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.
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.
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.
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.
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.
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
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
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
Every process involves a flow of information
Tallyfy empowers you to scale and systemize your operations to differentiate and win.
Beautiful snap-ins to your existing systems
Tallyfy pays for itself – many times over
Time wasted per person
1 hour
Number of employees
100
$ wasted per day
-$4400
