Who should connect to Microsoft 365?
Full users
Why connect Microsoft 365 to Jump?
Connect Microsoft 365 so Jump can see your Outlook calendar and email. Jump uses your calendar to send the notetaker to your meetings, and your email for context before meetings.
After a meeting, you can open Jump's AI-drafted follow-up email as a draft in Outlook.
Note: When you connect, Microsoft asks you to approve what Jump can access. If you see "Need admin approval," your Microsoft admin has to approve Jump first.
Learn more: Learn more about this process with this help center article: Troubleshooting Microsoft admin approval in Jump.
Key capabilities
Pull your Outlook calendar events into Jump so the notetaker can automatically attend your meetings.
Capture Microsoft Teams meetings, including webinars and live events.
Use your Outlook email as context for pre-meeting prep.
Open AI-drafted follow-up emails as drafts in Outlook.
Sign in to Jump with your Microsoft credentials.
How to connect Jump to Microsoft 365
In Jump, navigate to Profile & settings > User settings > Integrations > + Add an integration.
Select the Microsoft 365 tile, then click Add integration.
When prompted, sign in with your Microsoft account and approve access.
After you connect, your Outlook events appear in the Upcoming tab in Jump.
Using the Microsoft 365 integration
Before a meeting
In Jump, navigate to Meetings > Upcoming to see your Outlook events.
Turn on Automatically add notetaker to upcoming meetings in Profile & settings > User settings > Preferences > Calendars so the notetaker joins meetings that have a web conferencing link.
You can also select a scheduled meeting and open the Meeting prep tab to view the information Jump compiled, including context from your Outlook email.
After a meeting
In Jump, go to Meetings > AI-Processed and select the meeting.
In the After the meeting panel, find the AI-drafted follow-up email and click Open in Outlook Web.
Review the draft in the Outlook tab that opens, then send it from Outlook.
Note: To send emails directly from Jump, such as meeting agendas, Jump needs permission to send email from Outlook. If you see "Please reconnect Microsoft," reconnect and approve the email permission when prompted.
How to capture Microsoft Teams meetings
Though Microsoft Teams is a part of Microsoft 365, you'll still need to add it as an integration to capture meetings on Microsoft Teams.
To do this:
Navigate to Profile & settings > User settings > Integrations > + Add an integration.
Select the Microsoft Teams tile, then click Add integration.
Add a Microsoft Teams link to your calendar event.
When the notetaker joins your meeting, let it in from the lobby if your meeting requires it.
Learn more: Learn more about this process with this help center article: Common notetaker errors when using Microsoft Teams.
Learn more: Using Teams Phone? Learn more about this process with this help center article: Microsoft Teams Phone Integration.
Frequently asked questions (FAQs)
If I change a meeting's status in Jump, does it change my Outlook event?
If I change a meeting's status in Jump, does it change my Outlook event?
No - Changing a meeting's status in Jump doesn't update the event in Outlook.
Why do I see "Please reconnect Microsoft"?
Why do I see "Please reconnect Microsoft"?
Jump needs your permission to send email from Outlook. Reconnect Microsoft and approve the email permission when prompted.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]
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