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How and why to regenerate notes and the recap email
How and why to regenerate notes and the recap email
Peter Boshard Olson avatar
Written by Peter Boshard Olson
Updated over a week ago

Why you might want to regenerate notes / tasks / the recap email

There are a few reasons you might want regenerate post-meeting assets (which we at Jump refer to as "reprocessing" a meeting):

  1. Maybe Jump guessed the wrong meeting type (it thought it was an internal meeting when it was a client meeting, for example), so produced notes or a recap email using a template different from the one you wanted.

  2. Maybe you want to test a new customized note template to see the kinds of notes / recap emails it would have generated for past meetings.

  3. Maybe you've updated the speaker names after an in-person meeting, and want the notes to reflect this. You can learn more about this here.

  4. Maybe you've added alternate email addresses so Jump doesn't think an advisor (you or a teammate) is actually a client. You can learn more about this here.

How to reprocess a meeting

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

  1. Click on the meeting you'd like to reprocess

  2. Click on "reprocess" (in the center-right of the screen):

  3. Select the meeting type you'd like to use:

  4. And click "Reprocess meeting"

In a minute or two, you should have new notes, a new recap email, and new tasks!

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