Tactiq AI Workflows - Automate Post-Meeting Tasks with AI

Tactiq Workflows help you automatically manage and organize your meeting notes. You set up the steps once, and Tactiq takes care of things like sharing summaries and keeping everything organized after each meeting.

FEATURES: 

• CRM updates after each meeting
• Ticket creation
• Sync meeting insights with knowledge base
• Library of templates

FAQs about Tactiq AI Workflows: 

What kind of actions can I automate?

Tactiq Workflows let you automate a range of actions after your meetings:

• Extracting and structuring meeting insights: This is the core function. Tactiq uses AI to automatically pull out key information, decisions, and action items from your meeting transcripts.
• Updating your CRM: You can configure workflows that can automatically transfer AI-generated notes directly into your CRM system. This will ensure that customer records are kept updated without having to manually input anything.
• Creating tickets: If action items need further follow-up, you can automate the creation of tickets in your project management or ticketing system. That way, nothing slips through the cracks.

Does it integrate with my other tools?

Tactiq is designed to work with the tools you already use, making it easier to fit into your existing workflows. 

• Pipedrive: A popular CRM platform, suggesting seamless transfer of meeting insights into customer records.
• Linear: A project management and issue tracking tool
• Slack: A widely used team communication platform, indicating easy sharing of meeting summaries and updates with team members.

Can I use it to improve team collaboration?

Tactiq can definitely be a valuable tool for improving team collaboration.By providing accurate transcripts and AI-generated summaries, Tactiq ensures everyone on the team has a clear and consistent understanding of what was discussed and decided in meetings. And by automating action item creation and task assignments, everyone knows what they're responsible for and helps keep projects on track. 

How much does it cost?

The Free plan is ideal for individuals or small teams who occasionally meet and want a simple way to capture and organize their notes. 

The Pro plan is designed for busier professionals who spend a lot of time in meetings. It costs $12 per user per month and includes 10 AI credits per month and unlimited transcripts. It's for teams that want to organize all their meeting insights and keep them easily accessible. It costs $20 per user per month, with priority customer support and auto-sharing of transcripts with teams for smoother collaboration.

Lastly, the Enterprise plan is meant for bigger organizations that have 100+ users. This type of plan includes more advanced features. It features custom pricing with unlimited AI credits.

Who is it for?

Tactiq AI Workflows is designed to help anyone who spends time in meetings and wants to make better use of the information shared. While it can be useful for individuals, it's particularly beneficial for teams and organizations.