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.
How it got into your call
- Your adviser uses Jump with Automatically add notetaker to upcoming meetings switched on, so it joins the video meetings on their calendar.
- Their firm sets when it arrives — as early as 30 minutes before the start or as late as an hour after — and how long it waits in an empty meeting before giving up.
Before the meeting: keep it out
- 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.
- 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
- 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.
- As with any guest, the host of the meeting can also remove it from the list of people.
- 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
help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker
help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker
help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker
help.jumpapp.com/en/articles/9959411-how-to-disable-the-notetaker
help.jumpapp.com/en/articles/11832214-how-to-control-when-the-notetaker-enters-your-meetings
help.jumpapp.com/en/articles/11832214-how-to-control-when-the-notetaker-enters-your-meetings
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
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.