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How to use Note Templates

Create and manage reusable templates for meeting notes for your own profile.

Written by Bailey Schramm

Who can use this feature?

  • All Full users

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.
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Where to find Note Templates

Go to Profile & settings > User settings > Templates > Meeting Notes in your Jump account.
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This is an image of the user settings screen within Jump. There is a large green arrow displayed to show Jump users how to navigate from the "templates" tab in user settings to the "Meeting Notes" tab within the templates section. This image is meant to instruct Jump users on how to find their Note templates within Jump.

Here, you'll find Jump's built-in default templates, which you can duplicate and use as a starting point for a custom template. You can also create your own from scratch by clicking the + New template button.
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Templates you create are private to your profile by default. You can share a custom template with your account, which transfers ownership to the account level and makes it available to others.

Creating a new template from scratch

  1. Go to Profile & settings > User settings > Templates > Meeting Notes.

  2. Click the + New template button to create a new template.

  3. In the editing view that opens, click into "New Template" to give the template a name.

  4. 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.

  5. Then, add an Example in the provided field. This is a sample output that shows the AI what you're looking for.

  6. In the right-side Preview panel, click Generate preview now to see a sample output based on your instruction and example.

  7. Save the template before exiting.

Note: Templates are written in raw markdown using an instruction and example field.

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.

  1. Locate the default template you want to customize.

  2. Click the Copy button on the right side of the screen.

  3. In the duplicated version that opens, edit the instruction and example as needed.

    This is an image of the meeting notes template list in Jump. There is a large green arrow pointing towards the edit button for a duplicate/copied version of one of Jump's default meeting note templates. This image is intended to guide users into duplicating a default meeting note template in order to edit or adjust that template to their liking (self customization).

  4. Click into the title to give it a new name.

  5. Save your new version before exiting.
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Sharing a template with your account

If you want a template you created to be available to others on your Jump account:

  1. Open the template from your list.

  2. Toggle on the Share template button.

A picture of the template editor screen view with a large green arrow pointing towards the "Share template" toggle. Directing users who are account owners to the share template toggle for sharing meeting notes templates with the rest of their account.

This transfers ownership to the account level. The template will now be visible to other users on your account.

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 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:

  1. Add or open a field set to AI-generated using template.

  2. Click the Templates tab in the selector.

  3. Choose from your account's templates, including any custom ones you've created or that have been shared with your account.

Learn more about setting up automations.
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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.

  1. Go to Automations > Do this and open the relevant automation.

  2. Click Convert to Template.

  3. 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.
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If you're a UCP account owner, converted templates will automatically be created at the account level rather than your personal profile.
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Frequently asked questions (FAQs)

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?

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?

No. Converting an automation to a template doesn't affect the output — it just moves the prompt to a more manageable location.

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