Integration Overview
Scratchpad’s Outlook Integration allows the Scratchpad Notetaker (bot) to automatically join meetings on your Outlook calendar - regardless of meeting platform.
AI suggestions are automatically generated for calls once call recording is enabled and prompts are configured.
Adding Outlook
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Integrations on the left menu bar and Connect Outlook
FAQ
What triggers the “Next Meeting Scheduled” Calendar icon to show on an opportunity in Pipeline?
Outlook Integration is enabled in Scratchpad
There is an external participant on the Outlook event that is a contact in SFDC
That participant is related to an account with an active opportunity or related to an opportunity contact role.
Your View does not contain a Group
If there are multiple open Opportunities in an Account, we’ll only display the icon for the first Opportunity listed.
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