Stephen Turner
Akash Kumar
Jordan Lee
Taylor Scott
Use an AI agent to schedule the follow-up meeting from a call
A follow-up scheduler agent does one job: when a meeting ends with an agreed next meeting, it finds the details in the transcript, checks your calendar and prepares the event. A calendar invite reaches other people, so decide where a person approves it before you let it run on its own.
The job: book what was agreed, nothing more
Many meetings end with "let's pick this up next week" and no invite. A week later nobody has booked it.
This agent closes that gap. After a meeting, it looks for an agreed follow-up meeting and prepares the calendar event. If no follow-up was agreed, it does nothing.
Inputs, output and what it must not do
| Part | What it should be |
|---|---|
| Input | The finished meeting's transcript and notes |
| Looks for | An explicit agreement to meet again, with any stated day, time, length or attendees |
| Checks | Your availability in the connected calendar |
| Output | An event when a time was agreed; otherwise two open slots and a draft event for you to choose from |
| Must not | Invent a follow-up or add people who weren't named |
Instructions you can adapt
This is a starting point, not a built-in template. Test it on meetings you remember well.
- Check whether the attendees explicitly agreed to meet again. If not, reply "No follow-up agreed" and stop.
- If a day and time were stated, create one event with that time and length.
- If no time was stated, propose two open slots in my calendar in the week they named, with a draft title, attendees and purpose. Don't book either one.
- Invite only people who attended or were named. List anyone you are unsure about as a question.
- Quote the moment the follow-up was agreed.
Set it up in Bridge
Connect Google Calendar or Outlook Calendar first, in Account settings → Connectors → Calendars. Agents can then look up events, check availability and schedule meetings.
Create the agent in four steps: Identity, Abilities, Tools and Triggers. Paste the instructions in Identity, and turn on the calendar connector in Tools. Custom agents need a paid plan.
Choose where a person approves
With the calendar connector on, the agent can create the event itself. Writing "wait for my approval" in its instructions asks it to pause, but it is not a hard control.
The hard control is a workflow plan. It is Bridge's own plan built from a meeting's action items, separate from your custom agent and its instructions.
- Workflow plan: on a completed meeting, choose Plan and execute next steps. Google Calendar steps appear as agent steps you can approve, revise or skip.
- @mention: tag the agent in a recap's Assistant when a meeting needs a follow-up. It acts on its instructions, so read what it booked.
- After every meeting: the agent runs against each recap and transcript as soon as the meeting ends, with no approval step. Turn this on last.
Example: a vendor call
This example is illustrative. A call with a vendor ends with: "Let's meet Thursday after next to review the revised quote. Bring Sam from finance."
No time was stated, so the agent proposes two open slots that Thursday and a draft titled "Review revised quote" with the vendor contact. Sam didn't attend, so it asks whether to add him. You pick a slot and book it.
Check the first results
For the first ten or so meetings, compare each result with the transcript. Include meetings where nobody agreed to meet again. Watch for three failures:
- A vague "we should catch up sometime" treated as a firm agreement.
- Someone mentioned in passing added as an attendee.
- The wrong week, when the meeting said "next week" on a Friday.