Bridge | Workflows

Workflows

Connect meeting outcomes to the tools your team already uses — no more manual copy-paste.

Push decisions into project tools

Keep projects in sync with the latest meeting data automatically.

Sync outcomes to your CRM

Update deals, contacts, and notes in your CRM after every call.

No copy-paste needed

Eliminate manual copy-paste

Meeting notes land where your team works — without lifting a finger.

  1. Meeting
  2. Extract
  3. Push

Multi-step agentic workflows

Agents plan and execute complex workflows triggered by meeting events.

Keep stakeholders automatically in the loop

Notify the right people with meeting summaries and action items.

Connect Slack, Notion, and more

Bridge integrates with the tools your team uses every day.

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FAQ

Frequently asked questions

How does Bridge automate work after meetings?

Bridge pushes meeting outcomes into the tools your team already uses: decisions into project tools like Notion, deal and contact updates into your CRM, and summaries and action items to the right stakeholders. Agents can run multi-step workflows triggered by meeting events, so follow-up happens without copy-paste.

Which tools can Bridge send meeting outcomes to?

Connectors include Slack, Gmail, Notion, Google Docs, Confluence, Salesforce, HubSpot, Attio, ClickUp, Linear, Jira, and Asana.

See all connectors

Can Bridge update my CRM after a sales call?

Yes. Bridge can update deals, contacts, and notes in your CRM after every call, so the record reflects what was actually said.

Does Bridge act in my tools without approval?

Bridge takes action in connected tools with your approval, and it respects each tool's existing permissions: if you cannot access something there, Bridge does not surface it to you.

What is a multi-step agentic workflow?

A workflow where an agent plans and executes several actions in a row when a meeting event happens, for example extracting the decisions from a meeting and pushing them into your project tool.

Learn about agents

Meet thoughtfully, meet on Bridge.