FAQ
Everything you're wondering.
How does the AI Planning Guide work?
Every template comes with two files: the .xlsx spreadsheet and an .md planning guide. Upload both to ChatGPT or Claude (free plans) and your planning assistant takes over. It asks you guided questions about your trip, your budget, your style and uses your answers to fill out the template. When it's done, you download the completed file.
Do I need to pay for ChatGPT or Claude?
No. Both offer free plans with file upload included. You don't need a paid subscription to use your planning guide. Free is enough.
Do I need to know how to use AI?
Not at all. The instruction guide included in your download walks you through the setup. After that, you upload two files and answer questions in plain English. No complex prompting, no technical knowledge, no way to do it wrong. If you've ever texted a friend, you have all the skills you need.
What if I don't like how the AI filled it out?
You're in control the whole time. Everything the AI fills in is fully editable. Change anything, add details, remove what doesn't fit. If you want a fresh start, upload a clean copy of the original template alongside your planning guide and run through it again. The output is a starting point shaped by your answers, not a final product you're stuck with.
What format does the template come in?
Your download is a .zip file containing an .xlsx template, an .md AI Planning Guide and a step-by-step instruction guide. The .xlsx file opens in Google Sheets, Excel or OneDrive, whichever you prefer.
Does it work on mobile?
Yes. Google Sheets runs on iOS and Android so you're able to review and edit your template from your phone. For the initial AI setup, a desktop or laptop gives you the easiest experience, but it isn't required.
Can I edit the template after the AI fills it out?
Yes, completely. Everything the AI fills out is editable. Add activities, update your budget, adjust your packing list. The template is yours to use however you want.
What's included in the download?
Every purchase includes your .xlsx planning template (in your chosen colorway), your .md AI Planning Guide and a step-by-step instruction guide. That's everything you need to get started.
What if I've never used Google Sheets?
Google Sheets is free and works in any browser, no download needed. If you've used Excel before, it'll feel familiar. If you haven't used either, the templates are designed to be used as-is. The AI fills most of it out for you and the instruction guide covers how to open your template in Google Sheets if you need a walkthrough.
Is this a subscription?
No. One purchase, yours forever. No recurring charges, no account to maintain, no platform to log into.
What's your refund policy?
Because these are digital downloads, we don't offer refunds. If something isn't working as expected, email us and we'll make it right.
Can I reuse my planning guide?
Yes. Your planning guide works every time. Start with a fresh copy of your original .xlsx template, upload it alongside the same .md file and you're ready to go. Keep as many filled versions as you want in your Google Drive.
How do I get updates if you improve the template?
Subscribe to our email list and we'll let you know when updated versions are available. We'll do our best to make them accessible to past buyers.
Still have questions? Email us at hello@pivotcollective.com
Frequently asked questions
What is the return policy?
Our goal is for every customer to be totally satisfied with their purchase. If this isn't the case, let us know and we'll do our best to work with you to make it right.
Are any purchases final sale?
We are unable to accept returns on certain items. These will be carefully marked before purchase.
When will I get my order?
We will work quickly to ship your order as soon as possible. Once your order has shipped, you will receive an email with further information. Delivery times vary depending on your location.
Where are your products manufactured?
Our products are manufactured both locally and globally. We carefully select our manufacturing partners to ensure our products are high quality and a fair value.
How much does shipping cost?
Shipping is calculated based on your location and the items in your order. You will always know the shipping price before you purchase.