Overview
Executive summaries are critical for visibility and resource allocation but they’re often slow, subjective, and inconsistent.
Reps lose time rewriting notes and recapping calls, while stakeholders are left sifting through scattered updates or vague summaries. The result? Delayed decisions, misalignment across teams, and missed opportunities to move the deal forward.
Polished, consistent summaries shouldn’t be a blocker. They should be a catalyst.
With Scratchpad, there's a better way.
The Scratchpad unlock
Scratchpad turns real deal context - like calls, notes, emails, and Salesforce data - into a clean, structured executive summary with one click.
Captures key insights in the customer’s own words - no assumptions or rewriting
Follows a consistent, customizable format defined by your team
Summaries are fast to generate, easy to share, and built to drive decisions
Clear, credible, and exec-ready - every time.
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 executive summary prompt
Build a custom prompt that defines your summary structure, tone, and audience
Example prompt
Example prompt
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
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
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
No more manual summaries - alignment is one click away.
Curious to learn more? Schedule a 1:1 session with our team!