade 2 attendance alert
Ms. Park observation due Friday
3 interventions completed
Weekly SEL report available
4 items total -- 1 requires action
Action Metrics
Last 30 days94%
Tasks Resolved
142 of 151
1.2d
Avg Response Time
Down from 3.4d
7
Escalations
95% fewer than Q1
91%
On-Time Rate
+14% vs last month
Completion Trend
Measure the Actions You Take
Every workflow is tracked, timestamped, and visible in dashboards, helping you understand what's being done, how fast, and what impact it's having. Review closed tasks and completed interventions. Measure time-to-action and response rates. Demonstrate accountability and responsiveness to boards and funders.
Why It Matters
Close the Loop: Don't just collect data, act on it immediately. Save Time: Automate repetitive follow-ups and manual tracking. Stay Accountable: Know exactly what's been done and what's next.
Close the Loop
Act on data immediately, not weeks later
100%
Save Time
Automate repetitive follow-ups and tracking
8hrs
Stay Accountable
Know exactly what has been done and what is next
94%
Pulse is built by the Exponent Group, a 501(c)(3) nonprofit. We exist to build tools and equip people to restore their own communities.

