· Amit Kothari
· Workflow Management
Invoice approval process that actually works
Most invoice approval processes are broken email chains. Here is how to build one with clear thresholds, three-way matching, and real accountability.
Tallyfy Blog
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- · Amit Kothari · Workflow Management
KYC onboarding process with clear verification steps
Know your customer onboarding requires structured verification workflows. Here is how to build a KYC process with identity checks, risk scoring, and ongoing monitoring.
- · Amit Kothari · Workflow Management
Loan approval workflow from application to funding
Loan approval workflows need clear underwriting steps, authority matrices, and compliance checkpoints. Here is how to structure the process from intake to funding.
- · Amit Kothari · AI Workflows and Operations
What is MCP and why every SaaS needs a server
Model Context Protocol lets AI agents use real tools instead of guessing. Here is how MCP works, why it matters, and how to build your first server.
- · Amit Kothari · Human Resources
New manager onboarding checklist for the first 90 days
Onboarding a new manager is not the same as onboarding an employee. Here is a checklist covering leadership training, stakeholder mapping, and team transitions.
- · Amit Kothari · AI Workflows and Operations
No-code vs low-code workflow automation compared
No-code and low-code sound similar but serve different teams. Here is when each approach works, where they fail, and why vibe coding is replacing both.
- · Amit Kothari · Process Improvement
Only one person knows how to do that
If only one person knows how a process works, your business has a ticking time bomb. Here is how to capture tribal knowledge before it walks out the door.
- · Amit Kothari · Process Improvement
Process mining vs process management compared
Process mining shows what happened. Process management ensures what should happen. Here is when you need each and why most teams get the order wrong.
- · Amit Kothari · Technology Trends
Browser plugins for recording processes reviewed
Process recording browser plugins capture screenshots and steps automatically. Here are 7 tools reviewed honestly, and why recording alone is not enough.
- · Amit Kothari · Operations
Productivity quotes that cut through the noise
Most productivity advice recycles the same tired tips. These 22 quotes from people who built real systems and ran real companies reveal what getting things done actually requires.
- · Amit Kothari · AI Workflows and Operations
Replace email workflows with structured automation
Email was never designed to track processes. Here is how to move from inbox chaos to structured workflows where every task has an owner, deadline, and audit trail.
- · Amit Kothari · AI Workflows and Operations
Replace manual approvals with AI-powered workflows
Manual approval chains via email waste days and leave no audit trail. Here is how AI-powered approval workflows cut cycle times and add real accountability.
- · Amit Kothari · AI Workflows and Operations
Replace paper forms with AI-powered workflows
Paper forms create data entry errors, lost submissions, and zero visibility. Here is how AI-powered digital forms with automatic routing replace the paper chaos.
- · Amit Kothari · Human Resources
Replace onboarding chaos with AI-powered workflows
Onboarding chaos means forgotten steps, missed introductions, and new hires left to figure things out. Here is how AI-powered workflows fix it systematically.
- · Amit Kothari · AI Workflows and Operations
Replace spreadsheet tracking with AI workflows
Spreadsheet tracking wastes hours on manual updates and version conflicts. Here is how AI-powered workflows replace the chaos with real-time visibility and automation.
- · Amit Kothari · AI Workflows and Operations
How AI agents manage workflows through Tallyfy MCP
Tallyfy MCP server gives AI agents 40 plus tools to manage real business processes. Here is how it works with ChatGPT, Claude, Gemini, and Copilot Studio.
- · Amit Kothari · Workflow Management
Why tasks keep falling through the cracks
Tasks fall through the cracks because of broken handoffs and no single source of truth. More reminders will not fix it. Better process tracking will.
- · Amit Kothari · Workflow Management
Third-party risk assessment checklist for vendor vetting
Vendor risk assessments prevent compliance disasters. Here is a practical checklist covering security, financial stability, and ongoing monitoring requirements.
- · Amit Kothari · Workflow Management
Tired of spreadsheet tracking? You are not alone
Spreadsheet tracking breaks at scale. Version conflicts, manual updates, and formula errors waste hours every week. Here is what to use instead.
- · Amit Kothari · AI Workflows and Operations
Vibe coding killed the integration marketplace
Vibe coding means describing what you want and AI writes it. Here is why drag-and-drop connector marketplaces are becoming obsolete and what replaces them.
- · Amit Kothari · Process Improvement
Why nobody follows your SOPs
You wrote the SOP. You shared it on the drive. Nobody follows it. Here is why standard operating procedures fail and what actually works instead.
- · Amit Kothari · Workflow Management
Why your team keeps missing deadlines
Missed deadlines are rarely about lazy people. They are about broken handoffs, invisible bottlenecks, and processes nobody documented. Here is how to fix it.
- · Amit Kothari · Workflow Management
Workflow checklists vs static checklists compared
Static checklists work for one person in one moment. Business processes need handoffs, decisions, and tracking. Here is when to upgrade from ticking boxes to tracking work.
- · Amit Kothari · Workflow Management
15 workflow software features that actually matter
Most feature lists are padding. Here are the 15 workflow management software features that separate useful tools from expensive shelf-ware, ranked by real impact.