Tactiq AI Workflows

What is Tactiq AI Workflows?

Tactiq AI Workflows is an AI-powered tool developed by Tactiq, designed to help users automatically extract and share insights from meetings. This product is primarily aimed at teams and businesses that want to efficiently collaborate and share information post-meeting. Its core features include automatically extracting key information from meeting notes, structuring this information, and sharing it with teams and systems. By leveraging AI technology, Tactiq AI Workflows simplifies post-meeting tasks and enhances productivity.

Key Features

• Automatically extracts and structures key knowledge from meetings.
• Updates CRM systems automatically, recording interactions from each meeting.
• Creates tickets based on meeting insights automatically.
• Synchronizes meeting insights to a knowledge base to keep it updated.
• Extracts and shares AI insights through communication channels to update team members.
• Provides an AI Workflow Builder to send structured AI meeting insights automatically.
• Allows teams to automate workflows and share predefined workflows.
• Makes it easy to access organization-published processes for adoption, replication, or inspiration.
• Customizes workflows for sales, product, marketing, and other departments.

How to Use

Here are some key functionalities and application scenarios for Tactiq AI Workflows:

• Automatic Extraction and Structuring of Meeting Knowledge: Users simply input meeting notes into the system, and the AI identifies and structures key information for future use.
• Automatic CRM Updates: After each meeting, the system extracts key information and updates the CRM system to ensure timely and accurate records.
• Automatic Ticket Creation: Based on discussions during the meeting, the system can automatically create relevant tickets to simplify task allocation.
• Synchronization to Knowledge Base: Meeting insights are automatically synchronized to the knowledge base to ensure consistency and traceability.

Pricing Information

Currently, there is no publicly available specific pricing information for Tactiq AI Workflows.

Helpful Tips

• Leverage the AI Workflow Builder to automate repetitive tasks and streamline workflows.
• Customize workflows to fit the specific needs of your department, such as sales, product, or marketing.
• Regularly review and update the knowledge base to ensure all team members have access to the latest insights.
• Use the automatic CRM updates feature to maintain accurate and up-to-date records of all interactions.

FAQ

Q: Who is Tactiq AI Workflows suitable for?

A: Tactiq AI Workflows is ideal for teams and businesses that need to efficiently manage meeting records and share insights. It is particularly beneficial for sales, product, and marketing departments, as it helps improve efficiency and decision-making quality.

Q: Can Tactiq AI Workflows integrate with other systems?

A: Yes, Tactiq AI Workflows can automatically update CRM systems and synchronize meeting insights to a knowledge base, ensuring seamless integration with existing workflows.

Q: Is there a free trial available for Tactiq AI Workflows?

A: Currently, there is no information available about a free trial for Tactiq AI Workflows.

Q: How does Tactiq AI Workflows ensure data privacy?

A: Tactiq AI Workflows values user privacy and ensures that data is not used for training purposes. Users can delete their accounts at any time, and all associated data will be removed.