Welcome to Tallyfy

Welcome to Tallyfy Academy!

In this course, you will learn everything you need to know to get started with Tallyfy and begin automating your business processes.

What is Tallyfy?

Tallyfy is a workflow automation platform that helps teams:

• Document processes - Create clear, repeatable procedures that anyone can follow
• Track work - See exactly where every task stands in real-time
• Automate workflows - Eliminate manual task management and handoffs
• Improve compliance - Ensure processes are followed correctly every time
• Scale operations - Grow your business without adding chaos

Why Use Tallyfy?

Traditional process management often relies on scattered documents, email chains, manual follow-ups, and guesswork about status.

Tallyfy replaces all of this with a single platform where templates define your processes, tasks are automatically assigned, and progress is visible to everyone.

What You Will Learn

By the end of this course, you will be able to:

1. Navigate the Tallyfy interface confidently
2. Create templates for your standard processes
3. Launch and track processes effectively
4. Complete tasks and collaborate with your team
5. Set up automations to save time