Track when shared Google Sheets are opened (and by whom)

Know the moment someone opens your Google Sheet and who it was. With Send, you share one link that shows your Sheet alongside AI Chat and Suggested Questions, so viewers get instant answers while you get identity, timing, and engagement signals to follow up faster.

When this is useful

You share Google Sheets externally for pricing, scopes, trackers, or onboarding and need clear signals to prioritize follow‑ups.
You want to see who viewed, when, from where, and on which device.
You want one, permanent link even as you update content over time.
You want recipients to self‑serve answers 24/7 so cycles move faster and calls aren’t repetitive.

Step-by-step

1. Add your Google Sheet to Send

Install the Send Chrome extension from send.co. Open your Google Sheet and click the blue "Add to Send" button. Or, in the Send app, click New Document and paste the Sheet URL.
Send creates a single shareable link that opens your Sheet with AI Chat visible alongside it.

2. Configure the viewer gate and permissions

Turn on a gate to require name and email before viewing. Add phone for qualification signals. Optionally hide content until the form is complete.
For sensitive content, disable printing and downloading on attached documents. If you already know the recipient, create a personalized link with a custom slug so they can skip the form while you still get attribution.

Add Suggested Questions like "What does this cost?", "What’s included?", and "Implementation timeline" to guide viewers to decisions.
Copy your Send link and share it. Tell recipients there’s an AI beside your Sheet that can answer questions anytime.

Why this is faster with Send

Recipients don’t need to dig through tabs or wait for replies. They ask the AI next to your Google Sheet and get instant, accurate answers. Suggested Questions nudge them to pricing, scope, guarantees, and next steps. Meanwhile, you see who opened the link, where they’re located, which device they used, how long they engaged, and what they asked. That context helps you follow up quickly and intelligently, shortening cycles and making calls more productive.

Troubleshooting & tips

Not seeing opens? Confirm you shared the Send link, not the raw Google Sheets URL. Tracking happens on your Send link.
Low gate completion? For known contacts, use a personalized link with a custom URL slug to reduce friction while maintaining attribution.
Few AI questions? Add clearer Suggested Questions tied to buying decisions: pricing, implementation, and inclusions.
Need scheduling or case studies on demand? Attach an AI Profile so the AI can surface your calendar link or curated case studies when asked.
Updating content? Use Replace file under the same Send link to keep one URL and preserve analytics history.

Integrations & automation (webhooks)

Enable webhooks to trigger workflows the moment someone opens your link or clicks any link inside. Send events to Clay, Zapier, or Make to create or update CRM records, score leads, alert the account owner, or start a sequence. You can also use Send’s email notifications for quick, no‑setup alerts on every open.

Privacy and controls

Require name, email, and optionally phone before viewing. You can hide content until completion.
Disable printing and downloading on attached documents when you need tighter control.
Replace files without changing the link so viewers always hit the latest version.
Use personalized links with custom slugs for known recipients to keep friction low while preserving attribution.

FAQ

Can I track forwards?

Yes. If someone forwards your Send link, new viewers are captured separately. With a gate enabled, each person provides their details before viewing, and you’ll see each viewer’s own activity trail.

What exactly does Send track for my Google Sheet?

Send logs the viewer’s provided info, location, device, time viewed, and their AI questions. For PDFs you attach, you also get page‑level time. All activity appears in the Live Activity Feed.

Can I keep the same link after updates?

Yes. Use Replace file under the same Send link to swap files without breaking the URL or splitting analytics.

How does AI Chat help viewers?

AI Chat reads the attached content and answers instantly. Pair it with Suggested Questions to steer attention to pricing, scope, and next steps. You can extend responses with an AI Profile that includes case study links or a calendar URL.

Can I push views into my CRM?

Yes. Turn on webhooks for document open or any link open and send events to Clay, Zapier, or Make for CRM updates and alerts.

Try Send today to track Google Sheets opens, steer viewers to fast answers, and follow up with context: Send.co.

Track when shared Google Sheets are opened