How to share Loom videos across teams with AI answers and full tracking

Loom is perfect for fast walkthroughs and updates, but plain links get buried and leave you guessing who watched. This guide shows how to share Loom videos with Send so people get instant answers via AI, and you see who engaged, what they asked, and when to follow up.

When this is useful

Before we dive into the steps, here’s when this workflow helps most.

• You need one authoritative link for a Loom used across sales, product, or success.
• You want recipients to self‑serve answers 24/7 without booking another call.
• You care about signal: who watched, where they’re from, device, time viewed, and the questions they asked.
• You want to avoid version chaos as recordings change.

Step‑by‑step

In this section, you’ll add your Loom to Send, steer attention with Suggested Questions, and share one tracked link with the right controls. Setup takes minutes.

1. Add your Loom video to Send

1. Install Send’s Chrome extension from Send.co. On supported pages, you’ll see a blue “Add to Send” button.
2. Open your Loom share page and click “Add to Send.” A Send tab opens with the video embedded immediately.
3. Alternatively, in the Send app, click New Document and paste your Loom URL. Send will load it the same way.
4. Name the document clearly, like “Quarterly update – Q4 (Loom)” or “Feature demo – New UI (Loom).”

Why this matters: instead of pasting raw Loom links into Slack or email, you centralize access under one Send link that also includes AI chat and analytics.

2. Add AI and Suggested Questions to steer viewers

1. In Send, enable AI Chat. The AI reads the attached content and answers questions about it.
2. Add 3–5 Suggested Questions to surface the most important answers fast: 1) “What’s the rollout timeline?” 2) “What’s included and what’s extra?” 3) “How do we implement this and who owns each step?” 4) “Does this integrate with our CRM?”
3. If you want AI to answer beyond the video (e.g., pricing policy, security FAQs, booking link, or case studies), attach an AI Profile. In the profile, teach the AI to surface those links on request.
4. Add a brief note at the top: “There’s an AI chat on the right—ask anything.” Engagement rises when people know they can self‑serve.

Why this matters: AI and Suggested Questions steer attention to next steps and reduce repeat questions, so cycles keep moving.

3. Set controls, share once, and track engagement

1. Click Share and configure the viewer gate. Require name and email if you want identity captured before viewing. Add phone when qualification matters.
2. Disable download/print for sensitive content. If you attach PDFs next to the video, they’ll live under the same link.
3. Create a personalized link with a custom slug when you already know the audience (for example, /acme‑q4‑update). This avoids forms while keeping identity clear.
4. Copy the Send link and share it via email, Slack, sequences, or your CRM. Mention that there’s AI chat inside.
5. Watch your Activity feed and email notifications. You’ll see who viewed, from where, on what device, how long they engaged, and the questions they asked the AI. Turn on webhooks for “document open” or “any link open” to push activity into Zapier, Make, or Clay and update your CRM automatically.

Why this matters: one link stays current as recordings evolve, and you get reliable signal on who engaged and what they needed.

Why this is faster with Send

• AI answers questions immediately, so recipients don’t need another walkthrough to find key details.
• Suggested Questions guide attention to timelines, responsibilities, pricing, and next steps.
• Analytics show who viewed, where they came from, device, time on doc, and AI chat logs. For attached PDFs, you also get page‑level time to see which pages drew attention.
• Permissions, viewer gates, and replace‑file controls keep the shared link clean and current. If you attach a datasheet later, replace it under the same URL without resending.
• Compared to traditional link‑sharing or DocSend, Send adds AI steering plus deeper engagement signal, which shortens cycles and improves conversations.

Troubleshooting & tips

Here are common blockers and how to resolve them quickly.

People don’t notice AI chat

• Add a one‑line prompt: “Ask the AI anything on the right.” Seed two or three Suggested Questions that mirror typical confusion.

Viewers ask beyond the video

• Attach an AI Profile. Teach it to surface pricing pages, security notes, case studies, or a booking link.

Access needs to be controlled tightly

• Turn on the viewer gate and disable download/print. Use personalized links for known contacts to skip the form while keeping identity clear.

The recording and attachments evolve

• Keep the same Send link. Replace attachments or update references. Recipients keep using the same URL, and analytics remain continuous.

You need alerts and CRM updates

• Use webhooks for “document open” or “any link open.” Pipe events to Zapier, Make, or Clay to create or update contacts, log activity, notify channels, or trigger sequences.

Integrations & automation

Here’s how to connect activity from your Loom link to the rest of your stack.

CRM enrichment

• When a document opens, trigger a webhook to create or update the contact and log engagement. If someone clicks your booking or pricing link, use “any link open” to score intent and route owners.

Slack alerts

• Send alerts to a team channel when target accounts engage. Include the viewer’s name, location, and the Suggested Questions they used.

Sequences

• After a view, enroll the contact into a personalized sequence with a relevant follow‑up based on their AI questions.

Data tools

• Send events into Clay for deduping and enrichment, then back to your CRM so teams prioritize the right people.

Privacy & controls

These settings keep your shared videos tidy and safe.

Viewer gates

• Require name, email, and optionally phone before viewing. Hide content until submitted if identity needs to be confirmed first.

Disable download/print

• Useful when content is sensitive or you attach PDFs next to the video.

Personalized links

• Use a custom slug when you already know the audience. Identity is clear without a form, and the URL looks professional.

Replace files, keep the link

• Swap attached exports or policy docs without changing the URL. Analytics continue under the same link.

FAQ

How does Send speed up Loom reviews?

• AI and Suggested Questions orient viewers immediately. You avoid repeat walkthroughs, and analytics show who engaged and what they asked.

Can I require name or email before viewing?

• Yes. Turn on the viewer gate and choose the fields you need. You can also hide content until they submit.

Can I replace attachments without changing the link?

• Yes. Replace files under the same Send link, which preserves analytics and avoids version chaos.

What analytics do I get?

• You’ll see provided viewer info, location, device, time viewed, and AI chat questions. For PDFs attached alongside the video, page‑level time shows which pages mattered.

What plans and prices are available?

• Send offers a $29 per month plan, and a $99 per month tier with multiple seats and more features.

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Try Send to share Loom videos across teams with AI answers and full tracking—start at Send.co.