How to capture names on shared Google Sheets (qualify faster with clear tracking)

Collect names and emails before someone views your Google Sheet by sharing it through Send. You get one link with AI chat, Suggested Questions to guide attention, and analytics that show who viewed and what they cared about.

When this is useful

• You share Sheets with prospects or partners and need identity.
• You want viewers to self-serve answers anytime.
• You care about time viewed, location, device, and questions asked.

Step-by-step

1. Add your Sheet to Send
2. Require details before viewing
3. Guide attention with Suggested Questions

Why this is faster with Send

• AI Chat answers questions around the clock without back-and-forth.
• Suggested Questions surface pricing and timelines quickly.
• You see who viewed, where from, device, time viewed, and their AI questions.

What good looks like (QA checklist)

• Gate is on for name and email.
• Share note calls out "AI chat inside."
• Permissions match sensitivity; disable download/print if needed.
• Suggested Questions cover pricing, what’s included, and next steps.

Troubleshooting & tips

• Viewer blocked? Confirm the gate and hidden-until-complete settings.
• Low completion? Personalize links for known contacts and keep the gate for unknown audiences.
• Changing data? Replace the file or update the source while keeping the same Send link.

Integrations & automation (webhooks)

• Send document-open or link-open events to Clay, Zapier, or Make.
• Update CRM, add activities, and trigger alerts automatically.

Privacy and controls

• Require name, email, and optionally phone.
• Disable download/print when needed.
• Replace files under the same link to avoid version sprawl.

FAQ

• Can I gate by name and email?
• What analytics will I see?
• Can I update without changing the link?
• Can I push events into CRM?