Create Notes from your GCal Event
Creating a note prior to your meeting is easy with Scratchpad Command enabled
Select your desired event in Google Calendar
Click Create Note next to the Scratchpad icon
A Scratchpad Note will be created, using the title of your meeting as the header
Pull in a Template to make note-taking even easier!
Create Tasks from GCal
Stay on top of your action items by creating and viewing Tasks directly from GCal
Enable Scratchpad Command
Navigate to a weekly Google Calendar view
Select the Task icon (circle with check mark) next to the date
Fill out your Task details, it will save automatically when clicking out
The Task icon will surface the number on pending Tasks on a given day
View & Create Contacts from your Event
Easily manage contacts, right from your GCal invite
Enable Scratchpad Command
Select your desired event in Google Calendar, navigate to Guests
To the right of their name, you will either see a person icon or + sign
Person icon: Existing contact in SFDC, click to surface contact information
+ sign: Not an existing contact in SFDC (could be a lead), click to create a new contact
❔ Missing fields when creating a Contact? Click the gear icon and select Fields and Related Lists. You can now add and manage your desired fields.