Getting Started with Pulses ​
Step 1: Add an integration ​
- Go to Settings → Organization → Integrations (or Add Integration from the pulse drawer)
- Choose Slack, Teams, or Google Chat and paste an HTTPS webhook URL
- Save
See Organization Integrations for details.
Step 2: Create the pulse ​
- Open Pulses → Create Pulse
- Set Name, optional Description (not sent to the AI), and Instructions
- See Writing Instructions for examples
Step 3: Set schedule and Test & Save ​
- Pick Integration, Frequency (daily / weekly / monthly), Day, and Time (UTC)
- Click Test & Save — progress runs through Analyzing → Formatting → Delivering
- Confirm the report in your chat channel
UTC scheduling
Schedules use UTC and are checked hourly. See limits for monthly day constraints.
Only one test delivery runs per pulse at a time.
Step 4: Manage ​
From the Pulses list: Edit, Enable / Disable, Delivery history, or Delete (removes triggers and history).
Troubleshooting ​
| Issue | What to try |
|---|---|
| Test fails during analyzing | Simplify instructions; confirm Portal data exists for your time range |
| Test fails during delivering | Verify webhook URL and channel are active |
| Scheduled pulse did not run | Confirm pulse is enabled; check AI credits and UTC schedule |
| Cannot delete integration | Remove or reassign the pulse trigger first |