What do you want to get done?
Start with a call, a spreadsheet, or an idea. Follow the steps to a result you can review, with the tools and connections you need along the way.
New to Scribed? Start hereTurn a sales call into a follow-up email and tasks
Review the commitments from a recorded call, save the next steps, and prepare an email you can check before sending.
About 5 minutes of review after the transcript is ready.
- You start with
- A workspace call with a completed transcript and clear next steps.
- You end with
- Selected tasks saved to your workspace and follow-up text open in the email composer.
Turn a spreadsheet into a fundraising CRM in 10 minutes
Start with the Scribed Capital workspace template, then import your contacts into a shared pipeline.
About 10 minutes for a clean spreadsheet; file cleanup and large imports take longer.
- You start with
- A clean CSV or Excel file of fundraising contacts.
- You end with
- Contacts in your workspace, with mapped fields and a Leads view to work from.
Post a daily call review to your team every morning
Build a Run with an explicit reporting window, your time zone, and a named team conversation. Test the result before enabling its daily schedule.
About 10–15 minutes to configure and test; each run takes additional processing time.
- You start with
- Workspace call activity and an existing Scribed Chat conversation for the report.
- You end with
- A tested daily Run with a saved schedule and a report posted to the chosen conversation.
Add the notetaker to every eligible calendar meeting
Connect a calendar, enable automatic attendance, and check the schedule so you know where recordings will go.
About 5 minutes to set up; recordings appear after meetings are processed.
- You start with
- Google or Outlook Calendar events with supported online meeting links.
- You end with
- Automatic attendance enabled for selected calendars, with scheduled recordings you can inspect.
Build a pitch deck with charts from your records
Bring checked figures into a presentation brief, generate the slides, and review the charts against your sources.
About 15–20 minutes to prepare and review; generation takes additional time.
- You start with
- Verified record figures with dates, units, and source labels.
- You end with
- A reviewed pitch deck with supported charts and downloadable presentation files.
Turn a Google Doc into a report with a table and a PDF
Import a copy of your Google Doc, use it as the source for a report, and check the finished PDF before sharing.
About 10–15 minutes to import and review; drafting and export take additional time.
- You start with
- A Google Doc you can access and instructions for the report or table you need.
- You end with
- A reviewed document, a saved revision, and a downloadable PDF.
Make business cards ready for the print handoff
Choose the card’s print format, review both sides, and download a pack with the files and instructions your printer needs.
About 10 minutes to set up and review; generation and print rendering take additional time.
- You start with
- Your contact details, a chosen card size, and optional brand artwork.
- You end with
- A reviewed business-card design and a print pack with separate files for each side.
Enrich 500 leads with Apollo
Select the right records, review the estimated usage, and run Standard enrichment while tracking the result in Jobs.
About 5 minutes to select and confirm; background processing time varies.
- You start with
- 500 selected leads with enough identity information to find a match.
- You end with
- An enrichment job you can track and available matched details written back to your records.
Times are setup estimates. Imports, generation, review, and provider processing can take longer. Each guide explains its access and connection requirements.