Jump.ai has built and manages an integration with Asset-Map Platform. Connect to Asset-Map from within Jump.ai's integration interface.
In Jump, go to User settings > Integrations > + Add an integration > Financial Planning.
Jump operates in three main steps:
Captures Meeting Audio: Jump records the audio from a meeting to generate a transcript. This can be done by sending a notetaker to online meetings (Zoom, Microsoft Teams, Google Meet), using the Jump mobile or web app, or having the notetaker join a phone call.
Determines Meeting Type: Using the transcript, Jump identifies the type of meeting. Users can manage and customize these meeting types (e.g., client intro, financial review) in their account settings.
Performs Automated Actions: Based on the identified meeting type, Jump's AI assistant automatically performs specific actions. These can include generating formatted meeting notes, syncing tasks or activities to a CRM, and drafting follow-up emails. Users can add or delete actions for each meeting type.
These automation features are available for "Full users," not "Lite users."
Please reach out to help@jumpapp.com for support.
11/2025