Overview
Scratchpad Notetaker gives you two simple and reliable ways to capture and analyze your meetings.
Use the calendar-connected bot to automatically join and record your meetings, or start recordings with one click using the Mac desktop app.
Both options provide high-quality transcripts and AI-generated insights, so you can stay present in the conversation and let Scratchpad handle the follow-up.
Set up
Scratchpad Notetaker Bot
Scratchpad's Notetaker Bot can capture internal or external calls and automatically joins meetings as a participant on your Google or Outlook Calendar.
Navigate to Settings, then Calls
Click Connect next to Scratchpad Notetaker
Connect your Google or Outlook Calendar
External meetings will be enabled by default, toggle on Internal meetings if desired
Desktop Scratchpad Notetaker
To prevent duplicate recordings, ensure you're not using another Scratchpad integration (notetaker bot, Zoom, or Gong) at the same time. You can review and manage your recording settings under Settings > Calls.
Download the Scratchpad desktop app
When prompted, move the app into your Applications folder
Open the app and login with your Salesforce credentials
Connect your Calendar
When prompted, enable:
microphone
system audio
voice isolation
Once complete, you'll see your next scheduled meeting and existing AI fields
→ Learn more about setting up additional AI fields here
Using the Desktop Scratchpad Notetaker
Before each meeting, you’ll receive a desktop notification prompting you to join and start recording.
After the meeting ends (or the recording is manually stopped), a summary will appear in the desktop app within a few minutes. The full recording, transcript, and AI updates will be available in the Calls app in Scratchpad.
Please note, the desktop recorder captures audio only. Transcripts distinguish between your voice and all other speakers, but do not identify individual participants.
FAQ
Can I change the name of the Scratchpad Notetaker Bot?
Yes! You can reach out to [email protected] if you'd like to change the name of your organization's Scratchpad Notetaker. Please note, this is an org-wide setting.
How do I update the Desktop Scratchpad Notetaker?
If an update is available, you’ll see an Install update button appear in the top-right of the app - click it to update instantly.
Can I manually invite the Scratchpad Notetaker Bot to my call?
Yes! Please follow the steps below:
Navigate to Calls within your Scratchpad Navigation Bar
Select Invite to call in the top right
Paste your meeting link and click Invite
Does the Desktop Scratchpad Notetaker work if I'm using headphones?
Yes. Scratchpad captures both mic and system audio - even when using headphones - so no insights are lost.
Curious to learn more? Book time with a Product Specialist today!