This workflow helps you automatically share meeting outcomes to a Slack channel—ideal for standups, syncs, or project updates. Instead of manually writing recaps, Tactiq can generate a summary and send it directly to where your team already communicates.
This saves time and ensures everyone stays aligned without needing to chase down notes.
Create the workflow
Go to the
My Workflowstab in Tactiq. Click+ New Workflow.
Choose
Start with a blank workflowto open the workflow canvas.
Set when the workflow runs
In the first node, change the
Trigger typefromManualtoAutomatic.
Choose
Meeting Processedas the trigger event. Add a condition like:
Meeting Title→contains→ "Team Sync" (or "Weekly Meeting", "Project Update").
💡 Note: You can optionally filter by Participant Name or Participant Email if the workflow should only trigger when specific people attend.
Add an AI summary step
Click the
+icon below the trigger block. SelectAI: Write your own promptorUse a quick prompt.
Example 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.
Enable these options:
Save the result to the meetingInclude meeting transcript in prompt contextSet
Language for AI outputtoMeeting Language
Share to Slack
Click the next
+button and chooseShare to an Integration.
Select
Slackas the integration type.
Choose a Slack channel like
#meeting-summaries.
💡 Note:
Public channels will appear automatically.
For private channels, invite the Tactiq bot before selecting the channel.
In the
Messagefield, insert the AI result using a variable like{{ step1.output }}.
Click
Variables and Examplesif you need help using Liquid variables.
Finalize and activate
Click
Save.
Then click
Runto activate your workflow.
Once active, Tactiq will automatically generate and send a summary after each matching meeting, keeping your team informed with no extra effort.
Need help? Contact support.