Design a step-by-step procedure or approval workflow once. Run it a hundred times – instantly.
Tallyfy makes your step-by-step procedures very easy to design, run and improve. End the chaos of tasks slipping through the cracks, gathering info, getting approvals and doing handovers. Get perfectly organized and run really smooth operations.
Tallyfy blueprints are far better than traditional process documentation and flowcharts. We started by designing our workflows in one place and then moved on to automating them. Now, all our processes are being done much faster and with fewer mistakes!
- Dennis - Head of Operations at a mid-size US company / See more stories
Which process could you run a lot better?
Marketing 
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
Support 
- High touch client onboarding
- Structure product feedback to R&D
- Playbooks to triage FAQ's
Finance 
- Purchase requests and approvals
- Accounts receivable & payable
- Vendor or supplier onboarding
HR 
- Self-service orientation for new employees
- Structure incoming talent requests
- Reimbursement and promotion requests
R&D 
- Structure incoming issues and ideas
- Product quality assurance cycles
- Product release or update processes
IT 
- Triage tickets and run custom playbooks
- Integrate DevOps to everyday processes
- Security and asset re-assignment checklists
Sales 
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
Analysts 
- Structure and deliver process audits
- Train AI with human-in-the-loop
- Request to BI to Insight Delivery
Operations 
- Transform SOP's into engaging experiences
- Crowdsource and control know-how
- Deliver "one source of truth"
