Overview
This workflow helps you automatically share meeting outcomes to a Slack channel—perfect for recurring team syncs, standups, or project updates. Instead of manually writing and sending summaries, Tactiq can generate a clear, Slack-friendly summary and post it where your team already communicates.
This keeps everyone informed, aligned, and focused—without chasing down notes or sending reminders.
Creating the Workflow
Go to
Tactiq Workflowsand click+ New Workflow.
Select
Start with a blank workflowto open the workflow canvas.
Set the trigger
Change the trigger from
manualtoautomatic.
Set the Trigger Type to
Meeting processed. This ensures the workflow runs as soon as Tactiq finishes processing a meeting.
Add a filter like:
Meeting Title→contains→ Team Sync, Weekly Meeting, or Project Update
💡 Note: You can add more filters such as:
Participant NameParticipant Email
These are helpful if the workflow should only run when specific people attend.
Add an AI summary
Click the + button and select AI: Use a quick prompt (or write your own prompt).
💡 Suggested prompt:
“Give me a short and clear summary for the team. Highlight key updates, action items, and blockers. Keep it Slack-friendly and easy to skim. Use markdown format.”
Share to Slack
Click the
+button again and chooseShare to an Integration.
From the integration list, choose
Slack, then select the appropriate channel.
Inside the Slack step:
Click the
Messagefield.
Open
Variables and Examplesand insert the output from the AI step (e.g.,Step1.output).
💡 Notes:
If this is your first time connecting Slack, you’ll be asked to authorize your Slack workspace.
For private channels, invite the Tactiq bot before selecting the channel in the dropdown.
Choose the output from the AI summary step, such as
Step1.output, to insert the summary into the Slack message then hit onSave.
You’re all set
Once saved and activated, this workflow will automatically send clear, concise summaries to your selected Slack channel—keeping your team updated and in sync without any manual effort.
📚 Homework
Create a Slack summary workflow for your next recurring team meeting.