Get every checklist and approval done perfectly

Tallyfy blueprints are far better than traditional process documentation and flowcharts. We started by documenting our workflows in one place and then moved on to automating them. Now, all our processes are being done much faster and with fewer mistakes!

- Dennis - Head of Operations at a mid-size US company / See more    stories


Have you tried Tallyfy?


Tallyfy helps you document playbooks, track progress and improve processes you do between people. Eliminate the chaos of email and chat to collect information, get approvals and automate handovers for tasks. Stop worrying about disorganized processes.

Get the power and control you're missing in other tools

Everyone must complete

Efficient teamwork requires a simple way to automate accountability. If 4 people are assigned - all 4 need to complete the task. Eliminate the stress of back-and-forth chats and emails to achieve consensus.

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This is not another comment

Commenting is great, until you're buried in an ocean of hundreds of random comments - and you have no idea what's actually important and what's noise. Report an issue to segment your chats beautifully.

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If this - then that

So many tasks are "Not applicable". Automate decisions to prevent mistakes. Reduce long, irrelevant lists into short, relevant tasks. Use rules to hide and show tasks. Make workflows amazingly clear.

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Structured fields

Collecting information via chat, email or documents is a mess - you get a jumbled pile of responses in random formats. Structured form fields in Tallyfy formalize responses and make data usable and organized.

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Approve / Reject

Make decisions so easy that it literally takes one click to move on. Save a ton of wasted time and prevent uncertainty and stress at work.

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Which process will you run?

Marketing

  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA

Support

  • High touch client onboarding
  • Structure product feedback to R&D
  • Playbooks to triage FAQ's

Finance

  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding

HR

  • Self-service orientation for new employees
  • Structure incoming talent requests
  • Reimbursement and promotion requests

R&D

  • Structure incoming issues and ideas
  • Product quality assurance cycles
  • Product release or update processes

IT

  • Triage tickets and run custom playbooks
  • Integrate DevOps to everyday processes
  • Security and asset re-assignment checklists

Sales

  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations

Analysts

  • Structure and deliver process audits
  • Train AI with human-in-the-loop
  • Request to BI to Insight Delivery

Operations

  • Transform SOP's into engaging experiences
  • Crowdsource and control know-how
  • Deliver "one source of truth"

Explain it once

Get your business out of your brain. Capture every detail about how every task is done – without the mess of flowcharts and documents. Your training and onboarding has never been this powerful & easy!


I want one place for all our how-to’s

Learn about Tallyfy Docs



Track progress

Instantly turn your approval workflows, procedures and forms into trackable processes. Anyone can see the status of any request or task, anywhere, anytime. Stop all those wasted emails, chats and meetings.


I want to see the progress of workflows

Learn about Tallyfy Basic



Automate tasks

Put your processes and playbooks on auto-pilot. Tallyfy instantly shows or hides tasks based on powerful rules. Eliminate the stress of remembering every detail and every little if, but or when.


I want to automate our tasks

Learn about Tallyfy Pro



Every process involves a flow of information

Tallyfy empowers you to scale and systemize your operations to differentiate and win.

See how you can create your process

Beautiful snap-ins to your existing systems

Tallyfy integrations

See all integrations

Tallyfy pays for itself – many times over

Time wasted per person

1 hour

Number of employees

100

$ wasted per day

-$4400

How do I map a process?


Learn how

What do people say?


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Need a demo?


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Bring clarity to your entire team

With one tool, everyone sees the same workflows