Who is this guide for?
Full users
Welcome to Jump! This guide will walk you through getting started as a Full user and making the most out of your Jump experience. You can verify that you’re a Full user by going to User settings > Profile > Seat.
What is a Full seat user?
A Full seat is meant for those who intend to use Jump as their AI meeting assistant. Full users can access all of Jump’s meeting and notetaking features by default.
The steps in this guide will help Full seat users get started with using Jump.
Note: If you’re an Account owner on the Core or Scale plan, you have the option to add Lite users to your account for anyone who needs to support your meeting workflows. You’ll know you’re an Account owner if you see the “Account settings” tab on the left-hand navigation panel.
Step 1: Setting up your profile
Log into Jump
Start by visiting my.jumpapp.com/login to sign up or log in to your Jump account.
If you're new to Jump, you'll need to create an account using your Gmail or Microsoft 365 log-in.
If you don’t have one of these accounts, or you’d like to log in a different way, see this guide: “How to log in when you don’t use Microsoft 365 or Gmail.”
Note: Don’t forget to bookmark my.jumpapp.com so you can access it easily.
Connect your calendar
To connect your calendar, you can go to User settings > Integrations > Calendar Integrations.
Note: If you’d like to connect your Redtail or Wealthbox calendar instead, you can do so in the next step.
If you have multiple connected apps to Jump that have calendars, you can select which specific ones you want to sync over by going to User settings > Preferences > Calendars > Calendars to sync.
You can also set up Event filters if needed from this page.
For more information on this step, see this guide: “How and why to sync my events into the Upcoming tab of Jump.”
Note: If your calendars are syncing to Jump properly, your future meetings will show up in your Upcoming tab.
Connect your CRM & financial planning tool
Next, you can connect your CRM and financial planning tool to Jump by going to User settings > Integrations.
You'll connect using the credentials you use to log into these tools. If you don’t use any of these platforms in your firm, feel free to skip this step.
However, if you do use one of our supported CRMs or financial planning tools, connecting them to Jump will allow you to reduce manual data entry from one platform to the other, produce pre-meeting prep notes, and more.
Jump has direct integrations with the following CRMs:
Salesforce
Wealthbox
Dynamics 365
Practifi
Quivr
XLR8
Jump also has direct integrations with the following financial planning tools:
Note: You must have your own unique log-in credentials to the CRM in order to connect the two accounts. You cannot use a shared log-in or CRM account.
For more information on this step, check out this help article: “How and why to connect my CRM to Jump.”
Connect your conference provider or VoIP
As a Full user, connecting your meeting tool or VoIP service is highly recommended. This integration helps streamline the meeting capture process by giving the Jump notetaker certain permissions in advance.
For virtual meetings, you’ll still need to include the conference URL on calendar events for the Jump notetaker to capture your meeting.
Jump has direct integrations with the following providers:
Zoom
Microsoft Teams
Google Meet
Webex
GoToMeeting
RingCentral
Intulse
Dialpad
Note: Your ability to connect to certain conference providers may be limited by your firm or broker-dealer. Visit User settings > Integrations > Meeting Integrations to view your list of available integrations.
Note: You must have your own unique log-in credentials to the conference provider in order to integrate. You cannot use a shared log-in or account.
For more information on how to use Jump with your VoIP service, read this help center guide: “How to use Jump with VoIP services.”
Step 2: Team setup
If you have members on your team in Jump that need to have access to your meetings, check out this article to see what needs to be done: “How to get teams set up in Jump.”
We also have an auto sharing option which you can read about here: “How does sharing meeting notes with another Jump user work.”
Step 3: Meeting capture process
A Full seat user can use the methods below to capture meetings and have Jump generate notes:
In-person meetings: Set up Jump to take notes for meetings that happen in your office. This tool can also be used to create voice dictations and memos.
Phone calls: Have Jump create a conference call with you and the other party to take notes.
Scheduled virtual meetings: Jump automatically joins and takes notes from virtual meetings (Zoom, Teams, Meet, etc.) that are on your calendar.
Last-minute virtual meetings: Manually send the Jump notetaker to impromptu virtual calls.
On-the-go meetings: Use the Jump mobile app to capture in-person meetings or voice dictations and memos when you’re away from your desk.
Need more information on capturing meetings with Jump? Read through our Capturing a Meeting help center collection.
Note: Depending on your firm's or broker-dealer's policies, you may not have all of these meeting capture options available at this time.
Step 4: Post-Meeting Workflow
Navigate to your AI-processed tab to view your meetings notes, sync outputs to your CRM, and complete other necessary post-meeting tasks.
1. Reviewing and editing notes
Once you’ve located your past meeting in the AI-processed tab, click the name to navigate to the meeting page. Here you’ll find your notes under the meeting notes tab and an edit button will be provided so you can make any changes.
2. Syncing notes to CRM
Instead of manually typing notes into your CRM, you can review and edit the meeting notes in Jump, then use the "Sync to CRM" option to automatically transfer the notes. Always verify the notes appear correctly in your CRM after syncing.
Learn more about this process with this help center guide: "How to edit and sync notes to my CRM."
If you aren’t integrated with a CRM or want to export the notes via another method, check out this help doc to review your options: “How to export notes when you don’t have a CRM integration.”
3. Sending recap emails
Rather than drafting follow-up emails from scratch, use Jump's recap email feature to generate a professional summary. You can review and customize the email as needed before sending it through your email client.
Learn more about this process with this help center guide: "How does the recap email work?"
4. Managing follow-up tasks
Instead of manually creating tasks in your CRM after a meeting, review tasks identified during the meeting and use the "Sync Tasks to CRM" feature to automatically create them. You can assign appropriate due dates and owners as needed.
Learn more about this process with this help center guide: "How to sync Jump tasks to my CRM."
Need guidance?
If you need assistance at any point, check our comprehensive help center for detailed guides on specific features, contact our support team via the help icon in the bottom corner, or connect with other Jump users in your organization for best practices.
Related Articles