Overview
When fields are missing or outdated, pipeline reviews stall, forecasts lose credibility, and teams end up misaligned.
Whether you’re rolling out new fields, refining your methodology, or cleaning up after a pivot, going back to manually update historical data just isn’t scalable.
Meanwhile, the information you need is already in your past conversations - locked away in calls and emails.
With Scratchpad, there’s a better way.
The Scratchpad Unlock
Scratchpad’s AI Backfill populates missing or outdated Salesforce fields by analyzing past calls and emails - all based on your custom prompt logic.
Bring entire segments of your pipeline up to date in just a few clicks
Standardize newly added or underused fields (like MEDDIC or Closed Lost Reason) without chasing reps
Define how updates behave: suggested for rep review, or automatically applied
This fills in the gaps your team missed, improves data quality across the board, and saves hours of cleanup - all without disrupting current workflows.
Get Started in Minutes
1. Connect Data Sources
Calls
Record directly in Scratchpad or sync from Gong, Zoom, etc.
Emails
Sync Gmail conversations to bring deal-critical context into Scratchpad
2. Create AI Fields Update Prompts
Define what you want AI to suggest - like next steps, methodology fields, or key criteria
3. Run AI Fill Across Records
Launch AI Backfill from any Scratchpad view
Choose which fields to update and how you want updates applied (suggest or auto-fill)
Instantly enrich multiple records with accurate, conversation-backed data
What’s missing gets filled in. What’s messy gets cleaned up. No process changes, no extra work.
Curious to learn more? Book time with a Product Specialist today!