Notetaking

After a meeting you get structured notes, the conversation transcript, meeting recording, meeting intelligence, access to a meeting assistant, and more.

When a conversation ends, it moves to Meetings → Completed (and Recent meeting notes on Home). Open it to review what was said and what to do next.

Meeting header

The header on a completed meeting shows key details at a glance:

Field	What it shows
Name	The meeting title. Owners and members can rename it inline by clicking — up to 75 characters.
Status	The meeting stage: Completed, Live, or Upcoming.
Date	Relative labels (Today, Yesterday) or a formatted date such as Mon, Sep 28.
Time	A start–end range such as 10:00 – 11:00 AM. Some imported sources show only the date.
Participants	Avatars for people and agents on the call. Up to five are shown with overflow. Click the row to open the Participants tab.
Source	An icon showing where the meeting came from — Bridge, Zoom, Google Meet, and more. Hover for the full label.
Space	The space the meeting is filed in, if any. Use Add to Space to organize it.
Labels	Applied labels, visible as pills. Use Update Label to add or remove them.

Tabs on a completed meeting

Tab	What it is for
Notes	Structured notes: summary, decisions, and follow-ups. This is the default. Home calls these meeting notes.
Conversation	Full speaker-labeled transcript and video or audio recording when a recording exists (includes transcript search and jump-to)
Assistant	Chat with this meeting’s notes and take action
Preparation	The brief from before the meeting
Participants	People and agents from the call
Activity	Previous touchpoints with the participants across calls and email
Artifacts	Real-time organized notes, topics, decisions, references, and more
Notepad	Your private notes from before and during the call

Action items

Notes include assigned action items if there were any discussed during the meeting. They also appear in the Action items list on Home. Bridge also suggests action items based on your context. Action items can also be created and the type of action item can be adjusted.

Meeting note templates

Recap templates use the transcript to change the shape of structured notes to match whatever structure you need. Preset examples include common meeting types such as Key Takeaways and 1:1s. Custom templates can be created and managed from the recap templates menu (by selecting the dropdown for ‘Key Takeaways’) or from Preferences → Recap Templates.

Choose Share in the meeting header to invite people and share notes.

Completed meetings can stay private, go to specific people, go to the full workspace (or workspace groups on Business plan), or open with a public link.

Visitors on the public page can only read Notes and Conversation — they can't edit or share further.

For recurring shares, turn on Recap Auto-Sharing in Preferences. Or, create an agent to automate this action for you.

Use Add to Space to file the meeting in a shared Space so people with access can open it from the space.

See Share notes for the full guide to sharing meetings.

Export the transcript

From the meeting, use Export Transcript to download the conversation text.

Transcripts can be exported in the following ways:

Copy full transcript to clipboard
Export as PDF file
Export as Word file
Export as Markdown file

Transcripts can also be accessed using the Bridge MCP.

Labels

Update Label tags a meeting so you can filter, find it later, and analyze those meeting. Preset labels are grouped into Area, Relationship, and Format, and you can create custom labels for your own categories. Labels are multi-select, so a meeting can have several.

When Briefs are created, preset labels are automatically determined from the meeting context — you can change or remove them at any time.

See Labels for the full guide.

The Assistant

The Assistant tab on a completed meeting lets you chat with that meeting's data, pull out specific details, or take action using connected tools. Responses are scoped to that meeting unless you enable additional capabilities like web search.

From the Assistant within a meeting recap, you can also launch agentic workflows — multi-step agent processes that run directly from the meeting's content.

See Assistant capabilities for the full breakdown of what the Assistant can do in each workspace location.

Imported or uploaded meetings

Imported meetings from Granola, Fireflies, and similar tools look like any other completed meeting.

Uploaded meetings from a audio, video, document or pasted transcripts will also be standardized to look like other completed meetings.

A source indicator shows where all meetings originated from.

See Import meetings.