Use cases
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Deal visibility & insights

One-click executive summaries

Scratchpad creates polished executive summaries in seconds — keeping sellers focused, leaders aligned, and deals moving forward


Writing executive summaries manually takes sellers away from selling
  • Hours wasted on rewrites instead of advancing deals
  • Stakeholders chasing clarity across scattered updates
  • Key details missing, decisions drag
  • Teams misaligned, momentum lost

Scratchpad makes executive summaries effortless

Instead of spending hours rewriting notes or piecing together updates, sellers can generate a polished, exec-ready summary with one click. Scratchpad pulls real deal context like calls, notes, emails, and Salesforce data into a structured format you define. That means every summary is consistent, grounded in the customer’s own words, and aligned to leadership priorities. Leaders get the clarity to make faster decisions. Sellers stay focused on deals.


How it works
  1. Choose how you capture calls — Scratchpad works where you do
    • Desktop Scratchpad Notetaker: Works with all meeting platforms
    • Scratchpad Notetaker Bot: Joins meetings on Teams, Google Meet, and Zoom
    • Zoom or Gong: Connect and sync calls directly into Scratchpad
    • Add Gmail to capture email context
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  2. Create an executive summary
    • Build a custom prompt that defines your summary structure, tone, and audience.
    • See the example prompt provided below or learn to configure Ask AI Prompts
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  3. Generate your executive summary
    • Go to Ask AI on any Opportunity or Account record
    • Select your executive summary prompt
    • Review and share with stakeholders

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Example Prompt
Purpose

You’re writing a short internal summary to help executives understand the customer’s problem, how your solution helps, and what success looks like.

Keep it factual, focused, and based only on:

  • The customer’s own words (calls or transcripts)
  • Sales rep notes
  • Supporting docs like case studies or internal decks
Header

Proposal to improve [business area]

Developed by: [Prospect's stakeholder name] with [your team name]
Problem

Describe 2–3 specific issues the customer is facing. Use their language.

e.g.

  • “We can’t trust our pipeline data going into forecast meetings”
  • “Reps are spending too much time updating Salesforce manually”
Solution

Explain how your solution addresses those problems and what outcomes it enables.

e.g.

  • Automatically updates fields after calls
  • Highlights key gaps for coaching
  • Reduces rep time spent on admin tasks
Success metrics

Share 2–3 ways the customer will measure success.

e.g.

  • Increase pipeline accuracy
  • Reduce rep time spent updating fields
  • Improve manager visibility into deals
Social proof

Include relevant, anonymized outcomes from other users.

e.g.

  • Improved data hygiene within one month
  • Faster sales cycle from better qualification
Next steps

List action items needed to move forward.

e.g.

  • Confirm pilot scope
  • Define success criteria
  • Set up onboarding
Guidelines
  • Use markdown formatting (headings, bullets, spacing)
  • Stay under 3,500 characters
  • Stick to facts - no assumptions, no filler

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Outcomes
  • Sellers save hours each week and stay focused on advancing deals instead of writing executive summaries for every deal.
  • Sales leaders see consistent, credible summaries that accelerate reviews and get to faster results for deal strategy and execution
  • RevOps deliver on a system for delivering insights and transparency on every deal without adding more admin overhead for sellers.
“This is something salespeople actually love using — while leadership gets consistent process and adherence. It solves the problems Salesforce can’t. We’re tackling one of our biggest challenges, and this is the part our team likes best.”

— Bill.com

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Get started with Scratchpad and drive better alignment on every deal.
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