Who can use this feature?
All Full users
Users on an override User Configuration Profile can view the templates used in their profile, but cannot create new templates or use the Change style feature (If your account owner has unlocked the email template on a draft email automation, you can still select your own template there)
Note Templates give you a dedicated place to create, edit, and share the AI prompts that shape your meeting notes.
Instead of managing these prompts inside individual automations, you can now build them once on the Templates page and reuse them across as many automations as you need.
Where to find Note Templates
Go to Profile & settings > User settings > Templates > Meeting Notes in your Jump account.
Here you'll find the templates available to you. You'll have a few of Jump's default templates from onboarding, plus any templates shared with your account. The rest of Jump's default templates live in the Template Gallery, which you can open with the
+ New template button.
Templates you create are private to your profile by default. Account owners can share a template with the account, which transfers ownership to the account level and makes it available to others.
Each template shows a linked or unlinked icon so you can tell at a glance whether an automation is currently using it. Click the link icon to go directly to your automations page.
Creating a new template from scratch
Go to Profile & settings > User settings > Templates > Meeting Notes.
Click the + New template button. This opens the Template Gallery, where you can browse Jump's pre-built templates or start from a blank template.
In the editing view that opens, click into "New Template" to give the template a name.
If you are starting from scratch, add your Instructions in the provided field. This is where you enter detailed guidance for the AI on how to generate the note or email.
Then, add an Example in the provided field. This is a sample output that shows the AI what you're looking for.
In the right-side Preview panel, click Generate preview now to see a sample output based on your instruction and example.
Save the template before exiting.
Editing a Jump default template
Jump's default templates can't be edited directly, but you can duplicate any of them and edit the copy.
Locate the default template you want to customize.
Click the Copy button on the right side of the screen.
In the duplicated version that opens, edit the instruction and example as needed.
Click into the title to give it a new name.
Save your new version before exiting.
Sharing a template with your account
If you want a template you created to be available to others on your Jump account:
Open the template from your list.
Toggle on the Share template button.
This transfers ownership to the account level. The template will now be visible to other users on your account to use or duplicate. A template's visibility must be scoped to the account before it can be used in a UCP. Only account owners can do this.
Note: Only account owners have the ability to share templates with the account. Standard users do not have the ability to share templates, but they may still create and edit their own templates, and use or duplicate any templates which have been shared by an account owner.
If your account is on a UCP (User Configuration Profile):
Account owners can create account-level templates and add them to a UCP. If you use the Convert to Template button on an existing automation, the template will automatically be created at the account level.
Non-account owners can create personal templates, but cannot add them to automations.
Using a template in an automation
Once a template exists on your Templates page, you can select it from any automation.
When creating or editing an action in Profile & settings > User settings > Automations > Do this:
Add or open a field set to AI-generated using template.
Click the Templates tab in the selector.
Choose from your account's templates, including any custom ones you've created or that have been shared with your account.
Adding a template to your Templates page doesn't apply it to anything on its own. A template is only in use once it's selected in an automation. Check the linked or unlinked icon on your Templates page to see which of your templates are actually in use.
Converting an existing automation to a template
If you've previously built a custom note prompt inside an automation, you can move it to the Templates page using the Convert to Template button without losing any functionality.
Go to Automations > Do this and open the relevant automation.
Click Convert to Template.
Confirm the name and save.
The prompt will appear as a new template under Meeting Notes, and the automation will automatically reference it going forward. You can edit the template from the Templates page from that point on.
If you're a UCP account owner, converted templates will automatically be created at the account level rather than your personal profile.
Frequently asked questions (FAQs)
Do I need to update my automations after creating a new template?
Do I need to update my automations after creating a new template?
No, if your automation is already using a template, it will continue to work as before. You only need to update an automation if you want to switch it to a different template.
Can I use the same template in multiple automations?
Can I use the same template in multiple automations?
Yes. Once a template is saved to your Templates page, you can select it in as many automations as you'd like.
Will my notes change if I convert an automation to a template?
Will my notes change if I convert an automation to a template?
No. Converting an automation to a template doesn't affect the output — it just moves the prompt to a more manageable location.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]