---
ref: workflow:demo-meeting-setup
title: Set up a product demo with invites, brief and agenda
author: Shahzaib0217
tools: [tool:bridge/search-people, tool:bridge/search-meetings, tool:bridge/find-free-time, tool:bridge/create-meeting, tool:bridge/update-meeting, tool:bridge/generate-meeting-brief, tool:bridge/update-meeting-notepad]
tags: [capability:book-meetings, capability:host-meetings, capability:manage-docs, capability:research-accounts, capability:review-recordings, channel:email, has:mcp, motion:outbound]
updated: 2026-10-28
---

# Set up a product demo with invites, brief and agenda

Schedules a recorded Bridge demo at a free time, invites the prospects, generates a brief and writes a demo agenda to the Notepad.

Set up the tools below, then run the steps in order for the user, carrying each step's results into the next. The run is done when the user has the outcome below.

## Outcome

- A scheduled Bridge demo meeting with recording and AI notes on, and its join link.
- An invitation with the join link sent to each prospect.
- A brief on the prospects and a demo agenda tied to their needs in the meeting's Notepad.

## Inputs

Ask the user for these before you start.

- `prospects`: who is coming, by email, e.g. dana@acme.com, lee@acme.com
- `company`: the prospect's company, e.g. Acme
- `use_case`: what they want to see, e.g. booking pages for their sales team
- `duration_minutes`: how long the demo runs, e.g. 45
- `window`: the days to look in, e.g. next Monday to Wednesday

## Set up

### Bridge (tool:bridge/search-people, tool:bridge/search-meetings, tool:bridge/find-free-time, tool:bridge/create-meeting, tool:bridge/update-meeting, tool:bridge/generate-meeting-brief, tool:bridge/update-meeting-notepad)

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

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

- Search people: call the MCP tool `search_people`
- Search meetings: call the MCP tool `search_meetings`
- Find free time: call the MCP tool `find_free_time`
- Create a meeting: call the MCP tool `create_meeting`
- Update a meeting: call the MCP tool `update_meeting`
- Generate a meeting brief: call the MCP tool `generate_meeting_brief`
- Update a meeting notepad: call the MCP tool `update_meeting_notepad`

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, or read and write, access. Call get_bridge_context first for the tools the plan and connection allow.

Notes:

- Search meetings: Omit `query` to browse by date or participant. Pass a returned `recapId` to `get_meeting_details` for the full meeting.
- Find free time: Range is at most 31 days; returns 20 slots unless `maxResults` (up to 100) is set. Without `page`, slots fall Mon to Fri 9:00 to 17:00 unless `workingHours` is passed. With `page`, returns the slots `book_meeting` accepts; an inactive page has none.
- Create a meeting: Does not add an event to the user's calendar. Keep the returned `recap_id`: the brief, notepad and meeting calls take it.
- Update a meeting: Invitees are not notified of a reschedule. Booking-page meetings are moved with `reschedule_booking` instead.
- Generate a meeting brief: Takes up to a minute and keeps the user's Notepad. Needs a Bridge plan that includes pre-meeting briefs.
- Update a meeting notepad: Appends by default; pass `mode: replace` to overwrite. Plain text only.

Before step 1, confirm access with the cheapest read-only call, like a list or a search. Never send or change anything to test access.

## Steps

1. **Check the history** with Search people (Bridge). Search each prospect's email. Keep anyone Bridge already knows, with their title and company.
2. **Read past calls** with Search meetings (Bridge). Search transcripts for `company`. Keep the needs, objections and questions already raised.
3. **Find a time** with Find free time (Bridge). Search `window` for slots of `duration_minutes`, with `maxResults` set to 100, and offer the user three. Keep the one they pick.
4. **Schedule the demo** with Create a meeting (Bridge). Create a meeting titled with `company` and the product at the chosen time, with `prospects` as invitees. Keep its `recap_id` and join link.
5. **Turn on recording** with Update a meeting (Bridge). Turn on recording, automatic recording, transcription and AI notes, and set lobby access to trusted so invited prospects who sign in with their invited email go straight in; anyone else waits in the lobby for you to admit them.
6. **Generate the brief** with Generate a meeting brief (Bridge). Generate the brief for the `recap_id`. Keep the attendee profiles and context.
7. **Write the agenda** yourself. Draft a demo agenda for `use_case`: a short intro, the two or three flows that answer the needs and objections from step 2, time for questions, and the next step to ask for. Show it to the user.
8. **Save the agenda** with Update a meeting notepad (Bridge). Append the approved agenda to the meeting's Notepad.

## Notes

The demo is not added to your calendar; share the join link in your own calendar invite if the prospect expects one. To let the prospect choose the time, send a booking page link instead of steps 3 and 4.

## Rules

- Use only the services set up above. The read-only calls they need, like listing ids or polling for results, are fine.
- 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.