How Greetabl use Tallyfy to scale internal and ecommerce operations

Greetabl, a fast-growing e-commerce gift company, launched 4 new products after adopting Tallyfy to streamline operations, onboarding, and inventory audits.

Tallyfy helps growing companies scale operations with structured, repeatable processes. Here is how we approach workflow management.

Summary

  • Greetabl launched 4 new products using Tallyfy - This rapidly growing e-commerce gift company streamlined product launches, employee onboarding, metrics reviews, and monthly inventory audits all in one place
  • Clarity and bottleneck visibility reshaped operations - After trying Email, Slack, Todoist, Asana, and Google Docs separately, Tallyfy showed exactly where processes got stuck and improved collaboration between design and operations teams
  • Design once, run iterations repeatedly - Ability to create a process template, edit it easily, then launch it over and over proved essential for a fast-growing company. Want similar results?
Solution Workflow & Process
Workflow Management Software

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Greetabl - A rapidly growing online one-stop-shop for creatively-curated gifts. Greetabl uses Tallyfy’s process management tool to run and scale their e-commerce operations.

Macklin Andrick

Macklin Andrick

Operations Manager

Greetabl

The core problem Greetabl needed to solve

We wanted to streamline and develop our processes to move operations quickly and scale.

Which processes do you run on Tallyfy?

  • New Product Launch
  • New Hire Onboarding
  • Metrics Reviews / Data Collection
  • Monthly Inventory Audits / Review Process

Similar workflow templates you can use

Procedure Example
Employee Onboarding
1HR - Set up payroll and send welcome email
2IT - Order equipment and set up workstation
3Office Manager - Prepare physical workspace
4IT - Create accounts and system access
5HR - Welcome meeting and company orientation
+3 more steps
View template
Procedure Example
Product Ideation & Innovation Pipeline Workflow
1Submit the idea
2Initial screening
3Research and validate
4Build business case
5Decision and next steps
+15 more steps
View template
Procedure Example
Inventory Management
1Receive and check incoming goods
2Sort, label, and store your inventory
3Monitor your stock levels
4Place stock orders
5Get stock orders approved
+8 more steps
View template

Tallyfy onboarding process template showing new hire tasks with owners and deadlines in workflow view

How did you do these processes before Tallyfy?

  • Email
  • Slack
  • Todoist
  • Google docs for documentation

We also tried Asana and Todoist, but found they lacked the process clarity and bottleneck visibility we needed - so we chose Tallyfy instead.

With Tallyfy, we’ve seen clarity in the process .. as well as any bottlenecks

  • Macklin Andrick, Operations Manager, Greetabl

Improvements after switching to Tallyfy

We’ve seen clarity of the process and communication with the team as well as any bottlenecks or stuck points. Tallyfy has worked well for launching new products at Greetabl. The pattern we keep running into is that e-commerce teams juggle too many tools before they land on something that gives them real process visibility. Greetabl launched 4 new products after adopting Tallyfy, and that number speaks for itself. We look forward to using it for more processes as we expand the team. How many product launches get delayed because nobody can see where things are stuck? Tallyfy helped improve collaboration between their design and operations team, which resulted in more new products being launched faster to meet demands. Every time we onboard a new team, the same issue surfaces - they’ve been stitching together email, chat apps, and spreadsheets, and they’re shocked at how much faster things move with a single process layer underneath.

Greetabl gift box design selection grid showing colorful pattern options with pricing for customization

What specific features did you like most about Tallyfy?

We like the ability to design and edit the process then run an iteration of it over and over again.

We look forward to using Tallyfy for more processes as Greetabl scales

  • Macklin Andrick, Operations Manager, Greetabl

How would you describe Tallyfy to others?

Tallyfy is a process management and design tool that you can communicate to-do’s, how-to’s and when to’s with ease and effectiveness.

Would you recommend Tallyfy to others?

Yes, Tallyfy is great for any team that needs to be on the same page and implement processes for the first time.

Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around.

It’s especially useful for companies that are growing fast.

About the author

Amit is the CEO of Tallyfy. He has 25+ years of practical experience in technology, entrepreneurship, and operational efficiency. He's been hands-on with AI-first engineering and changing Tallyfy to AI-native workflow automation since Claude Code was first released. He's also an Entrepreneur in Residence at WashU's Skandalaris Center, created the OneDay (Woolf) AI curriculum for their accredited MBA and consults with clients who need help with AI via Blue Sheen. He graduated with a Computer Science degree from the University of Bath. He's originally British and lives in St. Louis, MO.

Find Amit on his website , LinkedIn , or GitHub . Read Amit's bio →

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