Skip to main content

How to organize interview materials using Tactiq Workflows and OneDrive

Learn how to automatically generate interview summaries, evaluate candidates with AI, and save everything to the right OneDrive folder.

Rielee Velasco avatar
Written by Rielee Velasco
Updated today

When you're hiring, keeping interview notes organized can get messy fast. This workflow helps you generate interview recaps, evaluate candidates with AI, and automatically store everything in the right OneDrive folder—without manual uploads or scattered documents.

By combining AI Quick Prompts, custom AI prompts, conditions, and OneDrive actions, you can streamline your interview process and keep your hiring pipeline clean and consistent.

How it works

The workflow generates an Interview Recap using a Quick Prompt, analyzes whether the candidate is a good fit using a custom prompt, and then routes the meeting based on that evaluation—either adding it to a Space or saving the output to a OneDrive folder for your hiring pipeline.

All steps run from a single trigger, so everything happens automatically once the meeting transcript is processed.

Setting up the workflow

  • Click New workflow and name it something like Interview processing and organization.

  • Set the Trigger type to Automatic and choose Meeting Processed.

    • Add an AI: Use a Quick Prompt step and select the HR meeting kit.

    • Choose Interview Recap.

    • Set Save the result to the meeting.

    • Choose the language for AI output if needed

  • Add an AI: Write your own prompt step:

    • In the prompt box, reference the recap from the previous step and ask AI to determine whether the candidate is a good fit.

  • Add a Condition step node:

    • Use a condition such as:
      {{ ai_output_from_step_X.contains 'not a good fit' }}
      (or whichever phrasing your custom prompt returns)

  • Under the condition step, set two branches:

    • If the candidate is not a good fit → Add a Save to a Space step and choose your “Declined Candidates” Space

    • If the candidate is a good fit → Add a Share to an integration step, select Microsoft OneDrive, and choose the OneDrive folder where you store shortlisted candidates or hiring materials

  • Customize the file saved to OneDrive:

    • Filename: {{ meeting.title }} – Candidate Evaluation
      Content: include the recap, the evaluation, or both

    • Save your workflow.

Once saved, it will automatically generate interview notes, evaluate the candidate, and sort the output into the correct OneDrive location or Space.

Variation to try

  • Add a Review Before Proceeding step after the evaluation so you can approve the assessment before the workflow moves files into Spaces or OneDrive.

  • Add labels—such as “Engineering Hire” or “Marketing Candidate”—and use them in your conditions for department-specific routing.

What you’ll get

Every interview meeting will produce a structured recap, an AI evaluation of the candidate, and a cleanly organized record saved to the correct OneDrive folder (or space). Your hiring workflow becomes faster, more consistent, and much easier to track.

Did this answer your question?