Who can use pre-meeting prep?
Full users
Lite users who are Team admin
Jump’s pre-meeting prep is designed to give you a reliable, personalized briefing before every client meeting.
Instead of one rigid layout, Jump offers multiple templates, a block-based editor, and precise control over which data sources each section can use.
This guide walks you through how to set it up, customize it, and use it day-to-day.
What’s new in pre-meeting prep?
Jump’s latest version of pre-meeting prep uses a block-based editor. Think of it like building a document out of easy pieces:
Static blocks → Your own headings, text, and agendas that never change.
Instruction blocks → Places where Jump will generate helpful insights (using CRM data, emails, past meetings, portfolio systems, etc.).
Variables → Dynamic fields like client first name / last name that auto-fill based on the contact.
On top of that:
You can now create multiple Meeting Prep templates (e.g. Annual Client Review Prep, Prospect Meeting Prep, Monthly Check-in, “Show me all the value I’ve provided”).
Each Instruction Block can have its own source configuration. One block can look only at emails. Another at Salesforce tasks. Another at RightCapital accounts.
You can preview what a template will do by selecting a contact and seeing which sources (Salesforce, Jump notes, email) are available before you run it.
This lets you create prep that fits your process, not rely on a one-size-fits-all output.
How to create a Meeting Prep template
Your template is the blueprint Jump follows whenever it generates meeting prep.
You can start from the default template or build something totally custom. A very common pattern is an Annual Client Review Prep template with:
A static agenda at the top
A few dynamic sections (tasks, last 5 meetings, portfolio summary, emails about specific topics)
To create or edit a template:
Go to Profile & settings > User settings > Templates.
Here, you can view, edit, and create pre-meeting prep templates. You have a few options to get started:
Edit the default template in your profile.
Copy the default template by clicking the three vertical dots to the right and selecting Duplicate.
Click the New template button to start from scratch (you can even delete all the default content and build clean).
Note: When you create a new template, you’ll need to decide if it should be:
An Individual template that only you can edit, or
An Account template that can be shared or duplicated by others on the account
Whether editing an existing template or creating a new one from scratch, you can do the following in the new editing screen that opens:
Give your template a name, e.g. “Annual Client Review Prep”.
Select the Default Sources for the template.
Add blocks:
Use Text blocks for static elements that provide structure (e.g. “Agenda,” “Open Items,” “Personal Check-in”).
Use Instruction blocks for AI-generated sections.
Use Variables to add dynamic content to Text or Instruction blocks from the selected Source and relevant client. (Type “@” to see which variable fields are available from the Source.)
Note: Click on an Instruction block to:
Write your prompt (what you want Jump to do).
Choose the Sources that block is allowed to use.
Use the block menu (the little six-dot handle) or the “/” shortcut to insert different block types and move them around.
Save your template.
Choosing “Sources” and using Default Sources
Every template has two layers of source control:
Default Sources (global for the template)
Per-block Sources (specific to each Instruction Block)
Default Sources (Template-level)
On the left side of the template editor, you’ll see a Default Sources component.
Be sure to configure this first for each prep template. It tells Jump, at a high level, what context is available to use when any Instruction Block runs.
Examples of sources:
Jump Native Assets
Meeting notes
Answers
Emails
e.g. Gmail connected for advisor ↔ client email history
Portfolio accounting systems
e.g. Orion data for accounts and balances
CRMs
e.g. Salesforce objects (contacts, tasks, notes, opportunities, etc.)
If there are sources you never want included (for a specific template):
Turn them off in Default Sources.
Any new Instruction Block you add will automatically respect those global exclusions.
Instruction Block Sources (Block-level)
Each Instruction Block has its own Sources configuration chip.
This lets you tighten data sources even more. For example, you could create:
A “Thanksgiving emails” block that only uses Email
A “Tasks + email comms” block that uses CRM Tasks + Emails
A “Portfolio table” block that uses Orion only
Why this matters:
You keep each section clean and focused.
You avoid noisy, cross-contaminated outputs where portfolio data bleeds into task summaries or email chatter shows up in the wrong section.
You can reuse the same template across clients with very different data, without editing it every time.
Setting up the pre-meeting prep automation (one-time setup)
The template itself is just the blueprint. To actually run the prep before meetings, you need to configure the automation using the following steps.
Go to to Profile & settings > User settings > Automations.
In the Do this… section, click the green plus sign “+” to create a new action.
In the editing panel that opens:
Give the action a Name (e.g., “Generate Meeting Prep (New)”).
Select the Type as “Generate meeting prep - new”.
Set the Events this applies to as “Pre-Meeting Prep”.
Use the Template name dropdown to select your desired template.
Note: The list is pulled from the templates you created under Profile & settings > User Settings > Templates.
If you’ve created six different templates, you’ll see all six here; if you created none, you’ll just see the default template.
Click Save and close before exiting.
Note: The Type “Generate meeting prep - Legacy” uses the old prep system. The “Generate meeting prep - New” Type uses the block-based template.
Verify this action saved correctly by going to When this happens… > Pre-Meeting Prep > Do this… You should see the new action selected. Remove any other additional actions still attached to Pre-Meeting Prep to avoid duplicate notes.
Note: By default, pre-meeting prep will automatically process 24 hours before a scheduled meeting.
If you’d like to adjust this, you can do so within the When this happens… page using the Hours before field.
How to make sure the client is correctly linked
Jump needs to know which client the prep is for. Usually the client is selected automatically. We match meeting attendees to your CRM and integrated systems.
But there are a few places where you may be asked to confirm or choose:
When you preview a template, you’ll be asked to select a contact. This lets Jump show you which sources (Orion, Salesforce, email, meetings) are available for that person.
From an upcoming meeting, you can manually choose which contact to generate prep for (especially helpful if there are multiple participants).
The main things to know:
You only have to confirm links to each integrated system once per client.
Jump will reuse them forever after.
If something looks off, you can search and select the right person on the spot.
If portfolio or planning data is missing, it may be because that external system isn’t connected yet or isn’t linked to that Jump Contact.
Think of this as giving Jump a complete picture of your client, so the prep is accurate and helpful.
How to review pre-meeting prep
You can access pre-meeting prep notes in a few different locations:
Meeting page
For schedule meetings, go to Meetings > Upcoming and select the desired meeting from the list.
Under the Pre-meeting prep tab, you can see the notes along with the chosen template and selected client.
If you’d like the prep to generate for a different client, click into the contact dropdown and select another client.
You can also switch templates using the selector in the upper left corner.
Contact Page
You can run prep for a client even when no meeting exists, which is great for:
Annual reviews
Mid-year check-ins
One-off “get me up to speed on everything with this client” moments
Here’s how to access on-demand pre-meeting prep:
Go to Contacts.
Search or select the client from the contacts list.
Navigate to the Pre-meeting prep tab to view the prepared notes and apply your desired template.
When to re-run pre-meeting prep
If the prep seems incomplete, you changed something in your CRM, or you just connected a new integration, you can always re-run pre-meeting prep.
You can re-run prep from the Meeting page or the Contacts page. Jump will use:
The current version of your template
The latest data from your sources
…and will regenerate the Instruction Blocks while keeping your static blocks exactly as you designed them.
Tips for great pre-meeting prep
Keep your template structured. Use headings and labels so the prep always flows the way you want. Put your agenda at the top, then tasks, then meetings, then portfolio, etc.
Use multiple blocks instead of one giant one. You’ll get more precise and reliable results. Break big ideas into separate Instruction Blocks:
One for open tasks
One for email-based updates
One for last five meetings
One for portfolio tables
Leverage variables. Use things like {{First Name}} in your Instruction Blocks so prompts read naturally. It keeps prompts personalized without manual editing. (e.g., “Summarize all open tasks for {{First Name}} and put them in a bullet list.”)
Allow only the sources that matter. If a section doesn’t need emails, turn them off for that block — you’ll get cleaner output. If a section is strictly portfolio, use Orion only.
Make sure each client is correctly linked. Once their CRM, planning, and portfolio records are connected to their Jump Contact, prep becomes incredibly accurate. And you only do this linking once.
Examples of what you can build with Jump
Agenda block at the top
Text block (static)
“Ask how their Thanksgiving went”
“Check in on current job”
“Ask about any new hobbies or interests”
Email-aware follow-up block
Instruction block (AI-generated)
“Summarize any info the client provided about Thanksgiving in past emails.”
Source: Emails only (e.g. Gmail). The prep will regurgitate your static agenda item, then layer in what the client already told you in email.
Open tasks block with email context
Instruction block (AI-generated)
“Summarize all open tasks for {{First Name}} in a bullet list. For each task, if there are any recent emails about that task, summarize those emails as a sub-bullet underneath.”
Source: CRM Tasks. (Optionally keep Emails enabled as a Source for this block.)
Last 5 meetings block
Instruction block:
“Summarize the last five meetings with {{First Name}}.”
Source: Use CRM notes if your CRM remains up-to-date. Enable Jump meetings to pull from your Jump notes directly
Portfolio summary table
Instruction block:
“Summarize this client’s investment portfolio. Put each financial account in a table. In the first column, put the account name and number. In the second column, put the account balance.”
Source: Portfolio management / Financial planning tool
Frequently asked questions (FAQs)
Do I have to build my own template?
Do I have to build my own template?
No — Jump gives you a default template that works great out of the box.
But most firms can quickly create:
An Annual Review template
A Prospecting / Discovery template
A “Show all value we’ve provided this year” template
A quick-check template for monthly or quarterly touch points
What happens if a client’s data is missing?
What happens if a client’s data is missing?
Jump will simply leave that section empty and let you know it didn’t have enough information.
Once the data is available (e.g. Orion is connected, CRM tasks are updated, or notes are synced), re-running the prep will fill it in.
Can I still edit the final prep?
Can I still edit the final prep?
Yes — you can edit directly from the Meeting page or download a PDF for your records.
Does prep work from a contact, not just a meeting?
Does prep work from a contact, not just a meeting?
Yes — you can run prep anytime from a client’s Contact page. You can also change templates there on the fly (Annual Review vs. checklist vs. value summary).
Still need help? Reach out to [email protected] for assistance with pre-meeting prep.