Workflow How-To Guides
Learn how to perform common workflow actions and automate your meeting tasks.
By Ken1 author12 articles
- 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.