Post-Meeting Actions
Reviewing post-meeting automations and syncing notes and tasks to your connected tools.
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
Options for updating an object in my CRMLearn how you can combine Jump's notes with pre-existing fields in your CRM
How to access Redtail task templatesUse pre-built task templates to sync tasks from Jump to Redtail.
What are blended updates and how do they work?How to intelligently update your CRM fields using AI.
How to sync tasks as all-day activities in RedtailA guide for changing the default task settings in Jump
How to download audio/video from a meeting captured by JumpDownload the audio and/or video from a past meeting in Jump.
How to delete a processed meetingYou can permanently remove a meeting from Jump after syncing the notes and tasks to your CRM.
What to do if I can't find a recordingTroubleshooting steps to find a missing recording in Jump.
How to view meeting transcriptsAccess transcripts to rename speakers, review the conversation, and more.
How and why to reprocess a meetingReprocessing a meeting will regenerate notes, tasks, and the recap email.
How and why to rename speakersEnsure dialogue gets attributed to the correct meeting attendee for accurate notes, follow-ups, and record-keeping.
How to title a meetingUnderstanding how Jump auto-titles meetings and how you can rename them.
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 delete a processed meeting noteLearn to remove a note from a past meeting in Jump.
Where do I find my notes for a meeting?Learn how to access meeting notes 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
How meeting notes work
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 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.
Who can see meeting notes if there were multiple attendees from my firm?Understanding how meeting ownership is determined by Jump
How to get Jump to automatically delete media & transcriptsCustomize your Jump experience by adjusting your data storage policy.