# PULSE — full machine-readable summary

Site: https://runonpulse.com/

## Tagline

The operating system for multi-site teams.

## Description

PULSE is the operating system for multi-site businesses: policies, SOPs, projects, learning, hazards, and risk in one calm, audit-ready place your team actually opens.

## Frequently asked questions


### About PULSE

- **What is PULSE?** PULSE is the operating system for multi-site teams. It puts policies, SOPs, projects, learning, hazards, and risk on one calm, audit-ready platform that your team actually opens, instead of spreading them across spreadsheets, wikis, and chat.
- **Who is PULSE for?** Multi-site service operators, pet care, hospitality, clinics, fitness, retail, and franchises, who need shared standards, consistent training, and a single audit trail across every location.
- **How does PULSE differ from a wiki or SOP tool?** Wikis store documents but cannot enforce reviews, training assignments, or risk workflows. PULSE joins SOPs to training, hazards to risks, and risks to tasks, so policy, learning, and execution stay in sync.
- **Does PULSE replace our LMS?** Yes. The Learn module covers block-based courses, gamified learning, timed quizzes, certifications, and AI-assisted course creation, all tied to your SOPs and people directory.
- **Can we run PULSE across multiple brands or franchises?** Yes. Every workspace is tenant-isolated, so multi-brand groups and franchise networks can run separate workspaces under one billing parent.

### Pricing & trial

- **How much does PULSE cost?** Pricing is on application while we re-figure our public commercial model. Tell us a bit about your operation on a short call and we'll send a written proposal. Pricing is per location, per month, with HQ users included on every plan.
- **What counts as a "location"?** Any physical site your team operates out of — a shop, clinic, café, studio, branch, or franchise unit. Mobile teams that float between locations don't add to your count, and HQ doesn't count as a location.
- **Are HQ users charged?** No. Head-office users (owners, ops managers, finance, HR, support staff who don't sit at a single location) are included on every plan, with no per-seat fee.
- **What's in the standard AI fair-use allowance?** Every plan includes a monthly allowance for AI features — Porter answers, the AI Course Creator, document drafting, and similar. It comfortably covers normal day-to-day use. If your team consistently exceeds it, we'll talk to you about a higher allowance rather than auto-billing overages.
- **What does onboarding cost?** Workspace branding, module configuration, and a manager walkthrough are part of every onboarding. Bulk historical document migration and bespoke integration work are quoted on a per-engagement basis once we've scoped the volume with you.
- **Can we cancel any time?** Yes. We don't lock customers into long contracts to keep them around. You can export your data at any time, in standard formats. It's yours.

### Security & compliance

- **Is PULSE multi-tenant safe?** Yes. Every workspace lives in its own database schema with request-time scoping. Cross-tenant access is impossible by construction, not by convention.
- **Where is data hosted?** In the region you select at sign-up. Backups are encrypted at rest and retained per your plan.
- **Is two-factor authentication required?** Yes, mandatory for every user. Step-up auth is required for sensitive admin actions and typed confirmation is required for destructive ones.
- **Do you have an audit trail?** Yes. Every privileged action is logged to an append-only table, enforced at the database layer with a trigger, not just permissions.
- **Can platform staff see our data?** Only with time-boxed, fully audited support access. The control plane is fully separated from your tenant workspace.

### Industries

- **Which industries does PULSE serve?** Multi-site service operators across pet care, hospitality, clinics, fitness and wellness, retail, and franchise networks.
- **Can PULSE handle franchise networks?** Yes. Each franchisee gets their own tenant-isolated workspace under your brand, with shared policies and centrally-rolled-out updates.
- **Does PULSE work on mobile for shop-floor staff?** Yes. Every dashboard is mobile-first. Field staff can complete checklists, log hazards via QR codes, and acknowledge SOPs from a phone.

### Setup & onboarding

- **How long does PULSE take to set up?** Most teams are live in under a week. We import your existing policies and SOPs, brand the workspace, and run your managers through the first review cycle.
- **Do we need IT to deploy PULSE?** No. PULSE is a hosted platform. Your IT team only needs to add a few DNS records if you want a custom subdomain, and configure SSO if you are on Enterprise.
- **Can we import existing SOPs?** Yes. We accept Word, PDF, Notion, Confluence and Google Docs exports and convert them into the Playbooks format with revision history preserved.
- **Do you offer onboarding support?** Yes. Every paid workspace gets a guided onboarding session. Enterprise customers get a dedicated CSM for the rollout.

### Integrations & data

- **Does PULSE integrate with Slack?** Yes. Multi-workspace Slack integration with smart routing means people get the right notification on the right channel, without notification fatigue.
- **Does PULSE integrate with Microsoft Teams?** Yes. The Microsoft Teams connector ships a tenant-facing bot with slash commands, adaptive cards, and deep-linking back into PULSE so your team can act on Signal events without leaving Teams.
- **Does PULSE integrate with Outlook or Google Calendar?** Outlook calendar synchronisation ships today via the Microsoft integration. Google Calendar is on the roadmap.
- **Does PULSE integrate with our finance and payroll systems?** Yes. The Finance module reads from Xero Finance, Xero Accounting, and QuickBooks Online. The Payroll surface is read-only across Xero, Employment Hero, Gusto, and other major providers.
- **Can we export our data?** Yes, at any time, in standard formats. Your data is yours.
- **Do you have an API?** Yes, a tenant-scoped REST API is available on Enterprise plans, with per-key audit logging.
- **Can we bring our own Slack or Microsoft Entra app?** Yes. Tenants on Enterprise can configure their own Slack and Microsoft Entra applications through the Integrations Hub instead of using the platform-managed defaults.
- **Can we import existing content from another system?** Yes. The Data Import Hub ships one-shot importers for SharePoint, Dropbox, Google Drive, Workday, Notion, Confluence and others.
- **Does PULSE work offline?** The mobile dashboards queue checklist completions and hazard reports when connectivity drops, and sync as soon as the device is back online.

### Compliance & audit

- **Does PULSE help with ISO 9001 or ISO 31000?** Yes. The Risk module is aligned with ISO 31000 principles and PULSE produces the version history, training records, and audit trail auditors typically ask to see.
- **Can we restrict who sees what across sites?** Yes. Role-based access control with branch scoping means people only see the sites, projects, and people they should. Permission changes are themselves audited.
- **Does PULSE retain a history of policy changes?** Yes. Every Rulebook and Playbook revision is preserved with author, timestamp, and a diff. You can roll back to any prior version at any time.
- **How long is data retained?** Active workspace data is retained for the life of the subscription. On cancellation, data is exportable for 30 days then deleted. Encrypted backups are retained per your plan.

### AI & Porter

- **Will PULSE train its AI on our data?** No. We do not train external models on your workspace content. Porter answers in-context using only the data the current user is allowed to see.
- **Can the AI take destructive actions?** No. AI output paths cannot publish, approve, delete, or otherwise perform privileged actions. Those require an explicit human action with step-up authentication.
- **Is AI usage metered?** Yes. Every model call is metered, quota-bounded per workspace, and fully auditable. You can see exactly what was asked and answered.

## Glossary

- **SOP (Standard Operating Procedure)** — A documented, repeatable procedure that describes how a task should be performed to a defined standard. In PULSE, SOPs live in the Playbooks module with version history, scheduled reviews, and training assignments.
- **Multi-site operations** — The discipline of running consistent operations across multiple physical locations, branches, sites, or franchisees, with shared standards, training, and reporting.
- **Rulebook** — PULSE's policy library: high-level statements of how the business operates. Rulebook entries are versioned, reviewed on a cadence, and linked to playbooks and training.
- **Playbook** — A step-by-step procedure or runbook for a specific task, owned by a team and assigned for training. Playbooks pair with Rulebook policies.
- **Pack** — PULSE's people module: the directory, multi-site assignments, performance reviews, certifications, and private manager notes.
- **Signal** — A structured intake channel for incidents, ideas and feedback. Signals can auto-create tasks, notify Slack, and roll up into reporting.
- **Hazard register** — A live record of identified hazards in the workplace, who reported them, their severity, and what controls are in place. PULSE supports public QR-based hazard reporting.
- **Risk matrix** — A grid that scores risks by likelihood and consequence to prioritise treatment. PULSE risk module is aligned with ISO 31000.
- **ISO 31000** — The international standard for risk management principles, framework, and process. PULSE Risk follows the ISO 31000 lifecycle.
- **LMS (Learning Management System)** — A platform for delivering, tracking, and certifying training. PULSE Learn ships block-based content, gamified learning, and timed quizzes.
- **Tenant isolation** — An architectural pattern where each customer's data is stored in a fully separated logical or physical container. PULSE uses per-tenant database schemas with request-time scoping.
- **Append-only audit** — An audit log that cannot be modified or deleted after the fact. PULSE enforces this at the database layer with a trigger.
- **Step-up authentication** — Requiring an additional authentication factor before performing a sensitive action, even if the user is already signed in.
- **Branch (in PULSE)** — A logical site or location used to scope permissions, dashboards, and reports. Users can belong to one or many branches.
- **Compliance cycle** — An automated review cadence for SOPs and policies, with reminders, owner attestation, and an audit trail of past reviews.
- **Goals / OKRs** — Hierarchical objectives and key results used to align teams. PULSE Execute supports goal trees with progress rollups and dependencies.
- **Continuous improvement** — A formal lifecycle for capturing lessons learned and iterating on the way work is done. PULSE supports a five-status improvement loop.
- **Porter (PULSE AI)** — PULSE's tenant-aware AI assistant. Porter answers using only the data the current user is allowed to see and cannot invoke privileged actions.
- **Tenant** — A single customer workspace, isolated from every other workspace at the data layer.
- **Control plane** — The separate set of services and UI used by platform staff to operate the PULSE platform itself. Has its own auth, sessions, and roles.
- **Integrations Hub** — PULSE's tenant-facing surface for managing connected services — Slack, Microsoft Teams, Microsoft Entra, Outlook, Xero, QuickBooks, payroll providers — in one place, with per-tenant credentials and audit.
- **Data Import Hub** — PULSE's tenant-facing directory of one-shot importers that pull existing content from SharePoint, Dropbox, Google Drive, Workday, Notion, Confluence and other source systems into the right module.
- **AI Course Creator** — A Learn-module helper that drafts a full course from your existing Rulebook entries and Playbooks. A human reviewer polishes and publishes; PULSE never publishes AI-drafted content automatically.

## Comparisons

- PULSE vs. Trainual: https://runonpulse.com/compare/trainual
- PULSE vs. Process Street: https://runonpulse.com/compare/process-street
- PULSE vs. SafetyCulture: https://runonpulse.com/compare/safetyculture
- PULSE vs. Notion: https://runonpulse.com/compare/notion
- PULSE vs. Asana: https://runonpulse.com/compare/asana
- PULSE vs. Monday.com: https://runonpulse.com/compare/monday
- PULSE vs. ClickUp: https://runonpulse.com/compare/clickup
- PULSE vs. Confluence: https://runonpulse.com/compare/confluence
- PULSE vs. Jolt: https://runonpulse.com/compare/jolt
- PULSE vs. Connecteam: https://runonpulse.com/compare/connecteam