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How to use AI prompts in a Tactiq workflow
How to use AI prompts in a Tactiq workflow

Guide to adding quick or custom AI prompts to workflows.

Rielee Velasco avatar
Written by Rielee Velasco
Updated over 2 weeks ago

Tactiq allows you to automate your meeting tasks using AI prompts. Use this when you want to save time on manual transcription reviews and let AI generate results for you—either by using pre-built prompts or creating your own.

Follow these steps to set up AI prompts in your workflow.

Access your workflows

Go to the Tactiq dashboard, click My workflows, and choose +New workflow or select an existing workflow to edit.

Add AI prompts

  • In the workflow builder, click the + button to add a step.

  • Select AI: Use a quick prompt to choose from pre-made prompts or meeting kits.

  • You can also select AI: Write your own prompt to create a custom prompt.

  • You can select to Save the result to the meeting or Include the entire transcript in the context.

Save or run your workflow

After adding your prompts, click Save to save the workflow or Run to apply it to a meeting.


Need help? Contact support.

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