Who can use this feature?
Full users
Automations help you 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, which we’ll walk through in this guide.
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 an “Admin.” Learn more about this process here: “How to get teams set up in Jump.”
Where to find automations
Full users can access automations on their personal profile by going to User settings > Automations.
Making adjustments to automations on this page will apply only to your specific profile, and no one else on your account.
Understanding the automations page
The automations page is organized into two main sections:
When this happens: This top section lists different meeting types Jump can identify. These meeting types 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: This bottom section 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 to streamline your workflows (instructions below).
Creating a new meeting type
You may want to add a new meeting type in addition to the 5 standard options that come included with your Jump profile. For instance, you may frequently hold “Tax Review” meetings, and you’d like specific automations to run after you hold these types of meetings with clients.
If you want to add a new meeting type, you’ll need to add a new trigger event in the When this happens… section.
Learn how to do so with this guide: “How to create a new meeting type.”
Creating new actions
You may also want to create a new Do this… action that occurs after a specific meeting type(s). For example, you may want to create an action that lets you sync a meeting note to your CRM.
Let’s walk through what this would look like:
Go to the Do this… section at the bottom of the page.
Click the green + button to create a new action.
Enter a name for your action (e.g., "Add note to Contact").
Select the type of action:
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
Generate meeting prep
Create tasks
Email transcript
Generate post
In this case, let’s select Add new CRM record.
In the next field, select the Service where you would like the record to be added. From the dropdown, you can select the CRM you have integrated with Jump.
Next, select the Parent record type where you would like the note to be added in your CRM. Available options depend on your specific CRM. For Redtail, this includes:
Account
Activity
ActivityTemplate
Contact
ImportantInformation
Note
Opportunity
User
Workflow
For this example, we want to sync to the note to a Contact in our CRM.
Now, select the Record type, depending on the action you’re creating. Again, available options vary by CRM.
In this instance, we’ll select the record type as Note, since that’s what we’re creating.
Add fields by clicking Add field.
For notes without CRM, add at least one field for the body of the meeting notes
For CRM integrations, you may add more fields that match your CRM structure (title, date, category, etc.)
Choose the Field Name from the dropdown:
Body
Category
Id
For each field, choose one of these options from the dropdown in the top right corner, which determines how the field is generated:
AI-generated using template: Select from Jump's default templates:
Client Meeting | Update Event
Create a Note
Create a Note | New
Dictation / Voice Memo | Create note
Discovery / Intro Meeting | Update Event
AI-generated custom: Write your own prompt to customize how Jump generates content
Instruction: Detailed instructions for the AI system to follow
Example: A sample showing the AI system what you’re looking for
Static: Populate the same set value every time (e.g., if you always want the title of a note to be a standardized title)
Variable: Choose a value from the dropdown list that varies based on the context of the meeting. Options include:
Meeting End Estimate date & time
Host name
Jump Account name
Meeting date & time
Meeting date
Meeting title
Meeting attendees
Today
Transcript
At the bottom, select which Events this applies to from the dropdown list. This determines when the action will run.
Click Save and close to finish creating your action.
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?
For more information, reach out to [email protected]
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