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

• Install the Send Chrome extension from send.co. On your Google Sheet, click the blue "Add to Send" button. Or open send.co → New Document → paste the Google Sheets link. Your Sheet opens in Send with AI Chat beside it.
• Tip: Name the Send document clearly (for example, “Pricing model – Q4 – Enterprise”). This title appears on your activity feed and makes follow‑ups easier.

2. Attach an AI Profile and add Suggested Questions

• AI Chat reads your spreadsheet and answers questions about it. To go beyond what’s in the Sheet, attach an AI Profile with brief instructions and helpful links, like pricing pages, docs, case studies, or your calendar. The profile makes AI answers consistent across your docs.
• Add 3–5 Suggested Questions to guide attention. Examples: 1) “How is ARR calculated here?” 2) “What’s included in the Enterprise tier?” 3) “What assumptions drive ROI?” 4) “What are next steps to purchase?”
• Readers can click any suggestion to get an instant, grounded answer—no hunting through tabs.

3. Set link controls and share

• Use a viewer gate to require Name and Email when sharing broadly. For known contacts, create a personalized link with a custom slug so you can attribute opens without a form.
• For sensitive content, disable download and print. If needed, hide the Sheet until the viewer submits the gate.
• Copy the link and share it with a short note. Best practice: tell recipients there’s AI Chat inside so they know to ask questions right away.

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

• Enrich your AI Profile with quick definitions (for example, what counts as a “seat”), links to specs or pricing notes, and a short glossary of acronyms. The more context AI has, the more precise and helpful it becomes.

Readers miss key assumptions

• Add a Suggested Question like “What assumptions drive this model?” and include clarifying notes in your AI Profile. You can also add a suggestion that points to “What’s included vs optional?” to prevent scope confusion.

Sensitive or private numbers

• Turn on the viewer gate and require Name and Email. Hide content until the form is complete. Disable printing and downloading as needed.

Frequent revisions

• Use Replace file to update a spreadsheet export under the same Send link, preserving your analytics history and avoiding version chaos. Mention in your share note that the link always points to the latest version.

People skim but don’t engage the chat

• In your message, call out that there’s an AI they can ask unlimited questions, and include one starter suggestion like “How is this calculated?” Engagement rises when you make the first step obvious.

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?

• Readers get instant, accurate answers beside your model and you see what they cared about, so you can skip repeats and move to decisions faster.

Can I require email before viewing?

• Yes. Turn on a viewer gate and collect Name and Email, plus Phone if you want. You can hide the Sheet until the form is completed.

What analytics do I get?

• You see the viewer’s provided info, location, device, total time viewed, and their AI Chat history. For PDFs, you also get page‑level time.

Can the AI answer beyond the Sheet?

• Yes. Attach an AI Profile with links to docs, pricing, case studies, or your calendar so AI can provide those on request.

What plans and prices are available?

• $29/month base plan, or $99/month for multiple seats and more features.

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Try Send.co today and make every Google Sheet self‑serve and trackable.