Pulse Core
Run any process in Salesforce as a workflow your team can see.
Admins build workflows as portable definitions, Pulse Core adds the Salesforce fields they need, and your team moves work forward from the record page, with every step stored as native Salesforce data for reports and dashboards.
How Pulse Core works.
Pulse Core is the workflow engine under Pulse Care, the modules that run referral intake, admissions, caregiver recruiting and field outreach for healthcare operators. It works on any standard or custom Salesforce object.
Build.
In Admin Studio, admins lay out a workflow as phases, fields, transitions and actions. When the workflow is published, Pulse Core creates the Salesforce fields it needs.
Run.
Your team steps through work on any standard or custom record, right from the record page. Pulse Core tracks SLAs and the time each record spends in every stage.
Report.
Workflow progress, approvals and time in stage live in native Salesforce objects, so they can feed reports, list views and dashboards. Managers see every running workflow in the operations console.
A workflow agent built on Claude.
The Pulse Core workflow agent is built on Claude from Anthropic. It does the legwork, and by default it asks your team before it acts. The design is model-flexible, so the AI provider can change without rebuilding your workflows.
- Proposes the next action. The agent suggests what should happen next, such as sending an email or updating a record, inside your approval rules.
- Asks for what is missing. When a workflow needs a fact it does not have, the agent asks your team for it.
- Moves work forward. When a step's requirements are met, the agent can move the work to the next step, inside your approval rules.
- You set its autonomy. Choose suggest only, act with approval, or handle low-risk steps automatically. Act with approval is the default.
- Every decision is logged. Each proposal and decision is logged with the reason behind it. Actions that need approval wait in a decision queue until a person approves or rejects them.
- Reads the email thread. Pulse Core reads the emails tied to a record and suggests the facts to capture. Your team approves each one before it touches the record.
The workflow agent calls Claude through Anthropic's API from your Salesforce org, using a Salesforce Named Credential, so no keys sit in code. See how Pulse uses AI and where your data goes
Packaged the Salesforce way.
- Managed packages. Pulse Core installs as Salesforce managed packages, with permission sets for admins, users and read-only access.
- Named Credentials for every external call. Connections to outside systems run through Salesforce Named Credentials, so no secrets sit in code.
- Built-in actions. Send an email, update a record or call an external API as a step in any workflow.
Any object. Any industry.
Pulse Core customers today are healthcare organizations. The same engine can run a process in any industry, and outside healthcare we build it with you through Pulse Professional Services (formerly Madison Ave Consulting).
Healthcare
Live today in Pulse Care: referral intake, admissions, caregiver recruiting and field outreach for home care, behavioral health and skilled nursing operators. See Pulse Care
Financial services
Use case: client onboarding with approvals, service requests routed with SLAs, and scheduled review cadences. See financial services use cases
Nonprofit
Use case: program enrollment and case management, grant application review, and volunteer onboarding. See nonprofit use cases
Real estate
Use case: a leasing pipeline from inquiry to signed lease, property onboarding, and tenant requests. See real estate use cases
Technology
Use case: customer onboarding and implementation projects, renewals, and the handoff from deal desk to case management. See technology use cases
Your process
Bring a process your team runs in spreadsheets today, and Pulse Professional Services will map it to Pulse Core with you. Talk to Professional Services
Proof from Pulse deployments.
Healthcare operators run their workflows on Pulse today.
4 weeks
Pulse deployment. CareWorks ABA, a multi-state ABA provider, went from spreadsheets to a governed intake pipeline on Pulse in four weeks. Read the CareWorks ABA story
2x
Pulse deployment. Anchor Health doubled the caseload each intake rep handles with no added headcount, and retired legacy tools for $200K+ in annual savings. Read the Anchor Health story
6 months
Pulse deployment. Anchor Health went from kickoff to production across 3 states in six months, with a 360-degree view of patients and caregivers. Read how Anchor Health went live
Keep exploring: Platform overview, Pulse Care, Pulse Connect, Pulse Agents, How Pulse uses AI, Beyond healthcare
See Pulse Core run your process.
Book a walkthrough. Bring one process your team runs today, and we will map it to Pulse Core with you.
Book a Demo