Sharing Sessions with External Stakeholders
Learn how to share curated sessions with clients, partners, and stakeholders outside your team using share tokens and public links.
Why share sessions externally?
Not everyone who needs your curated content is a team member. Clients, partners, executives, and freelancers often need access to your research without joining your group. Curyloop's sharing features let you provide read-only access to anyone with a link.
Generating a share token
- Open the session you want to share
- Click the Share button in the session header
- Select Generate Share Link
- Copy the generated URL
The share link gives read-only access to the session - viewers can browse items, read notes, and see tags, but they can't add or modify content.
Controlling access
Share tokens can be managed from your session settings:
- Revoke access: Disable a share token at any time to cut off external access
- Regenerate: Create a new token if the old one was shared too broadly
- Track views: See how many times your shared session has been accessed
Tip: Share tokens are session-specific. Sharing one session doesn't expose other sessions in your group.
Best practices for external sharing
Prepare the session first
Before sharing with stakeholders:
- Review all items for relevance and accuracy
- Add clear notes explaining why each item matters
- Use consistent tags so viewers can filter by topic
- Consider the session title and description - they're the first things viewers see
Use summaries for executives
For stakeholders who won't read every link:
- Generate an AI summary of the session
- Export the summary as a standalone document
- Include the share link for those who want to dig deeper
Create dedicated stakeholder sessions
Rather than sharing your working sessions, create curated sessions specifically for external audiences:
- Cherry-pick the most relevant items from internal sessions
- Add context-rich notes tailored to the audience
- Remove internal jargon or team-specific tags
Common use cases
| Audience | What to share |
|---|---|
| Clients | Research findings, competitive analysis, recommendations |
| Partners | Integration references, shared resources, co-research |
| Executives | Weekly highlights, strategic reads, market trends |
| Freelancers | Brand guidelines, reference materials, inspiration |
Next steps
- Inviting Your Team to add internal collaborators
- Weekly Discovery Sessions for structured curation
- Using AI Summaries to create stakeholder-ready digests
Ready to try it yourself?
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