Why you might want to reprocess a meeting.
Reprocessing a meeting will regenerate notes / tasks / the recap email.
There are a few reasons you might want to reprocess a meeting:
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.
Maybe something does not look right. Reprocessing a meeting acts as a refresh button for note, task, and email generation. If you notice something did not populate correctly, reprocessing the meeting is a great first step. This usually fixes the majority of issues. If the issues persist, do not hesitate to reach via the messenger on the bottom-right corner of this screen (or the bottom-right corner of my.jumpapp.com).
Here are a few other reasons you might want to reprocess a meeting:
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.
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.
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:
Go to the AI-Processed meeting page:
Click on the meeting you'd like to reprocess
Click on "reprocess" (in the center-right of the screen):
Select the meeting type you'd like to use:
And click "Reprocess meeting"
In a minute or two, you should have new notes, a new recap email, and new tasks!