Documentation

Learn Retainer Pulse from zero to hero

This page is designed to help new users get productive fast. Start with the guided setup walkthrough to understand the full installation and configuration flow, then use the board example to see how a real workspace is structured and how supported data types show up inside monday.com.

Whether you are evaluating the app for the first time or helping teammates roll it out, these videos give you a practical path: first build confidence with the setup, then validate your board layout against a realistic example.

Quick start

Start fast

The setup walkthrough is the fastest path for first-time users who want a clear, linear guide.

Board clarity

See a real example

The board walkthrough shows how the app looks in practice, not just in theory.

Data coverage

Validate fit

Use the board video to confirm your team’s board setup aligns with the supported data types.

Team enablement

Share with confidence

Send teammates here when they need a concise overview without booking extra onboarding time.

Start here

Setup guide

The setup walkthrough takes you from a blank slate to a fully usable Retainer Pulse setup. It is ideal for admins, makers, and anyone who wants a reliable, step-by-step path before inviting the rest of the team in.

Watch this first if you want the clearest path to success. It reduces guesswork, surfaces the key configuration moments, and gives you the full context behind each step so you can move from installation to a working board with confidence.

Example board

Board walkthrough

Once the app is set up, this board walkthrough helps users connect the dots. It shows what a mature board can look like in practice and highlights the supported data types in a way that is easy to understand visually.

Use this video when you want to answer the most common adoption questions quickly: what the board should look like, how information is organized, and whether your existing monday.com data model is a good fit for the workflow.

Need more help?

Use the docs as your starting point, then reach out if you get stuck.

These two videos are intentionally designed to cover the most important first-run questions. If you still need help after watching them, our support page is the best place to contact us.