AI Pulse
An AI copilot that drafts, summarizes, and extracts.
Powered by Claude Haiku 4.5. Built-in features: deal summaries, email drafting, document extraction, subtask suggestions, audience generation, tag recommendations. With per-tenant daily spend caps so you control cost.
AI Pulse suggests
Follow up with Sarah — she opened your proposal 3× today.
AI Pulse suggests
Follow up with Sarah — she opened your proposal 3× today.
AI Pulse suggests
Follow up with Sarah — she opened your proposal 3× today.
AI deal summaries
One-click summary of every email, note, and activity on a deal. Markdown output, easy to read. Stops you re-reading 80 emails before a renewal call.
AI email drafting
Generate intro / follow-up / pricing / closing / breakup emails grounded in the deal context. JSON-schema structured output: subject + body markdown.
Per-tenant cost caps
Daily AI spend cap in cents per tenant. 80% spend warning to admins. No surprise AI bills.
Anatomy
Every region, explained.
Ai::Client
Anthropic Ruby SDK wrapper. Claude Haiku 4.5 with prompt caching on system blocks. JSON-schema structured outputs.
Summarize endpoint
POST /ai/summarize_notes returns a markdown deal summary.
Draft endpoint
POST /ai/draft_email with intent (intro/followup/pricing/closing/breakup) returns structured subject + body.
Extract endpoint
POST /ai/extract_document reads contract/spreadsheet/doc/image via ActiveStorage and returns {label, value} pairs.
Subtask suggest
POST /ai/suggest_subtasks returns 4-7 ordered subtasks for a task template.
AI usage log
AiUsageLog tracks model, endpoint, input/output tokens, cost in 4-decimal cents per call. Per-tenant rollups visible in Settings → AI.
Deep dive
Everything that's in the box.
Deal note summarization
Markdown summary across notes, emails, activities. Captures action items, blockers, and next steps.
Email draft with intent
Five intent types: intro, followup, pricing, closing, breakup. Generates subject + markdown body grounded in deal context.
Document field extraction
Upload a contract or spreadsheet to a deal; extract field values automatically. Saves manual data entry on every new logo.
AI subtask suggestions
Click 'AI suggest subtasks' on a task; Claude generates 4-7 ordered checklist items. Particularly useful for TaskType template creation.
AI-generated audiences
Generate a target audience from a natural-language prompt. The filter persists as a reusable Audience record.
AI tag suggestions
Pulse suggests tags per record based on content. Heuristic fallback if ANTHROPIC_API_KEY is unset.
Per-tenant cost cap
Daily spend cap (cents) and daily call cap (count) per tenant. 80% threshold sends admin notification; 100% returns 429.
Future actions (roadmap)
ai.draft_email, ai.summarize, ai.classify, ai.next_best_action are registered as workflow action types — shipping next.
In the wild
How teams use it.
"AI summaries cut my deal prep from 20 min to 2. Stops me re-reading every email before a renewal."
Maya J.
Logistics CRO
"AI email drafts get 80% of the way there. I edit the last 20%, send."
Tomás D.
SaaS AE
"Document extraction filled 14 deal fields from one contract upload. We stopped manual data entry."
Priya K.
B2B Ops
Pulse vs. The Old Way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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