SharetoBoard
Workflow examples

Give your next good idea somewhere to go.

From a client’s exact words to a paragraph that changes your research, these examples show how a quick capture can become useful work on your Poppy board.

Android and Chrome are in early access. Public downloads are not available yet. See current availability before getting started.
1 · Creator

The hook appears halfway through a video.

The moment

A line, structure, objection, or angle makes you stop. Autoplay is already preparing to erase it with the next thing.

Capture it

Share the video link from Android, capture selected text, or right-click the browser source with SharetoBoard Chrome.

What to preserve

The source, timestamp, exact quote, and why it matters—not merely a URL with no memory attached.

Build on it

Develop the angle on the Poppy board. When the script is finished, present it through BoardCue.

2 · Agency or consultant

The client says the one useful sentence.

The moment

The important part arrives as a fragment: an objection, phrase, constraint, proof point, risk, or follow-up.

Capture it

Use Quick Note for exact wording or Record for a post-call debrief while the conversation is still in your head.

What to preserve

The quote plus your interpretation, the client context, and the action it should trigger.

Build on it

Cluster the fragments into decisions, open questions, deliverables, campaign ideas, and follow-up tasks on the client board.

3 · Builder

The system clicks when you are nowhere near the system.

The moment

A product idea or a solution to a stubborn problem becomes clear while you are away from your desk.

Capture it

Speak through Record, use a home-screen widget, capture a whiteboard through Selfie, or import the file already on the phone.

What to preserve

The reasoning and tradeoff—not just the final sentence you may misremember later.

Build on it

Group the idea with related notes on your Poppy board. Use the context to outline the solution, compare options, or decide what to try next.

4 · Research

The useful evidence is already in the tab.

The moment

You find the exact paragraph, data point, product detail, or comment that changes the direction of the work.

Capture it

Use Chrome right-click capture or the optional Selection Bubble without leaving the page to create a temporary note.

What to preserve

The selection, page, source context, and the question or claim it supports.

Build on it

Bring the chosen Poppy board forward, use Split Window, compare sources visually, and continue the research with context intact.

5 · Visual context

Explaining the scene later would take longer than capturing it now.

The moment

A whiteboard, physical setup, product shelf, equipment condition, sketch, document, or scene matters to the work.

Capture it

Use Selfie/camera capture or Import rather than writing a vague description from memory later.

What to preserve

The visual artifact plus a short note or voice thought explaining what to notice.

Build on it

Place the visual evidence beside the related notes, questions, decisions, or client material on the board.

6 · Follow-up

The meeting ended. The context has already started leaking.

The moment

A selected calendar event ends and the decisions, unresolved issues, and next actions are still clear.

Capture it

Use a calendar nudge, Quick Note, or Record instead of trusting yourself to reconstruct the meeting at the end of the day.

What to preserve

What changed, what remains open, who owes what, and what tomorrow should begin with.

Build on it

The follow-up lands on the relevant Poppy board where it can become actions, questions, and deliverables.

Choose your starting point

Match the next step to what you already have.