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Create your first template

Tutorial: Creating your first template

This tutorial explains how to create your first process template. Templates serve as the blueprints for your repeatable workflows.

Creating a template using Tallyfy® AI example

This example uses Tallyfy® AI to get started quickly.

  1. Click the + Create button (located in the top left sidebar). Create button
  2. Select Create Template from the menu. Create Template option
  3. Choose your creation method. For this example, select Tallyfy® AI. (Other options include From scratch or From SOP document).
  4. Prompt the AI to create a business process workflow. Let’s try a ‘Client Onboarding’ process for an accounting company:
    • Select Procedure for the template type.
    • Enter a descriptive name, like “Client Onboarding for Accounting Firm”.
    • (Optional) Specify your company type (e.g., Accounting) to assist the AI.
    • Click Create. Creating a template with Tallyfy AI
  5. Tallyfy® AI will generate suggested workflow steps. Review them (you can modify them later) and click Continue. Reviewing AI-generated steps
  6. Your template is now created! You’ll be taken to the template editor, where you can refine the steps or launch your first process. Template editor view

Other ways to create templates

Remember, besides using Tallyfy® AI, you can also create workflow templates:

  • From Scratch: Build the template step-by-step manually.
  • From SOP document: Upload an existing Word document, PDF, or flowchart. Tallyfy® AI will attempt to convert it into a template structure.

See Create a Template for detailed information on all methods.

Templates > How to create templates in Tallyfy

Tallyfy templates serve as reusable workflow blueprints that can be created from scratch using AI assistance or by uploading existing documents with options for exact HTML conversion to maintain compliance requirements.

Documenting > Templates

Tallyfy templates serve as reusable blueprints that standardize processes and documents to ensure consistent work execution reduce errors and enable scalable business operations through both procedure and document template types.

Pro > Getting started

Tallyfy offers step-by-step tutorials for new users to learn account setup workflow design task management team collaboration and automation features through hands-on examples and real screenshots.

Introduction

Tallyfy is a workflow platform that helps non-technical users document track and improve business processes by creating reusable templates launching workflows with automatic task assignments and using AI to continuously optimize standardized procedures.
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