# How to use Sidekick to draft and paste a Spruce message > Ask Sidekick to prepare a Spruce message, review it, then open the correct Spruce thread and paste it into the message box. Tabflows never sends the message for you. Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-and-paste-a-spruce-message — the HTML page is canonical. Product Library: Sidekick › Admin workflows Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16791890-how-to-use-sidekick-to-draft-and-paste-a-spruce-message > **Summary:** Ask Sidekick to prepare a Spruce message, review it, then open the correct Spruce thread and paste it into the message box. Tabflows never sends the message for you. > **A note for non-human readers:** > > *Humans often draft a patient message in one place and send it from another. Sidekick can turn approved conversation text into a draft message card whose Navigate & paste fills the intended Spruce message box. The card neither sends the message nor files it in the patient chart. The words are ready for a human, but they have not yet spoken to the patient.* --- ## Draft the message 1. Select the correct patient page and open Sidekick. 2. Ask Sidekick to draft the message and state the goal, tone, and next step. 3. Review the Spruce message card. Check the patient, destination, clinical facts, dates, and wording. 4. Choose Navigate & paste to open the Spruce thread and fill its message box. Use Copy when you need to paste elsewhere. 5. Review and edit the text in Spruce. 6. Send manually only when ready. --- ### Try : > - *Draft a Spruce message letting this patient know their labs came back normal. Keep it warm and brief, and say we will follow up at their next visit.* > - *Draft a Spruce reply telling this patient their refill was sent to the pharmacy. Friendly, two sentences, and ask them to call us if it is not ready by Friday.* > - *Draft a Spruce message asking this patient to book a follow-up for their blood pressure check. Polite, no clinical detail, and invite them to reply here to schedule.* > - *Draft a Spruce message explaining today’s visit summary in plain language. Reassuring, no jargon, and end by inviting questions.* > **Good to know:** The strongest prompts name three things — the **goal** (what the patient needs to know), the **tone** (warm, brief, formal), and the **next step** (what you want them to do). Leave patient names out of the prompt; Sidekick already has the patient from the page you selected. --- ## Important boundary Navigate & paste does not send. Confirm the recipient in Spruce before sending. This Sidekick action is separate from Draft Assist's Generate and Insert controls inside a Spruce conversation. Both create drafts; neither sends automatically. --- ## If the wrong thread opens Do not send. Return to Tabflows, confirm the patient and linked Spruce conversation, then navigate again. --- ## Get support 💬 Need help or have a question? Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://meetings-na2.hubspot.com/nafeesa) ## Related Articles - [Draft a patient reply without starting from scratch](https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch) - [How do I use the Schedule button to handle a scheduling request](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-schedule-button-to-handle-a-scheduling-request) - [How to use Sidekick to create an Elation non-visit note](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-create-an-elation-non-visit-note) - [Action Marketplace directory](https://www.tabflows.com/university/library/marketplace/action-marketplace-directory) - [Using Spruce with Tabflows](https://www.tabflows.com/university/library/integrations/using-spruce-with-tabflows) ## Related markdown Section index: [Sidekick](https://www.tabflows.com/university/library/sidekick.md) Alongside this page: - [Create and run clinic workflows with sidekick](https://www.tabflows.com/university/library/sidekick/create-and-run-clinic-workflows-with-sidekick.md) - [Get answers with patient context using sidekick](https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick.md) - [How to control sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness.md) - [How to find a group of patients with smart segments](https://www.tabflows.com/university/library/sidekick/how-to-find-a-group-of-patients-with-smart-segments.md) - [How to use sidekick for labs medications and clinical review](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-labs-medications-and-clinical-review.md) - [How to use sidekick for patient files and uploaded records](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-files-and-uploaded-records.md) - [How to use sidekick for patient summaries and visit prep](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-summaries-and-visit-prep.md) - [How to use sidekick to create an elation non visit note](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-create-an-elation-non-visit-note.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. 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