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How to automatically generate pre-meeting notes at a preferred time

Set how far in advance of your meetings Jump will generate pre-meeting prep notes.

Written by Bailey Schramm

Who has access to this feature?

  • All Full users

If you would like to change how far in advance pre-meeting prep is generated, you've come to the right place!

By default, Jump is set to generate pre-meeting prep 24 hours before your meeting. If you are concerned that your pre-meeting prep notes are not generating, it may be because you're outside of this window.


How to adjust pre-meeting prep times

To make adjustments to this setting, go to Profile & settings > User settings > Automations.

Under When this happens... click on Pre-Meeting Prep.

A pop-up window will appear. Within the window, you'll see an Hours before field.

Currently the pre-meeting notes are set to generate 24 hours before the meeting.

You can make your desired adjustments within this field. For example, if you want to receive your pre-meeting prep notes a week in advance of the meeting, you can input "168" (7 days * 24 hours).

After entering the new value, click on the green Save and close button at the bottom of the pop-up window.


Next steps

If one of your upcoming meetings is within the new time frame you have chosen, Jump will automatically generate pre-meeting prep notes for that meeting.

You can confirm this by going to the Upcoming meeting tab, clicking on the meeting, and navigating to the Meeting prep tab (located in the "Before the meeting" section on the left side of the meeting details page).

You can also select a particular meeting and manually generate pre-meeting prep at any time before your meeting. Check out this help guide for the steps.


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