The default pre-meeting prep automation has preset questions that the AI will answer to prepare you for your client meetings. If your customer-relationship manager (CRM) contains information about a client with whom you have a meeting and the CRM is connected to Jump, Jump will use that information to generate pre-meeting prep notes.
If you would like to customize those notes, you can update the default automation by adding or removing questions from it.
If your CRM contains custom objects that you want Jump to have access to while generating pre-meeting prep, please reach out to our product specialists via the Jump Help chat.
How to access the pre-meeting prep automation
To access the pre-meeting prep automation, go to User settings, then select the Automations tab.
On the Automations tab, in the "Do this..." section, click on the three dots to the right of the meeting prep action.
A pop-up window for the pre-meeting prep automation will appear.
Adding questions for pre-meeting prep
To add questions for future pre-meeting prep, scroll to the bottom of the pop-up window and click on the green Add question button.
A new "Field" box will be generated.
You can choose to use one of Jump's default templates for pre-meeting prep questions by leaving the "AI-generated using template" button untouched, or you can select that button and change the question to "AI-generated custom."
Using the "AI-generated using template" option
The "AI-generated using template" option is the most straightforward, allowing you to access default templates that cover a variety of topics you may want to have in your pre-meeting prep.
To use the template option, do not change the "AI-generated using template" button.
In the "Question" field of that box, write the question you want to add.
In the "Template" field, choose the template that seems most applicable (or select "Other" as a catch-all).
The template options are as follows:
"Client Goals and What Matters to Them": What the clients' life and financial goals are and what matters most to them, based on past notes
"Household": List the members of the client's household, their ages, notable hobbies, interests, and other facts
"Recent Meetings": List the last two or three meetings with this client and a concise summary of each meeting
"Suggested Conversation Starters": Three suggested conversation starters based on personal information gathered about the client
"Upcoming Life Events": Recent or upcoming life events and how the client feels about them
"Past Concerns": Three recent concerns the client has brought up
"Other": Anything else not covered by the other questions that the advisor would want to know before going into a meeting
Using the "AI-generated custom" option
You can change the "AI-generated using template" to "AI-generated custom" and provide a more detailed prompt for the AI to use.
Click on "AI-generated using template" and from the drop-down, select "AI-generated custom."
In addition to the "Question" field, you will see a "Details" field and an "Example" field (in place of the "Template" field).
In the "Details" field, insert the prompt you want the AI to use. In the "Example" field, you can include an example of what you want the notes to look like.
Removing questions from pre-meeting prep
To remove a question from the pre-meeting prep template, locate the question you want to remove and select the corresponding "Remove question" button in the "Field" box of that question.
Saving changes to the pre-meeting prep automation
To save your changes, click the Save and close button at the bottom of the pop-up window before exiting.
When new pre-meeting prep notes are generated, those notes will include the questions that you have created.
More about pre-meeting prep
To learn more about how pre-meeting prep notes are created, please view "How pre-meeting prep works in Jump." To adjust how long before a meeting the notes for pre-meeting prep are created, view "How to automatically generate pre-meeting notes at your preferred time."