Tactiq Workflows
By Ken1 author25 articles
Getting Started with Tactiq Workflows
Learn the basics of building and automating workflows in Tactiq.
- What is Tactiq Workflows?Automate the processing of your transcripts
- How to create a workflow in TactiqStep-by-step guide to creating a new workflow
- How to create a workflow from a templateCreating workflows from templates
- How to create a workflow from a meetingCreating a workflow from a meeting transcript
- How to use AI prompts in a Tactiq workflowGuide to adding quick or custom AI prompts to workflows.
- How to use Review before proceeding step in a Tactiq WorkflowReview your output with Tactiq Workflow
- How to access workflows created by your teamDiscover and use workflows shared by your team in Tactiq.
- Tactiq integration for Google DriveLearn how to use Google Drive with Tactiq workflows.
- Tactiq Integration for WorkableLearn how to link your Tactiq meeting transcripts directly to candidate records in Workable.
- How to create an automatic workflowLearn how to set up an automatic workflow by defining trigger conditions and automating actions.
Workflow How-To Guides
Learn how to perform common workflow actions and automate your meeting tasks.
- How to duplicate a workflowCopying and reusing an existing workflow
- How to edit or delete a workflow in TactiqEditing or removing workflows
- How to use and duplicate a teammate’s workflow in Tactiq TeamsPersonalize team workflows by duplicating and customizing templates for your own tasks
- How to add meeting date and meeting time as variables into your workflowLearn how to include meeting date and time variables in your Tactiq workflows.
- How to share a workflow using a linkShare your Tactiq workflows with team members or collaborators using a simple link.
- How to manage workflow sharing settingsLearn how to control team access to your workflows in Tactiq.
- How to use trigger types in Tactiq workflowsLearn how to set up manual and automatic workflow triggers in Tactiq.
- How to email meeting transcripts and insights to participantsLearn how to automatically email transcripts, summaries, and insights to meeting participants using a workflow.
- How to automate recurring meetings with workflows in TactiqLearn how to use AI-generated summaries to trigger automation workflows for recurring meetings like one-on-ones.
- How to use variables in Tactiq workflowsLearn how to add meeting details, user info, and custom outputs to your workflow steps using variables.
- How to automatically share or collaborate in a Space using a workflowLearn how to use workflows to automatically share meeting transcripts or summaries with your team in a Tactiq Space.
- How to use the “Added to Space” Workflow TriggerAutomatically run a workflow whenever a meeting is added to a specific space.
Workflows with Integrations
Learn how to connect integrations to your workflows.
- How to share workflow outputs to SlackSharing Tactiq workflow outputs to Slack channel
- How to use Tactiq Workflows with NotionAutomate sharing meeting transcripts and details to Notion with Tactiq Workflows.
- How to use Tactiq Workflows with HubSpotLearn how to enable HubSpot integration in Tactiq workflows to associate meeting transcripts, summaries, and action items with your HubSpot contacts.