All Collections
Best Practices
Use Automations to Enforce Sales Methodology
Use Automations to Enforce Sales Methodology
Use Scratchpad Automations to notify reps of any opportunities with missing MEDDICC fields
Anji Patel avatar
Written by Anji Patel
Updated over a week ago

Salespeople have a lot going on in their world 🌎 Often times, process adherence - like updating MEDDICC fields - can fall through the cracks. With Scratchpad Studio, Sales Leaders and RevOps can set-up automated reminders around missing MEDDICC fields to ensure opportunities are up to date and ready to close βœ…

To Create your Automation:

1. Navigate to the Gear icon in the bottom left corner of your Scratchpad Homepage

2. Select Studio under "Organization"

3. Select Automations from the options on the left

4. Select + Create Automation in the top right corner of the screen

5. Create a name for your Automation and select the day/time you would like the Automation to be sent

6. Select Opportunity as your object and create your conditions:

  • Use Advanced Filtering logic to customize what MEDDICC fields should be filled out by what stage. Here is an example:


7. By default, the Opportunity Owner will receive this Notification. Select your Delivery Method (Scratchpad Inbox and/or Slack)

8. Include a message with optional variables (ex. Opportunity Name) to provide additional context for the Notification

9. Select Save in the top right corner - and you're done! Woohoo πŸ₯³

🚨Automations are available on paid licenses only.

Book a Complimentary 1:1 with a member of our User Delight team today!

Related Articles:

Did this answer your question?