Meeting notes
How the Jump notetaker works, how to view transcripts, and how to reprocess meetings
How meeting notes work
How do I rename my notetaker?Learn how to change the name of your notetaker before it joins a video call
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 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 note
How to title a meetingUnderstanding how Jump auto-titles meetings and how you can rename them.
Who can see meeting notes if there were multiple attendees from my firm?Understanding how meeting ownership is determined by Jump
How to disable the notetakerLearn what to do if you don't want the Jump notetaker to capture a meeting.
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.
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 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 to ensure Jump records the correct client nameEnsure the correct name and spelling are used in your meeting notes.