Tactiq integrates with Zapier, allowing you to automate workflows and connect Tactiq with other applications. With this integration, you can seamlessly sync meeting transcripts with tools like Notion, Google Docs, Slack, and more.
This is useful for automating repetitive tasks, improving workflow efficiency, and ensuring smooth data transfer between apps.
How to set up Tactiq with Zapier
Go to the Tactiq Dashboard, navigate to
Account & Settings, and then go toIntegrations.
Under
Automation, selectZapierto be redirected to the Tactiq integration for Zapier page.
Choose an app to integrate with Tactiq by either typing the app’s name in the search bar or selecting it from the available list.
If you select an app, Zapier will suggest relevant pre-configured workflows associated with it.
You can also browse
Popular Workflows, which are pre-configured automation templates, such as saving Tactiq meeting transcripts to Google Docs or connecting Tactiq with Notion or Slack for automated note-taking.
Select a workflow or create your own custom automation. If using a popular workflow, select
Use this Workflowto set it up.
Authentication and workflow setup
Sign in to Tactiq and the selected app (e.g., Google Docs, Notion, Slack).
Once authenticated, you can proceed to configure the workflow. Click
Continueto proceed with the integration setup.
Test the trigger to ensure data flows correctly between Tactiq and the chosen app. The Copilot Beta tool in Zapier provides AI-powered step-by-step guidance.
Zapier allows you to enhance workflows by adding other automation options
Filters to trigger actions based on specific conditions.
Formatters to modify data before sending it to another app.
Delays to schedule actions at a later time.
Webhooks for advanced customization and posting of data to a webpage.
AI by Zapier to include AI-powered automation.
Need help? Contact support.