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Instruction Block Library

Smarter meeting prep, powered by your integrations.

Browse ready-made instruction blocks for your connected integrations. Find a block, copy the prompt, and follow the steps below to start pulling structured client data before every meeting.

Step 1
Create or duplicate a template
In Jump, go to Profile & Settings → User Settings → Templates. Click + New Template in the top right, or use the Duplicate button on an existing meeting prep template.
Step 2
Add a heading and instruction block
Click into the body of the template and type a section header (e.g. "Financial Summary"). Click the ⠿ menu next to it and select Turn into Heading. Press Enter, click the ⠿ menu on the new line, and select Turn into Instruction Block. Leave it empty for now — you'll paste the prompt in Step 4.
Step 3
Find your integration
Browse the gallery below and find an instruction block for an integration you use. Review the sample output to see an example of what this would look like when prep generates before your client meetings.
Step 4
Copy and paste the prompt
Click the Copy block button on the card. Then go back to your template and paste the prompt into the instruction block you created in Step 2.
Step 5
Connect your data source
Click the Sources pill at the bottom-left of the instruction block. Find your integration from the menu and select the objects listed in the lower-left of that block on this page. Click Save. You can preview the output using the preview panel on the right — click a client, then click Save to load the preview.
Step 6
Apply to your prep automation
Go to User Settings → Automations. Under Do This, click the green + button and give the action a title. Set Type to "Generate Meeting Prep," click into the Template name field and select your newly-created template from the dropdown, and set Events this applies to to "Pre-Meeting Prep." Click Save & Close. To avoid duplicates, under When this happens, find and click the Pre-Meeting Prep event type, and in the Do this field, ensure only the newly-created automation is selected.

Need more help? How does Pre-Meeting Prep work in Jump? →

Note: These instruction blocks are designed exclusively for the integration listed on each card. Only use blocks for integrations you have actively connected to Jump — using a block without the corresponding integration will result in empty or incomplete output.
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CRM Wealthbox · Redtail · Practifi · Salentica Elements · XLR8 · Salesforce FSC · Dynamics · Zoho CRM
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Financial Planning Asset-Map · Wealth.com · RightCapital · eMoney
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Portfolio Management Orion · Black Diamond · Schwab
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Tax & Insurance Holistiplan · MedicarePRO
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Practice Management Karbon · Quivr
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