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One-click executive summaries

Deliver clear, compelling executive summaries in seconds to drive alignment and accelerate decisions.

Updated this week

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

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!

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