Sharing guide

Sharing starts from a generated draft or a saved history item. On supported mobile devices it opens the native share sheet. On desktop, ClientCadence copies the approved draft so you can paste it into the destination you choose.

• LinkedIn is usually best for public lessons, process notes, and client-safe wins.
• X can work for short lessons, concise updates, or founder-style build notes.
• Slack and Gmail are better for private client or team communication.
• Facebook is usually lower priority for business-to-business client update workflows.

• Remove client names, private notes, pricing, credentials, and internal risks unless they are meant to be shared.
• Review facts, dates, deliverables, promises, and next steps.
• Use Slack or Gmail sending for private work updates instead of public sharing.

ClientCadence records that a draft was shared, when it was shared, and whether the native share sheet or clipboard flow was used. It does not publish the draft for you or choose a social network automatically.