After a client meeting, Jump will write out an email 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.
Depending on what email integration you have set-up with Jump, you may see a green button appear prompting you to open the email your email provider (Outlook, Gmail, etc.).
*Jump will not send this recap email to your client. Even if you click the green button (Open in Gmail/Outlook) to open the message directly in your email provider , Jump onlywill take you to a draft window. You will still have control of whether it’s sent or not.
If you choose to Copy the email, it will be saved to your clipboard and you can paste it into another place as needed.