Getting started with workflows
Workflows help you automate post-meeting tasks, share actionable insights, and integrate seamlessly with your team’s tools. From meeting summaries to project updates, Workflow Academy gives you the resources to work smarter and collaborate effortlessly with your team.
What are workflows used for?
A workflow is a space where you can design different tasks or paths for your meeting transcripts. It transforms raw notes into valuable insights so you and your team always stay up to date.
Workflows also connect seamlessly with Tactiq Spaces, ensuring transcripts are always organized, shared, and available for reference whenever your team needs them.
Create your first workflow
To start, go to My Workflows and click New Workflow.
From here, you can:
Open a blank workflow and build it from scratch
Start with a suggested template, such as
Write a detailed summaryandAdd to space
We recommend starting with a template, since it gives you a clear example of how automation works in practice.
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