Who can access this feature?
Full users
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 an Automations section on the right-hand side. Click on the Generate pre-meeting prep button in this section.
If the pre-meeting prep is already generated, the tile will show a green check mark and the selected contact.
If you need to generate the pre-meeting prep for a different client, click "Regenerate for different contacts" and select the appropriate contact in the pop-up window that appears.
Note: If the notes do not automatically generate, a box that says "Couldn't generate meeting prep" will appear.
In this case, you can try manually selecting the correct contact from your connected CRM. Click into the search bar, enter the client's name, and select the correct option from the dropdown menu. The pre-meeting prep notes will then generate for that contact.
Learn how to prevent this: How to ensure Jump uses the correct CRM profile for pre-meeting prep.
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.