Who can use this feature?
Full users on Ramping, Core, and Scale (legacy)
Full users on Meet
Automations help streamline your post-meeting workflow by automatically generating notes, emails, and tasks.
When you send the Jump notetaker to your meeting, the AI system will automatically identify your meeting type and trigger specific actions based on your automations settings.
Full users’ profiles come with a number of pre-built automations. You can also create custom meeting types and actions tailored to your workflow needs.
Note: Lite seats do not have automation capabilities. To review notes and other post-meeting actions, Lite users must be on a Team with a Full user and designated as a “Team meeting admin.”
Where to find automations
Full users can access automations on their personal profile by going to Profile & settings > User settings > Automations.
Adjustments you make here will only apply to your profile, and no one else on your account.
Understanding the automations page
The automations page is organized into two main sections:
When this happens: Lists the meeting types Jump can identify. These are what Jump uses to determine which post-meeting automations should run. Full users’ profiles come with a number of meeting types built in, though you can always add more (covered below).
Do this: Shows all possible actions that can be triggered after meetings. Full user profiles already come with a number of actions out of the box, though you can add or adjust them as needed (instructions below).
Creating a new meeting type
If you want to add a new meeting type beyond the five standard options included with your Jump profile, you’ll need to add a new trigger event in the When this happen section.
Creating new actions
To create a new Do this action that runs after a specific meeting type:
Go to the Do this section at the bottom of the Automations page.
Click the green + button to create a new action.
Enter a name for your action (e.g., "Add note to Contact").
Using the dropdown, select the Type of action you want to generate:
Take notes (if not connected to a CRM)
Update existing CRM record (if updating records in a connected CRM)
Add new CRM record (if creating new records in a connected CRM)
Draft email
Create tasks
Generate post
Generate meeting prep
Generate agenda
Extract holdings
In this case, let’s select Add new CRM record.
If your action type involves a CRM, select the Service, Parent record type, and Record type from the relevant dropdown menus. Available options vary by CRM.
For this example, we are having Jump generate a Note (Record type), which we can manually sync to a Contact (Parent record type) in Redtail (Service).
Click Add field to add one or more fields.
For note-taking actions that don't involve a CRM, add at least one field for the body of the meeting notes
For CRM-involved actions, you may add more fields that match your CRM structure (title, date, category, etc.)
For each field, use the dropdown in the top right corner to select how this field should be generated.
AI-generated using template: Use a saved note or email template to generate the field content. All templates available on your account will appear in the dropdown, including Jump defaults and any custom ones you've created or that have been shared with your account. Templates are created and managed on the Templates page (see How to use Note Templates for more information).
AI-generated custom: Write a custom prompt to tell the AI how to populate a CRM field. This option is used for CRM mapping, not for generating note or email content — use AI-generated using template for that.
Static (only available with a CRM connected): Populate the field with the same fixed value every time (e.g., a standardized note title or default category).
Variable (only available with a CRM connected): Populate the field with a value that's pulled automatically from the meeting context, such as meeting date, host name, attendees, or transcript. The dropdown will display options available for your connected CRM.
Next, set a Field Name.
If your action involves a CRM, you'll select the field name from a dropdown (Body, Category, Id).
If you're creating an action that does not involve a CRM, you can type whatever field name you'd like.
At the bottom, select which Events this applies to from the dropdown list. This determines for which meeting type(s) this action will run.
Click Save and close to finish creating your action.
Converting an existing automation to a template
If you have an existing custom Take Notes automation that you'd like to move to the Templates page, you can convert it manually using the Convert to Template button.
In the Do this section, open the automation you want to convert.
Click Convert to Template.
Review the name (it will default to the automation's title) and save.
The template will now appear on your Profile & settings > User settings > Templates > Meeting Notes page, where you can edit it going forward. The automation itself will be updated to reference the new template — there's no loss of functionality.
Frequently asked questions (FAQs)
How does Jump know what type of meeting I had?
Jump uses AI to analyze your meeting details and participants, comparing them against the descriptions you provide for each meeting type in your automations.
Can I use different note templates for different meeting types?
Yes! You can create custom actions with different templates for each meeting type, giving you tailored notes for client meetings, team meetings, prospect meetings, and more.
Do I need to connect a CRM to use automations?
No, you can use automations without a CRM by selecting "Take notes" as your action type. However, connecting a CRM unlocks additional capabilities to automatically update your CRM records.
Can I edit the automations after they run?
Yes, any content generated by automations (notes, emails, tasks) can be edited after they're created.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]