To start taking advantage of Scratchpad’s AI Deal Agents, the first step is setting up call capture based on the tools your team already uses. The right setup ensures your team’s conversations are captured and ready for analysis.
Choose the right setup for your team
Use the table below to determine the best call capture method for your team, based on your internal tools.
Once a call capture method is connected and prompts are enabled, AI suggestions will be generated automatically. Learn more on configuring AI prompts here.
Recording source | Call capture method | Setup type |
Gong | Gong integration
Scratchpad pulls in recordings directly from Gong | Organization-wide setting
Must be enabled by a Scratchpad Admin with Gong Technical Admin permissions |
Zoom | Zoom integration
Scratchpad uses Zoom’s native recorder for meetings | Individual user setting |
Other (Google Meet, Teams, etc.) | Scratchpad Notetaker
Record using our desktop app, or have Scratchpad's bot join and record meetings for you | Individual user setting |
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 both a Scratchpad Admin and a Gong Technical Admin to add and approve this integration. This integration is company-wide and does not need to be enabled at the user-level.
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
With 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
To prevent duplicate recordings, ensure you're not using another Scratchpad integration (notetaker bot, Zoom, or Gong) at the same time. You can review and manage your recording settings under Settings > Calls.
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 setting up additional AI fields here
Scratchpad Notetaker Bot
Scratchpad's Notetaker Bot can capture internal or external calls and automatically joins meetings 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
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. 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.
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 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!