---
title: "Team Workflow: Grouped Work, Tasks and Client Seats — Pulserion"
description: "Pulserion groups the work for account managers, ops and ads, turns any alert into a task with an owner, keeps a record of every account and lets you decide who sees what."
url: https://pulserion.com/features/team-workflow
---

Team workflow

# The right work to the right person. And proof it got done.

Pulserion groups the work for account managers, ops and ads, turns any alert into a task with an owner, and keeps a record of what was done on every account. You decide who sees and edits what.

[Book a demo](/contact)

[See a sample morning](/features/daily-briefing)

- Work grouped by job
- Tasks with owners
- A record for every account
- Access set per person

The problem

## Busy teams drop the handoff.

### Everyone gets everything.

Your ads manager reads inventory warnings. Your ops lead scrolls past bid alerts.

### Nobody knows who’s on it.

Two people fix the same problem. Or nobody does.

### “What did you do this month?”

The client asks, and someone spends an afternoon piecing it together.

### Access is all or nothing.

Everyone can see and change everything, including people who shouldn’t.

Grouped by job

## Your ads manager sees ads. Your ops lead sees ops.

Every alert and insight belongs to the jobs it matters to, so each person opens to their own work first. Anyone can switch to see everything. Critical alerts also reach Slack, Microsoft Teams, Zoho Cliq or email.

- Account managers, ops and ads
- Each item explained, with a next step
- Critical alerts where your team already talks

Tasks

## Every follow-up has an owner.

Turn any alert, insight or weekly action into a task. Pulserion suggests the person who does that job on the account. When it’s done, they write what they did, and the person who raised it hears about it.

- Owners across pods and teams
- A note on what was done, every time
- Email when a task lands or is finished

Tasks are on agency plans.

The record

## Every action, on the record.

Completed tasks, accepted brief suggestions and every change detected on the account are kept per account, with who did what wherever it was done in Pulserion. On Pro, Account Review turns a month or quarter of it into a summary of your team’s work.

Access and client seats

## You decide who sees and edits what.

Give each teammate the accounts they work on and the areas they can change. On agency plans, every account comes with a client seat, separate from your team seats, so clients see their own accounts and nothing else.

- Access per person and per account
- One client seat per account on agency plans
- Your logo and colours on Agency Pro

## Frequently asked questions

### Are alerts sent to each person by role?

Inside Pulserion, each person opens to the work for their job first. Critical alerts also go to your Slack, Teams, Zoho Cliq or email channels.

### Which plans include tasks?

Tasks are on agency plans.

### Do client logins use team seats?

No. Agency plans include one client seat per account, separate from team seats.

### Can clients change anything?

Only what you allow. Client users can never manage users.

## Run the team, not the spreadsheet.

[Book a demo](/contact)