Notetaker

Jump's notetaker in a meeting with your financial adviser: what it is, and how it leaves

Jump is a notetaker built for financial advisers. If your adviser uses it, a Jump notetaker joins your video meeting from their calendar, and only they can take it out or pause it.

Read on 10 November 2026

How it got into your call

Before the meeting: keep it out

  1. Only the adviser can stop it. In Jump they go to Profile & settings → User settings → Preferences → Calendars and switch off Automatically add notetaker to upcoming meetings.
  2. If you would rather your meetings were not recorded, the simplest step is to tell your adviser before the meeting, so they can switch it off for you.

Get it out of a call that is running

  1. The adviser can remove it during the meeting with the red x in Jump's live notetaker control, at the top right of the Jump screen. Its grey pause button stops it capturing without removing it.
  2. As with any guest, the host of the meeting can also remove it from the list of people.
  3. If it joins after the meeting has started, it captures nothing from before it arrived.

What it keeps

What it captures goes to the adviser's Jump account, where they can delete a processed meeting or note.

In Jump's own words

Turning it off
Jump“Automatically add notetaker to upcoming meetings”help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker
Where the setting is
Jump“Go to Profile & settings > User settings > Preferences > Calendars”help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker
Removing it during the call
Jump“Remove the notetaker using the live notetaker control feature found in the top right corner of Jump”help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker
Pausing it
Jump“Clicking the gray pause button will pause the notetaker's ability to capture the meeting but will not remove it from the meeting.”help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker
When it arrives
Jump“Note: You can set the notetaker to join up to 30 minutes before or 60 minutes after the scheduled meeting time.”help.jumpapp.com/en/articles/11832214-how-to-control-when-the-notetaker-enters-your-meetings
Joining late
Jump“The Notetaker will join at the specified time after the meeting begins, but it will not capture any conversation that happened before it joined.”help.jumpapp.com/en/articles/11832214-how-to-control-when-the-notetaker-enters-your-meetings
Waiting in an empty meeting
Jump“configure how long you want the notetaker to stay in a meeting or waiting room when no one else has joined”help.jumpapp.com/en/articles/11832214-how-to-control-when-the-notetaker-enters-your-meetings

Read on 10 November 2026 from Jump's own help pages. Something changed? Tell us.

A meeting with nothing to remove

On Meetful the notes are written by the meeting itself, from each person's own microphone, so no extra guest joins. Anybody can leave themselves out of the notes and stay in the call.

Other notetakers

The whole list →

Try Meetful

Meetings that take their own notes

Free video meetings in the browser: every line of the transcript under the name of who said it, and the summary and action items when you hang up. Nothing to install — guests just open the link.