Pulses

Pulses is under Workflows → Pulses in the sidebar. It’s Porcia’s async employee outreach system — send targeted check-ins to verify whether people are still using a tool, need to export data before access is removed, or should take a specific action.

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The Pulses page

The Pulses page has a metrics strip at the top, then four tabs:

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Metrics cards

Shows at a glance: total pulses sent, response rate, active automations, and pending responses.

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History tab

Every pulse ever sent from your workspace — with status, send date, target audience, response breakdown, and a link to the full result. Use this to review what’s been sent and follow up on non-responders.

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Automation tab

The list of active pulse automations (automated workflows that send pulses on a trigger or schedule). Each automation shows its name, trigger condition, target, last run, and on/off toggle. This is where you set up recurring pulses — for example, “every month, send a check-in to anyone with an inactive account on any app with spend.”

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Templates tab

Pre-built pulse templates for common scenarios:

• “Are you still using [App]?”
• “Your access to [App] will be removed soon. Do you need to export any data?”
• “We’re reviewing licenses for [App] ahead of our renewal. Do you still need access?”
• “Please confirm whether you still need your [App] account.”

Templates are fully customizable. Use one as a starting point or write your own.

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Audit Log tab

A record of pulse activity, such as sends, responses, and cancellations.

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When to use pulses

• Before a renewal — verify who still needs the tool before you decide how many licenses to keep
• Inactive license cleanup — confirm that low-activity users genuinely don’t need access
• Shadow Apps review — ask employees whether they still need an app before IT decides on it
• Access review — periodic confirmation that people still need their existing access
• Offboarding — give a departing employee a chance to flag data export needs

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How pulses work

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Targeting

• App users — everyone with access to a specific app
• App owner — the person responsible for the app
• Manager — the recipient’s manager, where directory data provides it
• Admin — a workspace admin
• Via rule — a rule can send a pulse when its conditions match

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Acting on responses

Review responses in the History tab and export them as CSV. Use the results to decide next steps, such as removing access in the app or running an offboarding playbook. Admins can cancel a pulse that hasn’t been answered yet.

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Snoozes and opt-outs

Employees can snooze a type of pulse for 7, 14, or 30 days, or opt out of a specific type of pulse. Future sends respect both.

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Next steps