Share work confidentially between your firm and another
Instead of sending files back and forth, open a small private room for you and another firm. Your agent prepares only what the other side needs, you decide who sees what, and they can read, comment and come back later without using any AI.
Who this is for
Agencies, consultants, creators, founders and any team that needs to show another company exactly the work it needs, and nothing else.
An example
A brand asks a creator for current YouTube and Instagram numbers. The creator's agent reads them, prepares a short media summary, puts it into a private room for that brand, and offers to invite the brand's contact. The creator's strategy, unpublished work and other deals stay where they are.
How it works
Tell your agent what the other side needs.
If they should not see the rest of your work, use a separate private organization for this relationship.
Put only what they need there: numbers, a brief, deliverables, questions, approvals.
Before anyone is invited, confirm the room, the person, their email address and their role.
Your agent sends the invitation. The other side gets an email, signs in and reads. They need no AI of their own.
Keep using the same room as the work continues: questions, corrections, new numbers and approvals stay together instead of spreading across attachments and email threads.
Why this beats sending a PDF
The room has a clear audience, stays current when the facts change, and keeps comments and questions next to the work. If the other side later connects their own agent, it starts with everything you shared instead of an empty chat.
A good first task
Ask your agent: "A partner needs to see specific information from my work. Help me prepare the smallest useful private room for them. Show me what you plan to include and who would get access before you create the room or send an invitation."
Good to know
Everyone in an organization can see everything in it. Do not invite an outside person into your internal organization just because one page is relevant to them.
Creating a room and inviting someone change who sees your work. Your agent should show you the plan and wait for your yes.
Your connected AI can still reach every organization you belong to. The room keeps other people out, not your own agent.
Which numbers you can share depends on the accounts you connected, for example YouTube and Instagram.