Auto draft Salesforce updates

Scratchpad listens to calls, reads emails, and drafts Salesforce updates for the fields your business depends on — next steps, MEDDIC, close dates, closed lost reasons, and more. Its like having a teammate that does the all the heavy lifting admin work for Sellers so they stay focused on moving deals.

Why Salesforce data is incomplete or missing

Sellers lose hours retyping into Salesforce instead of selling.
Context slips through the cracks between calls, emails, and notes.
RevOps burn cycles chasing sellers and fixing missing fields.
Leaders can’t rely on CRM data and forecasts don’t match reality.

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From pre-call to post-call, Salesforce stays accurate

Scratchpad auto-drafts updates to Salesforce fields using actual customer conversations across calls, emails, notes, and more.

Use pre-built AI prompts or create your own, tuned to your process.
Scratchpad reviews calls, emails, CRM, and notes to draft updates.
Sellers stay in control. One click to review, edit, and accept — or set fields to auto-update.

How it works

Connect your data sources: Start with the Scratchpad Desktop Notetaker (the best notetaker in sales) that works with any call recorder including Gong, Zoom, Meet, Teams). Or connect Gong or Zoom directly. Then add email (Gmail, Outlook) and you’re ready to go.
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Create AI field prompts: Define which fields to update — methodologies, next steps, pick lists, dates, amounts, or custom fields. Scratchpad even helps write the prompt for you while giving you complete control to customize prompts to your needs.
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Review, edit, and accept auto-drafted updates: AI suggestions appear where sellers already work. One click updates Salesforce, or let it run on auto.

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Example prompt

Field	Prompt
Next Step	Enter the specific, sales-rep–owned action required to advance this deal. Clearly state what the rep will do next, such as “Send revised proposal” or “Schedule technical demo.” Include timing by referencing a target date or timeframe like “by 5/30” or “next week.” You may optionally include brief supporting context (e.g. “after receiving legal’s redlines”). Do not capture tasks the prospect is responsible for, vague statements like “follow up,” or summaries of past events. Focus only on forward-looking, rep-owned actions that move the deal ahead.
Situation	Capture the customer’s current environment as it relates to the opportunity. Include relevant details like company size, industry, team structure, current tools or processes, and what triggered their search. Focus on details that create useful context for why this deal exists. Avoid boilerplate company descriptions or marketing fluff that doesn’t inform the deal.
Pain	Describe the specific problems or challenges the customer is trying to solve. Use their language when possible. Highlight friction in their workflow, strategic gaps, or anything that’s creating urgency. Don’t include surface-level frustrations unless they clearly tie to a business need.
Impact	Explain what happens if the problem isn’t solved. Capture both measurable impact (missed targets, time lost, deal risk) and internal consequences (leadership pressure, low morale, blocked initiatives). Stay focused on consequences tied directly to the pain—not vague dissatisfaction.
Critical Event	Identify any upcoming deadline or internal trigger that’s driving urgency. This could be a launch date, initiative, team expansion, process change, or executive mandate. Include timing when known. Avoid generic phrases like “they want to move fast” unless there’s a real milestone behind it.
Evaluation Plan	Summarize how the customer is running their evaluation. Include any known steps, decision-makers, validation processes, or trial activities. Make it clear how they plan to decide and who’s involved. Don’t guess or list completed steps—focus only on what remains.
Decision Criteria	Capture what matters most to the customer when choosing a solution. This could include specific capabilities, technical requirements, ease of use, support, pricing, or alignment with existing systems. Use their words if they ranked or emphasized anything. Leave out assumptions or feature lists that weren’t discussed.

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Proof it works

Settle reclaimed 6,000+ selling hours a year, with 80%+ Salesforce field completion.
MaintainX drove 90%+ MEDDPICC adoption and gave leaders real-time deal visibility.
Teams using Scratchpad see a 70%+ AI suggestion acceptance rate — proof sellers trust the updates.

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