Capture how work really gets done

If-this-then-that automations for real processes

Smart Process Automation

Gartner Peer Insights: 4.6 out of 5

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Why teams choose Tallyfy for automation

Nuanced conditionals

Handle edge cases automatically. If this answer, then that path. If this date passes, then escalate. Real business logic, not oversimplified flows.

Continuous improvement

Learn from every process run. Identify bottlenecks, track improvements, and refine automations based on real data.

Error prevention

Catch mistakes before they happen. Validation rules, required fields, and automatic checks ensure nothing slips through.

AI task automation

Assign steps to AI agents. Automate data entry, document generation, and routine decisions. Humans handle exceptions.

  • Turn forms into tasks

    Split one long form so each person fills their part, with a deadline and reminders.

    A long form is cut into three slices, and each slice goes in turn to its own person as a numbered step that gets a check. 1 2 3
  • Show the right task at the right time

    A short kickoff form, then rules that show only the steps that apply.

    A kickoff form answer of Drywall turns on a rule, so only the two drywall steps show and get checks while the other steps stay hidden. Drywall 3 4 1 2 3 4 If Drywall 1 2

Is manual work optional?

What busywork costs your company

$8,000

per week

$416,000

per year

$2,080,000

over 5 years

Common questions

How complex can automations get?

As complex as your real processes. Nested conditions, multiple triggers, parallel paths, and exception handling. All without coding.

Can AI really handle my tasks?

AI handles routine, rule-based work well. It drafts responses, fills forms, and makes simple decisions. Humans review exceptions and complex cases.

How do I prevent automation errors?

Built-in validation, test modes, and rollback capabilities. Preview automation results before they execute. Audit trails for every action.

More on automation

Read the workflow blog »

Business automation tools that actually work

A practical guide to business automation tools and workflow automation for teams of all sizes. As Bill Gates noted, automation magnifies efficiency in well-run operations but magnifies chaos in broken ones. One media team saved $57,480 per year by automating a 60-task podcast workflow that used to require a dedicated monthly resource.

Why automating manual processes changes everything

Automating manual processes is not about replacing people. Gallup research shows only 20 percent of workers are engaged globally, down from a 2022 peak of 23 percent, and repetitive grunt work is a major driver. Removing it lets teams focus on what humans do best.

Ready to automate your processes?

Join thousands of teams using Tallyfy