How to Do DIY AEO Tracking With a Spreadsheet
DIY AEO tracking with a spreadsheet is the process of manually monitoring your brand's presence in AI-generated search answers using a structured query list, a Google Sheet or Excel file, and regular manual checks across ChatGPT, Perplexity, and Google AI Overviews. It is the zero-budget alternative to paid AEO monitoring tools.
Why Does DIY Tracking Make Sense for Startups?
The scale of AI search makes tracking necessary, but the cost of paid tools makes free alternatives appealing. OtterlyAI reports that AI search engines generate over 18 billion responses per day, and Google AI Overviews now appear on roughly 48% of search queries. If you are not tracking whether your brand appears in those answers, you are flying blind. SparkToro's research found that 58.5% of Google searches end without a click, making citation visibility the primary way brands reach audiences in zero-click search environments. DIY tracking gives you a window into this visibility at zero cost.
For startups with a focused query set of 20 to 50 priority keywords, manual spreadsheet tracking provides sufficient visibility into citation trends. It does not scale to hundreds of queries, and it does not provide the trend analytics or competitor benchmarking that paid tools offer. But it answers the most important question: "Is our brand being cited for the queries that matter most?"
How Should You Set Up Your AEO Tracking Spreadsheet?
Create a Google Sheet with the following structure:
Sheet 1: Query Master List
- Column A: Query ID (Q001, Q002, etc.)
- Column B: Query text (verbatim -- never rephrase between sessions)
- Column C: Query category (awareness, comparison, decision)
- Column D: Target platform (ChatGPT, Perplexity, Google AIO, all)
- Column E: Priority score (1 to 5, based on commercial intent)
Sheet 2: Tracking Log (one row per query per platform per session)
- Column A: Date checked
- Column B: Query ID
- Column C: Platform (ChatGPT, Perplexity, Google AIO)
- Column D: Cited? (Yes / No)
- Column E: Citation position (1st source, 2nd source, etc. or "not cited")
- Column F: Competitor cited? (which competitors appeared)
- Column G: Notes (any notable changes, response sentiment, etc.)
Sheet 3: Trends Dashboard
- Pivot table from Sheet 2 showing citation rate by query over time
- Line chart of overall citation rate per platform per month
- Competitor citation frequency tracker
The key design principle is query immutability. Once a query is entered into the master list, never change the wording. AI responses vary significantly with small phrasing changes, so consistency is the foundation of usable data.
What Is the Step-by-Step Tracking Process?
Step 1: Open an incognito or private browser window. This prevents your search history and personalization from influencing results. Alternatively, use a tool like Browserless or a headless browser for even cleaner results.
Step 2: Run each query on each platform. For Google AI Overviews, search on google.com and note whether an AI Overview appears and which domains are cited. For Perplexity, ask the query and check the numbered sources at the bottom. For ChatGPT, use the web search mode and note cited sources.
Step 3: Log results immediately. Do not batch logging across queries. Record the result for each query-platform combination before moving to the next. This prevents mix-ups and ensures accuracy.
Step 4: Calculate your citation rate. Divide the number of queries where your brand is cited by the total number of queries tracked. Track this rate per platform and overall.
Step 5: Review trends monthly. A single data point tells you nothing. After 3 to 4 tracking sessions, patterns emerge -- which queries you consistently win, which you consistently lose, and which fluctuate.
What Should You Do With the Tracking Data?
Identify citation gaps. Queries where competitors are consistently cited and you are never cited are your priority content creation targets. Create or optimize pages targeting those specific queries.
Spot negative trends. If your citation rate drops across multiple queries, investigate. Check for competitor content refreshes, new competitors entering the space, or Google algorithm changes.
Demonstrate progress. Citation rate over time is the simplest metric to share with stakeholders. "Our AI citation rate across our 30 priority queries increased from 8% to 22% in 4 months" is a clear, defensible KPI.
Prioritize platform investment. If your citation rate on Perplexity is 30% but only 5% on ChatGPT, you know where to focus optimization effort.
What Are the Limitations of Spreadsheet Tracking?
No sentiment analysis. A spreadsheet tells you whether you were cited, not whether the citation was positive, neutral, or negative.
No competitor SOV baseline. Without tracking competitor citations across a broad query set, you cannot calculate your share of voice relative to the market.
No alerting. You only know about citation changes when you manually check. If a competitor replaces you as the primary source for a key query between tracking sessions, you may not catch it for weeks.
No historical replay. AI responses are ephemeral. If you do not record a response at the time of checking, you cannot go back and see what the AI said. Paid tools solve this by automatically capturing and storing AI responses over time.