Who has access to this feature?
Full users
Lite users who are Team admin
Why you might want to reprocess a meeting
There are a few reasons you might want to reprocess a meeting:
Maybe Jump guessed the wrong meeting type, so it produced notes or a recap email using a template different from the one you wanted (e.g., Jump thought it was an internal meeting when it was actually a client meeting).
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 out 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.
Note: Reprocessing a meeting will refresh the meeting notes, meaning the original copy will no longer be available. If you'd like to keep a copy of the original version, make sure to copy and paste them into a separate document before reprocessing the meeting.
How to reprocess a meeting
Reprocessing a meeting is simple. Here's how you do it:
Go to the AI-processed tab.
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:
Click Reprocess now.
In a minute or two, you should have new notes, a new recap email, and new tasks!
Have questions about reprocessing your meeting? Reach out to [email protected] for assistance.