Overview
To unlock the power of Scratchpad AI, the first step is setting up call capture. The right setup ensures your conversations are recorded and ready for analysis.
Choose the right setup for your team
Use the table below to choose the best call capture method for your team - based on the tools your team uses and/or how you prefer to record meetings.
Once a call capture method is connected and prompts are enabled, AI suggestions will be generated automatically. Learn more on configuring AI prompts here.
| Desktop Scratchpad Notetaker | Scratchpad Notetaker Bot | Zoom | Gong |
Supported platforms | All meeting platforms | Teams, Google Meet, and Zoom | Zoom | Syncs Gong-recorded calls |
Media type | Audio only | Audio & video | Audio & video | Audio & video |
Scope | Internal & external calls | Internal & external calls | External calls only | Based on Gong settings |
Configuration | Individual
Download app & connect calendar | Individual
Connect notetaker bot & calendar | Individual
Connect Zoom & calendar | Org-wide
Admin enables Gong integration |
Gong integration
The Gong integration allows you to seamlessly bring Gong recorded calls into Scratchpad. Once connected, Scratchpad will begin syncing all future calls for current Scratchpad users – with the option to import past calls.
Please note, you must be a Scratchpad Admin and Gong Technical Admin to add and approve this integration.
Navigate to Settings in the bottom-left corner of your Scratchpad homepage
Select General on the left menu bar and Connect Gong
→ Learn more about the Gong Integration and importing past calls here.
Zoom integration
Using Zoom’s native recorder, Scratchpad will capture external calls and recommend AI suggestions based on the recordings.
Please note, cloud recording must be enabled to use Zoom's native recorder.
Navigate to Settings, then Calls
Click Connect next to Zoom
Connect your Google or Outlook Calendar
Sign in with Zoom to link it as your meeting platform
→ Learn more about the Zoom Integration here.
Scratchpad Notetaker (desktop app or bot)
Desktop Scratchpad Notetaker
Scratchpad’s Desktop Recorder is a lightweight Mac app that captures and transcribes audio from your meetings - no admin setup, no bot, and no external integration required.
Please note, to prevent duplicate recordings, ensure you're not using another Scratchpad integration (notetaker bot, Zoom, or Gong) at the same time.
Download the Scratchpad desktop app
When prompted, move the app into your Applications folder
Open the app and login with your Salesforce credentials
Connect your Calendar
When prompted, enable:
microphone
system audio
voice isolation
Once complete, you'll see your next scheduled meeting and existing AI fields
→ Learn more about the desktop app here.
Scratchpad Notetaker Bot
Scratchpad's Notetaker Bot can capture internal or external calls and automatically joins meetings as a participant on your Google or Outlook Calendar.
Navigate to Settings, then Calls
Click Connect next to Scratchpad Notetaker
Connect your Google or Outlook Calendar
External meetings will be enabled by default, toggle on Internal meetings if desired
→ Learn more about the notetaker bot here.
FAQ
Can I change the name of the Scratchpad Notetaker Bot?
Yes! You can reach out to [email protected] if you'd like to change the name of your organization's Scratchpad Notetaker Bot. Please note, this is an org-wide setting.
What if I use Zoom, Google Meet, and Teams for my calls?
In this scenario, you will want to enable the Zoom integration for Zoom calls and turn on the Scratchpad Notetaker to capture meetings on Google Meet, Teams, or any other platform. Or, you can use the Scratchpad Notetaker for all calls.
Can I import calls from another tool?
As of today, we only support importing calls with our Gong integration.
My call is stuck processing, what do I do?
If you're using Zoom or Gong, call processing can take a bit longer as we rely on them to process. With Scratchpad's Notetaker, it usually wraps up within 15 minutes. If it’s been over 3 hours and your call still hasn’t processed, feel free to reach out to us at [email protected]!
Can I manually invite the Scratchpad Notetaker Bot to my call?
Yes! Please follow the steps below:
Navigate to Calls within your Scratchpad Navigation Bar
Select Invite to call in the top right
Paste your meeting link and click Invite
Curious to learn more? Schedule a 1:1 session with our team!