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How to export notes when you don't have a CRM integration

Get a copy of your notes outside of Jump, even if you don't have a CRM connected.

Written by Nathan Tailleur
Updated this week

Who has access to this feature?

  • Full users on Ramping, Core, or Scale (legacy)

  • Full users on Meet

  • Lite users who are Team admin

Exporting your pre-meeting prep and AI-processed notes is handy if you don't have the option to sync to a CRM. You have two options to do so:

  • Copying and pasting the notes from Jump to an external document

  • Downloading the notes as a PDF


Option #1: Copying your notes

  1. Go to Meetings > AI-Processed.

  2. Click on the specific meeting.

  3. Click on the Pre-meeting prep or Meeting notes tab.

  4. Scroll to the bottom of the note, where you’ll see a button that starts with Copy (it may read Copy Content, Copy Note, Copy Body, or simply Copy).

  5. Click the Copy button, which will copy the entire note to your device’s clipboard.

  6. Navigate to any other place on your device (like a document or CRM) and Right-Click > Paste, or use Command + V (Mac) or Control + V (Windows) to paste your copied content.


Option #2: Downloading Meeting Notes as a PDF

You can preview and customize your meeting notes before exporting them as a PDF.

  1. Open an AI-processed meeting and click the Meeting notes tab

  2. Click the Download icon in the top-right corner


This opens the PDF preview screen, where you can review and adjust your export.

Note: PDF preview and customization are available for meeting notes only.
Pre-meeting prep can still be exported as a PDF, but it does not include the preview and customization options described below.


Customize Your PDF

Within the preview screen, you can:

  • Adjust font size

  • Toggle sections on/off (e.g. logo, title, attendees)

  • Resize the preview to see how your PDF will look

  • Review a live preview before downloading


Export Your PDF

  1. Once you’re satisfied with the preview, click Export now.

  2. Your notes will be saved as a customized PDF on your device.


Have additional questions about your meeting notes? Reach out to [email protected] for assistance.


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