Keep Sensitive Notes Private | Armbrain Daily Tips

Some things you learn about a client are for you only. The real budget. Tension between two executives. A rate increase you are thinking about.

You still want Armbrain to remember them. You just do not want them showing up where they should not. The fix is in your wording:

Armbrain, remember for Harbor Dental Group, confidential: Jordan said the real budget is about twice what procurement told us.
Armbrain, remember for Lumen Health Clinic, eyes only: Dana is frustrated with their sales team.

Words like confidential, eyes only or do not share mark the note as sensitive. Armbrain also flags some things on its own, such as personal contact details or contract amounts. There is no separate private switch, so the wording is what counts.

Where sensitive notes stay out

Client handoff packages.
Client-facing briefs.
What VA and viewer roles can see. You and your editors still see them.

Make one habit of it: after you save, read the line that says who can see the note. If it is wrong, say so right away. Read the team sharing guide.

Try it

Armbrain, remember for Harbor Dental Group, confidential: we may raise our rate next quarter.

Armbrain, remember for Harbor Dental Group, for my eyes only: their CEO is weighing a second agency.

Armbrain, remember for Lumen Health Clinic, do not share: their board is reviewing the marketing budget.

Save it privately, then check

Change these first:

CLIENTCOMPANY = Harbor Dental Group Armbrain, save this as a confidential note on CLIENTCOMPANY, for my eyes only: their CEO said the real budget is about twice what procurement told us. Tell me how you filed it and who can see it.

Why it works: The wording marks the note as sensitive, and asking who can see it confirms it was filed the way you meant before you rely on it.