Track when shared Excalidraw whiteboards are opened (and who viewed)

Wrap any Excalidraw whiteboard link with Send to see exactly when it’s opened, who viewed it, and what they cared about. Recipients get one link that opens your board with AI Chat alongside it, so they can get instant answers while you capture identity, timing, and engagement signals that move work forward faster.

When this is useful

Excalidraw is perfect for quick diagrams and collaboration, but shared links become anonymous once they’re forwarded. Send restores visibility and adds guided answers so stakeholders stay unblocked and you stay informed.

Product and design reviews you share externally
Sales demos and architecture sketches sent to prospects
Exec or investor updates where you need to know who engaged
Onboarding and enablement boards where attendance and understanding matter
Campaign docs where alerts and CRM updates should trigger automatically

Step‑by‑step: wrap your Excalidraw link in Send and start tracking

It takes minutes to go from a raw Excalidraw link to a tracked, identity‑aware link with AI. Follow these steps to collect the right signal without adding friction.

1. Add your Excalidraw link to Send

Install Send’s Chrome extension from send.co. Open your Excalidraw board and click the blue “Add to Send” button. A Send tab opens with your board loaded.
Or open the Send app, click New Document, and paste your Excalidraw URL. Send supports Excalidraw plus Google Docs/Slides, Notion, Word/PowerPoint/PDF, videos, Miro, Figma, and more.

2. Require identity before viewing

In Link Settings, turn on the viewer gate and require Email. Add Name and Phone for deeper qualification when needed.
Optionally hide content until the gate is complete so your board only loads after verified details are provided.

3. Steer attention with Suggested Questions

Add prompts like “What’s included in this scope?”, “Implementation timeline,” and “What are next steps?”
Suggested Questions appear at the bottom and surface answers fast, so viewers don’t bounce or message you for basics.

Click Copy link and share it. In your note, mention there’s AI Chat inside for instant answers about pricing, scope, and next steps.
For known recipients, use a personalized URL slug instead of forcing a form. You keep tracking while removing friction.

5. Track opens and act on signal

You’ll get an email when someone opens the link. The Live Activity Feed shows who viewed, from where, on what device, for how long, and what they asked the AI.
Turn on webhooks to push “document open” or “any link open” events into Clay, Zapier, or Make so CRM updates and alerts fire automatically.

Why this is faster with Send

Whiteboards spark alignment, but threads stall when people lack context. Send pairs your Excalidraw content with AI Chat and guided prompts so viewers get answers instantly while you capture the context needed for precise follow‑ups.

AI answers questions right next to the board, reducing back‑and‑forth and unblocking decisions
Suggested Questions focus attention on scope, timeline, and next steps so momentum continues
Analytics show opens, identity, location, device, view time, and the AI questions they asked, so you show up prepared and avoid repeating yourself
Replace supporting files under the same link, keeping one URL in circulation and avoiding version chaos
Balance friction and signal: gate for unknown audiences, personalize links for known contacts

Troubleshooting & tips

A few small adjustments improve completion and clarity.

No opens? Confirm recipients clicked your Send link, not the original Excalidraw URL
Gate drop‑off? For warm contacts, switch to a personalized URL slug so they can view instantly while you still track
Too many generic questions? Tighten Suggested Questions and attach an AI Profile so the AI can surface curated case studies or your calendar on request
Sensitive content? Disable printing and downloading for any attachments included alongside the board
Team visibility? Share the Send doc with your workspace so managers see teamwide activity and coach follow‑ups

Integrations & automation (webhooks)

Skip manual updates. Webhooks fire on key events so systems stay in sync.

Trigger on document open to create or update a lead, log activity, and notify the owner
Trigger on any link open inside the Send experience for deeper interest signals
Pipe events to Clay, Zapier, or Make to enrich contacts, add sequences, and route to the right owner

Privacy & controls

Keep sharing simple while making access clear.

Require Email, Name, or Phone via the viewer gate and optionally hide content until completion
Disable printing and downloading for attached files when needed
Replace files under the same Send link anytime without changing the URL
Use personalized links for known recipients to reduce friction while preserving tracking

FAQ

How does Send speed up decisions around Excalidraw boards?

Viewers get instant answers via AI Chat while you see what they asked and how long they engaged, so follow‑ups are focused and faster.

Can I require email before the board loads?

Yes. Turn on the viewer gate and select Email. You can add Name and Phone and hide content until the gate is complete.

Can I update supporting assets without a new link?

Yes. Replace files under the same Send link to keep one URL in circulation.

What analytics do I get for Excalidraw links?

You see viewer‑provided identity, location, device, total time viewed, and the AI questions they asked during the session.

Can I push opens into my CRM automatically?

Yes. Enable webhooks to send open events to Clay, Zapier, or Make for CRM updates, enrichment, alerts, and routing.

Try Send today and track Excalidraw opens with identity, AI‑powered answers, and workflows that move projects forward. Send.co

Track when shared Excalidraw whiteboards are opened