Scratchpad workflows for B2B go-to-market teams
AI sales workspace for Salesforce updates and deal notes
Scratchpad helps sales reps capture notes, update CRM fields, summarize calls and emails, and manage deal work without switching between tools. It is useful for sales-call workflows, CRM hygiene, qualification notes, and manager-ready updates.
Used in
2
2 workflows currently reference Scratchpad.
Core tool count
1
1 workflow mark Scratchpad as a primary tool.
Common roles
2
Roles are derived from how the tool is used inside each workflow.
Common uses
How Scratchpad shows up in the workflow library
These are not generic feature labels. They come from the specific job Scratchpad performs inside published workflows.
Workflow links
Workflows using Scratchpad
Turn an active opportunity into a mutual action plan and buyer room
Convert a live deal into a shared buyer room with success criteria, stakeholders, timeline, proof assets, next steps, risks, and follow-up ownership.
Role in workflow
Rep workflow and CRM updates
Turn a booked sales meeting into a pre-call intelligence pack
Convert CRM notes, participant research, company signals, and prior conversations into a concise call plan with hypotheses, discovery questions, and risk flags.
Role in workflow
Rep-friendly prep and CRM updates