Who has access to this feature?
Full users on Ramping, Core, and Scale (legacy)
Full users on Meet
Lite users who are Team admin
Jump users can prepare meetings in advance by assigning a meeting owner or selecting a meeting event type before the meeting takes place. Setting these details ahead of time helps ensure the correct automations run for follow-ups, action items, and meeting notes.
If no owner is explicitly set yet, the Upcoming list and the meeting page show who Jump has identified as the preliminary owner. The preliminary owner is a preview of who will be the owner of the meeting if participants or circumstances, such as deletion of the meeting from the owner’s meeting list, do not change before the meeting begins.
Once you manually set an owner using the instructions in this guide, that selection takes precedence. This setting overrides all other automatic ownership logic that Jump typically uses to determine who is the meeting owner. However, users still have the option to re-assign ownership after a meeting has occurred, if needed.
View the preliminary meeting owner
From your Upcoming tab, you can view who the preliminary meeting owner will be, assuming all meeting details remain the same for each user with the meeting on their Upcoming tab in Jump.
How to view the preliminary meeting owner
Go to Meetings > Upcoming.
Find the specific meeting.
See the meeting attendee with the “Owner*” designation.
For more information on how Jump chooses a meeting owner, see this guide: Who can see meeting notes if there were multiple attendees from my firm?
You can also see the preliminary meeting owner from within Zoom, Google Meet, or Microsoft Teams once a virtual meeting starts. The notetaker’s name will include “Meeting owner: [name of meeting owner]."
If a notetaker is sent to a meeting manually and thus not the official notetaker of the meeting, the name of the notetaker will be “[Notetaker owner]’s Notetaker.”
How to turn off the meeting owner name in virtual meetings
The setting to include the meeting owner on the notetaker in virtual meetings is turned on by default. However, account owners can turn this setting off if desired. This change will apply for all future meetings.
Account owners can turn this setting off using these steps:
Click on Profile & settings > Compliance.
Go to the Notetaker settings tab.
In the Notetaker attendance section, toggle off “Show meeting owner name in virtual meetings.”
How to assign a meeting owner
When necessary, you can manually assign the meeting owner to another Jump user on your account. This step will ensure the correct automations are used to process the meeting and the notes are available to the correct user(s): the meeting owner, their team admins, and any calendar invitees on the event (but not the team admins of calendar invitees).
Assign the meeting owner from the Upcoming tab
Navigate to Meetings > Upcoming at my.jumpapp.com.
Find the meeting you want to modify.
Click on the user who you would like to make the owner.
Click the Make owner button that appears.
Assign the meeting owner from the meeting page
Navigate to Meetings > Upcoming in Jump.
Find and click on the specific meeting you want to modify.
Look for the list of meeting attendees, and click on the person you would like to make the owner.
Click the Make owner button that appears.
Your changes will be saved automatically.
Note: Before a meeting begins, you can only assign meeting ownership to Jump users on your account who have that meeting on their Upcoming tab in Jump. After a meeting ends, you can assign meeting ownership to any Jump user on your account.
If you don’t manually assign an owner before the meeting, Jump will choose one for you based on the circumstances of the meeting. This will most likely be the user who was identified as the preliminary owner.
How to change the meeting owner (if one is already assigned)
If a user has already assigned meeting ownership and you'd like to change it, you can follow the above steps to assign the meeting to the proper owner. You can also use these steps to transfer ownership:
In the meeting page, click on the attendee who is the current meeting owner.
Click the Change meeting owner button that appears.
In the pop-up window, click into the box on the right-hand side to select the correct Jump user on your account who should be the meeting owner.
Click the green Transfer ownership button to save your changes.
Note: If the meeting owner is manually changed in Jump while a virtual meeting (Zoom, Google Meet, Microsoft Teams) is in progress:
The meeting owner will be updated in Jump (impacting which automations apply).
The meeting owner name on the notetaker in the virtual meeting will not be updated to reflect the new meeting owner.
How to set the meeting event type before a meeting begins
You can also select the meeting event type before the meeting takes place. This allows you to ensure the correct automations run once the meeting is processed.
If you do not select an event type in advance, Jump will automatically determine the meeting event type after the meeting ends. Jump does this by analyzing the meeting transcript and comparing it to the descriptions of the meeting event types listed in Profile & settings > User settings > Automations for the meeting owner.
However, if you prefer to choose the event type yourself, you can set it in advance from the Upcoming tab.
Set the meeting event type from the Upcoming tab
Navigate to Meetings > Upcoming.
Find the meeting you want to modify.
In the meeting card, locate the dropdown that says Auto-detect meeting type.
Click the dropdown menu and select the desired meeting event type. Your selection will be saved automatically.
How event type selection works
The meeting event types available in the dropdown are based on the meeting event types configured in Profile & settings > User settings > Automations for the currently assigned meeting owner.
If you leave the dropdown set to Auto-detect meeting type, Jump will automatically choose the event type after the meeting ends based on the transcript and the event type descriptions.
If you manually select a meeting event type before the meeting begins, Jump will use that event type for the meeting regardless of what the transcript indicates. The automations associated with that event type will run once the meeting is processed.
Have questions about meeting ownership or meeting event types? Reach out to [email protected] for assistance.