Workflow skills. Without the bills.

Whether you’re embarking on a digital transformation or just need help with mapping and launching one use case – our professional services team can get you excellent outcomes.

Tailored professional services

  • Dedicated account manager. An expert who will know your needs inside and out.
  • Mapping your process(es). We make sure you have all the right steps and everyone agrees.
  • Optimizing your process(es). We make sure the process is as efficient and scalable as possible.
  • Create your Tallyfy template. We use AI to generate a template.
  • Testing and piloting. We can help you define a pilot, a business case, ROI metrics and more.
  • Systems and integration. We evaluate your current systems and propose integration methods.
  • Change management and training. We facilitate launch, change and ROI for you.

Automate your recurring processes in minutes 💪

Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.

Track the status of your workflows in real-time

Where can you begin?


  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA


  • High touch client onboarding
  • Structure feedback to R&D
  • Playbooks to triage FAQ's


  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding


  • Self-service orientation
  • Structure talent requests
  • Promotion requests


  • Structure incoming issues
  • Product quality assurance cycles
  • Product release processes


  • Triage tickets to playbooks
  • Merge DevOps to everyone
  • Asset re-assignment


  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations


  • Structure and deliver audits
  • Train AI with human-in-the-loop
  • Request to BI to Insights


  • Make SOP's useful
  • Crowdsource know-how
  • Deliver "one source of truth"
Need help? Schedule a chat below.