How to capture names on shared Google Docs (fast, trackable, and self-serve)

Need names and emails before someone views a Google Doc? Share the Doc through Send. You’ll require basic info up front, steer readers to key answers with AI, and see who viewed and what they cared about—so follow-ups are faster and calls are better.

When this is useful

• You share Docs externally and want to know who viewed.
• You need name and email before access.
• You want AI to answer questions without back-and-forth.
• You need signals like location, device, and time viewed.

Step-by-step

1. Add your Google Doc to Send
2. Turn on a viewer gate
3. Steer attention with Suggested Questions

Why this is faster with Send

• AI Chat answers questions instantly, so readers self-serve.
• Suggested Questions direct attention to pricing, guarantees, and next steps.
• Analytics show who viewed, where from, device, time viewed, and their AI questions.

What good looks like (QA checklist)

• Gate requires at least name and email.
• Share note mentions "There’s AI chat inside—ask anything."
• Suggested Questions cover pricing, outcomes, and next steps.
• Permissions match sensitivity; download/print disabled when needed.

Troubleshooting & tips

• Can’t view? Confirm gate is on and content isn’t hidden unintentionally.
• Low engagement? Add clearer Suggested Questions and mention AI chat in your message.
• Need to update content? Replace the file under the same Send link—no version chaos.
• Known recipients? Use a personalized link with a custom slug to identify them without a gate.

Integrations & automation (webhooks)

• Trigger on document open or any link open to update CRM via Clay, Zapier, or Make.
• Create or update contacts, add activities, and alert the owner when someone opens the Doc.

Privacy and controls

• Require name, email, and optionally phone; hide content until completed.
• Disable downloading or printing for sensitive Docs.
• Replace files under the same link anytime.

FAQ

• How does Send speed up cycles?
• Can I require name and email before viewing?
• What analytics do I get?
• Can I replace a file without changing the link?
• Can I push opens into my CRM?