What is a Tactiq Workflow?
A Tactiq Workflow is a tool that helps automate how your transcripts are processed and organized. By setting up workflows, you can define specific steps for handling transcripts after your meetings, making tasks like sharing, summarizing, and organizing seamless and automatic.
How Tactiq Workflows work
Tactiq Workflows allow you to create automated processes for your transcripts. Here’s a basic overview:
Start by selecting a quick prompt to trigger the workflow.
Set conditions based on the transcript's content (e.g., if a certain topic is mentioned, specific actions follow).
Choose the next steps, like sharing the transcript in a space or generating a custom prompt.
Benefits of Tactiq Workflows
Tactiq Workflows save time by automating repetitive tasks, such as organizing transcripts or creating action items. This lets you focus on your work while Tactiq takes care of the details.
Getting started with Tactiq Workflows
To create your first workflow:
Go to the
My Workflowssection in the Tactiq dashboard.
Click the
+sign to start setting up your workflow, selecting quick prompts and defining conditions.
Specify the actions that should be taken based on the conditions you've set.
For more details, check out How to create a workflow in Tactiq.
FAQs
How do I create a new Workflow in Tactiq?
How do I create a new Workflow in Tactiq?
To create a new Workflow, go to the Workflows section in the Tactiq dashboard and click on the + sign. Follow the prompts to set up your Workflow. For more details, check out our article on how to create a Workflow.
What types of actions can I include in a Workflow?
What types of actions can I include in a Workflow?
You can include various actions in a Workflow, such as sharing transcripts in specific spaces, creating custom prompts, confirming meeting criteria, or setting conditions for further actions. Options also include saving to a Tactiq space and using quick prompts.
Can I edit or delete an existing Workflow?
Can I edit or delete an existing Workflow?
Yes, you can edit or delete existing Workflows from the Workflows section by selecting the Workflow you want to modify and choosing the appropriate option.
How do I know if my Workflow is working correctly?
How do I know if my Workflow is working correctly?
You can monitor the status of your Workflows in the Workflows section and check for any errors or issues that may need attention.
Need help? Contact support.