Who has access to this feature?
All users on Ramping, Core, and Scale (legacy)
All users on Meet
Lite users who are Team meeting admin
After a client meeting, Jump will generate an email draft you can send to the client.
The email will summarize what was discussed, highlight key points discussed during the meeting and restate the next steps you decided on with the client.
You can access it by clicking the recap email automation in the left-hand navigation menu of the meeting details page.
Note: The title given to your recap email automation in User settings > Automations (e.g. "Client Meeting | Recap Email") is what will be displayed in the After the meeting section of the meeting details page. This may vary from user to user.
This will open a window where you can view and edit the draft.
Depending on what email integration you have set up with Jump, you may see multiple options for opening the recap email. Click on one of these buttons to open the email as a draft to send.
For example, the Open in Gmail button opens the message directly in Gmail via your web browser. The Open in email client button opens a new email in your default email app (using a mailto: link), like Apple Mail or Outlook. What opens depends on your device/browser settings.
If you choose to Copy the email, it will be saved to your clipboard and you can paste it into another place as needed.
Note: Jump will not send this recap email to your client. Even if you click the green button (Open in Gmail/Outlook), Jump will only take you to a draft window. You will still have control of whether the email is sent or not.
Note: Action items are managed in a unified table across meetings. Learn more about Unified Action Items.
Want to customize the content of your recap email? You can view Jump's default email templates, duplicate and edit them, or create your own by going to Profile & settings > User settings > Templates.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]