AI Chat for Google Sheets

Bring AI Chat to any Google Sheet so readers can ask questions next to your model and get instant answers. You see who viewed it, what they asked, and where to follow up—so cycles move faster and calls skip the back‑and‑forth.

When this is useful

Google Sheets often holds pricing models, ROI calculators, budget trackers, and approval workflows. People need clarity on assumptions, definitions, and next steps, but long email threads and meetings slow everything down. With Send, your Sheet opens in a clean viewer with AI Chat and Suggested Questions alongside it, so anyone can get to the key answers fast—and you get a clear record of interest and intent.

• Public calculators and ROI models that need explanation without meetings
• Pricing sheets and SOW estimators where prospects want to sanity‑check assumptions
• Budget proposals and finance approvals that trigger questions from multiple stakeholders
• Implementation trackers and onboarding checklists where readers need quick definitions

Step‑by‑step

This flow keeps setup simple and the experience consistent for viewers. You can paste a Google Sheets URL or upload a file export if you prefer.

1. Add your Sheet to Send
2. Attach an AI Profile and add Suggested Questions
3. Set link controls and share

Why this is faster with Send

Send pairs your Sheet with AI and clear guidance so people get to the point instantly. That reduces back‑and‑forth and keeps momentum high.

• Instant clarity: AI Chat answers questions right next to the model, 24/7, so you avoid repeat explanations.
• Guided focus: Suggested Questions steer readers to pricing, inclusions, and next steps—the items that most often stall deals.
• Stronger signal: Analytics show who viewed, where they are, their device, time on document, and their AI chat history. You see which assumptions caused friction and tailor the next call accordingly.
• Progressive disclosure: If someone asks for case studies or a meeting link, your AI Profile can surface the right URLs on demand without overloading the first view.

Troubleshooting & tips

Small tweaks dramatically improve comprehension and signal quality.

• Answers feel generic
• Readers miss key assumptions
• Sensitive or private numbers
• Frequent revisions
• People skim but don’t engage the chat

Integrations & automation (webhooks)

Get activity into the systems you already use.

• Trigger on document open to create or update a contact in your CRM via Clay, Zapier, or Make
• Send alerts or start sequences when any link is opened inside your document
• Log AI Chat questions to understand buyer interests across your pipeline

Privacy & controls

Control access while keeping the experience simple for viewers.

• Viewer gates for Name, Email, and Phone, with optional hidden‑until‑complete
• Disable download and print for sensitive sheets
• Replace files under the same link any time to keep one clean URL
• Personalized links with custom slugs when you already know who it’s for

FAQ

• How does Send speed up sales cycles?
• Can I require email before viewing?
• What analytics do I get?
• Can the AI answer beyond the Sheet?
• What plans and prices are available?
  Try Send.co today and make every Google Sheet self‑serve and trackable.