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

Nathan Tailleur avatar
Written by Nathan Tailleur
Updated over a week ago

Overview

In this guide, you’ll learn how to export your Pre Meeting Prep and AI Processed Meeting notes via convert them into a PDF file copy/pasting. This feature is handy if for users who don't have the option to sync directly from Jump.

Copying Your Notes

  1. Open your Pre Meeting Prep note or Post Meeting note.

  2. Scroll to the bottom of the note, where you’ll see a button that starts with Copy. It may read Copy Content, Copy Note, or simply Copy.

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

  4. 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.

Downloading and Converting to PDF

  1. While viewing your Pre Meeting or Post Meeting note, locate the Download icon at the top-right corner of the note.

  2. Click the Download icon. Your device will prompt you to choose a folder and file name for your PDF.

  3. Save the file to your preferred location. Once saved, your note will be available in PDF format on your computer.

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