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.

Pulse timeline showing interventions and notes

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

Manual

After

Automated Workflow Active

Trigger: Report submitted

Task assigned to counselor

Principal notified

Follow-up scheduled (48h)

Dashboard updated

Workflow Builder

Draft
IF

Attendance < 90%

THEN

Notify Counselor

WAIT

48 hours

ELSE

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

Active
When

Absence > 3 days

System detects consecutive absences from SIS data

Then

Notify counselor + Create follow-up task

Alert sent to assigned counselor with student context

Escalate if

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

By priority

Grade 2 attendance alert

urgent

Ms. Park observation due Friday

important

3 interventions completed

info

Weekly SEL report available

info

4 items total -- 1 requires action

Action Metrics

Last 30 days

94%

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.

Workflows & Alerts turn your school's reporting into a living, breathing support system — connecting every teacher, counselor, and administrator to the right action at the right time.