PulseSharing and integrations
Who a note reaches, folders and integrations.
Exporting notes in bulk
How to export past notes and transcripts to CSV. Also usable for disclosure requests and data portability.
Spaces and folders
The difference between spaces and folders as ways to organise notes, and how to design sharing and permissions.
Affinity integration
Setting up sending meeting notes to Affinity records, and what can be sent.
Attio integration
Connecting an Attio workspace and sending notes to it.
API
An overview of the API for retrieving notes and transcripts from external systems, its scopes, and managing keys.
HubSpot integration
Setting up linking and automatic posting of notes to HubSpot deals and contacts.
Integrations overview
The external services Pulse can connect to, and what data each integration sends.
MCP server
How to connect MCP-compatible AI tools so they can consult your Pulse notes.
Slack integration
Setting up automatic posting of meeting notes to Slack channels, and how private channels are handled.
Zapier integration
Building automations in Zapier triggered by Pulse notes, and what data is sent.
Notion integration
Setting up syncing notes to a Notion database, and customising how they appear.
Sharing notes
How to share individual notes inside and outside your company, the scope of link sharing, and how to stop sharing.
User groups
Creating and managing groups so you can grant permissions in bulk across an organisation.