Meeting Notes & Follow-Ups
Everything that happens after a meeting is captured — reviewing notes, syncing to CRM, tasks, recap emails, etc.
By Bailey and 2 others3 authors27 articles
- Where do I find my notes for a meeting?Learn how to access meeting notes in Jump.
- How to edit and sync notes to my CRMUse Jump to edit the notes generated by AI after your meeting and sync those notes to your CRM.
- How to sync Jump tasks to my CRMTransfer tasks to your CRM after a meeting.
- How does the recap email work?Learn about the recap email Jump will produce for client meetings
- How to title a meetingUnderstanding how Jump auto-titles meetings and how you can rename them.
- How to view meeting transcriptsAccess transcripts to rename speakers, review the conversation, and more.
- How and why to rename speakersEnsure dialogue gets attributed to the correct meeting attendee for accurate notes, follow-ups, and record-keeping.
- How and why to reprocess a meeting or individual automationsReprocessing in Jump will regenerate notes, tasks, and the recap email.
- How to download audio/video from a meeting captured by JumpDownload the audio and/or video from a past meeting in Jump.
- How does sharing meeting notes with another Jump user work?Learn how to share meetings automatically or manually with other Jump users and what sharing entails
- Who can see meeting notes if there were multiple attendees from my firm?Understanding how meeting ownership is determined by Jump
- How to delete a processed meetingYou can permanently remove a meeting from Jump after syncing the notes and tasks to your CRM.
- How to delete a processed meeting noteLearn to remove a note from a past meeting in Jump.
- How to get Jump to automatically delete media & transcriptsCustomize your Jump experience by adjusting your data storage policy.
- What to do if I can't find a recordingTroubleshooting steps to find a missing recording in Jump.
- How to export notes when you don't have a CRM integrationGet a copy of your notes outside of Jump, even if you don't have a CRM connected.
- How to access Redtail task templatesUse pre-built task templates to sync tasks from Jump to Redtail.
- How to sync tasks as all-day activities in RedtailA guide for changing the default task settings in Jump
- Options for updating an object in my CRMLearn how you can combine Jump's notes with pre-existing fields in your CRM
- What are blended updates and how do they work?How to intelligently update your CRM fields using AI.
- How to use Jump to create dictation notesRecord and convert your spoken notes into formatted meeting notes and tasks with the Dictation / Voice Memo meeting type in Jump.
- How Jump handles attendees & speakers in meetingsJump helps you maintain accurate records of who attended your important conversations.
- What is the status of my meeting processing?Understand the different processing stages for a meeting after it's been captured.
- Using Ask anything in Jump meetings
- Archiving meetings in JumpKeep your workspace clean while still holding onto important conversations you may need later.
- Unified Action Items in JumpOne place to view and manage all Jump-generated action items—tasks, CRM updates, and follow-ups—so you can act on them quickly in bulk.
- How Jump creates high-quality meeting transcriptsJump turns meeting audio into accurate, speaker-aware transcripts that power all post-meeting outputs.