Creating a workflow in Tactiq helps you automate repetitive tasks and streamline your post-meeting processes.
Whether you want to quickly summarize a meeting, share transcripts, or trigger actions with third-party apps, workflows allow you to set up automated steps that save time and ensure consistency.
This guide will show you how to create and manage workflows to make your meetings more efficient.
Creating a new workflow from a meeting
Create a workflow directly from a meeting to quickly set up actions for similar future meetings. This saves time by reusing the same structure, triggers, and actions from the current meeting, so you don't have to start from scratch each time.
Go to
My Meetingsand open the meeting for which you want to create a workflow.
On the right-hand side, go to
Workflowsand choose betweenWorkflow Library. You can start a new workflow from scratch or use one of the available templates.
Creating a new workflow from My Workflows
Go to the Tactiq dashboard. On the left-hand side, select
My workflows.
If you haven't created any workflows yet, you’ll see a prompt toCreate your first workflow.
Select
+New workflowto create a workflow then to start building from scratch, clickStart.
Enter a name in the field at the top left then click
Saveto save the name, or start building the workflow right away.
Adding steps to your workflow
Click the
+button to start adding steps to your workflow. For example, you can select to use a quick prompt to create a short summary.
After adding a step, click the
+button again to continue building.
Once all steps are added, you can either click
Saveto save your progress or clickRunto apply the workflow.
Running your workflow
After clicking
Run, you’ll be prompted to select a meeting from a list for which you want to run the workflow.
Need help? Contact Support.