Workflow Academy
A beginner-friendly series that guides new users through mastering the basics of Tactiq Workflow, from understanding the interface to building automations and streamlining meeting tasks.
By Amelia and 1 other2 authors14 articles
- Getting started with workflows
- Automatically create Linear issues from meeting transcripts
- Using labels for your transcriptions
- Approving AI summaries
- Saving transcript to space + integration
- Building 1-1 meeting workflow as a manager
- Building an automated workflow for 1-1 Meetings to SlackStreamline your 1-1s with instant Slack updates.
- Building a workflow to auto-send meeting summaries to Slack channelsLearn how to set up a Tactiq workflow that posts AI-generated summaries to a Slack channel.
- Building a workflow to auto-send meeting summaries and transcripts to Google DriveAutomate sending AI summaries and transcripts to Google Drive for easy, organized meeting notes—perfect for sales, projects, and busy teams.
- Building a workflow to auto-send meeting summaries to HubSpot contactsAutomatically log your meetings in HubSpot Contacts with AI summaries and transcripts from Tactiq.
- Generate and organize job candidate feedback automatically
- Manager Review Workflows for 1:1 Meetings
- Multilingual Email Sending (English, Spanish, Portuguese) Using Labels
- How to organize interview materials using Tactiq Workflows and OneDriveLearn how to automatically generate interview summaries, evaluate candidates with AI, and save everything to the right OneDrive folder.