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Create a follow-up plan

Generates a checklist of next steps for a completed meeting, marking which ones Bridge can carry out in connected apps.

Updated Oct 27, 2026

create-follow-up-plan.md

Create a follow-up plan

Generates a checklist of next steps for a completed meeting, marking which ones Bridge can carry out in connected apps.

Note: Nothing is sent when the plan is created. Check get_follow_up_plan first so a meeting does not get two plans; takes up to 30 seconds.

Set up

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "bridge": { "url": "https://api.meetonbridge.com/mcp" } } }

Call the MCP tool create_follow_up_plan.

Server URL: https://api.meetonbridge.com/mcp

Note: Needs a paid Bridge plan (Professional or above); not on the free Starter plan or a trial. At sign-in the user grants read access, or read and write access for the calls that book, invite, create or send.

Before anything else, confirm access with the cheapest read-only call, like a list or a search. Never send or change anything to test access.

Rules

  • Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
  • Never print API keys.

Ways in

RouteSourceCallRequiredDocs
MCPOfficial · remotecreate_follow_up_planOAuthDocs

Workflows using Create a follow-up plan

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No published workflow uses Create a follow-up plan yet.