You can use the Email participants step in any workflow to automatically send the transcript, summaries, action items, or other AI-generated insights to meeting attendees.
How to add the Email participants step to a workflow
If you haven’t built a workflow yet, check out: How to create a workflow in Tactiq.
Once you’ve started a workflow:
Add a new step and select
Email participants
Rename the step if you want by double-clicking the step name or selecting the
pencil icon
This opens two editable fields: Subject and Body.
How to customize the subject and body
Both fields support dynamic variables such as {{ meeting.title }}, {{ user.name }}, {{ meeting.date }}, and more. These automatically fill in when the workflow runs.
Editing the subject
The default subject is: {{ user.name }} shared meeting notes: {{ meeting.title }}
You can:
Replace it with your own text
Add variables from the
Variables and Examplesmenu
Personalize the subject using meeting, space, or user details
Editing the body
The body contains a full email template you can rewrite however you like. It includes a link to the transcript and space for any details you want to send.
You can:
Change or remove the transcript link
Add your own greeting or instructions
Insert summaries or action items created by earlier workflow steps
Use variables to pull in meeting details, user details, or outputs from previous steps
If your workflow includes AI steps such as AI: Use a quick prompt or AI: Write your own prompt, their results can be inserted directly into the email body. To do this:
Open the
Variables and Examplesmenu
Select the output from the AI step you want to include
Place it anywhere in the email body and format it however you prefer
This allows you to automatically deliver AI summaries, follow-ups, or action items to all meeting participants without any manual editing.
After customizing the subject and body, save the workflow. Emails will be sent automatically or manually depending on the trigger you selected.
You will also receive the email yourself. When the workflow sends an email to meeting participants, your own email address is automatically included.
Need help? Contact support.