Overview
If you use Google Drive to organize your meeting notes, this workflow can save you tons of time.
With Tactiq, you can automatically send AI-generated summaries and full transcripts to a specific folder—perfect for sales teams, project managers, or anyone who needs organized records without the extra work.
Let’s walk through how to set this up.
Creating the Workflow
Go to Tactiq Workflows and click
+ New Workflow.
Select
Start with a blank workflowto open the workflow canvas.
Set the trigger and filters
Change the trigger to
Automatic.
Set the Trigger Type to
Meeting processedso the workflow runs after the meeting ends.
Add a condition like:
Meeting Title→contains→ Sales Meeting or Weekly Sync
💡 Note: You can also filter by:
Participant EmailParticipant Name
This helps narrow the workflow to specific meeting participants when needed.
Add an AI summary step
Click the + button and choose AI: Use a quick prompt or select a custom prompt you’ve created.
Share to Google Drive
Click
+again and selectShare to an Integration.
Choose
Google Drivefrom the list and pick the folder where you want to save the output.
Customize the file
In the Google Drive node:
Click the
File Namefield
Open
Variables and Examplesto customize the name with options like the meeting title, date, or participant names
To choose what goes inside the file:
Use
step1.outputto include the AI-generated summary
Use
{{transcript}}to include the full meeting transcript
You can include either one—or both—depending on what’s most useful for your workflow.
Save and test
Once you’ve set everything up, click Save to activate the workflow. Then select a past meeting and click Run to test it.
You’re all set!
Now your meeting notes will automatically land in your selected Google Drive folder. No need to copy, paste, or manually organize anything.
Want to keep your whole team in sync? Click the clip icon on the workflow canvas to share the setup link with your teammates—so everyone can centralize where their meeting notes live.
📚 Homework
Set up a Drive workflow for your next Sales or Weekly Sync meeting.