Draft post-call follow-up emails in seconds

Scratchpad drafts high-quality follow-up emails the moment your call ends, pulling context from transcripts, notes, emails, and Salesforce in just one click.

The problem with post-call follow-ups

Sellers push them off after a long day. By the time they write them, details are fuzzy and momentum is gone.
Leaders see inconsistent recaps that don’t match the quality of the call itself.
RevOps find Salesforce missing key notes, logged activities, and follow-up context — leaving gaps in reporting and deal history.

Your call ends. The follow-up is ready.

Scratchpad auto-drafts personalized follow-up emails using real customer conversations across calls, notes, emails, and Salesforce fields.

Scratchpad helps write proven prompts for you or you can create your own and tune them to your process.
Get a ready-to-send draft that sounds like a human wrote them.
Stay in control with one click to review, edit, personalize, and send.

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How it works

Choose how you capture calls — Scratchpad works where you do:
- Desktop Scratchpad Notetaker: Works with all meeting platforms.
- Scratchpad Notetaker Bot: Join meetings on Teams, Google Meet, and Zoom.
- Zoom or Gong: Connect directly sync calls into Scratchpad.
- Then add Gmail to capture email context.
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Create follow-up email prompt
- Build a custom prompt to include the right tone, recap, and next steps. See the example prompt provided below or learn how to configure Ask AI Prompts.
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Generate your follow-up email
- Go to Ask AI from any call
- Select your follow-up email prompt
- Review the email, personalize, and share

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Example Prompt

Prompt

Prompt	You are an AI assistant connected to my recorded sales calls and CRM data. Your task: generate a follow-up email that: Reads like it came from a thoughtful sales rep Summarizes a real conversation Includes real quotes from the customer Format requirements: Subject: `Meeting Recap - [MM/DD/YY]` Greeting: `[First Name], below I’ve shared key takeaways and next steps.` Two sections, each with 3 dash-style bullets: Key takeaways First two bullets = customer’s words (pain or challenges) Third bullet = how [company] helps, tied to those problems Next steps Next meeting with date and purpose Customer-side action Seller-side action Bullet rules: One sentence, under 20 words Active voice No conjunctions Use direct quotes where possible
Output	Subject: Meeting Recap - 07/30/25 Hi Taylor, below I’ve shared key takeaways and next steps. Key takeaways: - "We’re still chasing reps for updates every week — it’s become a huge time sink" - "Our VP needs visibility, but the pipeline is never current when she checks" - Scratchpad auto-syncs updates so leaders get real-time pipeline visibility without bugging reps Next steps: - Follow-up scheduled for 08/02/25 to review pipeline automation workflows - Taylor to confirm integration feasibility with current Salesforce setup - Oscar to prep examples of pipeline reporting improvements Best, Oscar

You are an AI assistant connected to my recorded sales calls and CRM data.

Your task: generate a follow-up email that:

Reads like it came from a thoughtful sales rep
Summarizes a real conversation
Includes real quotes from the customer

Format requirements:

Subject: Meeting Recap - [MM/DD/YY]
Greeting: [First Name], below I’ve shared key takeaways and next steps.
Two sections, each with 3 dash-style bullets:
- Key takeaways
  - First two bullets = customer’s words (pain or challenges)
  - Third bullet = how [company] helps, tied to those problems
- Next steps
  - Next meeting with date and purpose
  - Customer-side action
  - Seller-side action

Bullet rules:

One sentence, under 20 words
Active voice
No conjunctions
Use direct quotes where possible

Output

Subject: Meeting Recap - 07/30/25

Hi Taylor, below I’ve shared key takeaways and next steps.

Key takeaways:
- "We’re still chasing reps for updates every week — it’s become a huge time sink"
- "Our VP needs visibility, but the pipeline is never current when she checks"
- Scratchpad auto-syncs updates so leaders get real-time pipeline visibility without bugging reps

Next steps:
- Follow-up scheduled for 08/02/25 to review pipeline automation workflows
- Taylor to confirm integration feasibility with current Salesforce setup
- Oscar to prep examples of pipeline reporting improvements

Best,
Oscar

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