Overview
Follow-up emails are critical for driving momentum after a call, but for most reps, they’re a time-consuming chore that doesn’t end well.
After a full day of meetings, details get fuzzy, context fades, and the “quick recap” becomes yet another task to push until tomorrow. That delay leads to weak follow-ups, dropped action items, and lost deals.
With Scratchpad, there’s a better way.
The Scratchpad unlock
Scratchpad helps reps send personalized follow-up emails in seconds - using real call context, not memory.
Generate follow-ups with one click, pulling from call transcripts, notes, emails, and Salesforce fields
Customize prompts to match your tone, structure, and sales motion
Ensure fast, consistent follow-ups that keep momentum without adding to the to-do list
This keeps deals moving and reps focused - no manual work required.
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 follow-up email prompt
Build a custom prompt to include the right tone, recap, and next steps.
Example prompt
Example prompt
Draft a follow-up email that reads like it came from a thoughtful sales rep summarizing a real conversation. Include real quotes from the customer and follow this format:
Subject: Meeting Recap - [MM/DD/YY]
Greeting: [First Name], below I’ve shared key takeaways and next steps.
Two sections, each with 3 dash-style bullets:
Key takeaways
First two bullets = customer’s words about pain or challenges
Third bullet = how [company] helps, tied to those problems
Next steps
1: Next meeting with date and purpose
2: Customer-side action
3: Seller-side action
Bullet rules:
One sentence, under 20 words
Active voice
No conjunctions
Use direct quotes where possible
Example output:
Subject: Meeting Recap - 07/30/25
Hi Taylor, below I’ve shared key takeaways and next steps.
Key takeaways
"We’re still chasing reps for updates every week — it’s become a huge time sink"
"Our VP needs visibility, but the pipeline is never current when she checks"
Scratchpad auto-syncs updates so leaders get real-time pipeline visibility without bugging reps
Next steps
Follow-up scheduled for 08/02/25 to review pipeline automation workflows
Taylor to confirm integration feasibility with current Salesforce setup
Oscar to prep examples of pipeline reporting improvements
Best,
Oscar
3. Generate your follow-up email
Go to Ask AI from any call
Select your follow-up email prompt
Review the email, personalize, and share
You’ll go from call wrapped to follow-up sent - without missing a beat.