Sharing a Plan

When you download your personalized plan from ProAI, it will be accessible as a Google Doc and Google Sheet file.

This makes it easy to share your plan with others by providing editing access or exporting the files.

Accessing the Files

Your plan files will be available in ProAI’s Google Drive. Open your Google Drive and navigate to this folder.

You will see the Google Doc containing your written plan and the Google Sheet containing your financial model. It is suggested you “make a copy’ to add it to your own Google Drive.

Sharing with Edit Access

To collaborate on the files:

• Open the Google Doc/Sheet
• Click the 'Share' button in the top right
• Enter email addresses to share with editing rights
• Click 'Send'

Now added users can directly edit the files in Google Drive.

Exporting Files

To share non-editable versions:

• Open the Google Doc/Sheet