Successful teams and exceptional people learn something, document it, repeat it and keep improving it. That’s the definition of a repeatable process.

Amateur Golfer

Tiger Woods

To gain any benefit from the power of processes – you need one system that solves these three problems.

1 Document your process

… without non-actionable Word docs or complicated flowcharts

… because you can’t delegate or scale a process that isn’t even written down.

2 Run your process

… without worrying “did I do this right?” all the time

… because reading a process and actually doing it are very different.

3 Improve your process

… without worrying that people will forget lessons learned

… because if you can’t evolve and improve a process – it will fail.

How do I create my process?

Please watch the example on the video below

Every process involves a flow of information

If there is uncertainty anywhere in the flow – it causes chaos between people and teams.

Definition of a process

The Golden Rules

See more advice on how to design your process in our support article.

Start high-level then add low-level steps later.

Every step title must start with a clear verb or action.

Map the perfect process first. Chat can deal with exceptions and variations.

Ensure you assign who actually does each step.

If you know the ideal deadlines for steps – add them in.

Add links to documents. Use rich media like videos, screencasts and photos.

If your process kicks off with a form – add a “kick-off form” and delete the old form.

For approvals – add a dropdown form field with approval choices inside your step.

For rules (like on flowcharts) – add “if this then that” expressions.

Delete your old SOP once you’ve moved it to Tallyfy to ensure a single, latest version.

Here’s more examples of processes 🙂


  • Structure inbound creative requests
  • Collect campaign ideas from sales
  • QA for content publishing


  • High touch client onboarding
  • Client feedback requests
  • Playbooks to triage common questions


  • Accounts receivable & payable
  • Purchase requests
  • Collect monthly data from teams


  • Self-service orientation for new employees
  • Incoming resource requests
  • Reimbursement and promotion requests


  • Organize incoming issues and ideas
  • Quality assurance
  • Product release processes


  • Triage requests to run custom playbooks
  • Add micro-RPA to people-driven processes
  • Consistent vendor and security checklists


  • Lead qualification
  • Automate contractuals and closes
  • Document and improve playbooks


  • Crowdsource data labelling for AI/ML
  • Manage human-in-the-loop workflows
  • Deliver insights "as a service"


  • Transform SOP's into engaging experiences
  • Crowdsource all company know-how
  • Measure and improve company know-how

Are you ready to start Tallyfying?

Could your everyday workflows be much easier?

Start risk-free by documenting your processes