Who has access to this feature?
Full users
You may want to create a new meeting type, which will allow you to customize which automations run when a meeting is processed as the new type.
Where to add a new meeting type
Users can add a new meeting type by navigating to the User settings tab, then clicking on the Automations tab.
How to add a new meeting type
Under the "When this happens..." section, you will see the 5 standard meeting types that all Full users receive:
Client Meeting
Discovery / Intro Meeting
Internal Team Meeting
COI / Other Meeting
Dictation / Voice Memo
You can add a new meeting type by clicking on the green + button in the upper right-hand corner.
You will be prompted with a window where you can begin filling out the information for your new meeting type.
Give it a name in the Name field.
In the Type field, select Meeting from the dropdown.
In the Description field, give a brief description of your new meeting. The AI uses this description to understand when to assign your meetings to this particular meeting type.
Let's say we want to add "Quarterly Review" as a new meeting type. In this case, we can use the following for a description:
"A quarterly meeting with a financial advising client to discuss current financial progress and goals."
In the "Do this..." field, you have the option to select the tasks you want to run after holding a meeting that Jump detects as this new type.
For example, a note can be created, follow-up tasks can be generated, and Jump can produce a recap email. Select all of the automations you want to see associated with your new meeting type.
Note: You do not have to select Pre-meeting prep in the "Do this..." section. Pre-meeting prep is already set to run before all meetings.
You can leave the "Meeting templates" section blank for now, then click the green Save and close button. Your new meeting type has been created!
How the new meeting type works
Going forward, any time you capture a meeting with Jump that it detects as this new meeting type, the corresponding automations will run.
If you ever find your new meeting type was not used when you expected, you can simply Reprocess your meeting. More information on this process can be found here.
Need help creating a new meeting type? Reach out to [email protected] for assistance.
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