Meeting preparation
A Brief is the preparation packet for an upcoming meeting. Bridge builds it from the calendar event, who is attending, and context from earlier conversations and connected tools.
Open a brief from Home (Upcoming) or from Meetings → Upcoming.
Connect a calendar to see briefs
Connect a calendar so briefs appear automatically.
What is in a brief
| Tab or area | What it is for |
|---|---|
| Metadata | Information about the meeting such as the title, date, time, participants, assigned labels, and the space. |
| Preparation | The Preparation tab includes: participants overview; booking intake details (if booked through Bridge Scheduling); calendar description/agenda; context (sourced from previous meetings within Bridge and your connected tools); and previous action items (sourced from meetings within Bridge). |
| Participants | People on the calendar invite with enriched profiles (for business emails) and agents invited to join or available to join |
| Activity | Recent touchpoints across meetings and emails (Gmail only) with the participants on the meeting |
| Notepad | Your private notes that travel into the live meeting |
| Assistant | Ask questions about this meeting before it starts |
Before you join
Open the upcoming meeting
From Home or Meetings → Upcoming, click the event.
Read Preparation and People
Skim who will be there and anything Bridge pulled from prior meetings or integrations.
Add private notes
Use Notepad for talking points you want to have available privately during the call.
Join or capture
When it is time, Join a hosted Bridge meeting, Capture with Bridge on Zoom / Meet / Teams, or Open Live AI if Bridge Agent is already on the call.