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A Better Way: Access Guru in Scratchpad to Enable Reps in their Sales Notes
A Better Way: Access Guru in Scratchpad to Enable Reps in their Sales Notes
Take advantage of your knowledge management library without ever leaving Scratchpad Notes
Cassie Adkins avatar
Written by Cassie Adkins
Updated over a week ago

Does your team utilize Guru for playbooks? Would you like to be able to access battle cards while taking or reviewing your sales notes?

Great news: Scratchpad has your back!

Take advantage of your knowledge management library without ever leaving Scratchpad Notes 🤯

👉 See it in action

Admins can now integrate Guru with Scratchpad Studio and sync their playbooks, so AE's always have their battle cards at their fingertips right when they most need it: when they're taking Notes! Remove the unnecessary friction in your sales cycle and coach your sales reps to success with Cards.

Here are the steps to integrate Guru with Scratchpad:

  1. Go into Settings in Scratchpad, then click 'Studio'

  2. Once in Studio, click 'Settings' at the bottom-left

  3. A dialogue box will surface; select 'Add' Guru Cards

  4. You will be asked to enter your API token; click 'see here for more instructions'

  5. Once you've added your API token from Guru, return to Scratchpad Studio

  6. Click 'Cards' on the left toolbar, followed by 'Settings' at the bottom-left

  7. A dialogue box should surface; click 'Manage Cards' in the Guru section

  8. A list of your cards will appear; select the card(s) you wish to sync, then click 'Save'

*Check out that related articles below for more help setting up your Guru Integration

Let's do it together! ⬇️

🚨 Cards are available on paid licenses.

Related Articles:

Creating Cards

Cards: What are they and how do I access them?

Integrate Guru with Cards in Studio

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