Capture phone numbers on shared Google Docs (qualify faster with clear tracking)

Put a phone gate in front of your Google Doc with Send—one link, AI help, and clear engagement data. You’ll steer attention with AI and Suggested Questions, and see who engaged.

When this is useful

• You share Docs with prospects or partners and need contactable leads
• You want self‑serve answers 24/7
• You care about identity, device, location, and time viewed

Step‑by‑step

1. Add your Doc to Send
2. Gate by phone
3. Guide with Suggested Questions

Why this is faster with Send

• AI Chat answers instantly
• Suggested Questions direct attention to decisions
• Analytics show who viewed, where from, device, time, and AI questions

What good looks like (QA checklist)

• Gate requires phone along with name and email
• Permissions match sensitivity; disable download/print if needed
• Suggested Questions cover pricing and next steps

Troubleshooting & tips

• Can’t view? Confirm gate settings and hidden‑until‑complete
• Low engagement? Personalize links for known contacts and keep the gate for unknowns
• Need calendar or case studies? Attach an AI Profile

Integrations & automation (webhooks)

• Send open events to Clay, Zapier, or Make to update CRM and notify owners

Privacy/controls

• Require name, email, and phone before viewing
• Disable download/print
• Replace files under the same link to avoid version churn

FAQ

• Can I capture phone numbers specifically?
• What analytics do I get?
• Can I update content without changing the link?