- This video is brought
to you by Pipedrive, ai more about them later in the video. How can you use AI to
create better spreadsheets and in a fraction of the time? In this video, I'm going to
show you how to use Gemini AI with Google Sheets. Now, first things first. In order to use this functionality with your Google Drive
account, you must subscribe to either Gemini Advanced or Gemini business, both
which are paid services. But the good news is, is that currently you can use
Gemini Advanced completely free for two months at no charge. To learn more, go to gemini.google.com. So here I am within a
brand new spreadsheet and I want to create something, but I know it's going to take an
awful lot of time to get all of my columns in the right order and even to start entering
in some of that data. But here with Gemini
AI enabled, you can see that we have a little icon
here called Help Me Organize. It's directly to the right
of the Search Menus option. By selecting this, we are going to get a new side dialogue
here called You Guessed It Help me Organize. Now, the first thing to note
with this new AI feature is that it says Create a custom template, and you're going to see why this
is important in just a moment. So in this example, I'm going to give it a
fairly simple prompt. Create a project plan for
a customer, summer event, four 50 people. I'm then going to select Create, and you'll notice that it
has this interesting looking graphic, which telling
me that it is processing and it's thinking about
what it's going to do before it creates my spreadsheet. Now here you can see it's
generated a number of tasks. I've got my columns here at
the top complete with filters, and it's even included
some dropdown menus, which I can start to use right away. It's put in some placeholder
dates and some notes as well. But remember, this is
meant to get me going, to get me started. Obviously, Jane Doe and Mary Jones and John Smith are not real people. They're not a part of my team, but I can easily replace
them with other members that I'm working with. Now, if I go ahead and start
to click on any of these cells, I will receive this prompt
insert or discard preview. What I like to insert this
preview as a table in my sheet or discard it so you can see if I click
X here down at the bottom, I've got these same options here as well. It's telling me that it's in preview mode that I'm just seeing it
at this point in time. If I want to insert it and
start editing it, I can or I can close it all together. In this case, I'm going to
say close this preview, and let's try a more
sophisticated prompt here. I've asked it to create a
marketing plan for a new app that will be promoted on social media. I've also said to include
a budget of $5,000. Let's see what it comes up with. With this set of instructions. Again, I'm going to select Create. And in my experience, the results
have appeared in as little as three to five seconds. And here you can see it's
giving me really exactly what I'm looking for. I've got a platform
column here to start off. So I've got the major social
media platforms, the type of content, and again, if
I do choose to insert it, you'll see the other options
it's given me as well. And then it's displayed a lot of other helpful information
including strategy, target, audience, target metrics and tactics. And yes, it's even included a budget, and it's actually pretty close. I said a maximum of $5,000. And if we total this up, you
can see it's actually a total of $5,500. It's gone $500 over, but it's certainly kept
it within that range. And it's included a timeline. This time I'm going to select insert, and now you can see it is
actually a part of my spreadsheet. And that side window that helped me organize
window has now disappeared. Now you can see if I click
on this images dropdown for an example, you can see that I have the other dropdown
menu options available to me. Here you can see I can change from all of my social media platforms. And remember, we can easily
select this edit button and not only edit the existing
ones that it's given me, but I can add other options here as well. So this is going to get me so
much further, so much closer to where I want to be, and at the very least, give
me a lot of great ideas. Now let's look at one more way
in which we can harness the power of AI with even more detail and bringing in more
information from around the web. Here I've given it a travel prompt. I've said, create a four day
travel plan for London, England for a family of three. I've even given it the details
of what that family consists of and keep the total cost below $7,000. I'm going to go ahead and select Create, and let's see how much detail
we can not only get out of this, but see if we can start to use it immediately without having to plug in additional information. And here in just a few
moments, you can see that it has given me
an awful lot of detail, including some pricing
information here as well. Now, what I love about this
particular example is not only has it given me a true
itinerary broken down by days of the week and even the time of the day, but it's even given me
some recommendations and some costs for a local hotel. It's given me the actual address of the different restaurants and the different places
that we are going to visit and the average price per person. And on the right hand side, it's even given me some
helpful notes in terms of how - To get to certain places and if we need to book
our tickets in advance. Now, if you're wanting
to take advantage of AI with your business, I recommend
checking out Pipedrive ai. Pipedrive AI gives your CRM
almost magical abilities, including the option to analyze
your entire sales pipeline and identify what is most valuable and what you should be working on next. It also includes great AI features such as writing your own emails
and replying to customers and summarizing their
information so you can determine who should you be reaching out
to next, to get started with Pipedrive AI for free, and to receive a special bonus
just for SimpliVity users, click the link in the
description down below.
