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Scratchpad Notetaker

Learn how to enable Scratchpad's notetaker and manage recording preferences

Updated this week

Enable Call Recording via Notetaker


Scratchpad's Call Recorder can capture internal or external calls using the Scratchpad Notetaker (bot), which automatically joins meetings on your Google or Outlook Calendar - regardless of the meeting platform.

AI suggestions are automatically generated for calls once call recording is enabled and prompts are configured. Learn more on configuring AI prompts here.

  1. Navigate to Settings, then AI Agents

  2. Click Enable under Hygiene Agent

  3. Connect your Google or Outlook Calendar

  4. When prompted to connect your meeting platform, click Try another method

  5. Toggle on Scratchpad Notetaker

  6. Once configured, the Scratchpad Notetaker will join your next call, analyze it, and populate suggestions based on set prompts. Click Add fields to include more.

Manage Recording Preferences


  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Call Recording under Account

  3. Toggle on your preferences for Auto-record

    • External meetings: Automatically record all meetings with at least one external participant.

    • Internal meetings: Automatically record all meetings with only internal participants.

FAQ


Can I change the name of the Scratchpad Notetaker (bot)?

Yes! Please reach out to [email protected] if you'd like to change the name of your organization's Scratchpad Notetaker.

Does Scratchpad's Call Recorder work with other meeting platforms, like Google Meet or Microsoft Teams?

Yes. Scratchpad's Call Recorder will auto-join meetings from Google or Outlook Calendar, regardless of the meeting platform type.
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If you aren't using Google or Outlook Calendar, you can manually invite the Scratchpad Notetaker to your call:

  1. Navigate to Calls within your Scratchpad Navigation Bar

  2. Select Invite to call in the top right

  3. Paste your meeting link and click Invite


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