Stephen Turner
Akash Kumar
Jordan Lee
Taylor Scott
Find what was said in a past meeting, even months later
To find something said in an old meeting, first work out which meeting it was, then check the record. In Bridge, filters by people, company, date, label, space and source narrow the Meetings list. The workspace Assistant can then answer across your meetings and link back to the ones it used.
Start with what you remember
Most searches for an old meeting start with a fragment. You remember who was there, roughly when it was, or which customer it was about. You rarely remember the exact title.
Work from the details you are sure of. Shrink the list to a few meetings, then read the record before you repeat anything.
| What you remember | Where to start |
|---|---|
| Who was in the meeting | People filter in Meetings |
| Which customer or partner | Company filter in Meetings |
| Roughly when it happened | Date filter, or the Calendar view |
| The project or type of meeting | Space or Labels filter |
| Only what was decided | Ask the workspace Assistant, then open its source links |
Step 1: Narrow the meeting list
Bridge calls, meetings captured on other platforms, in-person recordings and imports all land in the same Meetings list. Open Meetings, set Status to Past and combine filters:
- People: meetings a participant attended.
- Company: meetings with people from one company.
- Date: a specific date range.
- Space and Labels: meetings filed under a project or tagged by type.
- Source: where it came from, such as Zoom, Google Meet, the Bridge Desktop App or an import.
Know what the search box matches
The search box in Meetings matches meeting titles. A phrase someone said won't turn up there unless the title contains it.
For what was discussed, ask the Assistant instead. It searches your meeting notes and links you to the meetings, where you can read the transcript.
Step 2: Ask across meetings
The Assistant on Home, or Assistant in the sidebar, covers your whole workspace. You can set context filters for date range, participants, labels and space to limit which meetings it uses.
Be specific: name the person, the topic and a rough time. "What did we decide with Alex last Tuesday?" works better than "summarize". These prompts are illustrative:
- "What price did we quote Northwind in September, and who quoted it?"
- "Which meetings this quarter discussed the data export bug?"
- "When did we agree to move the launch date, and why?"
Step 3: Check the source before you repeat it
Workspace Assistant answers include source links back to the meetings they drew from. Open the link and read the passage in the transcript.
This matters most for numbers, dates and commitments. A summary can flatten "we'll look into it" into "we agreed to it". The transcript shows which one was said.
When you already know the meeting
Open its recap and ask the Assistant there. It answers from that meeting's notes and transcript, unless you turn on other capabilities such as web search.
If the meeting belongs to a project, open the Space instead. The Assistant in a Space covers all of that space's meetings, and your chats there stay private to you.
Make next time easier
Finding a meeting is easier when meetings are filed as they happen. A few habits help:
- Give recurring meetings clear titles, since titles are what the search box matches.
- Add each project's meetings to a Space.
- Apply a few consistent labels, such as the meeting format or relationship.
- Import past meetings from Granola, Fireflies, Fathom, Zoom or Google Meet, so older calls sit in the same list.