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How and why to reprocess a meeting or individual automations

Reprocessing in Jump will regenerate notes, tasks, and the recap email.

Written by Bailey Schramm

Who has access to this feature?

  • All users on Ramping, Core, and Scale (legacy)

  • All users on Meet

  • 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 may not be an option.


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.

  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.


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.

    • 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.

    • Click the three-dot kebab button in the top right corner.

    • Choose Reprocess email from the dropdown menu.

    • Enter any additional instructions for the new email.

    • Click Reprocess now.

  • To reprocess Tasks:

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

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

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

    • Click Reprocess now.

  • To reprocess a LinkedIn post:

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

    • In the new window that opens, click the Reprocess post 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.


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