Skip to main content

What are blended updates and how do they work?

How to intelligently update your CRM fields using AI.

Nick Hastings avatar
Written by Nick Hastings
Updated this week

Who can access this feature?

  • Full users

What are blended updates?

Blended updates let Jump automatically combine new CRM updates with existing field contents, preserving crucial history while incorporating the latest information from a meeting transcript.



​Why use blended updates?​

Blended updates can be useful for things like client summaries or financial planning fields that need an ongoing narrative. Here are some specific use cases:

  • Provides Historical Context: The context of past updates remain in your CRM field so you have visibility into past meetings.

  • Keep Records Current: The AI-generated content from your latest meeting is merged intelligently with existing data.

  • Flexible: Easily switch between complete Overwrites or Blending on a field-by-field basis.


How to enable blended updates

  1. Go to User Settings > Automations.

  2. Under "Do this..." Find the update record-type action you want to configure (ex: “Client One Sheet Updates”).

  3. Within each field to be updated, look for the “Update type (default)” setting.

  4. Select “Blend (combine with AI)” from the dropdown to enable blended updates.

  5. All newly processed meetings will default to the selected update type.


Using blended updates after a meeting

  1. Go to the AI-processed tab and click on your desired meeting.

  2. In the right-hand panel, click on the relevant automation to open a pop-up window (ex: “Client One Sheet Updates”).

  3. If Jump identified the CRM record, a blended draft is already prepared. If not, select the correct record and wait a moment while the system performs the blending.

  4. You can change each field’s update type from Blend to Overwrite, or vice versa.

  5. Click Compare/Edit side by side to see three columns:

    • Left: Existing CRM field data

    • Middle: Newly generated AI update

    • Right: Final blended text that will be synced to your CRM Adjust formatting if necessary, then save when you’re satisfied.



Syncing to Your CRM

After reviewing and refining the blended fields, click Sync to push your updates into the CRM. Jump will preserve historical insights while including your new meeting outcomes.


If you have any questions, check out our other resources on our help site or reach out to our support team at [email protected] for assistance.


Related Articles

Did this answer your question?