Who has access to this feature?
Full users
Lite users who are Team 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 this recap email in the top right corner of the meeting page under the Automations column.
Click on the button for the recap email, which 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 a green button appear prompting you to Open in [email provider]. Click on the button to open the email as a draft in your email client.
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.
Have additional questions about the recap email? Reach out to [email protected] for assistance.