Tallyfy provides step-by-step tutorials that guide new users through setting up their organization navigating the platform creating workflow templates and launching processes to build foundational workflow management skills for operational excellence.
Introduction
Tallyfy® is a workflow management platform designed for non-technical people.
- How can AI help create procedures quickly instead of writing for hours?
- How do you ensure people actually follow processes?
- How can tasks get done without constant reminders?
- How do you prevent tasks from being forgotten?
- How can you improve processes that nobody follows?
- How can AI automate tasks when everyone does them differently?
- How do you make sure work gets done the same way every time?
These are massive, under-rated problems that impact business efficiency significantly.
You can’t use AI effectively without agreed processes that people already follow. Using AI without standardized processes is like trying to build a roof without a foundation!
Keep all business procedures in one centralized location. People forget important details (the “Forgetting Curve”), so having everything centralized helps everyone execute tasks correctly.
However, if nobody reads your documentation - what’s the point?
See who’s doing what with automatic reminders and notifications. Using step-by-step guides helps people learn faster, reduces status update meetings, and ensures consistent, predictable work execution across your organization.
Use AI to improve and automate business processes. Bake improvements directly into templates without retraining team members.
Improve 1% each day and you’ll end up 37 times better after a year. James Clear
You can’t improve or automate steps that aren’t documented and followed. Repeatable processes are far more valuable than projects because they’re standardized, predictable, automatable, and improvable.
- Document processes clearly using Workflow Made Easy®
- Launch standard workflows easily
- Track task progress live
- Automate repetitive steps
Many vital business processes lack dedicated software and are managed via email, chat or spreadsheets.
Tallyfy® empowers users to:
- Document processes as reusable templates
- Launch and track workflows consistently
- Automate repetitive steps where possible
This self-service approach reduces wasted effort and brings complete visibility to all organizational workflows.
Focus on processes currently managed manually where no dedicated app exists.
Tallyfy® excels for processes that:
- Need structured data: Consistent information collection
- Are frequent: Occur often enough to benefit from digitization
- Require standardization: Must be done the same way for quality/compliance
- Need to scale: Establish correctly now to handle higher volumes later
- Are complex: Many steps or conditional rules hard to remember
- Require audit trails: Proof of who completed what
- Need tracking: Visibility for workers, managers, leaders, or customers
- Must be predictable: Everyone knows what happened and what’s next
- Save time: Reduce routine work
- Control quality: Maintain consistent standards
- Show real-time status: Track progress live
- Automate handovers: Smooth task transitions
- Improve continuously: Use data and feedback
- Repeatable processes, not one-off projects
- Simple conditional logic (“if-this-then-that”)
- Workflows centered on tasks
- Integrated documentation with automation
Start with Tallyfy® in phases:
- Document and centralize. Create templates using AI or import existing documents. Centralize your SOPs.
- Launch and track. Launch templates as active processes. Track completion and introduce tasks.
- Automate and improve. Add automations. Use analytics to refine templates.
Templates are central to Tallyfy:
- Build from scratch
- Use AI to generate drafts
- Import existing procedures
Two main types:
- Procedure templates: Step-by-step processes (e.g., employee onboarding)
- Document templates: Standardized documents with fillable fields (e.g., policies)
Example customer onboarding template:
Launch specific instances called processes:
- Choose your template
- Name descriptively (e.g., “Onboarding for Samsung”)
- Enter kick-off information
- Assign people
- Launch
Tallyfy® automatically:
- Assigns tasks
- Sends email updates
- Tracks completion
- Manages handoffs
Process status view:
Task detail view:
- Collect feedback via comments
- Monitor task durations
- Update templates easily
- Make lasting improvements
List main steps, add details later. Use AI for initial drafts:
Begin with action verbs:
- Good: “Email the estimate to the customer”
- Avoid: “Customer estimate handling”
Include images/videos for complex instructions:
Select appropriate types (Task, Approve/Reject, Email Draft):
Apply conditional logic:
Use kick-off forms:
Document templates create forms for platform use.
Click New Field for various form fields:
Ensure consistency:
- Actually run and launch - not just read
- Integrated tasks within documentation
- Reusable snippets
- Automatic translation
- Version control
- Viewing stats
- Structured workflow management
- No version conflicts
- Role-based access
- Process automation
- Real-time tracking with Workflow Made Easy®
Learn how to create templates.
- Changelog
- Compliance
- Essentials
- Getting started
- Integrations
- Launching
- Lists
- Miscellaneous
- Pricing
- Settings
- Tracking
Tallyfy templates function as reusable workflow blueprints that establish standardized business processes and organizational documents to ensure consistent work execution across teams while providing flexibility for customization and enabling scalable operational excellence.
Tallyfy transforms static business process documentation into dynamic executable workflows through three specialized template types that enable real-time tracking performance analytics and continuous improvement across organizations.
Process Improvement > Understand your current processes with Tallyfy
Documenting existing workflows serves as the essential foundation for process improvement by providing clarity and consistency for teams while creating a baseline for measuring improvements and revealing inefficiencies through the documentation process itself.
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