Who can access this feature?
All users on Ramping, Core, and Scale (legacy)
All users on Meet
Lite users who are Team admin
Jump is set to automatically generate pre-meeting prep notes a certain amount of time before a meeting. This only occurs if Jump is able to identify the client for that meeting.
However, you may need to manually generate pre-meeting prep notes. This may be the case if:
You want to see the notes for a particular meeting prior to when Jump would generate the notes automatically.
Jump is unable to find the client in your CRM and pre-meeting prep generation fails.
Note: You can adjust how far in advance Jump will generate pre-meeting prep notes for a client meeting. Check out this guide for more information: "How to automatically generate pre-meeting notes at your preferred time."
How to manually generate pre-meeting prep
To manually generate pre-meeting prep notes, go to Meetings > Upcoming and select a meeting from the list.
Within the meeting page, you'll see the Pre-meeting prep section on the left-hand side.
Select which pre-meeting prep template (i.e. Annual Client Review) you want to run.
Then select the right contact(s).
Once you've selected the right template and contact, click Generate now.
If you need to generate the pre-meeting prep for a different client, select the appropriate contact and click Generate now.
If generation takes longer than expected, wait a few minutes and refresh the page to check if the notes appear.
Have questions about generating pre-meeting prep? Reach out to [email protected] for assistance.