How to capture names on shared PowerPoint presentations (clean handoffs, faster follow-ups)

Share your PowerPoint deck through Send to capture names and emails before viewing. You’ll steer attention with AI and Suggested Questions, keep one link forever, and see who viewed and what mattered.

When this is useful

• You email decks or share links and want identity and engagement.
• You need to prevent downloads of sensitive material.
• You want updates without breaking the link.

Step-by-step

1. Add your PowerPoint deck to Send
2. Turn on a viewer gate
3. Add Suggested Questions and share

Why this is faster with Send

• AI Chat answers questions and reduces back-and-forth.
• Suggested Questions jump viewers to key details.
• Analytics show who viewed, location, device, time viewed, and AI questions.

What good looks like (QA checklist)

• Gate is on and visible before the deck loads.
• Download and print disabled for sensitive decks.
• Suggested Questions highlight pricing and next steps.
• Replace file used for updates to avoid version chaos.

Troubleshooting & tips

• Viewer cannot access? Check gate and hidden-until-complete settings.
• Wrong version shared? Use Replace file under the same link.
• Need case studies or calendar links? Configure an AI Profile so the chat can surface them on request.

Integrations & automation (webhooks)

• Fire events on document open or any link open to Clay, Zapier, or Make.
• Auto-update your CRM and alert owners in real time.

Privacy and controls

• Require name, email, and optionally phone.
• Disable downloading and printing when needed.
• Use personalized links for known contacts.

FAQ

• Can I prevent downloads?
• Can I keep the same link if I update the deck?
• What analytics are available?