5 ways to automate Tactiq

If you’re anything like me, you view meetings as a necessary evil. They’re needed to gather information and make sure everybody is on the same page, but managing the volume of information they produce can be overwhelming. 

AI meeting tools like Tactiq can help by transcribing and capturing meeting content, but what happens next? How can you turn those transcripts into actionable insights your team can use right away?

Whether you need to create structured documents, assign tasks, share key points with stakeholders, or build a comprehensive knowledge base, Zaps—Zapier’s automated workflows—can transform how you handle meeting data. Here’s how automation can help you make the most out of Tactiq and your meetings.

Table of contents

Create documents from transcripts

You don’t have to stop at just transcribing your meetings with Tactiq—with Zapier, you can automate the process of creating structured documents in tools like Google Docs or Notion, making it easy to manage and act on key information.

When Tactiq generates a meeting transcript, you can automatically create a new Google Doc with the full text of the meeting. This makes it easy to share key points with your team, highlight essential information, or keep a detailed record of discussions. Or, if you prefer working in Notion, you can set up an automation to create a new page in your workspace whenever a Tactiq transcript is ready. This helps you centralize all your meeting notes and makes it simple to track and reference past conversations.

Here are some Zaps to help you get started:

Back up and store your transcripts

While Tactiq is a great tool for automatically transcribing your meetings, it might not be a tool everyone on your team uses or where the rest of your meeting and project docs are stored. 

With an automated workflow, you can automatically add records to your tool of choice each time Tactiq generates a new transcript. For example, you can automatically upload transcripts to Google Drive or Dropbox, creating either a text file or an organized document from the meeting notes. Alternatively, you can use Google Sheets or Airtable to log your meeting content in a structured spreadsheet-type format. Each new transcript will automatically create a new row, making searching, filtering, and analyzing your meeting discussions easy.

When you integrate Tactiq with your storage tools, your transcripts are not only safely backed up but also organized in a way that fits your team’s workflow. This approach saves time, reduces the risk of misplaced information, and provides a reliable system for keeping your meeting data at your fingertips.

Create tasks from transcripts

Turning your meeting transcripts into actionable tasks is a smart way to keep your team aligned and important follow-up tasks completed. 

Whether you’re assigning action items, setting deadlines, or prioritizing follow-ups, these workflows help keep your team organized and focused on what matters most. Imagine finishing a meeting and having all relevant tasks instantly generated in your project management software—no more manual entries or forgotten to-dos.

For even more advanced automation, you can link Tactiq to ChatGPT to summarize key action points from the transcript and then automatically add these to your Notion database. This setup helps simplify your workflow by capturing and organizing tasks efficiently, giving your team a clear roadmap for what needs to be accomplished.

Share transcripts automatically

Sharing your meeting transcripts helps keep everyone on the same page, whether you’re coordinating with your own team or communicating with external meeting attendees. 

For internal use, you can send transcripts to a designated Slack channel, making it easy for your team to review the conversation and stay aligned on action items, even if someone couldn’t attend the meeting. That way, your team remains informed and collaborative. 

Or, if you’re working with clients or partners, you can try automatically emailing meeting transcripts after your call ends so everyone is on the same page. 

You can even leverage ChatGPT to generate a customized meeting summary from the transcript and then email that to your team or external contacts. This saves time while providing a clear and concise overview of the meeting, helping everyone stay informed and engaged.

Build a meeting knowledge base with AI memory

Meeting transcripts are full of valuable insights, but they can quickly become a sea of forgotten information without proper organization. By integrating Tactiq with AI tools that have memory features, you can transform your meeting notes into a dynamic and evolving knowledge base. 

Memory-enabled AI tools like Personal AI, Mem, Claude, or Gemini will remember key points, trends, and decisions made across multiple meetings, allowing you to ask for summaries or revisit crucial topics whenever needed. Over time, this builds a comprehensive and contextual understanding of your meeting history, making it easy to track ongoing projects, identify unresolved issues, or review strategic discussions.

Additionally, sending meeting transcripts to AI models like Claude or Gemini can prepare them for future prompts and queries. You can ask these models to generate insights, highlight action items, or even give you an overview of how priorities have shifted over time. 

Try one of these workflows to get started:

Turn Tactiq meeting transcripts into action with automation

Automation can transform how your team handles and leverages your Tactiq meeting transcripts. Whether you need to create follow-up tasks, share summaries with your team, or store meeting content for future analysis, Zaps provides the flexibility to integrate Tactiq with the rest of your tech stack. 

By automating these processes, you not only save time and reduce manual work but also ensure that every meeting yields tangible outcomes. What will you automate first?