Overview
The most impactful sales calls begin long before the meeting starts. They start with context - the kind that sharpens your questions, builds credibility, and drives the conversation forward.
The challenge is that valuable insights often live in too many places: transcripts, notes, fields, email threads. Important details can get lost or overlooked.
Reps scramble to piece things together for their follow-up calls, SEs dig through Slack for answers, and Managers try to connect the dots before being pulled in for support. Everyone wastes time chasing the same details.
And even then, something important gets missed - a blocker raised last week, a new stakeholder added, a signal that could’ve changed the direction of the call.
With Scratchpad, there’s a better way.
The Scratchpad unlock
Scratchpad gives you a fast, repeatable way to prep for any call - powered by real context from across the sales cycle.
Run a tailored pre-call prompt to surface key insights from past calls, notes, emails, and Salesforce data
Automatically generate a structured brief with relevant insights, open questions, and next-step reminders
Save time, avoid surprises, and walk into every meeting ready to move the deal forward
This isn’t just faster prep - it’s clarity, confidence, and competitive edge before you even say hello.
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 pre-call prompt
Build a custom prompt to generate the insights, reminders, and context your team needs to see before a call
Example prompt
Example prompt
You're preparing for a follow-up sales call. Use the transcript from the last call, recent emails, and the upcoming calendar invite to fill in the brief below:
Top Line Summary
Quick summary of deal status in 1–2 lines.
Example: Prospect is early-stage but engaged. This call is key to confirm decision criteria and uncover blockers.
Attendees
Last Call: [Name, Role, Company]
Upcoming: [Name, Role, Company] (Note any new or missing stakeholders)
Call Goals
List 2–3 clear outcomes for the meeting.
Examples: Confirm timeline, uncover key priorities, align on next steps
Key Insights
Highlight a few things from the last call or emails.
Examples: Quote, pain point, positive reaction to a feature
Open Questions
What needs clarity?
Examples: Who’s the decision-maker? Are there blockers?
Deal Dynamics
Anything to watch for.
Examples: New stakeholder added, async engagement, missing economic buyer
3. Generate your follow-up email
Go to Ask AI from any call or record
Select your pre-call prompt
Review the brief, personalize if needed, and share
No more last-minute digging. Prep that used to take 30 minutes now takes 30 seconds!