Sharing Research with Your Team

Learn how to share your NewBizBot research findings with teammates, clients, and collaborators using secure public links.

Sharing creates a public link to a research result so teammates, clients, or collaborators can view it without a NewBizBot account. Shared links are read-only, and you can revoke them at any time.

You can share wherever you see a Share button in the app. That typically includes your Recent Activity items and the results panels for both individual research and grid work.

Individual research results (single search): Share one prospect/company profile when someone needs a specific answer or write-up.
Research collections (threads): Share a related set of searches together when you want to hand off a full mini-report (for example, a competitor set you worked through in one session).
NewBizBot Grid workspaces: Share a grid when you want someone to review the full qualification table, including verdicts and reasoning.

Workspace panel showing the Share button next to the research title and timestamp — Use the Share button in the results panel to create a public link

Open Recent Activity from the left sidebar, or open the research result you want to share.
Click Share, then choose Create Share Link.
The link is copied to your clipboard, ready to paste into email, Slack/Teams, a doc, or a deal room.

Open the grid workspace you want to share (from Grid or Recent Activity).
Click Share and create the link.
Use the share menu to copy, open, or revoke the link whenever needed.

Share dropdown showing a public URL with copy/open/revoke actions and a Shared status indicator — The Share dropdown includes the public URL and actions to copy, open, or revoke access

If you’re sending a link to someone else, add one sentence of context and the next step so they know what to look for.

Team — here’s the research for the pipeline review:
[Share Link]

Please skim the summary + key sources before tomorrow’s call.

What Recipients See

Recipients land on a clean, public page that contains the shared content with formatting and source links intact. Your personal information and account details do not appear on shared pages, and recipients cannot edit anything.

If you want to see what shared pages look like in practice, these examples show both grid shares and single-research shares. Each one opens a public, read-only view.

Grid Shares

Logistics and supply-chain software (SoCal, $5M–$50M ARR, sales hiring) is an example of a grid-style share where recipients can review the full table of results and reasoning.
Healthcare services PE firms ($500M+ AUM, under $5B AUM, recent exits) shows how grids work well for a criteria-driven market scan.
B2B SaaS growth equity (fund size $500M–$2B, Fund III+) is another example of sharing a grid when you want someone to evaluate a list with consistent qualification logic.

Research Shares (Single Search)

Marc Benioff: holdings and philanthropy is an example of sharing a single research profile when someone needs one specific write-up.
Stephen Schwarzman (Blackstone): CEO profile shows a second profile share with the same public formatting and sources.
Miramar Equity Partners: profile is an example of sharing a firm/company profile directly.

Manage and Revoke Shares

As your share history grows, the easiest way to stay organized is to manage shares from Settings & Preferences → Manage Share Links. From there you can filter by share type, copy a link again, open it to preview what recipients see, or revoke access instantly.

Manage Share Links panel showing share cards with status and actions to copy, open, or revoke — Manage Share Links shows everything you’ve shared and lets you revoke access in one click

Revoking is the right move when a project ends, a link was shared too broadly, the research is no longer relevant, or you want to reduce the surface area of what’s publicly accessible.

Sharing research links is great for day-to-day collaboration, but teams often get even more leverage by standardizing how research is run. In NewBizBot, that “how” lives in your prompt configurations, which control the research approach, structure, and defaults used across workflows.

Prompt Configuration page showing editable prompt sections and the bottom workspace panel — Prompt Configuration is where you define how NewBizBot runs research for your workflows

If you’re onboarding new teammates, the simplest way to share prompt setups is to generate an onboarding link that automatically applies your team’s preferred configurations when someone signs up. This avoids long setup instructions and helps the whole team produce consistent outputs.

Generate Onboarding Link section with dropdowns for selecting default configurations — Onboarding links apply your team’s selected prompt configurations automatically at signup

To set this up, go to Settings & Preferences → Generate Onboarding Link, select the configurations you want new users to inherit, and share the generated signup URL. For more detail, see Settings & Preferences and Prompt Configuration.

For internal teammates, a short note about why the research matters and what decision it should inform tends to be more useful than forwarding a link with no context. For clients or external partners, share only what supports the conversation you’re having, and consider revoking access when the engagement is complete.

Troubleshooting

Share button not appearing: Make sure you’re signed in, and make sure you’re viewing your own results. Sharing is only available for results that belong to your account.

Link not working: Confirm the link hasn’t been revoked, and try copying it again from the Share menu or the Manage Share Links page.

Content looks different than in-app: Shared pages are formatted for public viewing and are read-only, so some interactive controls from the app won’t appear.

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