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AI action tray

Learn how to use the AI action tray to view highlights, see your next scheduled meeting, and open the AI suggestions sidebar

Updated today

Overview


The AI action tray gives you quick access to the most important deal insights without leaving your Scratchpad view.

Located next to each record name, it surfaces the information and actions you need most:

  • AI suggestions to review, edit, and apply AI-drafted updates directly from your view

  • Next scheduled meeting icon so you always know if and when your touchpoint is coming up

  • Conditional highlights to flag missing or at-risk fields that require attention

Suggested updates sidebar


The AI suggested updates sidebar lets you review, edit, and accept field updates across the entire record - not just the fields in your current view.

Click on the Suggested updates ✨ icon from within the action tray to open the sidebar and clear out updates for your pipeline in minutes.

Conditional highlights


Conditional highlights flag important details or gaps in your records - like missing next steps or overdue close dates.

They help you spot risks early, take action before deals stall, and keep your pipeline review-ready with accurate data.

Next meeting scheduled icon


The next meeting scheduled icon gives you quick visibility into upcoming customer conversations, directly from your view. This helps you stay on top of opportunities without needing to click into each record or check your calendar.

The icon appears next to a record when all of the following are true:

  • Google or Outlook integration is enabled in Scratchpad

  • An external participant on the calendar event is a contact in Salesforce

  • That participant is related to the opportunity as a contact role

If there are multiple open opportunities for the account, the icon will display for the first opportunity listed.

Get started with AI


If you’re new to AI in Scratchpad, there’s a curated library of use cases with simple steps to get started. Learn how AI can help you:

  • Qualify deals with more confidence (MEDDPICC, SPICED, or custom frameworks)

  • Spot pipeline gaps early and surface risks before they stall deals

  • Run sharper deal reviews with AI context at your fingertips

  • Backfill CRM from your past calls and emails for missing, low-quality fields, new fields, or if you’re rolling out a new methodology.

→ Have questions or need help getting set up? Schedule 1:1 session with our team.

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