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The Secret AI Power Hiding Inside Google Sheets
319 Plays10 hours ago
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
Recommended
Transcript
Intro
Marketers and Spreadsheets: A Love Story
00:00:04
Travis
Gross.
00:00:05
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.
00:00:17
Travis
gross
00:00:17
Dan Sanchez
You can tell what kind of marketer you are.
00:00:19
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.
00:00:32
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.
00:00:48
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
AI's Impact on Marketing
00:01:00
Dan Sanchez
marketer.
00:01:01
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.
00:01:12
Travis
I'm still here kicking in alive.
00:01:16
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?
00:01:27
Dan Sanchez
Yeah.
00:01:28
Travis
Yes. And you can tell the experience that someone has in the spreadsheet area.
00:01:34
Dan Sanchez
Oh, yeah.
00:01:34
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.
00:01:42
Dan Sanchez
Yep.
00:01:44
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?
00:01:49
Dan Sanchez
Yeah.
00:01:53
Travis
Feels nice. It's intuitive. Yeah.
00:01:56
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.
00:02:03
Travis
Uh-huh.
00:02:06
Travis
Yep. Yep.
00:02:06
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.
00:02:20
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.
00:02:39
Travis
Oh yeah. Content calendar.
00:02:41
Dan Sanchez
it's
00:02:41
Travis
Anyone? I mean, wow.
00:02:42
Dan Sanchez
Yeah.
00:02:43
Travis
How many content calendars have I built in sheets?
00:02:44
Dan Sanchez
Just to organize information.
00:02:46
Travis
so Yeah.
00:02:47
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.
00:03:04
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.
00:03:16
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.
00:03:28
Travis
Okay.
Spreadsheets in Education and Spirituality
00:03:28
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.
00:03:38
Travis
okay
00:03:45
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.
00:03:58
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.
00:04:13
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?
00:04:19
Travis
right
00:04:21
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.
00:04:40
Dan Sanchez
I'm like, complete the table with the rest of the spiritual gifts. And it did. Perfectly formatted.
00:04:46
Travis
wow
00:04:47
Dan Sanchez
And I read the content, and I'm like, wow, it just finished. It just finished my Bible study.
00:04:55
Travis
Wow.
00:04:56
Dan Sanchez
So whatever pattern you have in there, it can go and complete it. One caveat.
00:05:00
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.
00:05:02
Dan Sanchez
Go ahead.
00:05:05
Dan Sanchez
Uh-huh.
00:05:13
Dan Sanchez
Yeah, that should go here.
00:05:17
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.
00:05:21
Travis
Got it.
00:05:23
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.
00:05:28
Travis
Sure.
00:05:29
Dan Sanchez
i don't think it was just a row.
00:05:29
Travis
You assume.
00:05:30
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.
00:05:33
Travis
Right. Okay.
AI's Limitations and Strengths
00:05:39
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
00:05:51
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.
00:06:00
Travis
So that was the rose.
00:06:02
Dan Sanchez
Yeah. those Those were the columns and the rows are the actual spiritual gifts.
00:06:02
Travis
So the rose, the. rows the Oh,
00:06:07
Travis
okay. It's funny.
00:06:08
Dan Sanchez
Yeah.
00:06:08
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.
00:06:13
Dan Sanchez
Oh, you know, pivot table that thing and just like, yeah.
00:06:15
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?
00:06:18
Dan Sanchez
Yeah.
00:06:23
Travis
Anyways. Okay. So then it would fill in. That's cool. Wow. i didn't even.
00:06:27
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.
00:06:36
Travis
okay
00:06:38
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.
00:06:50
Dan Sanchez
And I just made the, I made the columns in the rows.
00:06:52
Travis
Oh geez. Yeah.
00:06:53
Dan Sanchez
i was like, I need company name, CEO name, CEO, LinkedIn link, LinkedIn profile link.
00:07:00
Travis
Okay.
00:07:02
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.
00:07:15
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.
00:07:27
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.
00:07:30
Travis
Right.
00:07:38
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?
00:07:49
Travis
right
00:07:52
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.
00:08:04
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.
00:08:14
Travis
Got it.
00:08:16
Travis
So don't trust it fully if you don't know that the information it's pulling from is well documented.
00:08:23
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.
00:08:41
Dan Sanchez
So if you're listening to this and you're like, what's he talking about?
00:08:42
Travis
Right.
00:08:44
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.
AI in Data Analysis and Presentation
00:08:59
Dan Sanchez
But knowing that leads to you doing better work because then you don't you don't get hallucinated data so much.
00:09:04
Travis
Okay.
00:09:06
Dan Sanchez
So that's number one, using Google to fill in whole data sets based on its training data. That's really helpful.
00:09:12
Travis
okay
00:09:14
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.
00:09:29
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.
00:09:50
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.
00:10:02
Travis
Right. Yeah.
00:10:03
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.
00:10:13
Travis
yeah
00:10:13
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.
00:10:31
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.
00:10:45
Dan Sanchez
Whoa. You could just like do it for the one cell, set up the formula and just like done.
00:10:50
Travis
wow
00:10:51
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.
00:11:06
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
00:11:23
Travis
Wow. i haven't I haven't played with that at all.
00:11:28
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
00:11:28
Travis
That's next level.
00:11:38
Travis
Wow.
00:11:39
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.
00:11:48
Travis
And they went, sum the whole column for me. Yeah.
00:11:51
Dan Sanchez
It's essentially showing you what the feature does without any practical examples in it.
00:11:51
Travis
You're like,
00:11:54
Dan Sanchez
But I just shared one practical example of how I'm going to be using it.
00:11:57
Travis
Right.
00:11:58
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.
00:12:13
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.
00:12:21
Travis
right
00:12:34
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.
00:12:41
Dan Sanchez
Can you tell? Are you using Chrome now?
00:12:42
Travis
Right.
00:12:44
Dan Sanchez
Are you in Chrome?
00:12:45
Travis
Yeah, I can see the, I can see the Gemini icon up in the corner.
00:12:46
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...
00:12:58
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.
00:13:13
Dan Sanchez
So I tried something. I'm like, you know what I have a hard time with is reconciling all my stats.
00:13:19
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.
00:13:27
Travis
Okay.
00:13:27
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.
00:13:44
Dan Sanchez
So it's three different places for one episode.
00:13:45
Travis
wow
00:13:48
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.
00:14:04
Dan Sanchez
And make me make me a spreadsheet with columns for YouTube, Spotify, and Apple, and then sum them all.
00:14:09
Travis
Jeez.
00:14:11
Dan Sanchez
Done.
00:14:12
Travis
That's wild.
00:14:12
Dan Sanchez
No problem. No hallucinations. No calculation problems. I spot checked multiple rows.
00:14:17
Travis
did you Did you go back? Yeah, spot check it. Wow.
00:14:19
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?
00:14:25
Travis
Right. Put it in the sheets.
00:14:28
Dan Sanchez
Yes, please. Click. Bam. Do you want me to turn this into a table for you? Yes, please. Bam.
00:14:33
Travis
Wow.
00:14:33
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.
00:14:36
Travis
Wow.
00:14:37
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
00:14:46
Travis
Yeah, social media.
00:14:51
Travis
Yeah, you have to go collect all the numbers like individually and add.
00:14:53
Dan Sanchez
from all the different platforms and nobody, nobody pulls them all into one app for you.
00:14:55
Travis
Yes.
00:14:58
Dan Sanchez
not Not the most expensive social media app does, or is the reporting good.
00:14:58
Travis
Right.
00:15:02
Travis
Right.
00:15:03
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.
00:15:05
Travis
That's wild.
00:15:15
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?
00:15:28
Travis
Wow.
00:15:29
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.
00:15:48
Travis
Wow.
00:15:50
Dan Sanchez
So if you have a reporting workflow.
00:15:51
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.
00:16:00
Travis
And it took them time.
00:16:00
Dan Sanchez
Oh, dude, I was doing it for, i was running social media for a social media examiner across multiple apps.
00:16:05
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.
00:16:11
Travis
Oh,
00:16:14
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.
00:16:20
Travis
me
00:16:23
Dan Sanchez
But, oh, man, that's painful.
00:16:25
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.
00:16:27
Dan Sanchez
No, i looked at them all, bro.
00:16:33
Dan Sanchez
no
00:16:34
Travis
Right.
00:16:34
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.
00:16:48
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.
00:17:00
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.
00:17:00
Travis
Wow.
00:17:06
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
00:17:17
Travis
Wow.
00:17:26
Travis
Wow.
00:17:28
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.
Integrating AI with Marketing Tools
00:17:51
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.
00:18:03
Travis
Nice.
00:18:03
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.
00:18:14
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.
00:18:21
Travis
Oh, gross. Yeah.
00:18:22
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.
00:18:29
Travis
Yes. Yes. Yes.
00:18:33
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.
00:18:38
Travis
Yep. Yep. Wow.
00:18:41
Dan Sanchez
Oh,
00:18:42
Travis
ye
00:18:44
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.
00:18:57
Travis
wow
00:18:57
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.
00:19:05
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.
00:19:16
Dan Sanchez
Moving on to everyday AI.
AI for Personal Development and Stress Management
00:19:18
Dan Sanchez
Trav, how have you been using AI lately?
00:19:21
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.
00:19:38
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.
00:19:43
Dan Sanchez
Well, you got to say the phrase. You got to say it in Japanese and tell us what it means.
00:19:46
Travis
Yeah.
00:19:49
Travis
So you, I'm trying to remember now. I should have it written down.
00:19:54
Dan Sanchez
You should practice on the spot.
00:19:55
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.
00:20:03
Dan Sanchez
I don't.
00:20:03
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.
00:20:15
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
00:20:22
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.
00:20:36
Travis
oh nice
00:20:36
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.
00:20:49
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.
00:21:05
Dan Sanchez
And it wasn't even like the tightest episode.
00:21:07
Travis
Wow.
00:21:08
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...
00:21:17
Travis
Dang. That's pretty good.
00:21:21
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.
00:21:23
Travis
Right.
00:21:30
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.
00:21:30
Travis
Wow.
00:21:38
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.
00:21:47
Travis
Do it. Okay. The Japanese saying is itadakimasu. Itadakimasu. So that's what they say before they eat.
00:21:58
Dan Sanchez
I've never heard that before.
00:21:59
Travis
Itadakimasu. Anyways, that's it.
00:22:01
Dan Sanchez
Yeah. So you said you had another use case that was a a little bit deeper.
00:22:06
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,
00:22:19
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.
00:22:32
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.
00:22:43
Travis
Well, hi, Ken. Okay.
00:22:49
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.
00:23:01
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.
00:23:18
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.
00:23:31
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,
00:23:44
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.
00:24:05
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.
00:24:16
Dan Sanchez
Careful.
00:24:18
Dan Sanchez
careful
00:24:21
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.
00:24:46
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.
00:24:52
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.
00:25:01
Travis
Affirming your negativity.
00:25:05
Travis
Correct. Correct.
00:25:07
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.
00:25:11
Travis
Right. I never got to that level.
00:25:12
Dan Sanchez
And that's where, that's where i can get dangerous.
00:25:13
Travis
it was It was literally just a helpful
00:25:14
Dan Sanchez
Yeah.
00:25:17
Dan Sanchez
Yeah.
00:25:17
Travis
yeah
00:25:18
Dan Sanchez
For sure.
00:25:19
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.
00:25:25
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.
00:25:30
Travis
It pulled me out of a despair area.
00:25:32
Dan Sanchez
Yeah.
00:25:33
Travis
Okay. I know I talked for a long time there. Bonus one. Me and my wife were in a fight.
00:25:37
Dan Sanchez
Go for it.
00:25:39
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.
00:25:49
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.
00:25:57
Dan Sanchez
Yeah. Yeah. Yeah.
00:25:58
Travis
I only had a lens of hurt and frustration.
00:25:59
Dan Sanchez
yeah
00:26:00
Travis
So anything she said, I was, do you know how quickly that, that took me off the ledge of anger?
00:26:06
Dan Sanchez
yeah
00:26:06
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.
00:26:18
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.
00:26:31
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.
00:26:34
Travis
It makes you feel a certain way.
00:26:35
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.
00:26:45
Travis
This how it made me feel.
00:26:47
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.
00:26:51
Travis
Inside of you. Yeah.
00:26:56
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.
00:27:11
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.
00:27:23
Travis
Wow.
00:27:28
Travis
Right. Right.
00:27:30
Dan Sanchez
Thank you, ChatGPT.
00:27:30
Travis
Right.
00:27:31
Dan Sanchez
i could That would have ruined my whole morning.
00:27:34
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
00:27:48
Dan Sanchez
It's a useful one. Whether you're trying to grow your business or your company's business.
00:27:52
Travis
Trying to or try to just to communicate to employees.
00:27:53
Dan Sanchez
and If you're trying to work with people, this is going to happen to you.
00:27:55
Travis
Yes. Yes, totally. Anyways.
00:28:00
Dan Sanchez
My last one is i I'm on the board of my HOA. Yes, I'm that guy. Yeah,
00:28:07
Travis
Everyone hates you.
00:28:09
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,
00:28:27
Dan Sanchez
make no changes to it. It's literally just a pretty skeleton bulleted list with just the raw facts in it.
00:28:32
Travis
Okay. Nice.
00:28:34
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.
00:28:37
Travis
and
00:28:41
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,
00:28:52
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.
00:29:06
Travis
Wow.
00:29:08
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.
00:29:14
Travis
Wow.
00:29:17
Travis
wow
00:29:17
Dan Sanchez
Is it particularly like... brand worthy and like flashy. No, it just looks really good.
00:29:24
Travis
Wow. It's cool.
00:29:26
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,
00:29:38
Dan Sanchez
okay, even with my design skills. And Gamma got it done in like 30 seconds.
00:29:44
Travis
wow
00:29:44
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.
AI's Untapped Potential and Creative Applications
00:29:50
Dan Sanchez
Actually went and asked all the all my friends on LinkedIn if they were using AI in spreadsheets.
00:30:00
Dan Sanchez
And not a lot of people voted on it, which tells me it's not the most popular thing.
00:30:03
Travis
They weren't. Yeah.
00:30:06
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?
00:30:18
Dan Sanchez
As an option. And 18% said that, which is basically no.
00:30:23
Dan Sanchez
Which I assume is like, they were just completely unaware that that was even a thing.
00:30:27
Travis
Totally.
00:30:27
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.
00:30:38
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.
00:30:41
Travis
total like
00:30:44
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.
00:30:57
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.
00:31:04
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.
00:31:20
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.
00:31:31
Dan Sanchez
So this post is a, is almost kind of like a, this went viral on X just a few days ago.
00:31:42
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?
00:32:01
Travis
To 33,000, 195,000 to 33,000. one hundred and ninety five thousand to thirty three thousand
00:32:07
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.
00:32:28
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.
00:32:41
Dan Sanchez
But,
00:32:42
Travis
Right.
00:32:43
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.
00:32:56
Travis
Right.
00:32:57
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.
AI in Complex Decision-Making
00:33:13
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?
00:33:17
Travis
Yep. Literally.
00:33:18
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.
00:33:24
Travis
literally
00:33:26
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.
00:33:44
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.
00:33:53
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
00:34:10
Dan Sanchez
Oh, yeah.
00:34:19
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.
00:34:38
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.
00:34:50
Travis
Wow.
00:34:53
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.
00:35:06
Dan Sanchez
because we're lost
00:35:08
Travis
Right.
00:35:08
Dan Sanchez
You know, we don't know what to do. We don't know what to think.
00:35:10
Travis
Right.
00:35:10
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.
00:35:19
Travis
right wow wow
00:35:22
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.
Reflections on AI's Evolution
00:35:30
Travis
that's awesome is that the pod bot bros pod out
00:35:33
Dan Sanchez
think that's a pod. Yeah.