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

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.

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.

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 Pre-meeting prep tab.

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.

Have questions about generating pre-meeting prep notes? Reach out to [email protected] for assistance.