Overview
This workflow shows you how to use Tactiq to automatically send meeting summaries and transcripts to HubSpot Contacts. It’s perfect for sales or success teams who want a consistent record of client meetings—without the manual copy-pasting.
You’ll be able to track every interaction in your CRM, automatically.
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 processed.
Add filters to define which meetings this workflow should apply to:
Meeting Title→contains→ Demo, Onboarding, or Client Call
You can also filter by
Participant Emailto narrow down by customer domains
💡 Note: Using participant filters is helpful if your workflow should only apply to external client-facing meetings.
Add an AI summary
Click the + button and select AI: Use a quick prompt or Write your own prompt.
You can also use Tactiq’s built-in prompts for sales workflows, like:
Sales SpeedometerSPINBANTObjection Handling
Share to HubSpot
Click the
+button again and chooseShare to an Integration.
Select
HubSpotfrom the list of available integrations.
In the
Meeting Notessection, clickVariables and Examples.
Choose the content you want to send:
step1.outputfor the AI-generated summary{{transcript}}for the full meeting transcriptAdditional variables like
{{meetingTitle}},{{meetingDate}}, or{{participantName}}
Finalize and run the workflow
Click
Saveto activate your workflow.
Click
Runto test the setup.
When the workflow reaches the HubSpot node, you’ll be asked to fill in the required inputs such as:
Activity assigned toContact IDs
Fill these out, then click
Continueto complete the process.
You’re all set
Now your meetings will automatically be logged in HubSpot with AI-generated summaries and full transcripts. This makes it easy to keep your CRM updated without lifting a finger.
Want to keep your whole team aligned? Click the 📎 icon in your workflow to share this setup with your teammates.
📚 Homework
Set up your first HubSpot workflow using one of Tactiq’s sales prompts.