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Workflow How-To Guides

Learn how to perform common workflow actions and automate your meeting tasks.

1 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.