Publishing is the moment your work goes live for the client — their scores, flags, and advisory commentary become visible, and they're notified. This guide covers how to publish and what happens when you do.
💡 Tip — Who can use this For advisory partners, in a client's review workspace.
Quick reference
| Step | Action |
|---|---|
| 1 | Publish when scores and commentary are ready |
Step 1 — Publish the period
In a client's review workspace, once you've set the scores, edited the flags, and written (and saved) the advisory commentary, the period is ready to publish. Scroll to the Publish section and click Publish Period.
Publishing requires that scores have been computed (or manually entered) and the advisory commentary has been saved. If either is missing, the publish will tell you what's needed.
What happens when you publish:
- The period's status moves to "Published."
- The client can now see the scores, flags, and advisory commentary on their dashboard.
- The client receives a notification that their advisory is ready.
- The action is logged in the edit history.
📝 Note — Clients on paid plans only see advisory after publish On paid plans, the Pulse AI advisory draft goes to you as a draft — the client can't see it until you publish. So publishing is what delivers your analysis. On Trial plans, the AI draft auto-publishes without you.
💡 Tip — You can unpublish if needed If you spot something wrong after publishing, use Unpublish to pull the period back to in-review status for edits. The client will lose visibility until you publish again, so use this for genuine corrections, not casual edits.