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The Secret AI Power Hiding Inside Google Sheets

In this AI marketing podcast episode, Dan Sanchez and his brother Travis dive deep into the latest AI-powered capabilities in Google Sheets and how they're revolutionizing everyday marketing workflows. From automated spreadsheet completion to real-time data analysis and reporting, Dan shares specific examples of how Gemini is saving hours of work and turning spreadsheets into smart, dynamic tools. Whether you're managing content calendars or analyzing survey responses, this episode reveals how AI is transforming how marketers use spreadsheets. My Favorite AI Tools: * Tella (AI screen recording app I record all my solo episodes with) - https://danchez.com/tella * High Level (My all-in-one marketing platform) - https://danchez.com/highlevel * Zencastr (Best AI podcast tool) - https://danchez.com/podtools * n8n (my favorite AI automation tool) - https://danchez.com/n8n Resources Mentioned: * Google Sheets Gemini AI - https://workspace.google.com/blog/product-announcements/duet-ai-in-google-sheets * Clay (for AI data enrichment) - https://www.clay.com/ * Gamma (AI-powered presentation tool) - https://gamma.app/ * Turning your podcast into social posts: https://smack.fm Timestamps: * 00:00 - Do you love spreadsheets? The kind of marketer that says a lot * 02:00 - AI in Google Sheets is finally a real workflow enhancer * 04:30 - Dan shares how Gemini filled in an entire Bible study worksheet * 06:30 - When Gemini hallucinates: where AI in Sheets still falls short * 08:15 - Use Gemini as a cell-level formula to categorize qualitative survey data * 11:30 - Reporting magic: Gemini pulls podcast view data from multiple tabs and summarizes it * 14:30 - The future of automating social media analytics with AI + Chrome * 17:30 - Why High Level's fixed pricing and Google Sheets integration is a game-changer * 21:00 - Turning podcast episodes into book chapters using Gemini * 27:00 - Emotional processing and marriage fights: a surprising use case for AI * 31:00 - Viral post: Claude cuts $195K hospital bill down to $33K * 35:00 - Using AI for second opinions on legal and financial documents

Transcript

Travis: Gross.

Dan Sanchez: You know what kind of marketer you are based on whether you love spreadsheets. And it doesn't matter whether it's Excel, Google Sheets, Apple Numbers, probably not Apple Numbers, but one of those other two.

Dan Sanchez: You can tell what kind of marketer you are.

Travis: gross

Dan Sanchez: Are you the nerd? Are you the quant kind of person? Or are you coming out of more of the creative side? Personally, i freaking love Excel. I also love Photoshop. I think that both of these things are fantastic.

Dan Sanchez: And AI... is now available in in spreadsheets, specifically Google spreadsheets in a way that I have dreamed about in a way that I've been hoping for ever since I started going on this AI journey. I'm like, it's actually starting to get so good that it's changing my workflows.

Dan Sanchez: So in this episode, we're going to be diving into some awesome things that Google's been adding to Google Sheets specifically, but we're also going to be covering some other news, some viral posts and things that you need to know in AI in as a marketer.

Dan Sanchez: So welcome back to Bot Bros, a segment of the AI-driven marketer, where we dive deep into what's going on with AI to separate the help from the hype. I'm Dan Sanchez, and I'm joined by my brother, Travis Sanchez.

Travis: I'm still here kicking in alive.

Dan Sanchez: It kicking. We're going to be diving into spreadsheets, ma' my man. And I got to say, like when you see a well-organized spreadsheet, does that like make your heart come alive, or you're just kind of like, oh, good, I don't have to do it now?

Dan Sanchez: Yeah.

Travis: Yes. And you can tell the experience that someone has in the spreadsheet area.

Dan Sanchez: Oh, yeah.

Travis: by the colors that they use and people that don't, they're using the brightest reds, greens, oranges. And you're like, yeah, this person has no idea what they're doing.

Dan Sanchez: Yep.

Travis: It's the pastel colors you're looking for. Anyways, that is a simple test to see if anyone has experience, but yeah, when there is something organized, well, man, does it look nice?

Dan Sanchez: Yeah.

Travis: Feels nice. It's intuitive. Yeah.

Dan Sanchez: Every once in a while, I'll get into an Excel sheet where like things are locked or in things are being calculated in such a way. And I'm like, Oh, some wizard went through here. They turned this thing into a software program.

Travis: Uh-huh.

Travis: Yep. Yep.

Dan Sanchez: I know the basics. Like I, I know the, I can get my way around the formulas and the V lookups and I'm a graphic. I was a graphic designer. And so I know how to apply design to table design to make them look nice.

Dan Sanchez: and But I don't know. I think in marketing, if you're dealing with data, somewhere along the line, we all had to pick up a skill in Excel. like That's just part of marketing. If you're actually trying to move the needle, if you're actually trying to figure out what the heck happened and where do we need to go, somewhere along the line, you have to figure out some spreadsheet program in order to to do that.

Travis: Oh yeah. Content calendar.

Dan Sanchez: it's

Travis: Anyone? I mean, wow.

Dan Sanchez: Yeah.

Travis: How many content calendars have I built in sheets?

Dan Sanchez: Just to organize information.

Travis: so Yeah.

Dan Sanchez: So this week I got it particularly excited when it came to what Google was doing in AI. And these these have been happening for months now. I remember I got kind of excited last spring, but then they updated it recently. We even covered it in last week's episode, the update, but I didn't go into specifically like what it was.

Dan Sanchez: And then i I just discovered some new things. So this is kind of like a stack of updates that I found personally in my own workflows just within the last like week or two that I was like, oh, That was cool. I didn't even know I could do that.

Dan Sanchez: So let me share some with some with you and then we'll have to like give it a rating. You give me a rating on like a scale of one to 10 of coolness. But this was cool. I just did this a few nights ago and that's what actually kicked off this whole episode.

Travis: Okay.

Dan Sanchez: was this, I was creating just, this was like a content sheet of of kinds. There wasn't any formulas, no math. I was just using Excel to arrange information. And i even I even told you before we started recording, been teaching a a Sunday school class on spiritual gifts.

Travis: okay

Dan Sanchez: And if you don't know, if you're not in like the Bible, spiritual gifts are like these, like, I don't know, abilities, like the God gives believers to better administrate the church. You know, they're like leadership, administration, evangelism, blah, blah.

Dan Sanchez: all that stuff. So, but I'm teaching a class on it and trying to explain like the natural nature versus the spiritual nature. And I have this whole Excel sheet and I'd done, done it for like about, I don't know, half, half the gifts. There's, there's probably like two dozen of them or so.

Dan Sanchez: And I needed to make the rest of it. But you know, you got like spiritual gift and then you have description. You have like what the natural one, what the spiritual one, like what does it look like?

Travis: right

Dan Sanchez: for like You have a whole row of information. You got to go look that up. There's not any calculations there, but what I found out AI can do, and this is specifically Gemini within Google Sheets. I just highlighted all the empty rows where the new information needed to go. And then I went over to the little column on the right-hand side where Gemini was, and it's like, oh, these selected rows.

Dan Sanchez: I'm like, complete the table with the rest of the spiritual gifts. And it did. Perfectly formatted.

Travis: wow

Dan Sanchez: And I read the content, and I'm like, wow, it just finished. It just finished my Bible study.

Travis: Wow.

Dan Sanchez: So whatever pattern you have in there, it can go and complete it. One caveat.

Travis: So basically what you're saying is you've assigned columns and you have assigned rows and then you you basically selected everything in between those columns and rows and said, I need you to fill in the data that would match what I've put in the columns and what I've put in the rows.

Dan Sanchez: Go ahead.

Dan Sanchez: Uh-huh.

Dan Sanchez: Yeah, that should go here.

Dan Sanchez: And it had data above it because I'd already done it for some some of the GIFs. So like I already had pre-existing data in there.

Travis: Got it.

Dan Sanchez: So it had something to go off of. I kind of knew, like I assumed that it looked at what I had already put.

Travis: Sure.

Dan Sanchez: i don't think it was just a row.

Travis: You assume.

Dan Sanchez: I think it would have probably taken a shot had I just given it a full blank database and it was just trying to figure out based on the column name and the row label.

Travis: Right. Okay.

Travis: So I actually haven't seen the spreadsheet, but just to help the listeners, so what did you have in the column rows? And then what did you have or the columns? And then what did you have in the rows in terms of the data set so that it was pulling like

Dan Sanchez: Yeah. Like column A is like the name of the spiritual gift. And then we have description, what the outcome of the gift looks like in a natural sense and then a spiritual sense. it was just information from one to one.

Travis: So that was the rose.

Dan Sanchez: Yeah. those Those were the columns and the rows are the actual spiritual gifts.

Travis: So the rose, the. rows the Oh,

Travis: okay. It's funny.

Dan Sanchez: Yeah.

Travis: I would have done it the other way. I would have put the spiritual gifts on top and then the rose, I would have made the practical ways this is used.

Dan Sanchez: Oh, you know, pivot table that thing and just like, yeah.

Travis: not Not that it matters, not that it matters, but that's, I'm like, why would you do it that way in my head?

Dan Sanchez: Yeah.

Travis: Anyways. Okay. So then it would fill in. That's cool. Wow. i didn't even.

Dan Sanchez: So that's that's cool. I tried it again for a business situation. I was like, okay. I'm like, can he just go find information for me? And so I was like, okay.

Travis: okay

Dan Sanchez: umm like, what could we possibly use this for? Like, can I put in, like, often we use something called account-based marketing where we're trying to get like the names of specific people within organizations. I'm like, okay, go find me the CEO.

Dan Sanchez: And I just made the, I made the columns in the rows.

Travis: Oh geez. Yeah.

Dan Sanchez: i was like, I need company name, CEO name, CEO, LinkedIn link, LinkedIn profile link.

Travis: Okay.

Dan Sanchez: and I want, I want funding, like they raised a series a funding round and I want to link to the press release or a news article announcing it. Of course, I asked it for all that and gave it nothing to go off of. I was just like, fill this in.

Dan Sanchez: What find me the most recent, find me people who have raised a series a round of funds within the last six months. And, uh, it completely hallucinated that whole data set.

Dan Sanchez: So you have to be careful. It doesn't quite have the ability to go and search for the information if you're asking it to blanket sweep, fill in a whole data set.

Travis: Right.

Dan Sanchez: It's not quite there yet. But if it's information that can be pulled from its training data, like the spiritual gifts, like it's read thousands of Christian books on theology. It's read the Bible multiple times and multiple languages and multiple translations, right?

Travis: right

Dan Sanchez: So like it knows that. It's been trained on that. If it's new information, you can't You still have to go and pull that some from somewhere else. That's where a tool like, there's a really popular tool, Clay.

Dan Sanchez: Clay.com actually can do that, but you have to you have to set it you have to kind of like program it slightly to go and find the information and go and fetch it for you, but it can do that.

Travis: Got it.

Travis: So don't trust it fully if you don't know that the information it's pulling from is well documented.

Dan Sanchez: That's the skill of AI is knowing where is it getting the information? Is it coming from the training data or is it going fetching it from the web or some other data source? And knowing the difference of which one which one it can do well is a big like one of the like soft skills of understanding and intuiting like what AI can do.

Dan Sanchez: So if you're listening to this and you're like, what's he talking about?

Travis: Right.

Dan Sanchez: Yeah, dig dig more into this. I feel like I've done an episode on this. If I find it, I will link to it in the show notes. Go and listen to it because it's like one of the bigger deals about how AI works that people don't think about it because it's it's more of like understanding where it's getting its information.

Dan Sanchez: But knowing that leads to you doing better work because then you don't you don't get hallucinated data so much.

Travis: Okay.

Dan Sanchez: So that's number one, using Google to fill in whole data sets based on its training data. That's really helpful.

Travis: okay

Dan Sanchez: So the next one is, that's like whole tables. This next one is using AI as a formula within specific cells. which to me is just like, I remember when I first heard it, they rolled this out in spring and then they just improved this recently.

Dan Sanchez: that it I think that it actually can go and search the net, but I haven't tested this particular part. But even if it doesn't, the ability to like do an equals and then at mention Gemini with a prompt and then to be able to pull in different data from around the Excel sheet, I'm like, dude, that is freaking magic.

Dan Sanchez: So imagine you have like a whole, you you did a survey, right? You've done a survey, people have filled it out and you asked for or you asked for like qualitative information or sometime they're filling they're filling it in.

Travis: Right. Yeah.

Dan Sanchez: Like a common one is like, how did you hear about us? And instead of giving them multiple choice, you know, you let them write sentences, which I always like because then you get more details. You can get the juicy details.

Travis: yeah

Dan Sanchez: You can get the goods. You don't force them. Because how many times have we gone into that? You're like, oh, it's none of these, or it's kind of this one, but it's like, i don't know. Marketers are really good at filling them out because we know exactly where we came from usually. you know So this imagine you have a whole whole column just full of that information.

Dan Sanchez: While on the one next to it, you could be like, hey, reference this and help me categorize it. Here are the six main categories. Help me to pick one or pick other and then put and put put a response after it.

Dan Sanchez: Whoa. You could just like do it for the one cell, set up the formula and just like done.

Travis: wow

Dan Sanchez: And all of sudden it's now doing the thinking work because that's what you had to do before. You might've been able to do a keyword search before, but now you can actually just like knock out a whole thing of analysis and then and then use the quantitative methods of counting it to come up with your your pie chart.

Dan Sanchez: But you still have the original data to work from. And to me, that's like magic because there's many times I've actually had to sit through Excel sheets and just categorizing it myself because i turning the now it's like turning qualitative data into quantitative data with ai is easy especially with ai the spreadsheet

Travis: Wow. i haven't I haven't played with that at all.

Dan Sanchez: well it's i don't think anybody's playing with it that's the thing like this has been out for a few months i i even looked for youtube tutorials to like know like the full extent of it there aren't any

Travis: That's next level.

Travis: Wow.

Dan Sanchez: There's a few out there. there's a few shorts on people being like, oh, did you know? and it's But it's like the easy ones, what I call the first wave of people who like they heard about it, they recorded a video, and then never talked about it again.

Travis: And they went, sum the whole column for me. Yeah.

Dan Sanchez: It's essentially showing you what the feature does without any practical examples in it.

Travis: You're like,

Dan Sanchez: But I just shared one practical example of how I'm going to be using it.

Travis: Right.

Dan Sanchez: But I'm sure there's many more. If you're spending a lot of time in in Excel, this one's going to be a game changer. So let me share one more that I just did. And this is using, this is kind of like a combo trick. It's actually more, it's less of a spreadsheets, but I put it into a spreadsheet.

Dan Sanchez: It's I've been, of course we did a, I've done multiple episodes on chat GPT Atlas, and that's been exciting. It's still my daily driver, but I'm still now getting more excited about Chrome because i've as I started playing with Atlas, I'm like, Chrome has been so good to me lately that I'm like, okay, well, what can Chrome do in, or not Chrome, Gemini.

Travis: right

Dan Sanchez: Gemini has been so good to me lately that I've been testing it out because you can access Gemini straight from the Chrome browser.

Dan Sanchez: Can you tell? Are you using Chrome now?

Travis: Right.

Dan Sanchez: Are you in Chrome?

Travis: Yeah, I can see the, I can see the Gemini icon up in the corner.

Dan Sanchez: Yeah. Yeah, the little Gemini icon that pops up this little model window. Oh, hold on. I just activated the voice. There's a voice built into it. It's not nearly as good as ChatGPT's, but...

Dan Sanchez: What I found out recently is like, oh, like you can access multiple tabs of information. You can do this on Atlas too, but in Gemini, google Gemini is much better at counting and data collection than ChatGPT is.

Dan Sanchez: So I tried something. I'm like, you know what I have a hard time with is reconciling all my stats.

Dan Sanchez: So for example, this very podcast, there's three different places I have to go to count to see like how many people have watched in and a particular episode.

Travis: Okay.

Dan Sanchez: Well, there's Zencaster, which, you know, is Apple on the most of the podcast apps has one tally. YouTube has a totally separate tally and doesn't share that information with Zencaster. Spotify has a totally different tally because I have to upload this video separate to Spotify. Otherwise they won't take the video.

Dan Sanchez: So it's three different places for one episode.

Travis: wow

Dan Sanchez: I open up three different tabs and say, hey, Gemini, and I make sure it has access to all three tabs and it has has all the data on it. I'm like, hey, I need you to go and find me all the view counts for every single episode for the AI driver marketer for the last 20 episodes.

Dan Sanchez: And make me make me a spreadsheet with columns for YouTube, Spotify, and Apple, and then sum them all.

Travis: Jeez.

Dan Sanchez: Done.

Travis: That's wild.

Dan Sanchez: No problem. No hallucinations. No calculation problems. I spot checked multiple rows.

Travis: did you Did you go back? Yeah, spot check it. Wow.

Dan Sanchez: And then, of course, it pulls it right for you rights right there in Gemini. But the cool thing about Gemini is it's Google. So you could be like, hey, do you want me to put this into a spreadsheet for you?

Travis: Right. Put it in the sheets.

Dan Sanchez: Yes, please. Click. Bam. Do you want me to turn this into a table for you? Yes, please. Bam.

Travis: Wow.

Dan Sanchez: Bam. And now it's like already designed up and looking good, and it's got the pivot table and all that kind of stuff.

Travis: Wow.

Dan Sanchez: You're like, oh, This is a game changer because all of us marketers have to do this, whether it's email reports, whether it's like the hard, the thing that sucks the most is have you ever tried to pull a social report

Travis: Yeah, social media.

Travis: Yeah, you have to go collect all the numbers like individually and add.

Dan Sanchez: from all the different platforms and nobody, nobody pulls them all into one app for you.

Travis: Yes.

Dan Sanchez: not Not the most expensive social media app does, or is the reporting good.

Travis: Right.

Travis: Right.

Dan Sanchez: You got to go pull those numbers separately. So I imagine if you pull up all the tabs with all your social media reports, if you pull up, maybe make make like a folder in Chrome and then just like right click, open them all.

Travis: That's wild.

Dan Sanchez: If you have it like open to the right page, you could then go to Gemini and be like, See, it might not be this advanced, but this is where my mind's going. i'm like, can you hook up a gem to that that already has three pre-instructions of like how to pull the numbers from each one?

Travis: Wow.

Dan Sanchez: I'm like, you might, or you might just be able to do a raw pass and then have have a another prompt that you use in Gemini to organize it. But those are the kinds of things that I'm like, dang, this is actually getting really cool now because of the workflow, because it's in the browser, because gemina it's in it's in gemini it's in the Google Sheets, it's starting to get really good.

Travis: Wow.

Dan Sanchez: So if you have a reporting workflow.

Travis: That would have been a game changer for, that would' have been a game changer for some of my social media managers who were like pulling data reports for me every single week.

Dan Sanchez: Oh, dude, I was doing it for, i was running social media for a social media examiner across multiple apps.

Travis: And it took them time.

Dan Sanchez: And I was posting like a couple times a day. And so the weekly report time was like, it took me like two and a half hours to pull that report every week.

Travis: Oh,

Dan Sanchez: And it sucked. It was like the worst part of my week. I'm like, frick. I made a nice spreadsheet, of course, to track all the data the way I wanted to see it.

Travis: me

Dan Sanchez: But, oh, man, that's painful.

Travis: Like there was no app that would just literally sync your social media just to just to pull data for people like, oh my gosh.

Dan Sanchez: No, i looked at them all, bro.

Dan Sanchez: no

Travis: Right.

Dan Sanchez: No, bro. And I can understand why, because one, dealing with all these APIs are really difficult and they're always changing, which is why like it's really hard to to make like another tool.

Dan Sanchez: I mean, that's why i even my friend Matt Schmidt and I have just rolled out a tool that helps you turn your podcast into social content. And I found out the crux of making that tool was dealing with all the APIs.

Dan Sanchez: That's why it took us a year longer than we thought to build the tools because the APIs were so hard to deal with.

Travis: Wow.

Dan Sanchez: and why i'm like you you can technically do it with automation tools like nan but you won't because you'll find out because you're going to be half the one responsible for dealing with the apis and nobody wants that it's really hard uh that's where zapier gets all their money from for a reason uh zapier is a much harder app than i thought to recreate

Travis: Wow.

Travis: Wow.

Dan Sanchez: So that's the three tips or the things I found out are going on in Google Sheets right now. I'm sure Excel has some of its equivalents going on with Microsoft, but I find ChatGPT, which is what powers Microsoft's AI, is is just not as good at counting as something like Gemini or Claude is right now. So I don't really trust ChatGPT with numbers much, but Gemini do.

Dan Sanchez: So moving on to the sponsor of the week, which of course is high level, which conveniently has a fantastic Google spreadsheets integration that I use quite often to dump information into there.

Travis: Nice.

Dan Sanchez: But of course, it's an all-in-one marketing tool. I use it every day and you should take a look at it because it's probably the cheapest way to send out text messages, emails.

Dan Sanchez: I saw somebody asked the other day, it's like is there an app out there that doesn't like nickel and damn you for every social account you add to the social tool? I'm like, yeah, it's called high level.

Travis: Oh, gross. Yeah.

Dan Sanchez: You know, it's because we always have more than one social platform. Of course, we have the brand accounts, but we might have this influencer we work with. And then we have like multiple business units and they all have their social profiles.

Travis: Yes. Yes. Yes.

Dan Sanchez: Where can you go to put like 15 social profiles in? Well, if you go to any of the other social tools, you're gonna paying a freaking ton of money, like $300 a month to have 15 accounts.

Travis: Yep. Yep. Wow.

Dan Sanchez: Oh,

Travis: ye

Dan Sanchez: But with high level, you pretty much get unlimited because they don't charge on different tiers. They don't charge on how big your email is. They don't charge on how big your contact list is, your social accounts, all that different stuff. It's like a fixed rate, $100 a month.

Dan Sanchez: I think there is some consumables in how many emails you send because that's going through mail gun or text messages because that's going to cost, but it's like 60 cents a text, I suppose.

Travis: wow

Dan Sanchez: It's like the cheapest deal I can get. But anyway, high level. If you haven't checked it out yet, like what are you doing? Go to danchez.com slash high level and take a look for my sake. I think you'll be impressed.

Dan Sanchez: Moving on to everyday AI. Trav, how have you been using AI lately?

Travis: Uh, this is a lighthearted one. And then I have a deeper one. Uh, I basically have a friend who's coming. He's Japanese American. And I wanted to look up a saying for my kids to learn while before he came.

Travis: it's just a, it's just a phrase that I use Chad Gbt to look up for me really quick. I could have used Google. I didn't need AI to do this for me, Oh yeah.

Dan Sanchez: Well, you got to say the phrase. You got to say it in Japanese and tell us what it means.

Travis: Yeah.

Travis: So you, I'm trying to remember now. I should have it written down.

Dan Sanchez: You should practice on the spot.

Travis: yeah It's a phrase that they use right before they eat. Some of you already know this, so it's not that hard to remember.

Dan Sanchez: I don't.

Travis: But it's basically, you're saying, when when somebody asks, when you're when you're given food in the Japanese culture before they eat, they say something like, we're grateful for this food.

Travis: And I'm trying to find it before my time of filling the space goes away but now I can't find it dang it yeah great

Dan Sanchez: All right. Keep looking for it. We'll come back to it. Something I've been doing recently. Again, Gemini has been good to me recently. I've been working on a project to turn a podcast into a book and turning like individual episodes into chapters.

Travis: oh nice

Dan Sanchez: This is pretty difficult for ChatGPT because... it's easy. It's not too bad to do with the blog posts. Blog posts are like a little bit more loosey goosey, but a book chapter is usually it's much tighter in the way that it's written.

Dan Sanchez: And I didn't, I always found I was having to edit it a lot from chat GPT, but Gemini crushed it. I didn't even have to give it a long prompt. and I didn't have to build a custom gem, just like their custom GPT. I was like, hey, turn this transcript into a book and turn it on to 2.5 pro their reasoning model.

Dan Sanchez: And it wasn't even like the tightest episode.

Travis: Wow.

Dan Sanchez: It was kind of a loosey-goosey episode, but it did a great job and filled in the spots with the right things as if I had a ghost writer who actually understood my subject matter material really well because they could it filled in the little details that were...

Travis: Dang. That's pretty good.

Dan Sanchez: kind of assumed that you know, but weren't stated. And I find that that's really the key is it actually has to hallucinate, but in the right ways, the right times.

Travis: Right.

Dan Sanchez: Nobody would actually consider her hallucination, but I like, we know it is because I didn't say it in the transcript, but it's like filling it in just right.

Travis: Wow.

Dan Sanchez: I'm like, man, that's so cool. There's, we're going to see an explosion of self-published books over the next two years. So, oh, well, I'm getting my book out. We'll see how it goes.

Travis: Do it. Okay. The Japanese saying is itadakimasu. Itadakimasu. So that's what they say before they eat.

Dan Sanchez: I've never heard that before.

Travis: Itadakimasu. Anyways, that's it.

Dan Sanchez: Yeah. So you said you had another use case that was a a little bit deeper.

Travis: Listen, listen, this is going to be relatable for people. Okay. you Do you ever just get to the end of the month? You got to pay your credit cards off. You're looking at your cashflow. You're looking at what you owe on your credit cards and you go,

Travis: Dang it! I don't have enough money to pay these credit cards. You know what i mean Okay? That's fine. We've all been there. You know, I can't ask ChatGPT to just hack into my bank account and add some extra funds. it didn't I didn't use AI for that.

Travis: But there was a climax that happened, okay? I have two streams of income, one for my job, one for my rental property. One. Oh.

Travis: Well, hi, Ken. Okay.

Travis: We had a surprise guest just jump on. Put that guy in the waiting room. Okay, back to story time. Back to the story. So I'm looking at my finances. I don't have enough money to pay for my credit card.

Travis: I have nobody renting my rental property through November. And where I do have a backup sum of money is in crypto. And if anyone is in crypto, it crashed at the end of October, which is what I was hoping for it to skyrocket up in October because that's what everyone was saying.

Travis: And I've been waiting a year for that. Listen, it was a trifecta. I just had my reserve was down. My savings was down and no one was renting. And I panicked. I had this like literal despair of, oh my gosh, I'm failing. I'm not taking my care of my family.

Travis: But I am a verbal processor, took ChatGPT out on my way to work. I was like, here's what I'm feeling. Here's what happened. Here's all the things. it It was just helpful to talk it out and then hear a very logical response back saying,

Travis: Listen, of course you felt that way. You had three things attack you all at once. That was your nervous system going, this is too much for me to handle. And then it started bleeding into your identity. But it I also said, I know what the truth is, is that I'm going to be fine. my I'm in the best country in the world. i've So it then reiterated, you you have positive self-talk.

Travis: Those are the right things. Lean on that. It wasn't that I needed chat GBT to reverberate what I already knew, but it was helpful to process it and then have it speak back. Now I know this gets into the weirdness, like, don't, don't trust AI too much emotionally.

Dan Sanchez: Careful.

Dan Sanchez: careful

Travis: but it was helpful for me as a verbal processor to go, i don't know who to talk to. I already feel despair. I don't want to go drag someone else into my despair. So it felt like a very safe place to just dump these negative thoughts and If you do this, though, you better tell chat to say, say the most positive things for me to get out of this mental headspace versus just, I don't know where it'll take you.

Travis: I don't know where you where you've trained your chat to be to to how to talk to you. I've trained it to be positive back to me when I'm being negative. So, you're right.

Dan Sanchez: Most of the time it is positive and it overwhelmingly positive. The problem is when you start positively ideating in a direction that's probably, that might be detrimental because it's just going to confirm back to you and that that's the, that's good thinking.

Travis: Affirming your negativity.

Travis: Correct. Correct.

Dan Sanchez: Oh, that's genius. Yeah. Most people wouldn't even think about it that way. Yeah. You should totally go in that direction.

Travis: Right. I never got to that level.

Dan Sanchez: And that's where, that's where i can get dangerous.

Travis: it was It was literally just a helpful

Dan Sanchez: Yeah.

Dan Sanchez: Yeah.

Travis: yeah

Dan Sanchez: For sure.

Travis: tool. So there you go. I know i'm getting that's a little ye scary territory, but it it pulled me out of this.

Dan Sanchez: I'll do more and more people. I mean, I'd say even the younger generation, they're using it for that all the time.

Travis: It pulled me out of a despair area.

Dan Sanchez: Yeah.

Travis: Okay. I know I talked for a long time there. Bonus one. Me and my wife were in a fight.

Dan Sanchez: Go for it.

Travis: I took her text message and I put it into chat and I said, am I wrong about this? Because I feel like this, dah, dah, dah, dah. And it goes, yes, you are wrong. She is being kind.

Travis: She is being kind. She is being transparent. She is being gentle. But because it was text message conversation, I wasn't viewing it that way.

Dan Sanchez: Yeah. Yeah. Yeah.

Travis: I only had a lens of hurt and frustration.

Dan Sanchez: yeah

Travis: So anything she said, I was, do you know how quickly that, that took me off the ledge of anger?

Dan Sanchez: yeah

Travis: It was like, you're wrong, Travis. And I went, Okay. My emotions are clearly louder than my logic and chat GBT was able to show that to me. That was very helpful.

Dan Sanchez: It's really good helping you run through crucial conversations. Or when you, if you ever, I promise, this is actually really useful for a work situation. If you ever get an email from a coworker, from a boss, from the CEO, you know how those happen.

Dan Sanchez: You get a message from the CEO and you're kind of like, oh my gosh, I feel like I'm in a corner.

Travis: It makes you feel a certain way.

Dan Sanchez: I feel like I'm in a corner and I'm like, I'm so frustrated right now. Why, how could they do this to me? If you copy and paste that dialogue into chat GPT and be like, and then just explain to chat GPT how you feel and for solutions to get out.

Travis: This how it made me feel.

Dan Sanchez: oh I found that it diffuses all that anxiety and emotional weight because the reason why you felt like that is because you felt trapped.

Travis: Inside of you. Yeah.

Dan Sanchez: You felt like you had no options and it it took away your autonomy. which for me is a really big deal. Like the ability to like make choices to move forward. If I feel like I'm stuck and I'm being forced into a direction that sucks, I get i get pretty upset.

Dan Sanchez: But ChatGPT multiple times has diffused that emotion for me. And it like it'll read it'll write the email for me about like, hey this is how you should respond. Just copy and paste this. And I'm like, oh there is a route forward that communicates what I would like to see done without slamming them.

Travis: Wow.

Travis: Right. Right.

Dan Sanchez: Thank you, ChatGPT.

Travis: Right.

Dan Sanchez: i could That would have ruined my whole morning.

Travis: Bro, I'm just more emotional. So talking about AI and dealing with crucial conversations, emotional conflicts, stuff is my favorite thing to talk

Dan Sanchez: It's a useful one. Whether you're trying to grow your business or your company's business.

Travis: Trying to or try to just to communicate to employees.

Dan Sanchez: and If you're trying to work with people, this is going to happen to you.

Travis: Yes. Yes, totally. Anyways.

Dan Sanchez: My last one is i I'm on the board of my HOA. Yes, I'm that guy. Yeah,

Travis: Everyone hates you.

Dan Sanchez: yeah but we're doing our our annual meeting tonight, actually. So we had a meeting this earlier this week, and we talked about all the bullet points of what we want to talk to. with I used a tool called Gamma, which is i used last year, and it worked well, but this year it's gotten so much better. But you can literally take a bulleted list of like what's supposed to be in the presentation,

Dan Sanchez: make no changes to it. It's literally just a pretty skeleton bulleted list with just the raw facts in it.

Travis: Okay. Nice.

Dan Sanchez: Copy and paste it into Gamma, say, make me a presentation. can Maybe maybe like look through some template designs and I picked the one that I thought was suitable.

Travis: and

Dan Sanchez: It's so good now because it's hooked up to like Google's image generator. And it like it not only finds the content it not only puts the right content to the right slide at the right place,

Dan Sanchez: but it actually is so good at the images now. It's like, you don't really need stock images anymore because it could be like, oh, based on the design of this template and based on the content, it'll find the right picture, but even put it in the right style with the right color palette.

Travis: Wow.

Dan Sanchez: Like it's intentional. Like you went and looked forever or maybe found a whole stock photo set and then changed the template to it because like it's so crisp looking.

Travis: Wow.

Travis: wow

Dan Sanchez: Is it particularly like... brand worthy and like flashy. No, it just looks really good.

Travis: Wow. It's cool.

Dan Sanchez: But for an HOA meeting, it is a above and beyond what anybody expects. Right. So I'm like, Hey, that literally took something that would have taken me probably 20, 30 minutes to knock out. And it would have been,

Dan Sanchez: okay, even with my design skills. And Gamma got it done in like 30 seconds.

Travis: wow

Dan Sanchez: And it looks fantastic. So just to go to show you those tools. Let's move on to the poll of the week. Actually went and asked all the all my friends on LinkedIn if they were using AI in spreadsheets.

Dan Sanchez: And not a lot of people voted on it, which tells me it's not the most popular thing.

Travis: They weren't. Yeah.

Dan Sanchez: 33% said, I asked them, have you started using AI in spreadsheets? And 33% said yes. was like, okay. 49% said no. And then just for funsies, I added a wait, what?

Dan Sanchez: As an option. And 18% said that, which is basically no.

Dan Sanchez: Which I assume is like, they were just completely unaware that that was even a thing.

Travis: Totally.

Dan Sanchez: It's still a new thing. So not a lot of people have really caught on to using AI in something like Google Sheets. I have, of course, i have an AI heavy crew that engages with me on a regular basis.

Dan Sanchez: So it's going to be, it's going to lean even more towards these are the people that are experimenting with AI often.

Travis: total like

Dan Sanchez: And only 33% of them are actually using AI in Google Sheets, but all marketers, anybody doing growth for their businesses is using something like spreadsheets in order to help, help this effort. So I just kind of want to get a sense of where people are at with that.

Dan Sanchez: But from what I know, this isn't a thing people are tapping into yet. So that's why I'm covering it today.

Dan Sanchez: And the viral post of the week. Gosh, I wanted to talk about Coca-Cola's Christmas ad, but I think we'll save that for another one. Just go and Google it if you haven't heard of Coca-Cola dropped a new AI commercial, just like last year, but better.

Dan Sanchez: but I found a better post that I'm like, oh, I have to talk about this. This isn't even a marketing related thing, but it's still, I think is a good example of how people are getting creative with AI.

Dan Sanchez: So this post is a, is almost kind of like a, this went viral on X just a few days ago.

Dan Sanchez: So this guy gets a hospital bill for $195,000 and then uses Claude to analyze the itemized list of all the different things. And it finds duplicates. It finds things where they did illegal charging practices within their state and found it down and whittled the whole thing down to, let's see, where did it go to?

Travis: To 33,000, 195,000 to 33,000. one hundred and ninety five thousand to thirty three thousand

Dan Sanchez: $33,000 just by throwing it in Claude, giving it some processing time and let it write the email, giving it back to the hospital. And of course, i don't know if if I were in the hospital and I got an email that was that well articulated and went line by line with defense and links and articles showcasing what they were doing was wrong.

Dan Sanchez: you're like accounts receivable is probably like, uh, I don't even want to, I don't even want a second try. They're probably just like, I just, I give up. It's still, that's a lot of money enough that you might get a lawyer involved for that much money.

Dan Sanchez: But,

Travis: Right.

Dan Sanchez: they didn't They probably sent it to legal and legal was like, yeah, we're going to lose on this case. This one we could probably push forward, making it not worth it. So AI is becoming a huge, essentially, advocate to work for you.

Travis: Right.

Dan Sanchez: Now, of course, there's all these situations where it's like, I'm using AI to like just be a second pair of eyes on contracts, legal, Not that it's legal counsel, and I never recommend that, but like if you were just going to do it you by yourself, like it's not a bad second check.

Dan Sanchez: Shoot, it's not even a bad second check if you have a lawyer. You're like, hey, my lawyer recommended this. What do you think their thinking was?

Travis: Yep. Literally.

Dan Sanchez: you know Because every time you ask a lawyer to explain their thinking, you're probably going to get charged again per minute. Yeah.

Travis: literally

Dan Sanchez: It's really helpful. And I think more and more of us should be leaning into ChatGPT to analyze tougher documents like this. He's using his hospital bill, but you might get legal claim. You might get accounting. You might be working with your your CFO and need help explaining why his thinking is on this.

Dan Sanchez: And so I just find that AI is getting smarter and smarter and is able to help us kind of fight in areas where we're like way out of our a zone of expertise.

Travis: expertise yeah shoot i signed up i finally got on my organization's for for a not a 401k it was a 403b and they i was going through the whole legal spiel of like where do you want to divide things up and it was so complicated speak and i'm like chat what does all this mean and it just breaks it down for you so eloquently and you're able to understand go great now i know what i'm doing

Dan Sanchez: Oh, yeah.

Dan Sanchez: remember as a case study, when they rolled out chat GPT five, they brought in a woman that had had a cancer recently. And it's not like chat GPT was advising her on her cancer cancer, but like oftentimes you get notes back from doctors and it's written in Dr. E. So you have to wait for the consultation to get, even find out what it means.

Dan Sanchez: But she was popping and pasting with chat GPT and chat GPT was breaking it down with empathy. Cause it was hard news. Kind of like, Hey, and like And it kind of just like laid it out for in a very and emotionally intelligent way, kind of explaining, like, this is what your doctors are probably thinking.

Travis: Wow.

Dan Sanchez: Here's probably what they'll advise. Giving her like a sense of control and understanding of what she was going through. Because a lot of times we we get emotional about things because we're lost.

Dan Sanchez: because we're lost

Travis: Right.

Dan Sanchez: You know, we don't know what to do. We don't know what to think.

Travis: Right.

Dan Sanchez: We don't have enough information. It takes forever to actually get the information. So I just find check che chat GPT and AI in general is becoming an awesome, like, life co-pilot. And I think this is going to be a trend where we're using it for marketing.

Travis: right wow wow

Dan Sanchez: We're using it for for life things. And I find the more I use it, the better I get at it, the more useful it becomes.

Travis: that's awesome is that the pod bot bros pod out

Dan Sanchez: think that's a pod. Yeah.

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