Stephen Turner
Akash Kumar
Jordan Lee
Taylor Scott
File meetings automatically with Bridge Automations
Bridge Automations act on each meeting when it ends. A rule checks who attended, the title or the labels, then adds labels, applies a recap template or files the meeting into a Space. Labels and templates are low-risk. Filing into a Space shares the meeting, so check who can open that Space first.
What a meeting Automation does
An Automation is a standing rule you create by asking the Assistant. A meeting-completed Automation runs when a meeting ends and checks it against your conditions.
| It can check | It can then |
|---|---|
| Participant email addresses or email domains | Add the meeting to a Space |
| Participant names | Add labels |
| Keywords in the meeting title, or the meeting's labels | Apply a recap template |
Start with labels and templates
Labels and recap templates change how a meeting is organized and summarized. They don't change who can see it. That makes them the safest rules to start with.
- Label by domain: "Always add the Customer label to meetings with anyone from @acme.com."
- Template by title: "Apply my Interview template to meetings with 'interview' in the title."
- Label by title: "Add the Planning label to meetings with 'sprint planning' in the title."
Create a rule
You create and edit Automations by talking to the Assistant. There's no separate form.
- Open the Assistant.
- Describe the trigger and the action in one sentence, naming participants, title keywords, labels or a Space.
- Say whether all conditions must match, or whether any one is enough.
- Open the Assistant menu and select Automations to check the rule's When → then summary.
Before you file into a Space, check who can see it
Adding a meeting to a Space is a way of sharing it. Everyone with access to that Space can open every meeting in it, whatever the meeting's own sharing settings.
Spaces can be shared with people outside your workspace who have a Bridge account. If a Space is shared with a group, every member of that group gets access too.
- Open the Space and select Share to see exactly who has access.
- Keep sensitive meetings, such as one-on-ones or HR conversations, out of rules that file into shared Spaces.
- Prefer narrow conditions, such as a client's email domain, over broad ones like a common first name.
Apply a rule to past meetings
Meeting Automations include Apply to existing meetings. Bridge checks past meetings against the rule and shows a proposal with the affected meetings before anything changes.
Read that list closely when the rule files into a Space. Confirming it shares every listed meeting with everyone who can open the Space. If nothing matches, Bridge says No existing meetings match this automation.
Review what ran
Each Automation's card shows its run count, last-run time and whether it's paused. You can pause or resume a rule from its card.
Action History, in the Assistant menu, lists what Automations did, labeled with the Automation's name. Some actions offer Undo, but only when undo is available and safe.
- Deleting an Automation stops future runs. It doesn't reverse changes it already made.
- A wrong label is simple to remove from a meeting.
- A meeting wrongly filed into a Space may already have been opened by people with access, so check rules that share before you turn them on.
Example: one client, three rules
This setup is illustrative. An agency works with a client whose team all use the @northwind.example domain. It adds three rules, one at a time:
- First, add the Northwind label to meetings with anyone from @northwind.example.
- Next, apply the Client check-in template to meetings with that domain and "check-in" in the title.
- After a week of correct labels, file meetings with that domain into the Northwind Space, which is shared only with the account team.
Plans
Collaborative Spaces and custom recap templates, like the Interview and Client check-in templates above, are included from the Professional plan up. Advanced automations are among the features of the 14-day Professional trial, which needs no credit card.