By linking OneDrive with Tactiq, you can automatically save meeting transcripts to your Microsoft OneDrive account and manage how they are stored and shared using workflows.
How to connect OneDrive in Tactiq
Go to
Account & Settings>Integrations.
Scroll to the
Storagesection and selectOneDrive, then clickConnect.
Sign in with your Microsoft account when prompted.
Review the permissions and select Accept to allow Tactiq to access your OneDrive.
Once connected, you will see your OneDrive account listed with a green Connected status. Select Disconnect when you wish to stop the integration.
How to use OneDrive in Tactiq workflows
Workflows let you automate actions that happen after a meeting ends. After connecting OneDrive, you can add it as a step in a workflow to save meeting transcripts automatically.
In most cases, the workflow triggers when a meeting ends. Tactiq then processes the transcript and uploads it to OneDrive based on your workflow configuration.
You can optionally include an AI step to customize how your meeting transcript is processed.
To do this, click the + icon in your workflow and select
AI: Write your own prompt.Paste your prompt into the field, then adjust it if needed or add variables depending on your setup. Once done, you can continue to the next step in the workflow.
If you have already created a custom prompt in your account, you can instead select AI: Use a quick prompt and choose it from the list.
This step is optional, but it’s useful if you want to personalize summaries, extract specific insights, or format content before sending it to OneDrive.
To add OneDrive to your workflow:
Open your workflow and select the plus icon, then choose
Share to an integration.
From the integration list, select
Microsoft OneDrive.
After selecting OneDrive, use
Choose folderto pick the specific OneDrive folder where the file will be saved.
This lets you organize your workflow outputs into the correct location in your OneDrive account.
Need help? Contact support.