Automation Basics

Introduction to Automations

Automations in Tallyfy let your processes take actions automatically based on conditions you define. This reduces manual work and ensures consistency.

What are Automations?

Automations are IF-THEN rules that:

• Run automatically without human intervention
• Check conditions based on form field values or step completion status
• Perform actions like changing assignments, adjusting deadlines, or showing/hiding steps
• Save time on repetitive routing decisions

The Four Action Types

Tallyfy provides four types of automation actions:

Action Type	What It Does
Assignment Actions	Add, replace, or clear task assignees based on conditions
Deadline Actions	Set or adjust task deadlines based on form field values
Status Actions	Re-open completed tasks (useful for approval loops)
Visibility Actions	Show or hide steps dynamically based on conditions

Where to Add Automations

Automations are added at the template level:

1. Open the template editor
2. Click on Automations tab
3. Click + Add Rule
4. Define your IF condition and THEN action
5. Save the template

Automation Rule Components

Every automation rule has two parts:

• Condition (IF) - What must be true? This checks form field values (what users enter) or step completion status
• Action (THEN) - What should happen? This performs the automated response when the condition is met

Common Automation Examples

• IF request amount is greater than $5000, THEN assign to senior approver
• IF country equals "UK", THEN show UK-specific compliance steps
• IF approval decision equals "Requires changes", THEN re-open the previous task
• IF customer type equals "Enterprise", THEN show extra onboarding steps