Preparing for a Meeting
Learn how Jump helps you get ready for your meetings
How and why to sync my events into the Upcoming tab of JumpConnect your calendar to Jump so the notetaker can find and attend your upcoming events.
How can I set up Jump so the notetaker is sent to my meeting automatically?Learn how to ensure the notetaker joins your video call automatically
How does Jump help me prepare for a meeting? (pre-meeting prep)Learn about Jump's pre meeting prep feature
Where is Jump pulling information from to create my pre-meeting prep?Learn about pre-meeting prep sources
How to access and edit the automation for pre-meeting prep notesCustomizing pre-meeting prep notes for upcoming meetings
How to ensure Jump uses the correct CRM profile for pre-meeting prepTips for ensuring Jump uses the correct client information.
How to automatically generate pre-meeting notes at a preferred timeSet how far in advance of your meetings Jump will generate pre-meeting prep notes.
How to generate pre-meeting prep on demandManually generate pre-meeting prep to help prepare you for upcoming client meetings
Frequently asked questions about pre-meeting prepAn overview of pre-meeting prep notes and how they are generated, as well as commonly asked questions
How to use meeting agendas in JumpCreate and send structured meeting agendas to outline discussion topics and goals, allowing for more focused and productive meetings.
How to ensure Jump records the correct client nameEnsure the correct name and spelling are used in your meeting notes.
How to prevent Jump from identifying me or my teammates as the clientAdd an alternate email to your account to help Jump recognize which meeting attendees are not clients.
How to filter events in my Upcoming tabGet Jump to filter out unwanted calendar events that it should not attend and capture
How to set the owner of a meeting before it beginsDesignate an owner before the meeting starts, ensuring clear responsibility and streamlined follow-ups.