How To Share Videos Across Teams

Video explains fast, but plain links get buried and leave you guessing who watched. This guide shows how to share any video 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 send demos, onboarding clips, or training and want fewer repeat questions.
You need one authoritative link that stays current as recordings change.
You care about signal: who watched, where, device, time viewed, and AI questions.
You want to compress cycles by letting people self‑serve answers 24/7 with AI.

Step‑by‑step

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

1. Add your video to Send

Install Send’s Chrome extension from Send.co. On supported pages, you’ll see a blue “Add to Send” button.
Do one of the following: 1) Paste a hosted video URL in the Send app (e.g., YouTube, Loom, Tella, Vimeo) via New Document. 2) Upload a video file directly to Send to host it under a single stable link. 3) On a supported site, click “Add to Send” in the extension; a Send tab opens with the video embedded.
Name the document clearly, like “Product demo – Q4” or “Onboarding – Feature walkthrough,” so people recognize it.

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

2. Add AI and Suggested Questions to steer viewers

In Send, enable AI Chat. The AI reads the attached content and answers questions about it.
Add 3–5 Suggested Questions to surface the most important answers fast: 1) “What does this plan include and what’s extra?” 2) “How do we implement this and who owns each step?” 3) “What’s the pricing and timeline?” 4) “Does this integrate with our CRM?”
If you want AI to answer beyond the video (e.g., pricing policy, security FAQs, booking link, case studies), attach an AI Profile. In the profile, teach the AI to surface those links on request.
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.

Click Share and configure the viewer gate. Require name and email if you want identity captured before viewing. Add phone when qualification matters.
Disable download/print for sensitive content. Host companion PDFs alongside the video under the same link.
Create a personalized link with a custom slug when you already know the audience (for example, /acme‑q4‑demo). This avoids forms while keeping identity clear.
Copy the Send link and share it via email, Slack, sequences, or your CRM. Mention that there’s AI chat inside.
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

This section explains the concrete benefits of using Send for video shares.

AI answers questions immediately, so recipients don’t need another walkthrough to find key details.
Suggested Questions guide attention to pricing, implementation, scope, 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 video 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

This section answers common questions quickly so you can move faster.

How does Send speed up video 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.

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