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Gemini Gems can help your team use the same AI prompts and follow a consistent standard. In this video, Scott Friesen shows you how to share and manage Gemini Gems with your team. Plus a bonus Google Drive tip!
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How to Share Gemini Gems With Your Team

What if every person on your team could use your best AI prompts?

This could help everyone complete work in a more consistent way. It could also reduce the time you spend explaining the same task over and over again.

Google Gemini Gems make this possible.

A Gem is a custom version of Gemini that follows instructions you provide. You can create a Gem for a certain task, process, or type of communication. You can then share that Gem with other people on your team.

In this guide, I will show you how to share Gemini Gems. I will also show you a useful Google Drive trick that can make your Gems much easier to organize.

This is especially helpful for business owners who feel overwhelmed by too many apps, prompts, and scattered tools. Instead of letting everything live in different places, you can bring your AI workflow into one simple system.

Why Share Gemini Gems?

Many teams are already using AI. However, each person may use it in a different way.

One person may write a detailed prompt. Another person may enter only a few words. Someone else may forget an important instruction.

As a result, the quality of the answers can change from one team member to the next.

Sharing a Gemini Gem helps solve this problem.

A shared Gem gives your team access to the instructions you have already created. They do not need to rebuild the prompt each time. They can open the Gem, enter the information needed for the task, and receive an answer based on your preferred process.

This can help your team:

  • Follow the same workflow
  • Use your best AI instructions
  • Save time when starting tasks
  • Produce more consistent answers
  • Avoid forgetting important details
  • Keep business communication on track

You are not only sharing a prompt. You are sharing a repeatable system.

What Is a Gemini Gem?

A Gemini Gem is a customized AI assistant inside Google Gemini.

You can give it detailed instructions about how you want it to behave. You may tell it what type of language to use, what questions to ask, what steps to follow, and what information to include.

For example, you could create a Gem that helps your team reply to customer emails.

Your instructions could tell the Gem to:

  • Use a calm and helpful tone
  • Recognize the customer’s concern
  • Avoid blaming the customer
  • Explain the next step clearly
  • Include all important account details
  • End with a useful call to action

Once those instructions are saved, your team does not need to remember every rule. The Gem can guide them through the response.

This is one of the best reasons to use Gemini Gems in a business. They turn your knowledge and preferences into a tool that other people can use.

Create Consistent Customer Replies

In my example, I have a Gem called Client Communication Assistant.

This Gem contains detailed instructions for responding to customers. It is especially useful when a customer is frustrated.

Difficult customer messages can be hard to answer. A team member may feel rushed or become too defensive. Another person may leave out an important detail. Someone else may use a tone that does not match the business.

A Gem can help everyone begin with the same framework.

Instead of letting each team member reply in a completely different way, I can give them one shared assistant. That assistant reminds them how the business wants to communicate.

The team member still reviews the answer and makes the final decision. However, the starting point is much more consistent.

This can create a better experience for both the team and the customer.

How to Open the Gemini Gems Screen

Start by opening Google Gemini.

Look at the menu on the left side of the screen. You may already see Gems listed there.

When Gems do not appear in the side menu, scroll all the way to the bottom. Select the settings gear icon, and then choose Gems.

This opens the main Gems screen.

On this page, you can view the Gems connected to your account. You can also access the Gems you have created.

When you are new to Gemini Gems, it is a good idea to begin with one clear use case. Do not try to create an AI assistant for every part of your business on the first day.

Choose one repeated task that causes confusion or takes too much time. Then create a Gem that makes that task easier.

A customer communication assistant is a strong place to start because it solves a clear and common problem.

How to Share a Gemini Gem

On the Gems screen, look under the My Gems section.

Each Gem has a share button on its right side. Select the share button beside the Gem you want your team to use.

The sharing window works in a similar way to other Google tools, such as Google Drive.

You can begin typing the email address or name of a team member. Select the correct person when they appear.

Continue adding the people who need access.

You can also share a Gem using a Google Group or a Google Chat space. This may be useful when you already manage access through one of those tools.

For example, you might have a Google Group for your customer service team. Sharing with that group may be easier than entering every team member one at a time.

When you have selected the correct people or group, review the access setting before you finish.

Choose the Right Access Setting

In most cases, I recommend leaving the Gem set to Restricted.

Restricted access means only the people you choose can open the Gem. This gives you more control over who can use your instructions.

This can be important when your Gem includes a private business workflow, customer service rules, or internal processes.

You may also see an option that allows anyone with the link to open the Gem.

This can make sharing easier, but it also gives you less control. Someone could forward the link to another person.

Before choosing link access, ask yourself:

  • Does this Gem contain private instructions?
  • Is it only for my internal team?
  • Would I be comfortable with others seeing it?
  • Do I need to control access by email?
  • Could the sharing link be passed outside the business?

Restricted access is usually the safer choice for team Gems.

After you confirm the correct access level, select Done. The Gem is now shared with the people you selected.

Share With Teams, Groups, and Spaces

You do not have to share every Gem with your entire business.

Different Gems may be useful for different teams.

A client communication Gem could be shared with customer support. A content Gem could be shared with the marketing team. A project update Gem could be shared with managers.

This helps keep each person focused on the AI tools they actually need.

Google Groups can also make access easier to manage. Instead of sharing the Gem with ten separate email addresses, you may be able to share it with one group.

Google Chat spaces provide another sharing option.

The best setup depends on how your team already works. The main goal is to avoid creating another scattered system.

Use the sharing method that fits your current workflow and keeps access easy to understand.

The Bonus Google Drive Trick

After you share a Gem at least once, an extra option becomes available.

Return to the Gems screen and select the three-dot menu or More Options button beside the shared Gem.

You should now see an option called Locate Gem in Drive.

This option may not appear for a Gem that has never been shared.

However, there is a simple trick. Select the share button for the Gem. You do not need to add another person. You can simply open the sharing window and select Done.

After doing this, return to the More Options menu.

The Locate Gem in Drive command should now be available.

Select it, and Google Gemini will open the Gem inside your Google Drive account.

This gives you another way to find, manage, and open your shared Gems.

Organize Gemini Gems in Google Drive

Google Drive can be an easier place to manage a growing collection of Gems.

After opening a shared Gem in Drive, you will see a folder that contains your shared Gemini Gems.

From there, you can use normal Google Drive tools to build a clearer system.

For example, you could create folders such as:

  • Customer Service
  • Marketing
  • Sales
  • Operations
  • Project Management
  • Leadership
  • Human Resources
  • Content Creation

You could also create subfolders.

Inside a Customer Service folder, you might create subfolders for refunds, account questions, complaints, and follow-up messages.

Inside a Marketing folder, you could have separate areas for social media, email campaigns, videos, and blog content.

The goal is not to create a complicated folder system. The goal is to make each Gem easy to find.

Use folder names that your team already understands. Avoid using clever names that only make sense to you.

A simple system saves more time than a perfect system.

Open a Gem From Google Drive

Google Drive is not only a place to organize your Gems.

You can also use it as a fast way to open them.

Find the Gem you need and double-click it. Google Drive will take you directly to that Gem in Gemini.

You can then begin working with it.

This means your team can use Drive as the main starting point for shared AI tools. They do not always need to open Gemini first and search through the Gems menu.

This may be helpful when your company already uses Google Drive as the main home for documents and resources.

For example, a Customer Service folder could contain:

  • Training documents
  • Email templates
  • Support checklists
  • Policy documents
  • Shared Gemini Gems

Now the team has one place to find the information and tools connected to its work.

Build One Simple AI System

Many business owners do not have a lack of tools. They have too many tools.

Their prompts live in documents, chat messages, notes, browser tabs, and different AI apps. Team members may not know which version is current.

Sharing Gemini Gems can reduce some of this confusion.

Instead of sending a prompt through email, you can place the full instructions inside a Gem. Instead of asking people to copy and paste it, you can share direct access.

Google Drive can then become the place where those Gems are organized.

A basic system may look like this:

  1. Choose one repeated business task.
  2. Create a Gemini Gem for that task.
  3. Test the Gem with real examples.
  4. Improve the instructions when needed.
  5. Share it with the correct team members.
  6. Keep access set to Restricted.
  7. Locate the Gem inside Google Drive.
  8. Move it into the correct folder.
  9. Show the team where to find it.
  10. Review the Gem from time to time.

This gives your team a clear workflow from creation to daily use.

Keep Your Gems Clear and Useful

A shared Gem is only helpful when the instructions are clear.

Before sharing a Gem, test it yourself.

Give it several examples, including easy and difficult situations. Review the answers carefully.

Ask these questions:

  • Does the answer match our normal tone?
  • Does it include the correct information?
  • Are any important steps missing?
  • Is the wording easy to understand?
  • Would a new team member know what to do?
  • Does the Gem ask for enough details?
  • Does it avoid making unsafe assumptions?

When the output is not right, update the Gem instructions.

Clear instructions often work better than long and confusing instructions. Tell the Gem what role it has, what outcome you want, and what steps it should follow.

You can also tell it what to avoid.

For example, a customer communication Gem could be told not to promise a refund until a team member confirms that the customer qualifies.

Avoid These Common Mistakes

The first mistake is sharing a Gem before testing it.

Your team may begin using an assistant that gives incomplete or confusing answers.

The second mistake is giving everyone access to every Gem.

This can make the Gems list feel crowded. Share each tool only with the people who need it.

The third mistake is using unclear names.

A title such as Helper One does not explain what the Gem does. A name such as Client Communication Assistant is much easier to understand.

The fourth mistake is forgetting about access.

Review whether a Gem should remain Restricted before using a public link.

The fifth mistake is creating too many Gems at once.

Start with a small number of high-value tools. Build a system your team can understand before adding more.

The sixth mistake is treating AI output as a finished answer.

A team member should still review important messages before sending them, especially when they involve customers, policies, money, or private information.

Gemini Gem Ideas for Your Business

Once you understand the sharing process, you can apply it to many repeated tasks.

Here are some Gem ideas:

  • Customer reply assistant
  • Meeting agenda builder
  • Project update writer
  • Sales follow-up assistant
  • New employee guide
  • Social post planner
  • Video outline creator
  • Frequently asked questions assistant
  • Weekly report helper
  • Client onboarding assistant

Begin with the work that causes the most delay or inconsistency.

For example, when your team spends too much time writing project updates, create a Gem that asks for the project name, progress, blockers, decisions, and next steps.

When customer replies sound different from one person to another, build a Gem around your communication standards.

The best Gem is not always the most advanced one. It is the one your team can use often and understand quickly.

Frequently Asked Questions

Can I Share a Gemini Gem With My Team?

Yes. Open the Gems screen, find the Gem under My Gems, and select the share button. You can then add team members by name or email address.

Can I Share a Gem With a Google Group?

Yes. The Gemini sharing window allows you to enter Google Groups. This can make it easier to manage access for a full department or team.

Can I Share a Gem in Google Chat?

You can enter a Google Chat space in the sharing window. This provides another way to give a group access to the Gem.

Should I Use Restricted Access?

Restricted access is the best choice in most business situations. It allows only the people you select to open the Gem.

Can Anyone With the Link Open My Gem?

You can change the sharing setting to anyone with the link when that option is available. However, use this setting carefully because the link could be forwarded.

Why Can’t I Find My Gem in Google Drive?

The Locate Gem in Drive option appears after the Gem has been shared at least once. Open the sharing window and select Done. Then check the More Options menu again.

Do I Have to Share the Gem With Someone First?

You can open the sharing window and select Done without adding a new person. This can make the Locate Gem in Drive option appear.

Can I Put Gemini Gems Into Drive Folders?

Yes. Once your shared Gems appear in Google Drive, you can create folders and subfolders to keep them organized.

Can I Open a Gem From Google Drive?

Yes. Double-click the Gem in Google Drive. It will open directly in Google Gemini so you can begin using it.

What Is the Best Gemini Gem to Create First?

Start with a repeated task that takes too much time or produces inconsistent results. Customer communication is a useful first choice for many businesses.

Take Back Control of Your AI Workflow

Gemini Gems can help your team use AI in a more consistent way.

You can build your best instructions into one assistant, share it with the right people, and organize it inside Google Drive.

Start with one Gem. Test it, improve it, and give it a clear name. Share it only with the people who need it. Then place it inside a Drive folder that fits your existing business system.

As your collection grows, continue keeping it simple.

The goal is not to add more tools to your day. The goal is to make the tools you already use easier to find and easier to follow.

You deserve to work without feeling overwhelmed.

AI tools
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Long YouTube videos can drain your time when you only need the key ideas. Gemini Notebook can create detailed notes from video sources, helping you skip the noise and focus on useful actions. In this video, Scott Friesen shows you how to use Gemini Notebook to learn faster.
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How I Turn YouTube Videos Into Actionable AI Notes With Gemini Notebook

I enjoy learning from YouTube, but I do not always have time to watch every video that catches my eye. A single video may be 15, 30, or even 45 minutes long. When I save several videos about the same topic, that time can add up fast.

Most of the time, I am not looking for every story or example in the video. I want the main ideas, useful details, and practical actions. I want to get to the good stuff without searching through the full recording.

That is where Gemini Notebook can help. I can give it a group of YouTube links and ask questions about those videos. It reads the available transcripts and turns the information into clear notes.

In this guide, I will show you the simple workflow I use. You will learn how to organize video sources, ask better questions, find useful actions, and turn what you learn into a visual summary.

Why Long YouTube Videos Can Become a Problem

YouTube is full of helpful lessons, reviews, interviews, and tutorials. The problem is not finding information. The problem is having enough time to consume it all.

Let us say I find three videos about a new AI tool. Each video is about 15 minutes long. Watching all three will take about 45 minutes. I may also pause the videos, replay certain parts, and write my own notes. That can turn 45 minutes into an hour or more.

This creates a few common problems:

  • I save videos but never watch them.
  • I forget why I saved a video.
  • I watch several videos that repeat the same points.
  • I miss important details while taking notes.
  • I collect information without taking action.

A better system helps me separate watching from learning. I can first pull out the main ideas. Then I can decide which videos deserve my full attention.

What Gemini Notebook Does With YouTube Videos

Gemini Notebook gives me a focused place to work with selected sources. Instead of asking an AI tool to search across everything it may know, I can point it toward the exact videos I want to study.

The notebook uses the video transcripts as its source material. That means I can ask about the ideas shared inside those videos without watching every minute first.

For example, I can ask it to:

  • Summarize the main ideas
  • Compare advice from several creators
  • Find steps I can use right away
  • Explain a difficult topic in simpler words
  • Create a checklist from a tutorial
  • Identify details I may have missed

This turns a collection of videos into an organized knowledge system. The videos are still available when I need more context, but I can begin with the most useful information.

Why I Start With a New Notebook

When I open my Google Gemini account, I do not begin with a regular new chat. I select the option to create a new notebook.

This choice is important because I want the answers to stay connected to my chosen sources. I do not want the tool to fill gaps with unrelated information or guesses. I want it to focus on the videos I have selected.

A notebook also keeps the project organized. I can create one notebook for a specific topic, client, product, or research question.

For example, I could create separate notebooks for:

  • Learning a new business app
  • Researching an AI workflow
  • Comparing project management systems
  • Studying marketing strategies
  • Reviewing product tutorials
  • Collecting ideas for future content

Keeping each topic in its own notebook makes it much easier to return later and continue my research.

Step 1: Create and Name the Notebook

I begin by selecting New Notebook from the left side of Gemini. I then give the notebook a clear name.

For this project, I might use the name “YouTube Video Notes.” However, a more specific name can make the notebook easier to find later.

Instead of using a broad title, I could name it:

  • Gemini Spark Research
  • Client Onboarding Tutorials
  • YouTube Marketing Ideas
  • AI Tools for Business
  • Weekly Industry Research

The name does not need to be perfect. I can return and rename the notebook later. The main goal is to create a clear home for the videos and notes connected to one topic.

Step 2: Add YouTube Videos as Sources

After creating the notebook, I add my source material. Gemini Notebook supports different source types, but for this workflow I want to add websites.

I select the option to add websites and paste my YouTube links into the source box.

Each link must be placed on a separate line. This small detail matters. If I paste several links together on one line, the notebook may not recognize them as separate sources.

My source list may look like this:

  • First YouTube video URL
  • Second YouTube video URL
  • Third YouTube video URL

Once the links are ready, I select Insert.

Gemini Notebook then brings in the transcripts connected to those videos. This normally requires very little work from me. I do not need to copy each transcript by hand, clean up the text, or combine several documents.

I can also use this method with just one video. However, it becomes even more helpful when I want to compare several videos about the same subject.

Step 3: Ask Questions That Lead to Action

Once my sources are ready, I can ask the notebook questions about the videos.

A basic request such as “Summarize these videos” may provide a helpful overview. However, I get better results when I ask focused questions.

One of my favorite prompts is:

“What are the key takeaways? What practical actions should I take? What important details might I have missed?”

This prompt gives me three useful types of information.

First, I receive the key takeaways. These help me understand the main message without getting lost in every example.

Second, I receive practical actions. These turn learning into a task list. Instead of only collecting ideas, I can decide what to do next.

Third, I receive important details I may have missed. This section can reveal warnings, limits, examples, or small tips that may not appear in a basic summary.

When I ask better questions, I receive more useful answers. The quality of my prompt shapes the quality of my notes.

How I Review the Notebook’s Answer

I usually begin with the key takeaways. I look for ideas that appear across several videos. When different creators repeat the same advice, that may be a sign that the point deserves more attention.

Next, I review the practical actions. I do not add every suggestion to my task list. Instead, I choose one or two actions that fit my current goal.

I may ask myself:

  • Can I use this idea today?
  • Does this solve a real business problem?
  • Will this save time each week?
  • Do I need another tool to do it?
  • What is the smallest first step?

Finally, I review the details I might have missed. This gives me a chance to spot an important feature, warning, or setup step before I move forward.

This process keeps my research connected to real work.

Keep Asking Follow-Up Questions

My first prompt is only the beginning. I can continue asking questions while Gemini Notebook keeps using the same video sources.

For example, I might ask:

  • Which tips were included in all three videos?
  • Where did the creators disagree?
  • Turn these actions into a checklist.
  • Which idea will be easiest for a beginner?
  • What should a business owner try first?
  • Explain this feature using simple language.
  • Create a seven-day action plan.

Follow-up questions help me move from a broad summary to a useful plan. I can also ask for a different format when the first answer feels too long or difficult to scan.

I might request a table, a short list, a step-by-step guide, or a set of questions for my team.

Turn Video Notes Into an Infographic

Gemini Notebook also gives me ways to turn my research into something more visual.

When I select the notebook name, I can open it in a larger or full-screen mode. My original sources remain connected, but I gain more room to review and create.

One of my favorite options is the infographic. It turns the main ideas from the videos into a visual summary.

An infographic can be useful when I want to:

  • Review a topic without reading long notes
  • Share the findings with a client
  • Give my team a quick overview
  • Prepare for a meeting or presentation
  • Keep a visual reference beside my work
  • Explain a complex topic more clearly

This is more than a shortcut for watching videos. It is a way to turn information into something I can understand, remember, and share.

My Simple YouTube Research Workflow

I like to keep this entire process simple. A complicated note-taking system can create more work than the videos themselves.

Here is the workflow I recommend:

  1. Choose one clear topic or question.
  2. Collect one to five useful YouTube videos.
  3. Create a new Gemini Notebook.
  4. Give the notebook a specific name.
  5. Add each video link on a separate line.
  6. Ask for key takeaways, actions, and missed details.
  7. Review the answer and choose the best ideas.
  8. Ask follow-up questions about anything unclear.
  9. Turn the final notes into a checklist or infographic.
  10. Save the notebook for future reference.

This workflow lets me get more done and enjoy less stress. I am not trying to collect every possible fact. I am trying to find the information that helps me make a decision or take action.

Simple systems are easier to repeat. The easier the workflow feels, the more likely I am to use it again.

Ways Business Owners Can Use This System

This process is especially helpful for business owners who already feel overwhelmed by too many apps, messages, and information sources.

I can use Gemini Notebook to research software before adding another tool to my business. I can compare tutorials from different creators and identify the features that matter most.

I can also use it to study:

  • Sales and marketing advice
  • Customer service methods
  • Automation ideas
  • New AI tools
  • Project management workflows
  • Industry news and interviews
  • Leadership and hiring tips
  • Content creation strategies

The notebook gives me one organized place for each research topic. This keeps useful information from becoming another pile of random browser tabs.

It also helps me slow down before buying or adopting something new. I can compare the advice, identify repeated ideas, and decide whether the tool or method fits my real needs.

Common Mistakes to Avoid

The first mistake is adding too many unrelated videos to one notebook. When the sources cover different topics, the final notes may feel scattered. I recommend creating a separate notebook for each clear goal.

The second mistake is asking a question that is too broad. “Tell me about these videos” may work, but it does not explain what kind of answer I need. A focused prompt creates a more useful result.

The third mistake is treating every suggestion as a task. A long action list can create more stress. I choose the actions that match my current goals and ignore the rest for now.

The fourth mistake is never checking the original source. AI-generated notes help me find the right section, but an important decision may still require the full explanation from the video.

The fifth mistake is collecting notes without using them. I always try to finish with a decision, checklist, calendar item, or next step.

Frequently Asked Questions

Can Gemini Notebook summarize more than one video?

Yes. In this workflow, I can add several YouTube links as sources inside the same notebook. This is helpful when I want to compare tutorials, reviews, or opinions about one topic. I place each URL on a separate line before inserting the sources.

Do I need to watch the videos first?

No. I can begin by asking for the key takeaways and practical actions. The summary helps me decide which videos or sections deserve more attention. I may still watch part of a video when I need a full example, demonstration, or explanation.

How many videos should I add?

I prefer to begin with a small group of focused sources. Three to five videos often provide enough information for a useful comparison without creating too much noise. The best number depends on the topic and the length of each transcript.

What questions should I ask first?

I begin with three questions: What are the key takeaways? What practical actions should I take? What important details might I have missed? I then ask follow-up questions based on the answers and my current goal.

Can I turn the notes into a checklist?

Yes. After receiving the summary, I can ask Gemini Notebook to turn the practical actions into a numbered checklist. I can also request a daily plan, weekly schedule, meeting outline, or list of next steps.

Can I share what I create?

The full notebook mode can help me turn the source material into a visual summary, such as an infographic. This makes the information easier to reference or share. I still review the content before sending it to a client, colleague, or team.

Will the notebook always be correct?

I treat the notebook as a research and organization tool, not as a perfect replacement for the original videos. Important facts should be checked against the source. The notes help me find the right ideas and sections much faster.

Is this useful for more than YouTube research?

Yes. The same approach can support product research, training, client work, content planning, and team learning. The key is to group related sources together and begin with a clear question.

Start With One Small Research Project

I do not need to rebuild my entire workflow today. I can begin with one topic and a few saved videos.

I create a notebook, add the links, and ask for the key takeaways, practical actions, and missed details. Within a short period of time, I have an organized overview and a clear next step.

The goal is not to avoid every video. The goal is to spend my attention where it has the most value.

When I use AI to organize my sources, I can stop digging through long videos and start applying what I learn. Remember, you deserve to work without feeling overwhelmed.

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Acuity Scheduling makes it easy to book appointments, manage availability, and create a professional scheduling system for your business. In this video, Scott Friesen shows you how to set up appointment types, availability, and scheduling pages in Acuity Scheduling so you can save time and keep clients booking with confidence.
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The Only Acuity Scheduling Setup Guide You Need

If you're just getting started with Acuity Scheduling, it can feel like there are far too many settings to learn. The good news is that you don't need to understand every menu before people can start booking appointments.

I like to keep things simple.

Instead of trying to configure everything at once, I focus on just three areas:

  • Appointment Types
  • Availability
  • Your Scheduling Page

Once these three pieces are set up properly, your clients can start booking appointments without you constantly sending emails or trying to coordinate calendars.

Start With Your Appointment Types

Appointment types are the heart of your booking system.

Think of them as the different services you offer. Each appointment type tells Acuity exactly what someone is booking.

For example, you might create:

  • Discovery Call
  • Coaching Session
  • Consultation
  • Strategy Meeting
  • Follow-up Appointment

Every service can have its own:

  • Duration
  • Price
  • Description
  • Color
  • Availability
  • Buffer time

Taking a few extra minutes here will make everything else much easier later.

Should You Create a Service or a Class?

One of the first choices you'll see is whether to create a service or a group class.

For most businesses, you'll want to create a service.

This is designed for one-on-one appointments where one client books one available time.

A class works differently.

Multiple people can reserve the exact same time slot until the class reaches its maximum capacity.

For example:

  • Yoga classes
  • Fitness sessions
  • Workshops
  • Group coaching
  • Seminars

If you don't regularly teach groups, simply stick with individual services.

Name Your Services Clearly

Your clients shouldn't have to guess what they're booking.

Instead of vague names like:

  • Session
  • Meeting
  • Consultation

Use descriptive titles such as:

  • Website Strategy Session
  • Business Coaching Call
  • Healthy Habits Reset
  • Marketing Consultation

Clear names help people choose the right option faster.

Add Helpful Descriptions

Descriptions are optional, but I recommend using them.

This is your chance to explain:

  • Who the appointment is for
  • What you'll cover
  • How long it lasts
  • What clients should expect

Even two or three sentences can reduce confusion and increase bookings.

Should You Add Images?

Acuity allows you to upload an image for each appointment.

While this isn't required, it can improve the overall experience.

For example, you could use:

  • Your professional headshot
  • A video meeting icon
  • An office photo
  • Your company branding

Images help clients quickly recognize different services.

Choose the Right Appointment Length

One of the most important decisions you'll make is appointment duration.

Whatever length you choose becomes blocked on your calendar automatically.

Examples include:

  • 15-minute discovery call
  • 30-minute consultation
  • 60-minute coaching session
  • 90-minute planning workshop

Be realistic.

If your meetings usually run over, don't schedule them too tightly.

Giving yourself enough time keeps your day running smoothly.

Display Pricing (Even Without Payments)

Many people assume adding pricing means they must collect payment online.

That's not true.

You can simply display the price so clients know what to expect.

If you later decide to connect a payment provider, Acuity supports that as well.

Being transparent about pricing builds trust before the appointment even begins.

Don't Forget Buffer Time

One feature I never overlook is buffer time.

Buffer time creates space before or after appointments.

This extra time can be used to:

  • Prepare notes
  • Finish previous meetings
  • Grab a coffee
  • Update client records
  • Avoid running late

Even adding a 10-minute buffer can completely change how your day feels.

Instead of rushing from meeting to meeting, you'll have room to breathe.

Assign the Correct Calendar

Each appointment must belong to a calendar.

For solo business owners, that's usually just your own calendar.

Larger businesses might create calendars for:

  • Team members
  • Meeting rooms
  • Equipment
  • Locations

Keeping everything organized prevents scheduling conflicts.

Organize with Categories

Categories aren't required, but they become very useful once your list of services grows.

For example, you might organize services into:

  • Coaching
  • Consulting
  • Training
  • Support
  • Wellness

This makes your scheduling page much easier to navigate.

Decide Which Services Are Public

Not every appointment should be available to everyone.

Some services may only be shared with existing clients.

Others might only be available after someone completes another appointment first.

Acuity lets you hide appointment types whenever needed.

That gives you much more flexibility.

Customize the Confirmation Message

After someone books, don't miss the opportunity to guide them.

A confirmation message can include:

  • A thank-you
  • Meeting instructions
  • A Zoom link
  • Forms to complete
  • Helpful resources

This saves you from sending follow-up emails manually.

It's another small automation that saves time.

Set Your Availability the Right Way

Once your appointment types are ready, it's time to tell Acuity when you're available.

This is where many people overcomplicate things.

In most cases, all you need is a regular weekly schedule.

For example:

  • Monday: 9:00 AM – 4:00 PM
  • Tuesday: 9:00 AM – 4:00 PM
  • Wednesday: Closed
  • Thursday: 12:00 PM – 3:00 PM
  • Friday: 9:00 AM – 1:00 PM

After you save your weekly hours, Acuity automatically applies them to your booking calendar.

That means you don't need to build your schedule week after week.

Override Individual Days

Life happens.

You'll take vacations.

You'll attend conferences.

You'll have personal appointments.

Instead of changing your regular schedule, simply override that specific day.

This lets you close one date or change your hours without affecting future weeks.

It's a small feature that saves a lot of frustration.

Set Smart Scheduling Limits

One setting I always recommend reviewing is your scheduling limits.

Ask yourself two important questions.

How soon should someone be able to book me?

If someone receives your scheduling link at noon, should they really be able to book a meeting at 12:30?

Probably not.

Giving yourself at least several hours—or even a full day—helps you prepare.

Another important question is:

How far into the future should people book?

Many businesses leave this completely open.

Personally, I prefer limiting appointments to a few weeks ahead.

The farther away a meeting is, the greater the chance someone forgets about it or needs to reschedule.

A shorter booking window often creates a better experience for everyone.

Set a Cancellation Policy

Unexpected changes happen.

Clients appreciate flexibility, but your time is valuable too.

That's why I recommend deciding how close to an appointment someone can cancel or reschedule.

Having a clear policy:

  • Protects your schedule
  • Reduces last-minute changes
  • Creates clear expectations
  • Helps your business run smoothly

Avoid Double Bookings

One setting I rarely recommend changing is appointments per time slot.

For most businesses, leave it set to one.

That ensures only one client can reserve each available appointment.

Unless you're intentionally allowing multiple bookings for the same session, there's little reason to increase this number.

Limit Your Daily Workload

Another feature I like is limiting appointments each day.

Instead of filling every available minute, you can tell Acuity something like:

  • Maximum of 4 appointments daily
  • Maximum of 6 coaching sessions
  • Maximum number of work hours

This protects your energy.

After all, being fully booked doesn't always mean being productive.

Give Different Services Different Hours

Not every appointment needs to be available every day.

For example:

  • Discovery calls only on Wednesdays
  • Coaching Tuesdays and Thursdays
  • Client reviews Friday mornings

Acuity makes this easy by allowing different availability for different appointment types.

This gives you much more control over your schedule.

It also helps you batch similar work together, which makes your day much more efficient.

Build a Better Scheduling Page

Once your services and availability are finished, it's time to customize what your clients actually see.

Your scheduling page is your digital front door.

A clean, professional booking page builds confidence immediately.

Choose the Right Calendar View

Acuity gives you two main options.

The first is a monthly calendar.

Visitors choose a date first and then select an available time.

The second is a daily list view that simply shows the next available dates.

Personally, I prefer the monthly calendar.

It feels more familiar and helps clients quickly understand when you're available.

Choose whichever creates the easiest experience for your audience.

Add Your Branding

Take a few minutes to personalize your booking page.

Add:

  • Your business name
  • Your logo
  • Welcome message
  • Helpful instructions

Consistent branding reassures visitors that they're booking through the correct business.

Small details like these build trust.

Remove Unnecessary Options

One setting I recommend changing is hiding the "Add Another Time" option.

By default, Acuity lets people:

  • Continue booking
  • Add another appointment
  • Create recurring appointments

For many businesses, that's unnecessary.

It can actually confuse people.

If you simply want clients to book one appointment, hide those extra choices.

The booking experience becomes faster and much easier to understand.

Test Your Booking Process

Before sharing your scheduling link, walk through the process yourself.

Pretend you're a brand-new client.

Check:

  • Appointment names
  • Available dates
  • Confirmation emails
  • Booking forms
  • Mobile experience

You'll often notice little improvements before your first real client ever books.

Share Your Booking Link Everywhere

Once everything looks good, it's time to share your booking page.

You can place your Acuity link on:

  • Your website
  • Email signature
  • Social media profiles
  • LinkedIn
  • Newsletter
  • QR codes
  • Digital business cards

The easier it is to find, the easier it is for clients to book you.

Final Thoughts

Acuity Scheduling includes a lot of powerful features, but you don't need all of them on day one.

Focus on these three areas first:

  1. Create clear appointment types.
  2. Set realistic availability.
  3. Build a simple scheduling page.

Once those pieces are working well, you can always explore more advanced features later.

The goal isn't to build the most complicated booking system.

The goal is to make booking simple—for both you and your clients.

When your scheduling system works well, you spend less time managing your calendar and more time serving your clients.

And that's exactly what great productivity tools should do.

Frequently Asked Questions

How many appointment types should I create?

Start with only the services you regularly offer. You can always add more later if your business grows.

Should I collect payments through Acuity?

Only if it makes sense for your business. You can display pricing without requiring online payment.

Can I use different availability for different services?

Yes. Acuity allows each appointment type to have its own schedule, making it easy to dedicate specific days to certain services.

How much buffer time should I add?

A 10–15 minute buffer after appointments works well for many businesses. Adjust it based on how much preparation or follow-up your meetings require.

Should clients be able to book months in advance?

Usually not. A booking window of two to four weeks helps reduce cancellations and forgotten appointments while keeping your calendar flexible.

Can I change my availability for vacations?

Absolutely. Instead of editing your regular weekly schedule, simply override individual dates when you're unavailable.

Whether you're a coach, consultant, freelancer, or service-based business owner, a well-organized booking system can save hours every week. Spend a little time setting up Acuity Scheduling correctly now, and you'll enjoy smoother scheduling, fewer emails, and a much better experience for every client who books with you.

Remember, you deserve to work without feeling overwhelmed.

Appointment Scheduling
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Stop jumping between multiple apps! Google Chat lets you manage messages, files, and tasks all in one place. In this video, Scott Friesen shows you how Google Chat Spaces can help your team save time, organize work, manage files, and simplify collaboration.
Google Chat,Google Chat Spaces,Google Workspace,Google Workspace tips,Google Chat tutorial,Google productivity,business productivity,team collaboration,workflow,time management,organize,system,business,AI,Google Calendar,Google Docs,Google Sheets,team communication,project management,workspace organization,productivity tips,small business

Stop Using So Many Apps!

If your team is constantly jumping between messaging apps, shared folders, task managers, calendars, and documents, you're not alone. I see this problem all the time. Most businesses have collected so many different tools that it's hard to know where anything lives.

Every extra app creates another place to check. Another notification to read. Another login to remember.

That slows everyone down.

Instead of helping your team stay organized, too many apps often create confusion.

That's why I want to show you one of my favorite tools inside Google Workspace: Google Chat Spaces.

If your business already uses Google Workspace, there's a good chance you're overlooking one of its most powerful features.

What Is Google Chat Spaces?

Many people think Google Chat is simply another messaging app.

If you're only sending direct messages to coworkers, you're only seeing a small part of what it can do.

The real magic happens inside Spaces.

A Space acts like a home for your team or a project.

Instead of spreading your work across several apps, everything can stay together in one place.

Inside a Space, you can:

  • Chat with teammates
  • Share documents
  • Access important files
  • Assign tasks
  • Track progress
  • Schedule messages

Everything stays connected.

That means less searching and more getting work done.

One Space Can Be Enough

Some teams create dozens of Spaces.

There's nothing wrong with that.

But I've found many businesses can accomplish almost everything they need with just one well-organized team Space.

Think of it as your team's headquarters.

Everyone knows where conversations happen.

Everyone knows where files are stored.

Everyone knows where tasks live.

Instead of asking, "Where did someone put that file?" your team already knows where to look.

That saves everyone time.

Keep Your Files Right Beside Your Conversations

One of my favorite features is how files live alongside your discussions.

Imagine someone shares a spreadsheet during a conversation.

Weeks later you need that document again.

Instead of opening Google Drive...

Searching through folders...

Or asking someone to resend it...

You simply open the Files tab inside your Space.

Everything that's been shared is waiting there.

No guessing.

No searching.

No wasted time.

Open Documents Without Leaving Chat

Here's an even better tip.

When viewing a shared file, choose View in conversation.

From there, select Open in Chat.

Now the document opens directly beside your conversation.

You can:

  • Edit a spreadsheet
  • Update a document
  • Review information
  • Continue chatting with teammates

All without opening another browser tab.

It feels like you're working inside one connected workspace instead of bouncing between different tools.

That small change can make a surprisingly big difference throughout the day.

Collaborate Without Losing Context

Every team has conversations about documents.

Usually it sounds something like this:

"Can someone update the spreadsheet?"

"I just made changes."

"Did everyone see the latest version?"

With Google Chat Spaces, those conversations happen beside the document itself.

That means everyone has the same context.

You don't need long email threads.

You don't need separate chat windows.

Everything stays together.

That makes teamwork much easier.

Assign Team Tasks

Communication is only one part of staying organized.

Eventually someone needs to do the work.

That's where the built-in Tasks feature becomes incredibly useful.

Inside your Space you can create tasks for yourself or assign them to teammates.

Everyone sees the same list.

That creates transparency.

Instead of private to-do lists, your team has one shared source of truth.

You always know:

  • What needs attention
  • Who owns each task
  • What's already finished
  • What's coming next

That keeps projects moving forward.

Everyone Sees Progress

Shared task lists help eliminate confusion.

You no longer need to ask questions like:

  • Has this been completed?
  • Who's responsible?
  • Is anyone working on this?

The answers are already visible.

Completed tasks stay available for reference, creating a simple history of your team's work.

That makes project management much easier.

Tasks Automatically Connect With Google Calendar

This is one feature many people don't realize exists.

When a task is assigned with a due date, it automatically appears in the assigned person's Google Calendar.

That's huge.

Instead of maintaining two different systems, your tasks and schedule stay connected.

If the due date changes, your calendar updates automatically.

There's no need to enter information twice.

Automation like this saves time while reducing mistakes.

Schedule Messages Ahead of Time

Another feature I really enjoy is message scheduling.

Sometimes you think of something important today, but today isn't the right time to send it.

Maybe you have:

  • A meeting reminder
  • A deadline notice
  • An announcement
  • A follow-up message

Rather than hoping you'll remember later, write the message now.

Then schedule it to send exactly when your team needs it.

It's one less thing to keep in your head.

Those little improvements reduce stress over time.

Why Fewer Apps Matter

Many businesses think adding another app will solve their problems.

Usually it creates new ones.

More apps often mean:

  • More notifications
  • More passwords
  • More duplicate information
  • More training
  • More confusion

Instead, look for ways to simplify.

If your existing tools already solve the problem, use them.

Google Chat Spaces is a great example.

Many businesses already pay for Google Workspace.

Yet they continue paying for separate chat software, task management software, file sharing software, and communication platforms.

Often they don't need to.

Build One Simple System

Organization isn't about having more tools.

It's about creating one system that people actually use.

That's why I encourage teams to reduce unnecessary complexity.

When conversations, documents, tasks, and calendars all work together, people spend less time searching and more time doing meaningful work.

That creates better habits.

It also makes onboarding new employees much easier.

Instead of teaching five different systems, you're teaching one connected workspace.

Small Changes Create Big Results

You don't have to change everything overnight.

Start small.

Create one Space.

Invite your team.

Share a few documents.

Add several tasks.

Use scheduled messages for your next meeting reminder.

As your team becomes comfortable, you'll naturally discover more ways to use the platform.

Those small improvements add up.

Over time you'll spend less energy managing tools and more energy serving customers and growing your business.

Frequently Asked Questions

Do I need Google Workspace?

Google Chat works best as part of Google Workspace because it connects with Docs, Sheets, Calendar, Drive, and other Google services.

Can multiple people edit documents together?

Yes. Team members can collaborate on shared Google files while continuing the conversation inside Chat.

Are tasks shared with everyone?

Yes. Tasks inside a Space are visible to members of that Space, making it easy to see progress and responsibilities.

Can I change task due dates later?

Absolutely. Any updates are reflected automatically, including in Google Calendar.

Is Google Chat only for messaging?

Not at all. Spaces combine conversations, files, tasks, scheduling, and collaboration into one organized workspace.

Final Thoughts

The biggest productivity gains rarely come from adding another app.

They come from reducing friction.

Google Chat Spaces helps bring conversations, documents, tasks, and scheduling together in one place so your team can spend less time switching between tools and more time getting meaningful work done.

If you're already using Google Workspace, I highly recommend giving Spaces a serious look. You may discover that the productivity system you've been searching for has been there all along.

And remember...

You deserve to work without feeling overwhelmed.

live chat tools
project management
team productivity
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A cluttered task list wastes time and creates unnecessary stress. Learn three practical ways to organize your workflow, prioritize what matters, and create a better system. In this video, Scott Friesen shows you how to simplify any task list for greater focus and productivity.
task management,productivity,to do list,time management,organize tasks,workflow,business productivity,action verbs,task organization,productivity tips,organize,time,business,AI,system,workflow management,daily planning,focus,priorities,to do app,work smarter,Simpletivity,get more done

Stop Letting Your Task List Control You

Have you ever looked at your task list and felt overwhelmed before you even started working?

I know that feeling. Sometimes the list keeps getting longer, but nothing important actually gets finished. The problem usually isn't that you have too much work. The problem is how your tasks are organized.

Today I want to share three simple tips that have completely changed how I manage my own work. These ideas work whether you use a task management app, digital planner, or even a paper notebook.

Why Most Task Lists Stop Working

Many people believe they have a time management problem.

Most of the time, they actually have a clarity problem.

A long list filled with vague reminders forces your brain to make dozens of extra decisions throughout the day.

Every time you read a task, you ask yourself questions like:

  • What did I mean by this?
  • Where do I start?
  • How long will this take?
  • Do I need to email someone?
  • Should I make a phone call?

Those tiny decisions add up. They drain your focus before you've even started working.

Let's fix that.

Tip #1: Start Every Task With An Action Verb

This is one of the easiest improvements you can make.

Instead of writing:

  • Q2 Taxes
  • Pricing Update
  • Sarah
  • Website

Write:

  • Send tax documents to accountant
  • Review pricing updates
  • Reply to Sarah about meeting
  • Update homepage banner

Notice the difference?

Every task tells you exactly what action to take.

Your brain no longer has to decode your own notes.

Good action verbs include:

  • Review
  • Write
  • Call
  • Email
  • Send
  • Update
  • Schedule
  • Create
  • Edit
  • Approve

This small habit removes friction from your day.

Instead of thinking, you immediately begin working.

Tip #2: Separate Your Most Important Tasks

Many people keep one giant master list.

That sounds organized.

In reality, it often creates stress.

Every time you open the list, you're looking at everything that still isn't finished.

That feeling alone can reduce motivation.

Instead, I recommend creating two lists.

Your first list is your master list.

This contains everything.

Your second list contains only your most important tasks.

Ideally, keep this list between three and five items.

That's it.

When you finish one of those tasks, you can choose another from your master list.

This approach gives you direction without overwhelming you.

If you use a notebook, dedicate one page to your master list and another page to today's priorities.

If you use an app, create a separate priority view or folder.

Either way, you're giving yourself permission to ignore everything else for now.

Why Fewer Priorities Increase Productivity

It seems backwards.

Wouldn't looking at everything help you stay organized?

Actually, no.

Our brains perform better when they focus on a small number of meaningful choices.

A short priority list:

  • Reduces distractions
  • Improves concentration
  • Creates momentum
  • Makes finishing work feel achievable

Every completed task builds confidence.

That confidence encourages you to keep going.

Tip #3: Stop Giving Everything A Deadline

This advice surprises many people.

Most productivity experts recommend assigning a due date to every task.

I don't.

Here's why.

Many tasks don't actually have a real deadline.

When we assign fake deadlines, they lose their meaning.

Eventually your task manager fills with overdue items.

After a while, you stop paying attention to them altogether.

That's the opposite of what we want.

Instead, reserve due dates for work that truly matters.

Examples include:

  • Client meetings
  • Tax deadlines
  • Project launches
  • Scheduled presentations
  • Appointments

Everything else can remain flexible.

This gives you room to adjust your day without constantly moving deadlines around.

Artificial Priority Is A Real Problem

Every due date creates urgency.

Even if that urgency isn't real.

Eventually your task manager begins sorting work based on deadlines you invented weeks ago.

Now important work gets buried beneath tasks that simply have an older date attached to them.

Instead of helping you prioritize, your system starts working against you.

Only use deadlines when they're meaningful.

You'll trust your task list much more.

Create A Productivity System You Can Maintain

The best productivity system isn't the most advanced.

It's the one you'll actually use.

Keep your workflow simple.

Focus on habits that remove friction.

Ask yourself:

  • Is every task clear?
  • Can I immediately begin working?
  • Am I only looking at today's priorities?
  • Are my deadlines real?

If you answer yes to those questions, you're already ahead of most people.

Common Mistakes To Avoid

Avoid these productivity traps:

  • Writing vague reminders.
  • Creating huge daily task lists.
  • Assigning fake deadlines.
  • Constantly reorganizing instead of working.
  • Looking at your entire backlog all day.

Instead, keep things clear and simple.

As I like to remind people:

You deserve to work without feeling overwhelmed.

Frequently Asked Questions

Should every task begin with an action verb?

Yes. It removes confusion and tells you exactly what to do next.

How many daily priorities should I have?

Three to five is a great target. Fewer important tasks usually produce better results than trying to tackle everything at once.

Should I use due dates for every task?

No. Save due dates for tasks with genuine deadlines. Otherwise they lose their value.

Does this work with paper planners?

Absolutely. Keep one master page and one page dedicated to today's priorities.

What if new tasks appear during the day?

Add them to your master list first. Only move them into today's priorities if they're more important than what you're already working on.

Final Thoughts

Productivity isn't about doing more.

It's about making better decisions with your time.

When your tasks begin with action verbs, your priorities stay focused, and your deadlines actually mean something, your entire workflow becomes easier to manage.

Remember, your task list should support your work—not create more of it.

Start with these three simple changes today, and you'll spend less time staring at your list and much more time getting meaningful work done.

task managers
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Google Gemini and NotebookLM help you organize chats, trusted sources, and custom instructions into one simple project. In this video, Scott Friesen shows you how to create notebooks in Gemini that save time, improve AI responses, and keep every project organized.
Gemini AI,Google Gemini,Gemini notebooks,NotebookLM,Notebook LM,AI workflow,AI system,AI organize,organize business,time saving AI,business AI,Gemini tutorial,Google AI,custom instructions,AI productivity,NotebookLM tutorial,AI sources,AI research,workflow automation,business workflow,Google Workspace,AI tips

Stop Starting Over Every Time You Use Gemini

If you've been using Google Gemini for a while, you've probably noticed something frustrating. Every new chat feels like a fresh start. You have to explain your project again. You need to paste the same information again. You might even repeat the same instructions over and over.

That takes time.

Thankfully, there is a much better way.

By combining Gemini with NotebookLM, you can organize your work into notebooks that remember your conversations, use your trusted sources, and follow your custom instructions. It creates a much smarter AI system that saves time and gives you more consistent answers.

This has completely changed the way I use AI for both my business and personal projects.

Why I Use Notebooks Instead of Regular Chats

Think about all the different projects you're working on.

Maybe you're:

  • Creating marketing content
  • Researching customers
  • Planning a vacation
  • Writing emails
  • Building training materials
  • Managing your business

Each project needs different information.

Instead of mixing everything into one long conversation, I create a separate notebook for each project.

Every notebook becomes its own workspace.

Inside it, I can keep:

  • Previous conversations
  • Trusted documents
  • Website links
  • Images
  • Custom instructions

Everything stays together in one place.

That means I don't waste time explaining the same project every time I open Gemini.

Creating Your First Notebook

Getting started is surprisingly simple.

Open Gemini and expand the sidebar on the left.

Near the bottom you'll find the Notebooks section.

Choose Add New Notebook.

Now give your notebook a name that clearly describes your project.

For this example, I created one called Customer Research.

A clear name makes it much easier to find later, especially if you create lots of notebooks.

Once it's created, you'll see it listed in the sidebar with its own icon.

You can even change that icon.

Simply open the notebook menu, choose Rename, and select a new emoji that matches your project.

It seems like a small detail, but it helps you quickly recognize notebooks at a glance.

Think of Notebooks as Projects

One of the biggest mindset shifts is thinking of notebooks as projects.

Every project deserves its own space.

For example, you might create notebooks for:

  • Marketing ideas
  • Sales copy
  • Customer personas
  • Team documentation
  • Product research
  • Website content
  • Vacation planning

Keeping everything together makes it much easier to return weeks or months later without losing context.

Instead of searching through dozens of old chats, everything is already organized.

The Three Areas That Make Notebooks Powerful

Every notebook has three important parts.

The first is your notebook settings.

This is where you tell Gemini exactly how you want it to behave.

The second is your collection of sources.

These give Gemini trusted information to reference instead of relying only on general knowledge.

The third is your saved chats.

Every conversation becomes part of the notebook, helping Gemini understand the history of your project.

Together, these three features create a much more powerful workflow.

Instead of acting like a brand-new assistant every time, Gemini begins working like someone who already understands your project.

Set Custom Instructions Once

One of my favorite features is notebook instructions.

These let you define exactly what you're trying to accomplish.

You can include things like:

  • Your overall goal
  • Preferred writing style
  • Tone of voice
  • Formatting preferences
  • Important dates
  • Specific numbers
  • Project objectives

The more helpful your instructions are, the better Gemini performs.

Here's something I like to do.

Instead of writing all of those instructions myself, I ask Gemini to help.

For example, I might say:

"Help me create notebook instructions for researching my ideal customer."

Gemini creates a detailed draft.

Then I review it, make a few changes, and save it inside the notebook.

Now every future conversation automatically follows those instructions.

I don't need to repeat them again.

That's a huge time saver.

As I often remind people:

"You deserve to work without feeling overwhelmed."

Setting notebook instructions is one of the easiest ways to reduce repetitive work.

Let Gemini Remember Your Previous Conversations

Another feature that makes notebooks so useful is notebook memory.

By default, Gemini remembers the conversations inside that notebook.

This means every new chat can build on what you've already discussed.

Instead of starting from zero, Gemini already understands your previous questions, ideas, and decisions.

That leads to better answers and a much smoother workflow.

Even better, you can move existing conversations into a notebook after they've already been created.

If you've had useful chats elsewhere in Gemini, simply add them to your notebook.

Now they're part of the same project and available for future reference.

This is one of the easiest ways to organize months of AI conversations without having to start over.

Add Trusted Sources for Better AI Answers

One of the biggest advantages of using notebooks is the ability to add your own sources.

Instead of asking Gemini to search broadly across the internet, you can give it information you already trust.

This helps produce answers that are more accurate and much more relevant to your project.

You can add up to 50 different sources to each notebook.

That gives you plenty of room for almost any business project.

Some of the sources you can include are:

  • Websites
  • PDF documents
  • Word documents
  • Google Docs
  • Google Drive files
  • Images
  • YouTube videos

This flexibility makes notebooks incredibly useful for research and content creation.

Use Your Website as a Source

One of the first sources I usually add is my own website.

Why?

Because it already explains my business, products, services, and audience.

Instead of rewriting all of that information in every conversation, I simply let Gemini reference my website directly.

For example, if I'm creating marketing content, Gemini already understands:

  • What my business offers
  • Who I help
  • My writing style
  • My products and services
  • My overall message

That makes every response much more consistent.

If you have a landing page, pricing page, or About page, those can also become valuable sources.

Add YouTube Videos Too

Many people don't realize that YouTube videos can also become notebook sources.

This is especially helpful if you've created educational videos or product demonstrations.

Once the video is added, Gemini can reference the information inside it while answering your questions.

Imagine asking questions like:

  • Create a blog from this video.
  • Summarize my presentation.
  • Find the key lessons.
  • Create social media posts.
  • Write an email newsletter.
  • Suggest follow-up video ideas.

Instead of manually reviewing your own content, Gemini can help you work with it much faster.

For content creators, this is a huge productivity boost.

Keep Improving Your Notebook

Your notebook isn't something you build once and forget.

It's a living workspace.

As your project grows, you can continue adding:

  • New documents
  • Fresh research
  • Additional conversations
  • Updated websites
  • Images
  • Training materials

Every new source makes the notebook even more useful.

Over time, it becomes an organized knowledge base for your project.

That's much better than keeping dozens of files scattered across different folders.

Reuse Your Work Instead of Repeating It

One of the biggest productivity gains comes from not repeating yourself.

Let's say you're planning a vacation.

You've already told Gemini:

  • Where you're going
  • Your travel dates
  • Your budget
  • Your interests
  • The people traveling with you

Normally, every new chat would require repeating those details.

With notebooks, you don't have to.

You can simply ask:

"Create a day-by-day itinerary."

Gemini already knows the destination.

It already knows the travel dates.

It already understands the context.

The result is faster, more helpful responses.

The exact same idea works for business projects.

You don't have to explain your customer, product, goals, or workflow every single time.

Everything is already there.

Perfect for Customer Research

Customer research is one of my favorite notebook examples.

Suppose you're trying to understand your ideal customer.

You might collect information from:

  • Survey responses
  • Customer interviews
  • Website analytics
  • Product reviews
  • Competitor research
  • Sales conversations

Instead of storing all that information in separate locations, you can place it inside one notebook.

Now Gemini can analyze everything together.

It can identify patterns you may have missed.

It can even help create customer personas for marketing campaigns.

Because the notebook already contains your research, every conversation becomes more focused.

Instead of gathering information over and over, you're building on what you've already learned.

Organize Your AI Workflow

Many people struggle with AI because everything becomes messy after a few weeks.

They have:

  • Hundreds of chats
  • Random prompts
  • Saved documents
  • Browser bookmarks
  • Notes in multiple apps

Finding anything later becomes difficult.

That's why notebooks are so valuable.

Each notebook becomes a complete AI workflow.

Everything connected to one project stays together.

When you return next month, you can immediately continue where you left off.

No searching.

No guessing.

No repeating yourself.

A Better System for Business Owners

If you run a business, notebooks quickly become one of your most valuable productivity tools.

You might create separate notebooks for:

  • Marketing
  • Sales
  • Hiring
  • Customer support
  • Training
  • Operations
  • Product development

Each notebook develops its own memory and collection of trusted information.

Instead of one giant AI conversation covering everything, every department has its own organized workspace.

This simple system reduces confusion and helps you get better results from AI.

Save Time Every Single Day

Many productivity tools promise to save time.

Notebook organization actually delivers.

Think about how often you repeat information inside AI chats.

Now multiply that by weeks or months.

Those minutes quickly become hours.

By creating organized notebooks with memory, instructions, and trusted sources, you eliminate much of that repetitive work.

That means you can spend less time explaining your project and more time actually moving it forward.

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Stop wasting time typing the same emails, meeting details, and AI prompts again and again. Learn how text expansion can help you organize your AI prompts and streamline your workflow. In this video, Scott Friesen shows you how to build powerful Text Blaze snippets and shortcuts that save time every day.
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Stop Typing the Same Things Over and Over Again

If you find yourself sending the same emails, replies, meeting details, or AI prompts every day, there is a better way. Repeating the same typing tasks can waste a surprising amount of time.

Today, I want to show you one of my favorite productivity tools: Text Blaze.

Text Blaze is a text expansion tool that allows you to create shortcuts that instantly insert text, links, formatting, and even dynamic content. Instead of typing the same message repeatedly, you can type a short trigger and watch your content appear automatically.

Let's look at how it works.

What Is Text Expansion?

Text expansion is exactly what it sounds like.

You type a short shortcut, and it automatically expands into a longer piece of content.

For example, instead of typing a complete email response, you might type:

/qo

A moment later, a fully formatted response appears.

The same thing can work for:

  • Customer replies
  • Meeting invitations
  • Frequently asked questions
  • Sales messages
  • Project updates
  • AI prompts
  • Support responses

The result is less typing and more consistency.

Why Text Blaze Stands Out

There are many text expansion tools available today, but I prefer Text Blaze because it is simple and flexible.

You can use it as:

  • A Chrome extension
  • A desktop application
  • A personal productivity tool
  • A business workflow solution

One feature I particularly like is the ability to organize snippets into folders.

As your collection grows, organization becomes important. Instead of searching through dozens of shortcuts, you can group them into categories.

Examples might include:

  • Customer Service
  • Sales
  • Team Communication
  • Project Management
  • AI Prompts

Having everything organized makes it much easier to find what you need.

Why Every Business Owner Should Use Text Expansion

Many business owners struggle because they are constantly switching between tools and repeating routine tasks.

Every day they:

  • Copy and paste emails
  • Search for links
  • Rewrite similar responses
  • Re-enter meeting information
  • Rebuild prompts for AI tools

These activities may seem small, but they add up quickly.

A simple text expansion system reduces this friction.

Instead of searching for information, you can access it instantly through a shortcut.

This creates a smoother workflow and helps you focus on more valuable work.

Creating Your First Snippet

Creating a snippet is surprisingly easy.

The first step is selecting the option to create a new snippet.

Next, give your snippet a descriptive name.

For example:

"List of Colors"

The name should clearly describe what the snippet contains.

Remember, the label is primarily for you. It helps you identify the snippet later.

A good naming system will save time as your library grows.

Choosing the Right Shortcut

After naming your snippet, you'll create a trigger.

The trigger is the shortcut you type to activate the snippet.

For example:

/col

This shortcut could insert a complete list of available colors for customers.

I recommend using a special character at the beginning of your shortcuts.

Common options include:

  • /
  • ;
  • .

Why?

Because regular words can accidentally trigger snippets.

For example, if you used "do" as a shortcut, you might accidentally activate it whenever you typed the word "do."

Using a special character prevents this problem.

Adding Content to Your Snippet

Once your shortcut is ready, it's time to add content.

This is where Text Blaze becomes powerful.

Your snippet can include:

  • Plain text
  • Formatting
  • Hyperlinks
  • Lists
  • Images

For example, an interior design company might frequently send customers a list of available fabric colors.

Instead of typing the same information repeatedly, the complete list can be stored in a snippet.

Whenever a customer asks, the employee simply types the shortcut.

The response appears instantly.

The Benefits of Consistency

One hidden advantage of text expansion is consistency.

When employees manually type responses, mistakes happen.

Common issues include:

  • Missing information
  • Incorrect links
  • Typos
  • Outdated details

A centralized snippet library ensures everyone shares the same information.

This improves professionalism and reduces confusion.

Customers receive accurate information every time.

Taking Snippets to the Next Level

Basic text expansion is helpful.

Dynamic content is where things become truly powerful.

Dynamic fields allow snippets to change automatically based on conditions.

Examples include:

  • Dates
  • Names
  • Calculations
  • Forms
  • Variables

This means your snippets can adapt to different situations.

Instead of storing static information, you create intelligent templates.

Automatically Insert Future Dates

One of my favorite examples is client follow-up communication.

Imagine you often tell clients:

"I will review your files and get back to you within three days."

Typing this manually is easy enough.

But what if you want to provide the exact date?

Dynamic date commands make this possible.

The system automatically calculates the future date and inserts it into the message.

The result feels more personal and professional.

How Dynamic Dates Work

Let's say today is June 10.

You create a snippet that adds three days.

When activated, the message automatically displays:

June 13

No calculator required.

No checking the calendar.

No mistakes.

The software handles everything automatically.

This small automation can save significant time over the course of a year.

Improving Customer Communication

Customers appreciate clarity.

Specific dates often feel more trustworthy than vague promises.

Compare these two responses:

"I'll get back to you in a few days."

Versus:

"I'll get back to you before June 13."

The second response feels more professional.

Dynamic date fields make it easy to provide precise information without additional effort.

Building an AI Prompt Library

One of the fastest-growing uses for text expansion is AI prompting.

Many people use AI tools every day.

Unfortunately, they often retype the same instructions repeatedly.

This creates unnecessary work.

Instead, create a dedicated AI prompt folder.

Inside that folder, store your most useful prompts.

Examples might include:

  • Content creation prompts
  • Email drafting prompts
  • Brainstorming prompts
  • Marketing prompts
  • Research prompts

With a simple shortcut, your prompt appears instantly.

Why AI Users Need Better Systems

The quality of AI results often depends on the quality of your instructions.

Good prompts take time to create.

Once you've built an effective prompt, you shouldn't have to rewrite it.

Saving prompts as snippets provides:

  • Faster results
  • Better consistency
  • Improved output quality
  • Less repetitive work

This creates a stronger AI workflow and helps you get more value from your AI tools.

Organizing Your Snippet Library

As your collection grows, organization becomes critical.

I recommend creating folders based on function.

Examples include:

  1. Sales
  2. Support
  3. Marketing
  4. Internal Communication
  5. AI Prompts
  6. Project Management

This structure keeps everything easy to find.

The goal is to reduce friction.

If you spend too much time searching for snippets, you're defeating the purpose.

Common Snippet Ideas

Need inspiration?

Here are some snippets worth creating:

  • Meeting invitations
  • Zoom details
  • Customer onboarding messages
  • Frequently asked questions
  • Proposal templates
  • Follow-up emails
  • Product descriptions
  • Support responses
  • Social media replies
  • AI prompts

Start with the tasks you repeat most often.

Those usually provide the biggest return.

How Much Time Can You Save?

Even small savings add up.

Imagine a snippet saves 30 seconds.

If you use it 20 times per day:

30 seconds × 20 = 10 minutes daily.

Over a year, that's dozens of hours saved.

Now imagine multiple snippets working together.

The savings become significant.

This is why text expansion is one of the simplest productivity improvements available.

Creating a Better Workflow

Many people think productivity requires complex automation.

That's not always true.

Sometimes the biggest improvements come from simple systems.

Text expansion removes repetitive typing.

That means:

  • Less frustration
  • Faster communication
  • Better organization
  • Higher consistency
  • Greater efficiency

These improvements support nearly every area of your business.

Frequently Asked Questions

Is Text Blaze Free?

Yes. Text Blaze offers a free plan that allows you to create and use snippets.

Can I Use It For AI Prompts?

Absolutely. AI prompts are one of the most popular uses for text expansion.

Does It Work With Email?

Yes. You can use snippets while composing emails and responding to messages.

Can I Organize My Snippets?

Yes. Folders make it easy to group snippets by category.

Are Dynamic Dates Difficult To Set Up?

No. Text Blaze includes simple tools for creating date-based automation.

Final Thoughts

If you're still copying and pasting the same information every day, text expansion may be one of the easiest productivity upgrades you can make.

Start small.

Create a few shortcuts for your most common tasks.

Then gradually expand your library as you discover new opportunities.

Before long, you'll have a powerful system that helps you organize your work, improve your workflow, save time, and reduce overwhelm.

And remember:

"You deserve to work without feeling overwhelmed."

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Feeling overwhelmed by projects and decisions for your business? These simple AI prompts can help you organize priorities, improve your workflow, uncover hidden risks, and save valuable time. In this video, Scott Friesen shows you 5 practical AI prompts that deliver better results with ChatGPT, Gemini, and other AI tools.
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5 AI Prompts Every Small Business Owner Should Use

Artificial intelligence can save us a lot of time. But there is one important catch. We need to know how to ask the right questions.

Many business owners try ChatGPT, Gemini, or another AI tool and walk away disappointed. They get generic answers, confusing suggestions, or information that is too broad to be useful.

The good news is that getting better results is often not about using a different AI tool. It is about using better prompts.

Today, I want to share five simple prompts that can help you work smarter, make better decisions, and create a more organized business system. These prompts are easy to use and can be added to almost any situation.

If you often feel overwhelmed, struggle with decision-making, or want to improve your workflow, these prompts can make a real difference.

Why Prompts Matter More Than You Think

AI tools are powerful, but they are only as effective as the information and instructions we provide.

Think of AI as a talented assistant. If you give vague directions, you will get vague results. If you provide context and clear instructions, you will receive more useful answers.

The prompts below are designed to help business owners:

  • Save time
  • Improve efficiency
  • Organize projects
  • Reduce stress
  • Create better workflows
  • Make smarter decisions

Let's start with the first prompt.

Prompt #1: Break Large Tasks Into Small Steps

One of the biggest reasons we procrastinate is because a task feels too large.

Maybe you need to redesign a process.

Maybe you need to launch a new service.

Maybe you have been avoiding a project for weeks.

Instead of asking AI to solve everything, use this prompt:

"Break this task into the smallest next steps. Tell me what to do first, what to ignore for now and how to finish without overcomplicating it."

This prompt is powerful because it reduces uncertainty.

Instead of staring at a giant project, you suddenly have a clear starting point.

For example, if I am trying to improve my client onboarding process, AI might suggest:

  1. Review current onboarding steps.
  2. Identify customer pain points.
  3. Simplify communication emails.
  4. Create a checklist.
  5. Automate repetitive actions.

Even more valuable, AI can tell me what I should ignore for now.

That helps prevent overthinking and keeps me focused on progress.

Why This Prompt Works

When we are overwhelmed, we often try to solve everything at once.

That approach usually leads to frustration.

This prompt helps create momentum because it focuses on the next action rather than the entire project.

Small steps are easier to complete.

Small wins build confidence.

Confidence creates progress.

Prompt #2: Find The Biggest Bottleneck

Every business has bottlenecks.

Some waste time.

Some waste money.

Some create frustration for employees and customers.

The challenge is that we are often too close to our own processes to see them clearly.

That is where AI can help.

Use this prompt:

"Find the biggest bottleneck, explain why it is slowing me down and suggest one simple fix that would save the most time."

Provide as much information as possible about your workflow before using the prompt.

You can describe:

  • Daily processes
  • Customer interactions
  • Sales activities
  • Administrative work
  • Team responsibilities

The more context you provide, the better the result.

Examples Of Business Bottlenecks

AI may identify issues such as:

  • Too much manual data entry
  • Duplicate work across apps
  • Delayed approvals
  • Poor communication systems
  • Inefficient scheduling

Instead of presenting dozens of recommendations, this prompt focuses on the single biggest problem.

That makes it easier to take action immediately.

Prompt #3: Make Better Business Decisions

Business owners make decisions every day.

Should you switch software?

Should you hire someone?

Should you launch a new product?

Should you invest in a new marketing strategy?

These decisions can feel overwhelming because many factors must be considered.

I recommend using this prompt:

"Help me decide between these options. Compare them based on cost, time, effort, risk, and long-term value then suggest the best choice."

This prompt forces AI to evaluate options from multiple perspectives.

Many people only focus on cost.

Others focus only on speed.

The smartest decisions consider all major factors.

Important Decision Factors

Let's look at each factor:

Cost
How much money will this require?

Time
How long will implementation take?

Effort
How much work is involved?

Risk
What could go wrong?

Long-Term Value
Will this create benefits in the future?

These categories create a more balanced analysis.

An Example

Imagine you are deciding whether to keep your current project management tool or move to a new platform.

AI might discover:

  • The new tool offers more features.
  • Migration requires significant effort.
  • Team training would take time.
  • The current tool can be simplified instead.

As a result, AI may recommend staying with the current solution while optimizing how it is used.

That is valuable insight that can save both time and money.

Prompt #4: Turn Ideas Into Action Plans

Most entrepreneurs have more ideas than they can realistically execute.

The challenge is not generating ideas.

The challenge is turning ideas into action.

That is why I love this prompt:

"Turn this rough idea into a simple action plan. Give me the goal, key steps, tools needed, possible risks, and the first three actions I should take."

This prompt bridges the gap between inspiration and execution.

What Makes This Prompt Effective

Many project plans become too complicated.

You do not need a 50-page strategy document.

You need enough clarity to get started.

This prompt typically produces:

  • A clear goal
  • Major milestones
  • Recommended tools
  • Potential risks
  • Immediate next actions

That gives you a practical roadmap without unnecessary complexity.

Example Scenario

Let's say I want to launch a customer education program.

AI might provide:

Goal
Improve customer success and retention.

Key Steps

  • Define content topics
  • Build training materials
  • Create a publishing schedule

Tools Needed

  • Video software
  • Documentation platform
  • Email marketing system

Possible Risks

  • Inconsistent content production
  • Low customer participation

First Three Actions

  1. Survey customers.
  2. Identify common questions.
  3. Create the first training resource.

Suddenly, an idea becomes a real project.

Prompt #5: Discover What You Are Missing

This may be the most valuable prompt on the list.

One of the greatest strengths of AI is its ability to identify blind spots.

As business owners, we are often excited about our ideas.

That excitement can prevent us from seeing potential problems.

Use this prompt:

"Tell me what is unclear, what could go wrong, what I may be forgetting, and what I should improve before moving forward."

This prompt encourages AI to challenge your assumptions.

That is incredibly valuable.

When To Use This Prompt

Use it before:

  • Launching a new service
  • Introducing a new product
  • Hiring employees
  • Creating a marketing campaign
  • Investing in new software
  • Changing business processes

Common Issues AI May Identify

AI may highlight:

  • Missing customer research
  • Pricing concerns
  • Communication gaps
  • Resource limitations
  • Legal considerations
  • Operational risks

Sometimes a single overlooked issue can create major problems later.

Finding those issues early can save enormous amounts of time and stress.

Getting Better Results From Any AI Tool

The prompts themselves are important, but there are a few best practices that can improve your results even further.

Provide Context

Do not assume AI understands your situation.

Explain:

  • Your goals
  • Your challenges
  • Your business type
  • Your available resources

More context usually produces better answers.

Share Relevant Information

Whenever possible:

  • Upload documents
  • Share process descriptions
  • Include examples
  • Provide background details

This helps AI generate recommendations that are tailored to your situation.

Ask Follow-Up Questions

Treat AI like a conversation.

If the answer is incomplete, ask:

  • Can you explain this further?
  • Can you simplify that recommendation?
  • Can you give me examples?
  • What alternatives should I consider?

Each follow-up can improve the quality of the result.

Focus On Action

The best prompts lead to action.

Avoid getting stuck in endless research and analysis.

Use AI to help you:

  • Decide faster
  • Plan faster
  • Execute faster

That is where the real value appears.

Building A Better Business System

Many business owners struggle because they are using too many tools.

Information lives in multiple places.

Processes become complicated.

Workflows become difficult to manage.

These AI prompts help bring clarity to that chaos.

Instead of guessing, you can:

  • Identify priorities
  • Improve processes
  • Make better decisions
  • Create action plans
  • Reduce risk

Over time, those improvements build a stronger business system.

And when your systems improve, your business becomes easier to run.

Frequently Asked Questions

Which AI tool should I use?

ChatGPT, Gemini, Claude, and many other AI tools can work well. The quality of your prompt often matters more than the platform you choose.

Do I need technical skills?

No. These prompts are designed for everyday business owners and can be used immediately.

Can AI replace business consultants?

AI can provide valuable insights, but human expertise and real-world experience still play an important role in many business decisions.

How much information should I provide?

As much relevant information as possible. Better context almost always produces better results.

Can these prompts help solo entrepreneurs?

Absolutely. In fact, solo business owners often benefit the most because they are responsible for many different areas of the business.

Final Thoughts

AI is not just about generating content. It can become a valuable thinking partner for your business.

The five prompts covered here can help you organize your workflow, save time, reduce overwhelm, and make smarter decisions.

Start with the challenge that is causing you the most frustration today. Then use one of these prompts and see what happens.

You may be surprised by how quickly AI helps uncover solutions, simplify your system, and move your business forward.

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Want to collect payments directly from Google Forms? Learn how to accept online payments with a checkout page for events, products, services and more. In this video, Scott Friesen shows you the simplest way to turn Google Forms into a payment form.
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How I Turn Google Forms Into a Payment Form

Google Forms is one of my favorite tools because it is simple, flexible, and easy to use. Many people already use it for registrations, surveys, event signups, and order requests. But there is one question I hear all the time:

“How do I collect payments with Google Forms?”

The good news is that you don't need to build a complicated website or invest in expensive software. With the right add-on, you can transform a standard Google Form into a complete payment form that allows customers, members, donors, and event attendees to pay online.

In this guide, I'll show you exactly how I set up payment collection inside Google Forms using Payable Forms and how you can use it to create a simple system for your business or organization.

Why Add Payments to Google Forms?

Many business owners are already using Google Forms to gather information. They collect names, email addresses, registrations, product selections, and service requests.

The problem comes when payment is required.

Without a payment solution, you often have to:

  • Send separate invoices
  • Request e-transfers
  • Follow up manually
  • Track payments in another app
  • Reconcile information later

That creates extra work and increases the chance of mistakes.

Instead, I prefer keeping everything together in one workflow.

When users fill out a form and pay immediately, the process becomes much easier for everyone involved.

Some common uses include:

  • Event registrations
  • Training programs
  • Coaching sessions
  • Club memberships
  • Fundraisers
  • Product orders
  • Donations
  • Service bookings

The Tool I Use: Payable Forms

The easiest solution I've found is an add-on called Payable Forms.

This add-on connects directly with Google Forms and allows you to add payment functionality without rebuilding your form from scratch.

Once installed, it guides you through the setup process step by step.

The best part is that it works with tools many businesses already use, including:

  • Stripe
  • PayPal
  • Square

That means you can continue using your preferred payment provider while keeping your existing Google Form.

Step 1: Create or Open Your Google Form

The first step is opening an existing Google Form or creating a new one.

In my example, I created a form for ski lessons.

The form includes:

  • Email address
  • Customer name
  • Training package options
  • Additional extras

Your form can be as simple or as detailed as you like.

The important thing is to make sure you're collecting the information needed for your service, event, or product.

Step 2: Install the Payable Forms Add-On

Once your form is ready, click the three-dot menu in the upper-right corner of Google Forms.

From there:

  1. Select "Get Add-ons"
  2. Open the Google Workspace Marketplace
  3. Search for "Payable Forms"
  4. Select the correct add-on
  5. Click Install

After installation, a sidebar will appear inside Google Forms.

This sidebar acts as your setup wizard and walks you through the entire process.

If you don't see the sidebar immediately, click the Add-ons icon and select Payable Forms from the list.

Step 3: Connect Google Forms to Google Sheets

One of the smartest things you can do when using Google Forms is connect it to Google Sheets.

Google Sheets gives you a much better way to organize and review responses.

Payable Forms takes this one step further.

When you connect your form to a spreadsheet, additional payment-related columns are automatically added.

These can include:

  • Order ID
  • Payment total
  • Payment status
  • Payment method
  • Transaction information
  • Update timestamps

Now you're not just collecting form responses.

You're building a complete payment tracking system.

This is exactly the type of simple workflow that helps eliminate manual work and keeps information organized.

Why Payment Tracking Matters

Many businesses lose time because information is spread across multiple apps.

Customer details may be stored in one location.

Payment details may be stored somewhere else.

Receipts may be sitting inside an email inbox.

When everything is connected to a spreadsheet, it becomes much easier to answer questions like:

  • Has this customer paid?
  • Which package did they choose?
  • What payment method did they use?
  • When was the payment completed?

Having a centralized system saves time and reduces confusion.

Step 4: Match Your Branding

Trust is extremely important when collecting payments online.

If customers see a form that looks completely different from the checkout page, they may become hesitant.

That's why I recommend customizing your Google Form first.

Google Forms allows you to change:

  • Colors
  • Fonts
  • Header images
  • Branding elements

Once you've customized the appearance, Payable Forms can synchronize that design with the checkout page.

The result is a more professional experience.

Your users feel confident because the payment page looks like a natural continuation of the form they just completed.

Why Consistency Improves Conversions

People want reassurance before entering payment information.

A consistent design helps build confidence.

When the branding remains the same throughout the process, users are more likely to complete their purchase.

Even small improvements in trust can lead to better conversion rates.

That's especially important for:

  • Fundraisers
  • Membership organizations
  • Coaches
  • Consultants
  • Small businesses

Step 5: Preview the Checkout Experience

Before sharing your form with others, always test it.

One feature I appreciate is the ability to preview the checkout experience.

This allows me to see:

  • Order details
  • Payment summary
  • Checkout screen
  • Confirmation page

Testing helps ensure everything works properly before real customers start using it.

You can verify:

  • Pricing
  • Form logic
  • Branding
  • Payment flow

Finding issues during testing is much easier than fixing problems later.

Step 6: Add Prices Directly to Form Options

One of the most useful features is how pricing works.

Instead of creating a separate pricing table, you simply include prices inside your form options.

For example:

  • Beginner Package $99
  • Intermediate Package $149
  • Advanced Package $199

You can also create extras such as:

  • Equipment Rental $20
  • Lunch Package $15
  • Hot Chocolate $5

Payable Forms automatically detects the dollar amount and uses it during checkout.

This keeps everything simple.

You don't need complicated calculations or external systems.

Create Flexible Order Forms

This approach works especially well for order forms.

Customers can select:

  • Multiple products
  • Additional services
  • Optional upgrades
  • Add-ons

The checkout total is automatically calculated based on their selections.

That creates a smooth experience while reducing administrative work.

Step 7: Connect Your Payment Provider

The final setup step is connecting a payment provider.

Payable Forms supports several popular options.

These include:

  1. Stripe
  2. PayPal
  3. Square

If you already have an account, connecting it is straightforward.

If you don't have an account yet, the setup process helps guide you through creating one.

Once connected, you're ready to start accepting payments.

Which Payment Provider Should You Choose?

The right choice depends on your business.

Stripe is often popular for online businesses because of its flexibility.

PayPal is familiar to many customers and can increase trust.

Square is commonly used by businesses that also accept in-person payments.

The good news is that all three options provide reliable ways to collect payments securely.

Real-World Examples

Here are a few practical ways I would use this system.

Event Registration

Participants:

  • Register online
  • Select ticket types
  • Pay immediately

Everything is stored in one place.

Coaching Programs

Clients can:

  • Select a package
  • Submit their details
  • Complete payment

No separate invoice required.

Fundraising Campaigns

Supporters can:

  • Enter donation amounts
  • Provide contact information
  • Receive payment confirmation

The process is simple and professional.

Small Business Orders

Customers can:

  • Choose products
  • Add upgrades
  • Pay online

This creates an efficient ordering workflow.

Benefits of Using Google Forms for Payments

There are several reasons why I like this approach.

Simplicity

You can build a payment form quickly without learning new software.

Affordability

Many organizations already use Google Workspace, making this a cost-effective solution.

Automation

Information flows automatically into a spreadsheet.

Better Organization

Customer details and payment records stay together.

Professional Experience

Branded checkout pages improve trust.

Scalability

The same system can support small projects or growing businesses.

Common Mistakes to Avoid

When creating a payment form, watch out for these common issues.

Forgetting to Test

Always submit a sample payment before going live.

Poor Form Design

Keep questions clear and easy to understand.

Missing Email Collection

Collect email addresses so users can receive receipts and confirmations.

Inconsistent Branding

Match your form and checkout page whenever possible.

Overcomplicating the Process

The simpler the workflow, the more likely people are to complete it.

Frequently Asked Questions

Can I collect payments directly inside Google Forms?

Not by default. You need a payment solution such as Payable Forms to add payment functionality.

Can I use Stripe with Google Forms?

Yes. Payable Forms supports Stripe integration.

Can I accept PayPal payments?

Yes. PayPal is one of the supported payment providers.

Do customers receive receipts?

Yes. Customers can receive payment confirmations and receipts.

Can I track payments in Google Sheets?

Absolutely. Payment information can be stored alongside form responses.

Is this good for small businesses?

Yes. It works especially well for businesses looking to organize registrations, orders, bookings, and payments within one simple system.

Final Thoughts

One of the biggest challenges business owners face is managing too many tools. Information becomes scattered, workflows become complicated, and valuable time gets lost.

That's why I love solutions that help bring everything together.

Using Google Forms with Payable Forms allows me to collect information, accept payments, track transactions, and stay organized without creating unnecessary complexity.

As I often say, you deserve to work without feeling overwhelmed.

Google Forms
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Most AI users waste time rewriting prompts and fixing poor results. Discover a simple prompt technique that helps create more accurate text, images, and content with less effort. In this video, Scott Friesen shows you how clarifying questions can dramatically improve your AI output.
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The One AI Prompt Addition I Use Every Day

If you use AI tools like ChatGPT, Claude, Gemini, or others, there is one simple sentence that can dramatically improve your results.

I use it dozens of times every day.

In fact, it has become one of the most valuable additions to my entire AI workflow. It helps me save time, reduce frustration, and get much closer to the result I actually want.

The best part?

It only takes one sentence.

Today I want to show you exactly what it is, why it works, and how you can start using it in your own business and daily work.

Why AI Often Misses the Mark

Most AI tools are incredibly powerful.

They can write emails, create reports, generate images, build marketing plans, summarize information, and much more.

But there is one common problem.

AI doesn't know exactly what is in your head.

You may have a clear vision of what you want. You may know exactly how the final result should look. Unfortunately, the AI only knows what you type into the prompt.

This creates a gap between your expectations and the output.

Many people try to solve this problem by writing longer prompts. Sometimes they spend several minutes adding details and instructions.

But there is a faster way.

The Simple Sentence That Changes Everything

Here is the sentence I add to the end of almost every prompt:

"Ask me three to five clarifying questions so you are 99% certain of what I want you to do."

That's it.

One sentence.

Yet this small addition can completely transform the quality of the response.

Instead of making assumptions, the AI pauses and asks questions before completing the task.

This creates a conversation rather than a one-way instruction.

And that's where the magic happens.

A Real Example

Let's imagine I want an AI image generator to create a marketing image for a landscaping company.

I ask the AI to create an illustration showing:

  • A messy lawn on the left
  • A perfect lawn on the right

Without adding my special sentence, the AI creates an image.

Technically, it does exactly what I requested.

The image is good.

But it isn't exactly what I had in mind.

The lawns may be on different properties.

The style may not match my brand.

The image may include text I don't want.

The result is acceptable, but it isn't ideal.

Now let's try the same prompt again.

This time I add:

"Ask me three to five clarifying questions so you are 99% certain of what I want you to do."

Everything changes.

The Power of Clarifying Questions

Instead of immediately generating the image, the AI starts asking questions.

Questions such as:

  • Do you want a side-by-side comparison or a before-and-after image?
  • What illustration style do you prefer?
  • Should a house be included in the background?
  • What mood or time of day should be shown?
  • Should any text appear in the image?

These questions reveal things I may not have considered.

They also help the AI understand my vision more clearly.

Suddenly, I am collaborating with the AI instead of simply issuing commands.

That leads to much better results.

You Don't Need Long Answers

One of the biggest misconceptions about AI is that every response needs to be detailed.

That's not true.

When the AI asks clarifying questions, I often answer with only a few words.

For example:

Comparison style:

  • Before and after

Art style:

  • Modern

Background:

  • Focus on the lawn

Mood:

  • Bright and sunny

Extra instructions:

  • No text

That's enough.

The AI now has far more context than it did before.

And it only took a few seconds.

Why This Works So Well

There are several reasons this approach works.

First, it uncovers hidden assumptions.

We often assume the AI knows what we mean.

It doesn't.

The questions expose details that were never included in the original prompt.

Second, it improves accuracy.

Every answer gives the AI more information.

More information leads to better decisions.

Third, it reduces revisions.

Instead of fixing mistakes later, you prevent them before they happen.

This saves a tremendous amount of time.

Better Images With Less Effort

Image generation is one of the best places to use this technique.

AI image tools often make assumptions about:

  • Style
  • Colors
  • Composition
  • Backgrounds
  • Text
  • Lighting

Sometimes those assumptions are correct.

Often they are not.

When the AI asks clarifying questions first, you gain control over the creative process.

The final image becomes much closer to your vision.

That means fewer retries and less frustration.

Better Writing Too

This method isn't limited to images.

In fact, I use it even more often for writing tasks.

For example:

  • Emails
  • Blog posts
  • Proposals
  • Reports
  • Social media content
  • Marketing copy

Instead of generating content immediately, the AI asks questions about audience, tone, objectives, and desired outcomes.

As a result, the final content feels more relevant and useful.

Great for Business Owners

Many business owners struggle because they are using too many tools and systems.

They are constantly switching between apps.

They are wasting time fixing mistakes.

They are repeating work.

A better AI workflow can help solve these problems.

When you use clarifying questions, AI becomes more reliable.

You spend less time editing.

You spend less time explaining things repeatedly.

And you get more value from every interaction.

The Hidden Benefit Nobody Talks About

There is another benefit that is easy to overlook.

The questions help improve your own thinking.

Sometimes the AI asks something I hadn't considered.

That forces me to think more clearly about what I really want.

In many cases, the question is just as valuable as the answer.

The AI becomes a thinking partner.

Not just a content generator.

That shift can dramatically improve decision-making.

Create a Reusable System

If you use this sentence frequently, I recommend turning it into a repeatable system.

You don't want to type it every time.

Instead, store it somewhere easy to access.

Some options include:

  • Text expansion software
  • Snippet managers
  • Keyboard shortcuts
  • Saved prompts
  • AI prompt libraries

With a shortcut, you can insert the sentence instantly.

That makes it easy to use throughout the day.

My Recommended Prompt

Here is the exact prompt addition again:

"Ask me three to five clarifying questions so you are 99% certain of what I want you to do."

Feel free to copy it.

You can use it with:

  • ChatGPT
  • Claude
  • Gemini
  • Copilot
  • Perplexity
  • Other AI assistants

The tool doesn't matter.

The principle remains the same.

Common Use Cases

I regularly use this approach when creating:

  1. Marketing campaigns
  2. Customer emails
  3. Sales proposals
  4. Blog articles
  5. Training materials
  6. AI-generated images
  7. Project plans
  8. Business processes

Any time the output matters, clarifying questions can help.

When You Might Skip It

There are a few situations where you may not need clarifying questions.

For example:

  • Quick fact lookups
  • Simple calculations
  • Basic definitions
  • Short summaries

If the task is straightforward, extra questions may not be necessary.

But for anything creative or strategic, they are often worth the extra few seconds.

Frequently Asked Questions

Does this work with every AI tool?

Yes. Most modern AI platforms can ask clarifying questions before completing a task.

How many questions should the AI ask?

I recommend three to five questions. That usually provides enough context without slowing things down.

Do I need to answer every question?

No. You can answer only the questions that matter most.

Can I use short answers?

Absolutely. Even one- or two-word answers can significantly improve the final result.

Is this useful for business workflows?

Yes. It can improve communication, content creation, planning, marketing, and many other business activities.

Final Thoughts

The most effective AI improvements are not always complicated.

Sometimes a single sentence can completely change the quality of your results.

By asking the AI to clarify your request before it begins, you create a smarter process.

You reduce assumptions.

You improve accuracy.

You save time.

And you get closer to the outcome you actually want.

The next time you open ChatGPT, Claude, Gemini, or another AI assistant, try adding this sentence:

"Ask me three to five clarifying questions so you are 99% certain of what I want you to do."

You may be surprised how much better your results become.

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