Skip to main content

How and why to reprocess a meeting or individual automations

Reprocessing in Jump will regenerate notes, tasks, recap emails, and other action items.

Written by Bailey Schramm

Who has access to this feature?

  • All Full users

  • Lite users who are Team meeting admin

Why you might want to reprocess

There are a few reasons you might want to reprocess:

  1. Jump guessed the wrong meeting type, so it produced notes or a recap email using a template different from the one you wanted.
    ​

  2. Something doesn’t look right. Reprocessing acts like a refresh for AI-generated meeting outputs (notes, tasks, emails). If something didn’t populate correctly, reprocessing often fixes it. If issues persist, reach out to us at [email protected].

Here are a few other reasons you might want to reprocess a meeting:

  1. You want to test a new customized note template to see the kinds of notes or recap emails it would generate for past meetings.
    ​

  2. You updated speaker names after an in‑person meeting and want the notes to reflect this. Learn more here.
    ​

  3. You added alternate email addresses so Jump doesn’t think an advisor (you or a colleague) is a client. Learn more here.

Note: Reprocessing a specific automation regenerates only that output. For example, reprocessing Notes does not change the Recap Email or Follow‑up Tasks.

If you reprocess the entire meeting, all automations regenerate. If you want to preserve existing outputs, choose only the specific automation(s) you want to refresh.

Note: If the meeting recordings and transcripts are no longer available due to your organization’s media retention policies, reprocessing will no longer be available.

How to reprocess a full meeting

Reprocessing all meeting outputs is simple. Here's how you do it:

  1. Go to Meetings > AI‑processed.

  2. Select the meeting you want to reprocess.

  3. Click the blue Reprocess icon in the top right corner.
    ​

    This image depicts the "Reprocess meeting" button in the top right corner of the meeting details page on Jump.

  4. In the window that opens, you can change the meeting type (if needed) to apply a different meeting template. Or, enter additional instructions for the reprocessing.
    ​

  5. Click Reprocess now, and all automations and outputs will reappear momentarily.

This is an image of the window which opens after pressing the "Reprocess meeting" button on the meeting details page in Jump. This is the reprocess meeting window where the user is able to select the meeting type they wish to reprocess this meeting as. Additionally, there is a large "Additional instructions" textbox where the Jump user can give additional instructions or prompting to JumpAI for their note outputs.

How to reprocess an individual automation

You have the option to reprocess just one meeting output in Jump, rather than the full meeting. Here’s how:

  • To reprocess the meeting note:

    • Click the Reprocess icon in the upper right-hand corner of the meeting.
      ​

      This is an image highlighting how to reprocess ONLY the meeting notes. This image is useful for Jump users who may want to only reprocess the notes on their meeting, without reprocessing any other automations such as tasks or follow-up emails. This image should only be used for that specific case, and should never be used when a user needs to reprocess an entire meeting in Jump.

    • In the window that opens, enter any additional instructions for the new note.

    • Click Reprocess now.

Note: When reprocessing a single automation (i.e. for meeting notes), you cannot change the meeting event type. To apply a different meeting type, you’ll need to reprocess the full meeting.

  • To reprocess the Recap Email:

    • Click the Recap Email automation in the left-hand navigation.
      ​

      This image shows the Client meeting | Recap Email automation on the left side of the meeting details page, located under the "After the meeting section".

    • Click the Reprocess button in the top right

    • Enter any additional instructions for the new email.

    • Click Reprocess now.
      ​

This image depicts the "Reprocess" button for the Recap Email automation in Jump. Jump users will only see this screen after opening their recap email automation.

  • To reprocess Tasks:

    • Click the Tasks tab in the left-hand navigation.
      ​

      This image depicts the "Tasks" automation on Jump's meeting details page, located under the "After the meeting" section.

    • Click the Sync to [CRM] hyperlink in the top right corner, then click the Reprocess tasks button.
      ​

      This image highlights the "Sync to [CRM]" button. Jump users may navigate to this screen by clicking on their tasks automation from the meeting details page.

      This image highlights the "Reprocess tasks" button located within the task editor window. Jump users may use this button when they wish to reprocess only the tasks from a Jump meeting, without reprocessing notes, emails, or any other automations.

    • In the new window that opens, enter any additional instructions for the new follow-up tasks.

    • Click Reprocess now.
      ​

Note: If you do not have a CRM connected to your Jump account, you may be unable to reprocess tasks individually.

  • To reprocess a LinkedIn post:

    • Click Generate LinkedIn post in the left-hand navigation.
      ​

      This image highlights the "Generate LinkedIn post" on Jump's meeting details page, located under the "After the meeting" section.

    • In the new window that opens, click the three dot kebab menu, then click Reprocess post button.
      ​

      This image highlights the ability to "reprocess post", which is done to reprocess and regenerate a linkedin post. There is a "Copy" button, a green "Post to LinkedIn" button, and a three-dot vertical kebab menu. Jump user's must click the three-dot vertical kebab menu, which will cause the "Reprocess post" option to appear, as well as the "Delete" button.

    • In the next window, enter any additional instructions for the new post.

    • Click Reprocess now.


A minute or two after reprocessing, you’ll see updated outputs for the items you selected.

Note: For New Record and Update CRM Record automations, the reprocess option appears at the field level (similar to the Edit experience). This lets you selectively regenerate individual fields without touching the rest.

Using Change style instead of reprocessing

Reprocessing regenerates an output using the same template it already had. If what you actually want is a different format, use Change style instead. Change style lets you swap the template behind a note or recap email and regenerate it with the new one, without touching anything else on the meeting.

How to use Change style

  1. Go to Meetings > AI-processed and open the meeting.

  2. In the left-hand menu under After the meeting, select Meeting notes.

  3. Find the output you want to restyle. Each one is labeled with the automation that produced it, such as Client Meeting | Notes.

  4. Click Change style next to the Edit button on that output.

  5. Pick a template from the Template Gallery that opens. Jump regenerates that output using the template you chose.

What Change style does and doesn't affect

Change style re-runs only that one automation's job for that one meeting. It does not reprocess the full meeting, and it does not touch your other outputs. You'll also be given the option to apply the new template to future meetings of the same type by checking the apply to all future notes/emails button. If you take it, Jump updates the underlying automation for you, so you don't have to go into your automation settings separately.

Need more help?

Related Articles

Did this answer your question?