Who can access this feature?
All Full users
Lite users who are Team meeting admin
You can find notes for meetings that Jump captured by going to Meetings > AI-Processed.
Here, Jump will list out the past meetings it has generated notes for. Click on a specific meeting to view the corresponding notes.
Within the meeting page, click on the Meeting notes tab to view the notes.
To edit and sync your note to your CRM, check out this help center article.
Frequently asked questions (FAQs)
Why are we receiving two sets of notes from each meeting?
Why are we receiving two sets of notes from each meeting?
Typically when there two different sets of notes generated for a given meeting, it's because there are two different meeting note automations applied to one meeting event type. You can confirm this by viewing the automations attached to your meeting type. Navigate to Profile & settings > User settings > Automations > Locate the meeting type (ie. client meeting, COI / other meeting, etc), and check which automations are attached.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]