Capture phone numbers on shared Google Sheets (identify viewers and speed follow‑ups)

Need a phone field on a Google Sheet share? Send lets you gate the view, answer with AI, and see who engaged. With AI chat and Suggested Questions, viewers get answers fast and you see who engaged.

When this is useful

• You share Sheets externally and need contactable leads
• You want self‑serve answers 24/7
• You care about clear engagement signals

Step‑by‑step

1. Add your Sheet to Send
2. Gate by phone
3. Add Suggested Questions

Why this is faster with Send

• AI Chat answers instantly
• Suggested Questions guide attention to decisions
• Analytics show who viewed, device, location, time, and AI questions

What good looks like (QA checklist)

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

Troubleshooting & tips

• Access issues? Check gate and hidden‑until‑complete
• Low completion? Personalize links for known contacts and keep the gate for unknowns
• Need case studies or calendar? 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
• Disable download/print
• Replace files without changing the link

FAQ

• Can I capture phone numbers specifically?
• What analytics do I get?
• Can I keep the same link after updates?