Who can access this feature?
All Full users
Note: Depending on your firm's or broker-dealer's policies, you may not have all of these options available at this time.
If you want Jump to capture and generate notes for a call that wasn't scheduled on your calendar, you have a few different options available:
Send the notetaker to a last-minute virtual meeting
Make the notetaker start capturing an impromptu in-person meeting with your computer/Jump mobile app
Have the notetaker join an ad-hoc phone call
Capture the in-person meeting using the voice memo app on your phone (and upload to Jump later)
Let's walk through each of these options, which are accessible from the green + New meeting button (except for options using your mobile device).
Afterward, you'll be able to access the meeting and notes from the AI-processed tab.
Send notetaker to a last-minute virtual meeting
Select Send notetaker to meeting from the dropdown.
Enter the virtual meeting URL to the pop-up window that appears.
Select the green Send notetaker button.
You'll see the Jump notetaker appear in your virtual meeting within a few moments.
End the call as normal, and the notes will process automatically.
Capture an in-person meeting now from the web browser
Select Capture meeting now from the dropdown.
You'll see a 3-second countdown before the notetaker begins to capture.
Hit the red button to stop/resume the capture.
Click the green Submit button to have Jump process the meeting notes.
Capture an in-person meeting now from the Jump mobile app
Click the red button at the bottom of the screen to begin the capture.
Click the red button again to pause/resume the capture.
Name the meeting and click Submit Recording to process the notes.
Use the Join my Call feature for an ad-hoc phone call
Select Join my call from the dropdown.
In the pop-up that appears, enter the phone number you want the Jump notetaker to call then click the green button with the phone on it.
Answer and merge the incoming call with your existing call.
End the call as normal, and the notes will automatically be processed.
Read here for more information on using this method.
Use a recording app on your mobile device for an in-person meeting
Open the audio/video recording app already on your mobile device.
Capture the in-person meeting.
Download/save the audio file locally on your device.
Visit my.jumpapp.com and click the green + New meeting button.
Select Upload meeting audio.
Use the Select file button to select the proper audio file. The meeting notes will automatically start processing.
Read here for more information on using this method.
Still have questions about any of these methods? Reach out to [email protected] for assistance.