Jump is set to automatically generate pre-meeting prep notes a certain amount of time before a meeting if Jump is able to identify the client for that meeting.
To adjust how far in advance Jump will generate pre-meeting prep notes for a client meeting, visit the Help doc "How to automatically generate pre-meeting notes at your preferred time."
You may also choose to manually generate pre-meeting prep notes, for example, 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.
To manually generate pre-meeting prep notes, select an upcoming meeting from the Upcoming section on the left-hand side of the Jump web page.
On the right-hand side of the page, under the "Pre-meeting tasks" section, click on the Generate pre-meeting prep button.
If the pre-meeting prep is already generated, as indicated by a green circle to the left of the "Generate pre-meeting prep" text, users cannot currently regenerate pre-meeting prep.
The pre-meeting prep notes will generate in the body of the meeting page!
If the notes do not generate, a box that says "Couldn't generate meeting prep" will appear.
Click into the field "Search for a contact." Select the correct contact from the drop-down menu or type in the name of the client for whom you want to generate pre-meeting prep notes.
The pre-meeting prep notes will generate for that contact.
Please see the "How pre-meeting prep works in Jump" Help article for more information on pre-meeting prep notes.