# Tallyfy Products Documentation > Tallyfy is a workflow management platform that helps non-technical users document, track, and improve business processes through AI-powered templates, automated task management, and real-time progress monitoring. This document contains links to all Tallyfy products documentation, organized hierarchically. For full content, see [/llms-full.txt](https://tallyfy.com/products/llms-full.txt). ---## Answers - [Overview](https://tallyfy.com/products/answers/): Tallyfy Answers combines semantic understanding with keyword matching so users can find information through natural language queries. It offers built-in neural capabilities and simpler deployment than Elasticsearch, Algolia, or similar solutions. ### Answers - [Authentication](https://tallyfy.com/products/answers/authentication/): Tallyfy Answers authentication requires an API key in the Authorization Bearer header with centralized identity management through account.tallyfy.com that supports multi-organization switching and follows security best practices for key storage and usage. - [Answers pricing](https://tallyfy.com/products/answers/pricing/): Contact the Tallyfy team to learn about Answers neural search pricing and capabilities. Get details and custom solutions for your specific search needs. - [Collections](https://tallyfy.com/products/answers/collections/): Collections in Tallyfy Answers group similar objects together, like database tables. They support searching, filtering, and managing data with automatic schema detection and full CRUD operations. - [Objects](https://tallyfy.com/products/answers/objects/): Objects are JSON data records in Tallyfy Answers that belong to collections. They can be indexed, retrieved, and searched using custom or auto-generated unique identifiers. - [Search](https://tallyfy.com/products/answers/search/): Tallyfy Answers search combines AI semantic understanding with traditional keyword matching to deliver relevant results through natural language queries and exact term searches with smart filtering and instant results. - [Tasks](https://tallyfy.com/products/answers/tasks/): Tallyfy Answers processes long-running operations like batch imports in the background without blocking API requests. Monitor task progress and cancel jobs as needed. ### Collections - [Create a collection](https://tallyfy.com/products/answers/collections/create-collection/): Create collections in Tallyfy Answers using a POST request to the /v1/collections endpoint. Each collection needs a unique name and supports automatic data type detection. - [Delete a collection](https://tallyfy.com/products/answers/collections/delete-collection/): The DELETE endpoint permanently removes collections and all their objects from Tallyfy Answers with no recovery option. Consider alternatives like data export or backup before execution. - [Get all collections](https://tallyfy.com/products/answers/collections/get-all-collections/): The GET /v1/collections endpoint retrieves all collections in your Tallyfy Answers account, sorted by creation date. Use limit and offset parameters for pagination. - [Get a collection](https://tallyfy.com/products/answers/collections/get-collection/): Retrieve information about a specific collection in Tallyfy Answers using its unique name. The response includes metadata, schema details, and object counts. - [Update a collection](https://tallyfy.com/products/answers/collections/update-collection/): Use the PATCH endpoint to modify existing collection properties like descriptions in Tallyfy Answers. Collection names can't be changed, and schema detection stays automatic. ### Objects - [Delete an object](https://tallyfy.com/products/answers/objects/delete-object/): Use the DELETE endpoint to permanently remove objects from Tallyfy Answers collections by unique ID. Returns deletion confirmation, with no recovery option. - [Index multiple objects](https://tallyfy.com/products/answers/objects/index-multiple-objects/): The batch import endpoint lets you index multiple objects into Tallyfy Answers collections through a single API call. It processes JSON arrays and provides detailed error handling for large-scale data operations. - [Index a single object](https://tallyfy.com/products/answers/objects/index-single-object/): Add a single object to a Tallyfy Answers collection in real time through a POST request with JSON data. Ideal for individual record creation and testing. - [Get an object](https://tallyfy.com/products/answers/objects/get-object/): Retrieve a specific object from a Tallyfy Answers collection using its unique identifier. Returns all object properties including system-generated timestamps. ### Search - [Find similar objects](https://tallyfy.com/products/answers/search/find-similar-objects/): Use the Tallyfy Answers recommendation endpoint to find objects similar to a reference object. Results are ranked by vector distance and similarity score. --- ## Pro - [Introduction](https://tallyfy.com/products/pro/): Tallyfy turns business processes into self-running workflows in minutes. Create templates with AI, assign tasks automatically, track progress in real-time, and save 2 hours per employee daily. ### Pro - [By role](https://tallyfy.com/products/pro/by-role/): Tallyfy works differently depending on what you do day to day. Pick your role - editor, member, or guest - to jump straight to a short, curated guide of the articles that matter most to you, instead of reading the whole manual. - [Essentials](https://tallyfy.com/products/pro/documenting/): Tallyfy offers three template types. Procedure Templates for tracked workflows with automation, Document Templates for consistent policies with locked sections, and Form Templates for structured data collection. - [Compliance](https://tallyfy.com/products/pro/compliance/): Tallyfy maintains a current SOC 2 Type 2 attestation. Bank-level encryption (TLS 1.2+ and AES-256), immutable audit trails, and SSO enforcement serve regulated industries like financial services, healthcare, and manufacturing that need documented proof of who did what and when. - [Lists](https://tallyfy.com/products/pro/lists/): Tallyfy Lists are reusable data tables you define once and reference across all templates and processes. Data like vendor names or product codes stays consistent and up to date without repeated manual entry. - [Integrations](https://tallyfy.com/products/pro/integrations/): Tallyfy connects with your existing business software through many methods, from a full REST API and webhooks to no-code middleware platforms like Zapier. Sync data and trigger actions across all your tools without manual copy-pasting. - [Miscellaneous](https://tallyfy.com/products/pro/miscellaneous/): Find resources beyond Tallyfy's core workflow tools. Topics include company background, support and troubleshooting, browser compatibility, file storage, search, translation, and legal documentation. - [Pricing](https://tallyfy.com/products/pro/pricing/): Tallyfy offers transparent pricing with annual and monthly billing, two seat types (Full and Light), seat-based billing through Recurly, a Fair Price Guarantee for eligible countries, and nonprofit discounts. - [Launching](https://tallyfy.com/products/pro/launching/): Tallyfy lets you launch reusable templates into independent trackable processes, each with its own name, deadlines, and assignments. Choose from six methods including manual clicks, API calls, email triggers, and magic links. Template edits only affect future launches and never alter already-running work. - [Tracking](https://tallyfy.com/products/pro/tracking-and-tasks/): Tallyfy has two tracking views in the sidebar. Tracker View monitors entire workflows across your organization, while Tasks View is your personal to-do list of assignments and process steps. - [Getting started](https://tallyfy.com/products/pro/tutorials/): Get started with Tallyfy in under 30 minutes. These step-by-step tutorials cover organization setup, dashboard basics, template creation, and launching your first tracked process. - [Settings](https://tallyfy.com/products/pro/settings/): Tallyfy splits settings into Personal Settings that members control (like profile and notifications) and Organization Settings that only admins can change (like billing, branding, and integrations). Each role sees only what's relevant. ### By role - [Editor (full seat)](https://tallyfy.com/products/pro/by-role/editor/): Tallyfy editors hold a full seat and build the system - creating templates, automating steps, launching processes, tracking progress, and managing people and integrations. This guide links every common editor task to the right article, grouped by what you're trying to get done. - [Guest](https://tallyfy.com/products/pro/by-role/guest/): Tallyfy guests are invited by email to complete a task, with no account or password needed. This guide answers the real questions a guest has - finding your task, completing it, filling in fields, asking a question, and seeing everything that's been assigned to you. - [Member (light seat)](https://tallyfy.com/products/pro/by-role/user/): Tallyfy members on a light seat focus on their own work - finding tasks, completing them, filling in form fields, commenting, and tracking the processes they're part of. This guide points you to the right article for each everyday question, without the admin and template-building detail. ### Compliance - [BIMI compliance](https://tallyfy.com/products/pro/compliance/bimi-compliance/): Tallyfy uses BIMI email authentication with SPF/DKIM/DMARC checks and a Verified Mark Certificate to display its official logo next to legitimate emails in your inbox. This helps you instantly distinguish real Tallyfy messages from phishing attempts and spoofed fakes. - [HSTS compliance](https://tallyfy.com/products/pro/compliance/hsts-compliance/): Tallyfy enforces HSTS preloading, so your browser is hardcoded to only use encrypted HTTPS connections. This blocks SSL stripping and man-in-the-middle attacks before any data leaves your device, even on your first visit. ### Integrations - [Handling idempotency](https://tallyfy.com/products/pro/integrations/handling-idempotency-in-webhooks-and-api/): Idempotency ensures that duplicate webhook events or retried API requests from Tallyfy don't cause problems like double records or repeated emails. Handle retries safely with deduplication tables, unique event keys, and conditional updates. - [Extract tasks from meetings](https://tallyfy.com/products/pro/integrations/extract-tasks-from-meetings/): Tallyfy is building a feature to transcribe meetings and extract action items as draft tasks with assignee mapping via SSO. Until it launches, you can build your own pipeline using Tallyfy's API with tools like OpenAI Whisper and GPT-4. - [Tallyfy Analytics](https://tallyfy.com/products/pro/integrations/analytics/): Tallyfy Analytics is an add-on that replicates your workflow data into a private Amazon Athena environment where you can run SQL queries and connect BI tools like Tableau or Power BI to build custom dashboards and track process trends over time. - [Authentication and SSO](https://tallyfy.com/products/pro/integrations/authentication/): Tallyfy offers free, self-serve SSO and SCIM on any paid plan with support for Microsoft Entra ID, Google Workspace, Okta, OneLogin, JumpCloud, and any SAML 2.0 provider. Org admins configure SSO themselves under Settings, verify a domain by DNS TXT, sync users with SCIM, and can enforce SSO-only login with an admin break-glass. - [Azure translation services](https://tallyfy.com/products/pro/integrations/azure-translation/): Tallyfy handles multilingual teams two ways: switching the interface language through account settings, or translating user-generated content like task descriptions and comments via a Microsoft Azure Translation API connection. - [Business systems integrations](https://tallyfy.com/products/pro/integrations/business-systems/): Tallyfy connects business operating systems like EOS® and Scaling Up to daily execution. It turns documented processes into trackable workflows with real-time visibility, so strategy doesn't stall on Monday morning. - [BYO AI (Bring Your Own AI)](https://tallyfy.com/products/pro/integrations/byo-ai/): BYO AI connects your existing AI subscriptions like ChatGPT or Claude directly into Tallyfy workflows through the MCP standard. Your AI can read task context, complete steps, generate content, and make decisions automatically without any copy-pasting. - [Computer AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/): Computer AI agents visually interpret and interact with any screen-based interface like a human would. Tallyfy sends instructions and captures results so you can monitor these agents alongside your broader business processes. - [Tallyfy CLI](https://tallyfy.com/products/pro/integrations/cli/): The Tallyfy CLI brings scriptable workflow automation to any terminal or pipeline. Install it with Homebrew or a direct download, sign in once, then launch processes, export blueprints, and gate deployments on human approval from the command line. - [Document management](https://tallyfy.com/products/pro/integrations/document-management/): Connect your document management system to Tallyfy so workflows handle task assignments and timing. Your DMS keeps full control over storage and security, while file request links let external users upload directly without needing accounts. - [Actions within emails](https://tallyfy.com/products/pro/integrations/interactive-email-actions/): Tallyfy's exploring interactive email actions that let users approve requests and complete tasks directly in Outlook or Gmail. This would use Microsoft Adaptive Cards and Gmail schema.org markup. - [Email and SMTP](https://tallyfy.com/products/pro/integrations/email/): Tallyfy connects with email through custom SMTP for branded notifications, a Gmail add-on for managing workflows from your inbox, and upcoming features for in-email actions and personal email connections. - [MCP server](https://tallyfy.com/products/pro/integrations/mcp-server/): Tallyfy's MCP Server lets you control workflows through plain English in ChatGPT, Claude, Gemini, or Copilot. Search tasks, launch processes, manage templates, and set up automations without any API knowledge. - [Middleware](https://tallyfy.com/products/pro/integrations/middleware/): Tallyfy connects to thousands of business apps through middleware platforms like Zapier and Make.com. These drag-and-drop tools need no coding and let you launch processes from external events and sync data in minutes. - [Open API](https://tallyfy.com/products/pro/integrations/open-api/): Tallyfy's REST API gives developers full programmatic access to the same platform features that power its web app. It covers process management, task operations, template control, and data export with three authentication methods, standard JSON responses, and required headers. - [Robotics](https://tallyfy.com/products/pro/integrations/robotics/): Integrating robot systems with human workflows requires bridging proprietary control protocols like OPC UA and ROS2 through middleware and edge computing. Strict OT/IT network segregation and safety compliance are essential across manufacturing and logistics environments. - [Tallyfy Desktop AI surface](https://tallyfy.com/products/pro/integrations/tallyfy-desktop-ai/): Tallyfy Desktop v2.0.0 is a multi-tab AI-first app that pairs four AI assistants (Claude, Codex, Gemini, Ollama) with your Tallyfy workspace. Every AI run becomes a tracked task, the Tallyfy MCP server is auto-injected, and an inline widget turns chat into Tallyfy work. - [Webhooks](https://tallyfy.com/products/pro/integrations/webhooks/): Tallyfy webhooks automatically send structured JSON data to any external system via HTTP POST requests whenever workflow events like task completions or process launches occur, eliminating the need for constant polling and enabling instant real-time integrations with middleware platforms or custom APIs and serverless functions. - [Vendors](https://tallyfy.com/products/pro/integrations/vendors/): Tallyfy acts as a coordination layer that connects your existing HR, CRM, helpdesk, finance and RPA platforms by managing the cross-department handoffs and multi-team workflows that no single vendor tool can handle on its own. ### Analytics - [How Tallyfy Analytics works](https://tallyfy.com/products/pro/integrations/analytics/how-does-tallyfy-analytics-process-my-data/): Tallyfy Analytics processes your workflow data through a five-step pipeline, converting events into Apache Parquet files stored in Amazon S3. Connect BI tools like Power BI or Tableau using SQL queries through Amazon Athena. - [CSV file structure](https://tallyfy.com/products/pro/integrations/analytics/how-is-the-csv-file-structured-in-tallyfy/): Tallyfy's CSV export flattens a running process into a 49-column spreadsheet. Each row represents a task, form field, or comment, making it easy to analyze workflow data in any spreadsheet or BI tool. - [Google Analytics and Mixpanel integration](https://tallyfy.com/products/pro/integrations/analytics/how-to-set-up-google-analytics-integration-on-tallyfy/): Tallyfy sends usage data to your Google Analytics (GA4) or Mixpanel account when you paste a Measurement ID or project token. Track which templates and processes your team and guests use, and build custom reports on workflow adoption and task completions. - [One-time questions vs recurring dashboards](https://tallyfy.com/products/pro/integrations/analytics/one-time-questions-vs-recurring-dashboards/): Tallyfy gives you analytics two ways - ask Claude a one-time question through the Tallyfy MCP server, or build a recurring dashboard on Tallyfy Analytics with a BI tool. This guide helps you pick the right one for each question, and when to graduate from one to the other. - [Why use BI platforms vs. native analytics?](https://tallyfy.com/products/pro/integrations/analytics/why-use-a-dedicated-bi-platform-with-tallyfy/): Tallyfy connects your process data to BI platforms like Power BI and Tableau instead of building native reports. Specialized analytics tools offer stronger visualizations, deeper analysis, and let you combine workflow data with other systems while keeping it fully portable. - [Looker](https://tallyfy.com/products/pro/integrations/analytics/looker/): Looker and Looker Studio both connect to Tallyfy Analytics through Amazon Athena so teams can build interactive dashboards and drill into workflow performance data without writing SQL using either the enterprise platform or the free visualization tool. - [Power BI](https://tallyfy.com/products/pro/integrations/analytics/powerbi/): Tallyfy's Power BI integration connects your workflow data through Amazon Athena so you can build interactive dashboards for process optimization, team performance analysis and executive reporting. - [Snowflake](https://tallyfy.com/products/pro/integrations/analytics/snowflake/): Snowflake can query Tallyfy Analytics data stored as Parquet files in Amazon S3. Set up an external stage with your AWS credentials and run SQL queries against process and member data with no ETL pipeline needed. - [Tableau](https://tallyfy.com/products/pro/integrations/analytics/tableau/): Tableau connects to Tallyfy Analytics through Amazon Athena, letting teams build interactive dashboards. Spot workflow bottlenecks, track SLA compliance, and analyze form data without writing code. - [Sigma Computing](https://tallyfy.com/products/pro/integrations/analytics/sigma/): Sigma Computing can't connect directly to AWS Athena, the engine behind Tallyfy Analytics. You can bridge the gap through Redshift Spectrum or a supported warehouse like Snowflake, or switch to Athena-compatible BI tools like Power BI, Tableau, or AWS QuickSight. ### Looker - [Connecting Looker Studio to analytics data](https://tallyfy.com/products/pro/integrations/analytics/looker/how-to-connect-looker-studio-to-tallyfy-data/): Looker Studio connects to Tallyfy Analytics data through a CData or OWOX connector in about 10-15 minutes. Build free shareable dashboards showing process volumes, task durations, and completion rates. - [Connecting Looker to analytics data](https://tallyfy.com/products/pro/integrations/analytics/looker/how-to-connect-looker-to-tallyfy-data/): Looker connects to Tallyfy's workflow analytics data through Amazon Athena in about 15-20 minutes. Install a JDBC driver (for self-hosted instances), configure an Athena connection with AWS Access Key credentials, and query Parquet-formatted process and task data stored in S3 to build LookML models and dashboards. ### Powerbi - [Connect Power BI](https://tallyfy.com/products/pro/integrations/analytics/powerbi/how-to-analyze-tallyfy-workflows-with-power-bi/): Connect Power BI to your Tallyfy workflow data through Amazon Athena using an ODBC driver in about 15 minutes. Build dashboards from per-process Parquet files using your Access Key and Secret Key in us-west-2. Set the driver's Authentication Option to IAM Credentials, which is the option that accepts a typed key. ### Tableau - [Connecting Tableau to analytics data](https://tallyfy.com/products/pro/integrations/analytics/tableau/how-can-i-connect-tableau-to-my-tallyfy-data/): Tallyfy Analytics connects to Tableau Desktop through Amazon Athena in about 15 minutes. Install a JDBC driver and use Access Key credentials to query workflow data like process durations, task completion rates, and form field answers. - [Troubleshoot issues](https://tallyfy.com/products/pro/integrations/analytics/tableau/how-to-troubleshoot-data-connection-issues-in-tallyfy/): Tallyfy Analytics connections through Tableau can break due to wrong credential types or expired keys. Diagnose authentication errors and reconnect data sources using the correct Access Key/Secret Key pair and connection parameters. - [Sample Tableau visualizations](https://tallyfy.com/products/pro/integrations/analytics/tableau/sample-tableau-visualizations/): Explore 10 ready-to-use Tableau chart types for Tallyfy Analytics data, covering task on-time rates, user timeliness, workload distribution, and more. Download the sample workbook to connect to your own data source. - [Share a Tableau workbook](https://tallyfy.com/products/pro/integrations/analytics/tableau/share-workbook-without-data/): Tableau workbooks connected to Tallyfy Analytics can be safely shared by disconnecting data sources before distribution so recipients get the full dashboard layout and visualizations but must reconnect using their own credentials to protect your data and access details. ### Sigma - [Alternatives for spreadsheet-style analytics](https://tallyfy.com/products/pro/integrations/analytics/sigma/alternatives-for-tallyfy-analytics/): Sigma Computing can't connect directly to Tallyfy Analytics because it needs persistent database connections that Athena doesn't support. Use alternatives like Power BI, Tableau, or AWS QuickSight, or bridge to Sigma through Snowflake or Redshift. - [Connection limitations and alternatives](https://tallyfy.com/products/pro/integrations/analytics/sigma/current-connection-limitations/): Sigma Computing can't connect directly to Tallyfy Analytics because of an architecture mismatch. Bridge the gap with Snowflake or Redshift Spectrum, or switch to BI tools like Power BI, Tableau, or AWS QuickSight that support Athena natively. ### Authentication - [Domain verification](https://tallyfy.com/products/pro/integrations/authentication/domain-verification/): Verify ownership of your organization's email domains in Tallyfy by adding a DNS TXT record. A verified domain is the precondition for safe just-in-time auto-join and for SSO-only enforcement, so strangers whose own IdP asserts your domain can't be added to your org. - [Integrate Google Workspace](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-google-suite-samlsso-with-tallyfy/): Connect Google Workspace with Tallyfy through self-serve SAML Single Sign-On by creating a custom SAML app in Google Admin, then pasting its metadata into the SSO wizard under Settings. Users authenticate with Google credentials, and new accounts are created on first login from a verified domain. - [Integrate Microsoft Entra ID SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-azure-ad-samlsso-with-tallyfy/): Tallyfy integrates with Microsoft Entra ID (formerly Azure Active Directory) for self-serve SAML single sign-on. An admin creates an enterprise app in Entra ID, then pastes the metadata into the SSO wizard under Settings to enable automatic login. Entra provisioning adds SCIM directory sync. - [Integrate JumpCloud SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-jumpcloud-samlsso-with-tallyfy/): Set up SAML-based SSO between JumpCloud and Tallyfy yourself by creating a custom SAML app, then pasting the JumpCloud metadata into the self-serve SSO wizard under Settings. Enables automatic login and just-in-time account creation for assigned users, with optional SCIM directory sync. - [Integrate Okta SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-okta-samlsso-with-tallyfy/): Tallyfy integrates with Okta through SAML 2.0 SSO that you set up yourself. Create an Okta SAML app, then paste the Okta metadata into the self-serve SSO wizard under Settings so users authenticate automatically. Add the Okta SCIM 2.0 app for full directory sync. - [Integrate OneLogin SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-onelogin-samlsso-with-tallyfy/): Set up SAML-based Single Sign-On between OneLogin and Tallyfy yourself. Create a custom SAML connector in OneLogin, then paste its metadata into the self-serve SSO wizard under Settings so your team authenticates through a special SSO URL. Add OneLogin SCIM for directory sync. - [SCIM provisioning](https://tallyfy.com/products/pro/integrations/authentication/scim-provisioning/): Turn on SCIM 2.0 directory sync in Tallyfy so your identity provider adds, updates, and deactivates members automatically. Generate and rotate the bearer token, map IdP groups to Tallyfy roles with reserved group names, and free up seats when people leave. Available on any paid plan. - [SSO enforcement and break-glass](https://tallyfy.com/products/pro/integrations/authentication/sso-enforcement-and-break-glass/): Require SSO for your whole organization so members can only sign in through your identity provider. Enforcement needs a verified domain first, asks for step-up re-auth, and emails all admins. Org owners and admins keep a password fallback as a break-glass so a broken IdP can't lock you out. ### Azure translation - [Translation requirements for process documentation](https://tallyfy.com/products/pro/integrations/azure-translation/global-workplace-language-requirements/): Many countries require workplace documents like contracts and SOPs in local languages. Tallyfy uses Azure AI-powered translation to render workflow content into 100+ languages, helping global organizations stay compliant across jurisdictions. - [Azure Cognitive AI integration setup](https://tallyfy.com/products/pro/integrations/azure-translation/how-to-set-up-azure-cognitive-ai-integration/): Tallyfy integrates with Microsoft Azure Translator for real-time translation of task descriptions, comments, and form data. Connect your Azure API key, resource name, and region through admin settings in about 15 minutes. - [Content translation](https://tallyfy.com/products/pro/integrations/azure-translation/how-to-use-content-translation/): Tallyfy's content translation uses Microsoft Azure AI to translate text like descriptions, comments, and form answers in real-time. Each team member reads content in their preferred language from 100+ options. ### Byo ai - [ChatGPT integration](https://tallyfy.com/products/pro/integrations/byo-ai/chatgpt-integration/): ChatGPT users on Plus or higher plans can connect to Tallyfy's MCP server using OAuth 2.1 with PKCE. Search and manage tasks, processes, templates, and automations through plain language with over 30 available tools. - [Claude integration](https://tallyfy.com/products/pro/integrations/byo-ai/claude-integration/): Claude connects to Tallyfy's MCP server at mcp.tallyfy.com using OAuth 2.1 with PKCE. Manage tasks, processes, templates, and automations through natural language in Claude.ai or Claude Desktop with over 40 tools. - [Microsoft Copilot integration](https://tallyfy.com/products/pro/integrations/byo-ai/microsoft-copilot-integration/): Connect Microsoft 365 Copilot to Tallyfy through API plugins and Azure AD OAuth2. Copilot reads your emails, documents, and Teams data to trigger and manage workflow automation. - [Use cases](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/): Connect any major AI platform to Tallyfy through MCP to manage tasks, check process status, build templates, launch workflows, and generate reports through natural conversation. No API expertise or tab-switching needed. ### Use cases - [Audit and improve your templates](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/audit-and-improve-your-templates/): Tallyfy's AI can audit any process template for missing instructions, form fields, assignees, and deadlines. It fills gaps with sensible defaults so you can launch cleaner, more reliable workflows without hours of manual review. - [Build a template through conversation](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/build-a-template-through-conversation/): Describe your process in plain language to an AI assistant like Claude or ChatGPT. It'll create a Tallyfy template with steps, form fields, assignments, and deadlines through a back-and-forth conversation you can refine without touching a template builder. - [Check process status across your team](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/check-process-status-across-your-team/): Ask your AI one question to scan all running Tallyfy processes and find overdue tasks with assignee names and delay times. Spot workflow bottlenecks in seconds instead of clicking through dashboards. - [Connect your AI to Tallyfy](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/connect-your-ai-to-tallyfy/): Connect any major AI platform like Claude, ChatGPT, Copilot, or Gemini to Tallyfy in under five minutes. Add one MCP server URL, authorize your account, and your AI can read and act on tasks, processes, and templates through natural conversation. - [Create tasks from meeting notes](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/create-tasks-from-meeting-notes/): Paste messy meeting notes into any AI assistant connected to Tallyfy. It automatically parses every action item into assigned, deadline-tracked tasks by matching names to your member list and extracting due dates from natural language. - [Find anything across your workflows](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/find-anything-across-your-workflows/): Tallyfy's AI-powered search lets you type plain-language questions to find tasks, processes, and templates across your organization in seconds. No need to click through multiple screens or set up filters manually. - [Generate reports from process data](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/generate-reports-from-process-data/): Tallyfy's AI integration lets you generate instant reports on process data by asking questions in natural language. Get completion counts, timing analysis, bottleneck identification, and workload breakdowns without exporting spreadsheets. - [Get a daily briefing of your tasks](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/get-a-daily-briefing-of-your-tasks/): Tallyfy's AI integration lets you replace manual task scanning each morning with a single prompt. It pulls your live task list and sorts it into overdue, due-today, and upcoming categories so you can start your day with a clear action plan. - [Import a document as a template](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/import-a-document-as-a-template/): Paste any messy SOP, checklist, or process document into your AI and it'll build a clean Tallyfy template with steps, form fields, and role assignments. No cleanup or reformatting needed. - [Import forms into kick-off or step fields](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/import-forms-into-kick-off-or-step-fields/): Paste field names and types from any PDF, Google Form, or spreadsheet into your AI assistant. It automatically creates matching form fields on your template's kick-off form or specific step. - [Insert data into form fields from other systems](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/insert-data-into-form-fields-from-other-systems/): Paste raw data from emails, spreadsheets, CRMs, or PDFs into your AI chat. It'll automatically map and fill the correct form fields on your Tallyfy tasks without any manual copy-pasting. - [Launch processes with pre-filled data](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/launch-processes-with-pre-filled-data/): Tell your AI what process to launch in plain language. It finds the right Tallyfy template, pre-fills all kick-off form fields, and starts the process without manual searching or data entry. - [Merge and combine templates](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/merge-and-combine-templates/): Tallyfy's AI integration lets you merge multiple workflow templates into one or split oversized templates apart through plain conversation. It reads all steps and form fields, detects duplicates, and preserves data without manual copy-pasting. - [Set up automations in plain language](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/set-up-automation-rules-in-plain-language/): Describe an automation in plain language to your connected AI instead of using the automation builder. Your AI reads the template, checks for conflicts, and builds the conditions and actions for step visibility, assignments, and deadlines. ### Business systems - [EOS integration and process component support](https://tallyfy.com/products/pro/integrations/business-systems/eos-integration/): Tallyfy turns your documented EOS processes into trackable workflows that run consistently every day. Teams get real-time visibility into who has what by when, so Level 10 Meetings and scorecards use actual execution data instead of guesswork. ### Computer ai agents - [RPA vs. computer AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/rpa-vs-computer-use-agents/): RPA bots follow fixed rules for repetitive tasks but break when anything changes. Computer AI agents use language models and vision to adapt dynamically, and Tallyfy orchestrates both types in a single workflow with human checkpoints. - [Local computer use agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/local-computer-use-agents/): Local computer use agents run AI automation on your own hardware, so data stays private and there are no per-use cloud costs. Tallyfy pairs small local models with structured, trackable workflows to automate mundane tasks like form filling. - [AI agent vendors](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/): AI agent vendors like OpenAI Operator, Claude Computer Use, Skyvern, and Twin.so can automate browser-based tasks. Tallyfy acts as the workflow layer that assigns small steps to these agents while routing failures to human reviewers. ### Vendors - [Claude computer use](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/claude-computer-use/): Claude Computer Use lets an AI agent control a screen through screenshots and mouse and keyboard actions in a sandboxed Docker environment. Tallyfy sends the task and captures the results, so you can automate repetitive desktop and web UI work like form filling and legacy data extraction, with people kept in the loop. - [Manus AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/manus/): Manus AI is a fully autonomous cloud-based agent that breaks down complex goals into subtasks handled by specialized sub-agents in parallel. It could integrate with Tallyfy for research-heavy workflow steps like market reports or competitive intelligence. - [OpenAI agent capabilities](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/openai-chatgpt-agent/): OpenAI's agent tools including the Responses API, Agents SDK, and Computer Use model connect with Tallyfy to automate web interactions like form filling and data extraction. Tallyfy provides the structured workflow layer with audit trails and error routing to humans while agents handle simple repetitive browser tasks. - [Twin.so AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/twin/): Twin.so builds AI agents that automate browser-based tasks like invoice retrieval at scale. Through enterprise partnerships, they can integrate with Tallyfy to handle repetitive web portal work like document downloads and data extraction without traditional APIs. - [Skyvern AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/skyvern/): Skyvern is an open-source browser automation tool that uses LLMs and computer vision to run web workflows without brittle scripts. It integrates with Tallyfy through webhooks using a three-agent architecture that adapts when websites change. ### Cli - [Authenticate the CLI](https://tallyfy.com/products/pro/integrations/cli/authentication/): Tallyfy CLI authentication takes one paste of a personal access token, stored safely in your computer's keychain. Scripts and CI jobs authenticate with an environment variable instead, and application tokens keep long-running automation stable. - [Bulk operations](https://tallyfy.com/products/pro/integrations/cli/bulk-operations/): Tallyfy CLI launches hundreds of processes from one CSV file, previews every action with a dry run, paces itself around API rate limits, and reports partial failures with a distinct exit code so your scripts always know what happened. - [CI/CD approval gates](https://tallyfy.com/products/pro/integrations/cli/ci-cd-approval-gates/): Tallyfy CLI turns human sign-off into a pipeline step. One command blocks your CI job until a named task is completed, so releases, deployments, and migrations wait for approval without anyone watching a dashboard or writing polling code. - [CLI vs API vs MCP](https://tallyfy.com/products/pro/integrations/cli/cli-vs-api-vs-mcp/): Tallyfy gives you four ways to get work done. People click in the web app, your own software calls the REST API, AI assistants connect through the MCP server, and scripts drive the CLI. This guide explains what each surface does best and which one fits the job in front of you. - [Command reference](https://tallyfy.com/products/pro/integrations/cli/command-reference/): Tallyfy CLI commands follow one resource-plus-verb pattern with aliases matching both UI and API vocabulary. Choose table, JSON, CSV, or NDJSON output, save repeatable commands for your team, and call any API endpoint directly when you need to. - [Configuration and permissions](https://tallyfy.com/products/pro/integrations/cli/configuration-and-permissions/): Tallyfy CLI settings merge across six scopes, from built-in defaults to company-managed policy. Permission rules decide which commands run, ask, or get blocked, workspace trust keeps cloned repositories from running hooks, and one doctor command checks it all. - [Troubleshoot the CLI](https://tallyfy.com/products/pro/integrations/cli/troubleshooting/): Tallyfy CLI problems usually start with the doctor command, which checks your setup end to end. Exit codes then tell you exactly what failed, and this guide walks through fixes for expired tokens, permission blocks, wrong organizations, rate limits, and blocked hooks. - [Workflows as code](https://tallyfy.com/products/pro/integrations/cli/workflows-as-code/): Tallyfy blueprints export to clean JSON files you can keep in git, review like code, and import into other organizations. Build a promotion pipeline from a sandbox to production and schedule nightly template snapshots with the Tallyfy CLI. ### Email - [Gmail add-on](https://tallyfy.com/products/pro/integrations/email/how-can-i-manage-my-tasks-with-tallyfys-gmail-add-on/): The Tallyfy Gmail add-on lets you create tasks from emails, start workflows, and manage your task list. You can also link email threads to existing tasks without leaving your inbox. - [Set up custom SMTP sending](https://tallyfy.com/products/pro/integrations/email/how-to-set-up-custom-smtp-in-tallyfy/): Route all Tallyfy notification emails through your own SMTP server so messages come from your organization's domain. You get full control over deliverability and sender reputation, and setup only requires a host, port, and credentials. - [What Tallyfy emails look like](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/): Tallyfy sends 53 distinct email types across 10 categories, from sign-in and task activity to comments and subscriptions. This reference catalogs each one with real screenshots so users and support agents can quickly identify any Tallyfy email and understand whether it requires action. - [Connect your email](https://tallyfy.com/products/pro/integrations/email/connect-your-email/): Connect Your Email lets each user send Tallyfy workflow notifications from their personal Gmail or Outlook account via OAuth. Recipients see emails from a real person instead of a system address, improving deliverability and response rates. ### Emails tallyfy sends - [Account change notices](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/account-change-notices/): Tallyfy automatically sends you confirmation emails whenever key account changes happen, like expired invitations or updates to your email address or password or role, so you can quickly spot any change you didn't make yourself. - [Guest access](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/guest-access/): Tallyfy sends guest users a private access link via email instead of a password and this link can be re-requested at any time while email frequency preferences can be adjusted through the manage email preferences option in the message footer. - [Comments, mentions and digests](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/comments-mentions-and-digests/): Tallyfy sends emails for @mentions in comments and issue reports on tasks and also offers a once-a-day digest that groups all your tasks and overdue items by process so you can skip the noise of individual notifications. - [Joining an organization](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/joining-an-organization/): Tallyfy sends specific emails to both the inviter and the invitee during the invitation process, covering acceptance confirmations and new signup notices, and each message includes a footer link to adjust your email notification preferences. - [Membership and reassignment](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/membership-and-reassignment/): Tallyfy sends specific email notifications when work is reassigned to you or your account is reactivated so you always know what tasks you've inherited and who previously owned them. - [Passwords and single sign-on](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/passwords-and-single-sign-on/): Tallyfy sends a membership confirmation email once your account is set up and the version you receive depends on whether your company uses its own single sign-on login system or a standard password. - [Process activity](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/process-activity/): Tallyfy sends process-level emails covering guest invitations, assignment changes, collaborator additions, ownership transfers, process updates and completions, watched-process launches, activity alerts and task completions. Each one shows progress and links to your email preference controls. - [Signing in and account access](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/signing-in-and-account-access/): Tallyfy sends six account-related emails covering account reactivation, welcome messages, password resets and email verification. Each carries a clear identifier near the top, and some contain time-sensitive links that expire after one hour. - [Task activity](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/task-activity/): Tallyfy sends task-related emails for every event that affects your work, including new assignments, re-sent reminders, deadline changes, edits, reopened tasks and watch alerts. Each shows details like due dates and what changed, so you always know what needs your attention. - [Watching and subscriptions](https://tallyfy.com/products/pro/integrations/email/emails-tallyfy-sends/watching-and-subscriptions/): Tallyfy sends watch-based email alerts when someone edits a document template or acts on a tracked task or process and each alert includes a direct link to manage or stop those notifications anytime. ### Connect your email - [Google Workspace email connection](https://tallyfy.com/products/pro/integrations/email/connect-your-email/google-workspace/): Tallyfy's planned Google Workspace integration sends workflow emails from your own Gmail address using OAuth 2.0 with only the `gmail.send` permission. It works with all Google security features and stores nothing beyond an encrypted refresh token and your email address. - [Microsoft Outlook email connection](https://tallyfy.com/products/pro/integrations/email/connect-your-email/outlook/): Tallyfy's planned Microsoft Outlook integration sends workflow emails from your Microsoft 365 or Outlook.com account using Graph API. It requires only the Mail.Send permission and respects your organization's conditional access policies. ### Middleware - [Connector capability matrix](https://tallyfy.com/products/pro/integrations/middleware/connector-capability-matrix/): Every Tallyfy middleware connector (Zapier, Power Automate, Workato, Celigo, Make.com, and n8n) now covers the same core action set across ten categories, plus polling triggers that work everywhere today and instant (webhook) triggers that push events in real time. This page maps what each connector can do and links to every setup guide. - [Stream data to a spreadsheet](https://tallyfy.com/products/pro/integrations/middleware/how-can-i-export-form-fields-from-tallyfy-to-spreadsheet/): Tallyfy can automatically send completed form field data to Google Sheets or Excel Online by firing a webhook when a task is done and using middleware tools like Zapier or Power Automate to map each field value into the correct spreadsheet columns without any manual copying. - [CRM and ERP integration](https://tallyfy.com/products/pro/integrations/middleware/integrate-into-crm/): Tallyfy connects to CRM and ERP systems like Salesforce and NetSuite through middleware or magic links. It automates the invisible micro-tasks between pipeline stages that CRMs can't track or coordinate across departments. - [Why use middleware?](https://tallyfy.com/products/pro/integrations/middleware/why-should-i-use-an-integration-platform-with-tallyfy/): Middleware platforms like Zapier and Make.com connect Tallyfy to hundreds of apps without custom API code. Pre-built connectors, error handling, and data transformation tools get integrations running in minutes instead of days. - [Celigo](https://tallyfy.com/products/pro/integrations/middleware/celigo/): Celigo's integrator.io platform has an official, Celigo-maintained Tallyfy connector, selectable natively when you build a flow and supporting both an API token and OAuth 2.0. Use it to trigger approvals from NetSuite orders or sync task completions to your ERP and CRM systems. - [Make](https://tallyfy.com/products/pro/integrations/middleware/make/): Make (formerly Integromat) has an official, Make-maintained Tallyfy connector, live on Make's marketplace today, to launch processes, complete tasks, and sync form data. Add it from inside Make, or use Make's HTTP module with Tallyfy's REST API for anything beyond it. - [n8n](https://tallyfy.com/products/pro/integrations/middleware/n8n/): n8n is a developer-friendly automation platform with a dedicated Tallyfy connector. It offers 96 operations across 12 resources plus a Tallyfy Trigger node, and connects Tallyfy to hundreds of business apps with self-hosting support. - [Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/): Tallyfy's Workato connector, built on Workato's Ruby SDK with OAuth 2.0, starts processes, completes tasks, and tracks assignments across enterprise systems. It is in development and not yet in Workato's library, so contact Tallyfy support for early access. - [Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/): Microsoft Power Automate connects Tallyfy to Office 365, SharePoint, Dynamics, and other business systems. Its Premium-tier OAuth 2.0 connector provides 13 actions to sync data and launch processes automatically. - [Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/): Tallyfy's Zapier integration lets you launch processes, complete tasks, and sync form data across thousands of apps without coding. Create trigger-action workflows called Zaps to connect Tallyfy with CRMs, HR systems, and more. ### Celigo - [Celigo actions and triggers](https://tallyfy.com/products/pro/integrations/middleware/celigo/celigo-actions-and-triggers/): The Celigo connector for Tallyfy grew from a handful of flows to a full set covering users, tasks, processes, templates, form fields, comments, tags, folders, and search, plus four scheduled delta-poll triggers. It authenticates with a Tallyfy API token or OAuth 2.0 through integrator.io. ### Make - [Make.com actions and triggers](https://tallyfy.com/products/pro/integrations/middleware/make/make-actions-and-triggers/): Make maintains an official, verified Tallyfy connector, live today with core modules for launching processes, completing and creating tasks, comments, and issues. A broader module set covering templates, form fields, tags, folders, and search is a proposed expansion. Connect with your Tallyfy API token and Organization ID. ### N8n - [Connecting n8n](https://tallyfy.com/products/pro/integrations/middleware/n8n/connecting-n8n-to-tallyfy/): n8n connects to Tallyfy in about five minutes using either a community-built Tallyfy node or HTTP Request nodes. It supports 60+ operations across blueprints, processes, tasks, comments, users, and groups. - [Common n8n workflow examples](https://tallyfy.com/products/pro/integrations/middleware/n8n/common-n8n-workflow-examples/): Ready-to-use n8n workflow patterns for automating Tallyfy processes. Covers CRM-triggered onboarding, multi-system form routing, AI-powered task assignment, and scheduled data collection with error handling. - [n8n vs other middleware platforms](https://tallyfy.com/products/pro/integrations/middleware/n8n/n8n-vs-other-middleware-platforms/): n8n works best for high-volume Tallyfy integrations because it charges per workflow execution, not per operation. It also offers self-hosting for data privacy, while Zapier suits quick setups and Power Automate fits Microsoft-heavy organizations. - [n8n actions and triggers](https://tallyfy.com/products/pro/integrations/middleware/n8n/n8n-actions-and-triggers/): The n8n community node for Tallyfy grew from 55 operations to 96 across users, tasks, processes, templates, form fields, comments, tags, folders, groups, and search, plus a new Tallyfy Trigger node with polling and instant (webhook) modes, all authenticated with a personal access token. ### Workato - [Complete Tallyfy tasks from Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/how-to-complete-tallyfy-tasks-from-workato/): Workato recipes can automatically complete Tallyfy tasks when external events happen. Send HTTP POST requests to the completed-tasks API endpoint with form field data, error handling for missing fields, and rate limit retries. - [Launch Tallyfy processes from Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/how-to-launch-tallyfy-processes-from-workato/): Workato recipes can automatically launch Tallyfy processes from triggers in Salesforce, Zendesk, or other systems. The HTTP connector sends authenticated POST requests to Tallyfy's API with template IDs and kick-off form data mapped from the triggering event. - [Workato actions and triggers](https://tallyfy.com/products/pro/integrations/middleware/workato/workato-actions-and-triggers/): The Workato connector for Tallyfy grew from five actions and three triggers to a full set covering users, tasks, processes, templates, form fields, comments, tags, folders, and search, plus five polling triggers and five instant (webhook) triggers, all authenticated with OAuth 2.0. ### Power automate - [Advanced conditions and expressions in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/advanced-conditions-and-expressions/): Power Automate expressions, grouped conditions, and Switch controls handle Tallyfy workflow logic that goes past a simple if-then. Use calculations on form field data and multi-outcome branching based on task values and process states. - [Automating Microsoft Entra ID with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/automating-azure-ad-with-power-automate/): Use Power Automate to handle Microsoft Entra ID identity tasks like syncing Tallyfy members to security groups and generating access review reports. Built-in connectors cover common operations, while the Microsoft Graph API handles advanced scenarios like custom role assignments. - [Building approval workflows with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/building-approval-workflows-with-power-automate/): Power Automate's formal approval actions can wrap around Tallyfy processes to handle conditional sign-offs like budget thresholds and route decisions through managers or external reviewers before updating results back into the originating Tallyfy task automatically. - [Connecting Power Automate to external data sources](https://tallyfy.com/products/pro/integrations/middleware/power-automate/connecting-power-automate-to-external-data/): Power Automate bridges Tallyfy with SQL databases and Microsoft Forms. Automatically log task completions to database tables for reporting, or launch Tallyfy processes from form submissions by mapping responses to kick-off fields. - [Create your first Power Automate flow](https://tallyfy.com/products/pro/integrations/middleware/power-automate/creating-your-first-flow-in-power-automate/): Build a Power Automate flow that monitors your Outlook inbox for emails with a specific subject line and automatically creates a task in Tallyfy with the email content mapped in so no lead gets lost. - [Connect Tallyfy to Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/how-can-i-integrate-tallyfy-with-microsoft-power-automate/): Tallyfy's Premium connector for Microsoft Power Automate lets you link Tallyfy with Office 365 and thousands of other apps. Search for Tallyfy in Power Automate and sign in with OAuth 2.0 to automate workflows in both directions. - [RPA with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/introduction-to-rpa-with-power-automate/): Power Automate Desktop lets Tallyfy connect with legacy desktop apps that don't have APIs. Software bots mimic human interactions like clicking and typing through an on-premises gateway between cloud flows and desktop automation. - [Integrating Power Automate approvals with Microsoft Teams](https://tallyfy.com/products/pro/integrations/middleware/power-automate/integrating-power-automate-approvals-with-microsoft-teams/): Route Power Automate approval notifications into Microsoft Teams as interactive Adaptive Cards. Approvers can approve or reject Tallyfy process requests without leaving Teams, and responses flow back to update the original task. - [Managing and monitoring Power Automate flows](https://tallyfy.com/products/pro/integrations/middleware/power-automate/managing-and-monitoring-power-automate-flows/): Share, export, import, and troubleshoot Power Automate flows connected to Tallyfy. Covers co-ownership, run history monitoring, and debugging tools like the flow checker and peek code. - [Managing files with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/managing-files-with-power-automate/): Power Automate can automatically manage files tied to Tallyfy workflows. Archive documents to SharePoint or OneDrive when tasks complete, or launch processes when files appear in monitored folders. - [Triggering flows manually (button flows)](https://tallyfy.com/products/pro/integrations/middleware/power-automate/triggering-flows-manually-button-flows/): Instant (button) flows in Power Automate let you manually trigger automations on demand, like logging a sales lead by pressing a button that collects input fields and launches a Tallyfy process template with that data in seconds from your phone or web portal. - [Power Automate basics](https://tallyfy.com/products/pro/integrations/middleware/power-automate/understanding-power-automate-basics/): Power Automate connects Tallyfy to your other business apps using triggers and actions to launch processes and create tasks from external events. Tallyfy handles the human side of workflow management while Power Automate covers system-to-system automation. - [AI Builder in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/using-ai-builder-in-power-automate/): AI Builder in Power Automate adds AI capabilities like text recognition and sentiment analysis to your Tallyfy workflows. Scanned documents and customer feedback get automatically processed and routed without manual data entry or coding. - [Conditional logic in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/using-conditional-logic-in-power-automate/): Power Automate's conditional logic lets flows make decisions based on Tallyfy data - using IF-THEN structures, Switch controls, and nested conditions to route actions differently based on task statuses, form field values, and process conditions. - [Data operations and variables in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/working-with-data-operations-and-variables/): Power Automate lets you store and transform Tallyfy task data using variables, loops, and parse operations. Filter tasks by date and build formatted reports like daily HTML email summaries of due items. - [Email automation in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/working-with-email-automation-in-power-automate/): Power Automate connects email services like Outlook 365 to Tallyfy so incoming emails can automatically launch processes and populate form fields. Tallyfy events can also trigger personalized outbound emails, all without manual work. ### Zapier - [Tallyfy and Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-can-i-improve-task-management-with-tallyfy/): Tallyfy paired with Zapier lets your team handle the human side of work like judgment and decisions while automating repetitive tasks across apps. From CRM-triggered onboarding and scheduled process launches to turning emails and form submissions into tracked workflows with clear ownership. - [Automate monthly process launch with Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-monthly-process-launch-with-zapier/): Tallyfy integrates with Zapier's schedule trigger to automatically launch recurring monthly processes like reports or reviews. Set a date and time, link it to a template, and you're done in about five minutes. - [Automate tasks using Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-tasks-in-tallyfy-using-zaps/): Zapier can automatically mark Tallyfy tasks as complete when triggered by external events. Use a known task ID directly, or first search for the task through a template ID and process name before passing it to the Complete Task action. - [Action to 'Launch Process'](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-customize-your-tallyfy-zap-for-launch-process/): Zapier's "Launch Process" action automatically starts a Tallyfy process from any trigger event by mapping external data into kick-off form fields and assignees. Any values set in the Zap override template defaults. - [Connect Tallyfy to Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-connect-your-tallyfy-account-to-zapier/): Connecting Tallyfy to Zapier takes about 5 minutes using OAuth2 authorization. Find your Organization ID in Tallyfy settings, then search for Tallyfy in Zapier to sign in securely without sharing credentials. - [Zapier actions and triggers](https://tallyfy.com/products/pro/integrations/middleware/zapier/zapier-actions-and-triggers/): The Zapier integration for Tallyfy grew from a small set of actions to a full set covering users, tasks, processes, templates, form fields, comments, tags, folders, and search, plus four polling triggers and five instant (webhook) triggers, and it authenticates with OAuth 2.0. - [Zapier integration troubleshooting](https://tallyfy.com/products/pro/integrations/middleware/zapier/zapier-integration-troubleshooting/): Fix common Tallyfy-Zapier problems including OAuth2 authentication failures, webhook triggers that don't fire, and action errors from wrong template IDs or missing fields. Covers connection issues, field mapping, and error messages. ### Open api - [Third-party application API access](https://tallyfy.com/products/pro/integrations/open-api/access-api-as-a-third-party-application-instead-of-a-user/): Third-party apps can access Tallyfy's API through OAuth 2.0 client credentials. Your app gets an application-level token using a client ID and secret, then exchanges it for user-specific tokens to act on behalf of individual users. - [Custom fields](https://tallyfy.com/products/pro/integrations/open-api/custom-fields/): Tallyfy custom fields let your organization attach labeled key/value metadata to records like processes, tasks, members, guests, folders, tags, templates, steps, form fields, and kick-off fields. Admins define the keys, and the REST API reads and writes values with PUT, PATCH, and DELETE. - [Combining RPA systems and human operators](https://tallyfy.com/products/pro/integrations/open-api/how-does-tallyfy-combine-rpa-systems-and-human-operators/): Tallyfy coordinates RPA tools like UiPath and Blue Prism with human operators. It manages automated and manual tasks in one workflow through its API, with handoffs, exception handling, and full process visibility in one place. - [Sniff API calls using Chrome](https://tallyfy.com/products/pro/integrations/open-api/how-to-sniff-api-calls-using-chrome/): Chrome DevTools lets you inspect every API call Tallyfy makes. Filter network requests in the Fetch/XHR panel, then copy endpoints, headers, and JSON payloads to replicate those calls in your own integrations with cURL or Postman. - [API integration guide](https://tallyfy.com/products/pro/integrations/open-api/how-to-integrate-with-tallyfy-using-api/): Tallyfy's REST API lets you connect workflow features to external systems using OAuth 2.0 authentication. Covers required headers, API terminology mapping, token management, and multi-organization setup. - [OAuth authorization flow for third-party applications](https://tallyfy.com/products/pro/integrations/open-api/oauth-authorization-flow/): Tallyfy's OAuth 2.0 implicit grant flow lets third-party apps authenticate users by redirecting them to Tallyfy's login page and receiving a 6-month access token back in the URL fragment so the app never handles user credentials directly. - [Rich text references](https://tallyfy.com/products/pro/integrations/open-api/rich-text-references/): Tallyfy's API accepts specific HTML markup patterns for referencing form field answers, snippets, templates and people within rich text fields, where each reference type requires exact class names and identifiers read from the API to ensure chips survive editing and resolve correctly at render time. - [API clients](https://tallyfy.com/products/pro/integrations/open-api/api-clients/): Tallyfy's REST API works with any HTTP client. Find guides for tools like Postman to visually test endpoints and explore authentication without writing code. - [API code samples](https://tallyfy.com/products/pro/integrations/open-api/code-samples/): Tallyfy's REST API code samples are organized by resource category with working examples in six programming languages. Every request requires a Bearer token along with Accept and X-Tallyfy-Client headers sent to the org-scoped base URL. ### Api clients - [Getting started with Postman API testing](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/): Test Tallyfy's REST API in Postman without writing code. Authenticate with the password grant type, then explore endpoints for templates (checklists), processes (runs), and tasks across your organization. ### Postman - [Advanced patterns and testing](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/advanced-patterns/): Use Postman's collection runners, Newman CLI, and monitors to automate Tallyfy API testing across multiple organizations. Covers CI/CD integration, performance monitoring, mock servers, and data-driven testing. - [Authentication setup for Postman](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/authentication-setup/): Set up Tallyfy API authentication in Postman using OAuth 2.0 with the password grant type. Store credentials as environment variables, configure automatic token storage, and include the required Bearer token and X-Tallyfy-Client header. - [Postman collection organization](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/collection-organization/): Organize Postman collections around Tallyfy's API resources with folder prefixes and consistent naming conventions. Good structure cuts errors and speeds up integration work. - [Task operations and automation](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/task-operations/): Tallyfy's API lets you list, complete, and update tasks through Postman. Filter by status or assignee, save form field data, handle file uploads, and manage assignments and comments. - [Working with templates and processes](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/templates-processes/): Tallyfy's API lets you launch processes from templates by posting to the runs endpoint with a checklist ID and optional kick-off form data. It also supports dynamic template selection and bulk launching through Postman scripts. - [Troubleshooting common issues](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/troubleshooting/): Most Tallyfy API failures in Postman come from a missing X-Tallyfy-Client header, wrong grant type, or expired tokens. Fix 401, 404, 422 errors, rate limiting, and file upload issues with ready-to-use debugging scripts. ### Code samples - [Authentication methods](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/): Tallyfy API authentication uses either a personal access token (lasting 6 months from Settings) or a client credentials OAuth flow (7-day tokens). Every request must include Authorization Bearer, Accept, and X-Tallyfy-Client headers. - [Managing groups](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/): Tallyfy's Groups API lets you bundle members and guests into reusable groups that can be assigned to tasks and processes through standard create/list/get/update/delete operations scoped to your organization. - [Managing guests](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/): Tallyfy's API lets you manage external guest users who participate in tasks without full accounts. Create, list, retrieve, update, and delete guests using their URL-encoded email address as the identifier across organization-scoped endpoints. - [Managing members (users)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/): Tallyfy's API lets you manage organization members through `/users` endpoints to invite, list, retrieve, update, remove users, and change their roles. - [Managing tags](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/): Tallyfy's Tags API allows you to create and manage organization-scoped labels with unique titles (up to 30 characters) and optional hex colors that can be applied to templates and processes through standard CRUD endpoints with optional usage statistics. - [Managing processes (runs)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/): Use the Tallyfy API to manage processes (runs) through org-scoped endpoints. Launch, list, update, archive, restore, and delete processes, plus retrieve activity feeds. - [Managing tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/): Tallyfy's API gives you full control over tasks, whether they live inside a running process or exist as standalone one-off items. List, retrieve, create, update, complete, and reopen them programmatically. - [Managing templates (blueprints)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/): Tallyfy's API lets you manage process templates with standard CRUD operations. The API uses "Checklists" in endpoint paths and "Blueprints" in some method names instead of "Templates" shown in the UI. - [Managing files](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/): Tallyfy's API lets you upload files up to 100MB and attach them to tasks or kick-off forms. You can also download, get metadata for, and delete file assets. ### Authentication - [Use the client credentials flow](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/client-credentials-flow/): Tallyfy's OAuth 2.0 client credentials flow lets backend services authenticate without user login. Obtain a Client ID and Client Secret from Tallyfy Support, then exchange them for application-level tokens (valid 7 days) or user-specific tokens (valid 3 months) to call the API. - [Get & use a personal access token](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/personal-access-token/): Authenticate with Tallyfy's API using a personal access token from Settings > Integrations > REST API. Send it as a Bearer token with Accept and X-Tallyfy-Client headers on every request. Tokens expire after six months or when you log out. ### Groups - [Create group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/create-group/): Create a new group in your Tallyfy organization via a POST request with a name, description, and optional member or guest lists. You'll get the new group's details including its ID. - [Delete group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/delete-group/): Tallyfy's DELETE endpoint at /organizations/{org_id}/groups/{group_id} permanently removes a group without deleting its members or guests. Returns a 204 No Content status on success, with code samples in JavaScript, Python, Java, Go, C++, and C#. - [Get group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/get-group/): Fetch details of a specific group in your Tallyfy organization using a GET request. Returns the group's name, description, members, guests, and timestamps. - [List groups](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/list-groups/): Retrieve a paginated list of all groups in your Tallyfy organization. Filter by name, sort results, and include related assets or users in the response. - [Update group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/update-group/): Tallyfy's PUT endpoint for groups lets you rename a group or change its description and fully replace its member and guest lists by sending updated user IDs or email arrays to `/organizations/{org_id}/groups/{group_id}`. Includes code samples in JavaScript, Python, Java, Go, C++, and C#. ### Guests - [Create guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/create-guest/): Tallyfy's API lets you add external guests to your organization via a POST request with just an email address and optional profile fields. It automatically links existing global guests instead of creating duplicates. - [Get guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/get-guest/): Retrieve a specific guest's details by making a GET request to `/organizations/{org_id}/guests/{guest_email}` with a URL-encoded email. You can also include completion statistics with the `with=stats` query parameter. - [Delete guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/delete-guest/): Tallyfy's DELETE endpoint at `/organizations/{org_id}/guests/{guest_email}` removes a guest by URL-encoded email. It detaches them from all tasks and soft-deletes the record if they don't belong to other organizations. - [List guests](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/list-guests/): Retrieve a paginated list of guest users in your organization. You'll get detailed profiles with access history, and you can filter by email or include completion statistics. - [Update guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/update-guest/): Tallyfy's PUT endpoint at `/organizations/{org_id}/guests/{guest_email}` updates the `associated_members` field for an existing guest. Send an array of member IDs to get back the full guest record with a 201 status. ### Members - [Get member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/get-member/): Tallyfy's API lets admin users fetch a specific organization member's profile by their numeric user ID through a GET request. You can optionally include related data like stats, groups, and preferences. - [Invite member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/invite-member/): Invite new users to your Tallyfy organization by sending a POST request with their email, name, role, and a personal message. The response returns the invited user's profile with an invited status until they accept. - [List members](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/list-members/): Tallyfy's API lets you retrieve a paginated list of organization members via a GET request. Filter by name or email, sort results, and include related data like groups and stats. - [Remove member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/remove-member/): Tallyfy's API lets you deactivate a member from your organization using a DELETE request with optional task reassignment. It also supports a separate two-step flow for permanent deletion that requires disabling the member first. - [Update member role](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/update-member-role/): Tallyfy's API lets you change any member's role to admin, standard, or light. Send a PUT request with the new role, and you'll get the updated member profile back. - [Update member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/update-member/): Tallyfy's API lets admins update a member's profile (name, timezone, and optional fields like phone or job title) via a PUT request. It returns the full updated profile on success. ### Tags - [Delete tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/archive-tag/): Tallyfy's DELETE API endpoint at `/organizations/{org_id}/tags/{tag_id}` permanently removes a tag and all its associations with templates and processes and steps and tasks in an irreversible operation that returns a 204 No Content response on success. - [Create tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/create-tag/): Tallyfy's API lets you create organization tags by sending a POST request to the tags endpoint with a required title (up to 30 characters) and an optional hex color code. It returns the new tag's ID and details with a 201 status. - [Get tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/get-tag/): Retrieve a specific tag by its ID using a GET request to `/organizations/{org_id}/tags/{tag_id}`. Optionally include usage statistics showing how many active or archived templates and processes use that tag. - [List tags](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/list-tags/): Retrieve all tags in your organization with optional name filtering and pagination. You can also request usage statistics showing how many templates and processes each tag is associated with. - [Update tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/update-tag/): Modify an existing tag's title (up to 30 characters, unique per organization) or hex color code by sending a PUT request to `/organizations/{org_id}/tags/{tag_id}`. Includes code samples in JavaScript, Python, Java, Go, C++, and C#. ### Processes - [Activate process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/activate-process/): Tallyfy's API lets you restore an archived process run by sending a PUT request to the activate endpoint. This clears the `archived_at` field and brings the run back into default views while preserving its original status. - [Archive process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/archive-process/): Tallyfy's API lets you soft-delete (archive) a running process via a DELETE request. The process disappears from default views while preserving all tasks and data, and you can restore it later using the activate endpoint. - [Delete process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/delete-process/): Tallyfy's API lets admins permanently delete an archived process run and all its related data. Send a DELETE request to the `/runs/{run_id}/delete` endpoint, with code samples in six languages. - [Get activity feed for a process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/get-process-activity/): Tallyfy's activity feed API endpoint lets you pull a full audit trail of every event on a process, including task completions, comments, and status changes. Call GET on the activity-feeds resource with filters for entity type, verb, date range, and actor while supporting pagination and role-based access control. - [Get process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/get-process/): Retrieve full details of a specific process run by ID, with optional related data like tasks, form fields, and tags. The next_task option returns the earliest-deadline incomplete task for dashboards or notifications. - [Launch projects](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/launch-process-without-template/): Tallyfy's API lets you create ad-hoc projects without a predefined template. Use the `separate_task_for_each_assignee` parameter on the one-off task endpoint to spin up an empty process container with individual tasks per assignee, then add more tasks by referencing the returned `run_id`. - [Launch process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/launch-process/): Tallyfy's Launch Process API endpoint (POST to /organizations/{org_id}/runs) lets you start a new process from a template. Provide a checklist_id with optional parameters like name, pre-filled kick-off form fields, and per-step assignee or deadline overrides. - [List processes](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/list-processes/): Use the GET runs endpoint to retrieve a paginated, filterable list of running processes in your organization. Supports optional parameters for status, ownership, tags, sorting, and including related data. - [Update process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/update-process/): Tallyfy's API lets you partially update a running process by sending a PUT request with only the fields you want to change. Sending user or group arrays will fully replace all existing assignees of that type rather than appending to them. ### Tasks - [Archive task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/archive-task/): Tallyfy's API lets you soft-delete (archive) a standalone one-off task by sending a DELETE request to `/organizations/{org_id}/tasks/{task_id}`. The task won't appear in default views, but all data is preserved and can be restored later. - [Complete task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/complete-task/): Mark process tasks or standalone tasks as complete by POSTing the task ID to the right endpoint. Optionally handle approval decisions or override the completing user, with all required form fields filled beforehand. - [Delete task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/delete-task/): Tallyfy's API lets you permanently delete a standalone one-off task along with its form fields and captured values. The DELETE request returns a 204 No Content response on success and can't be undone. - [Create one-off task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/create-task/): Tallyfy's API lets you create standalone one-off tasks outside any process. Send a POST request with required fields like title, task type, assignees, and deadline, plus optional settings like form fields, webhooks, and confidentiality flags. - [Get task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/get-task/): Tallyfy's API lets you fetch any single task by its ID using a GET request and optionally include related data like form fields and process run details through query parameters. - [List organization tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/list-org-tasks/): Retrieve and filter all tasks across your organization, including process-based and one-off tasks. You'll find query parameters for status, deadline, assignment, sorting, and pagination with code examples in six languages. - [List process tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/list-process-tasks/): Retrieve all tasks for a specific process run through Tallyfy's API. Filter by status, deadline, or owner, sort and paginate results, and include related data like form fields or step details. - [Reopen task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/reopen-task/): Reopen a completed task by sending a DELETE request to the completed-tasks endpoint. This removes the completion record, resets the task status to in-progress, and clears fields like completed_at and completer_id. - [Update task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/update-task/): Tallyfy's API lets you update any task (process or one-off) via a PUT request where you can change the title, deadline, assignees, form field values, and other properties. Assignee updates replace the entire list rather than merging, and different field types like dropdowns and checkboxes require specific JSON formatting. ### Templates - [Create a template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/create-template/): Tallyfy's API lets you create a new process template by sending a POST request to the checklists endpoint with a required title and type (procedure/form/document) along with optional settings like owner assignment, kick-off form fields, webhook URLs, and access controls. It returns the full template object with a 201 status code. - [Archive or delete template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/delete-archive-template/): Tallyfy''s API lets you remove templates in two steps. First archive (soft delete) with a DELETE request, then permanently delete with a second DELETE request using the /delete path segment. - [Get template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/get-template/): Tallyfy's API lets you fetch full details of any process template by its unique ID using a GET request. You can also include related data like steps and tags through query parameters. - [List templates](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/list-templates/): Retrieve a paginated list of process templates from your Tallyfy organization using the API. Filter by title, status, tags, or owner, with code samples in JavaScript, Python, Java, Go, C++, and C#. - [Update template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/update-template/): Use the Tallyfy API to update an existing template's properties through a PUT request. The title field is required, and array fields like users and groups fully replace existing lists. ### Files - [Delete file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/delete-file/): Tallyfy's API lets you permanently delete an uploaded file and its storage record by sending a DELETE request to the /file/ endpoint. Organization logos can't be deleted, and the alternative /assets/ endpoint only archives without removing the actual stored file. - [Download file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/download-file/): Tallyfy's API provides two GET endpoints for retrieving uploaded files: one that returns the file inline with its original MIME type for browser display and another with a `/dl` suffix that forces a download as an attachment with the original filename preserved in the Content-Disposition header. - [Get file metadata](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/get-file-metadata/): Tallyfy's API lets you retrieve metadata for any uploaded file (asset) by calling GET on the asset endpoint with your organization and asset IDs. It returns details like the filename, upload date, and which process or task the file is attached to. - [Upload & attach file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/upload-attach-file/): Tallyfy''s API uses a two-step process to attach files to form fields. First upload the file via a multipart POST to the `/file` endpoint to get an asset object, then PUT that object to link the file to a task or kick-off form field. ### Robotics - [Apptronik Apollo integration](https://tallyfy.com/products/pro/integrations/robotics/apptronik/): Tallyfy can work as a workflow management layer for Apptronik's Apollo humanoid robots, connecting through a ROS bridge to fill gaps in fleet coordination, procedure updates, and compliance documentation. - [Boston Dynamics integration](https://tallyfy.com/products/pro/integrations/robotics/boston-dynamics/): Boston Dynamics Spot robots handle industrial inspections across 1,500+ deployments but lack cross-site knowledge sharing and conditional mission logic. A workflow platform could fill those gaps through Orbit's REST API and webhooks. - [KUKA Robotics integration](https://tallyfy.com/products/pro/integrations/robotics/kuka/): Tallyfy works as a workflow layer above KUKA's robot fleet, from 6kg collaborative arms to 1300kg heavy-duty systems. It provides SOP documentation, audit trails, and fleet-wide visibility that KUKA's native tools don't cover. - [Unitree Robotics integration](https://tallyfy.com/products/pro/integrations/robotics/unitree/): Unitree Robotics builds quadruped and humanoid robots with strong SDKs for movement control but lacks workflow management for fleet coordination. Tallyfy could serve as a centralized process layer that delivers procedures and logs task completions across a robot fleet. - [Universal Robots integration](https://tallyfy.com/products/pro/integrations/robotics/universal-robots/): Universal Robots cobots use PolyScope X for visual programming but store programs locally on each controller. This creates problems for fleet-wide version management, knowledge sharing, and compliance audit trails. ### Tallyfy desktop ai - [Connect Claude to Tallyfy Desktop](https://tallyfy.com/products/pro/integrations/tallyfy-desktop-ai/connect-claude/): Install the Anthropic Claude CLI and sign into your Claude.ai subscription so Tallyfy Desktop can drive it. The Install Wizard handles the bash installer with explicit consent, or you can install manually from anthropic.com. - [Connect Codex to Tallyfy Desktop](https://tallyfy.com/products/pro/integrations/tallyfy-desktop-ai/connect-codex/): Install the OpenAI Codex CLI via npm and sign into your ChatGPT subscription so Tallyfy Desktop can drive it. The Install Wizard handles npm with explicit consent, or you can install manually with `npm install -g @openai/codex`. - [Connect Ollama to Tallyfy Desktop](https://tallyfy.com/products/pro/integrations/tallyfy-desktop-ai/connect-ollama/): Install Ollama on your local machine and run open-source models entirely offline. The Install Wizard handles `brew install` on macOS, the shell installer on Linux, and `winget` on Windows, then pulls a default model. - [Connect Gemini to Tallyfy Desktop](https://tallyfy.com/products/pro/integrations/tallyfy-desktop-ai/connect-gemini/): Install the Google Gemini CLI via npm and sign into your Google account so Tallyfy Desktop can drive it. The Install Wizard handles npm with explicit consent, and the default model is `gemini-2.5-flash` to avoid subscription quota friction. - [Task Intent Widget](https://tallyfy.com/products/pro/integrations/tallyfy-desktop-ai/task-intent-widget/): The Task Intent Widget turns AI chat into Tallyfy work with one click. As you talk to Claude, Codex, Gemini, or Ollama, the widget watches for task, process, and template intent and surfaces an inline affordance to create them in Tallyfy. - [Terminal Jobs tab](https://tallyfy.com/products/pro/integrations/tallyfy-desktop-ai/terminal-jobs/): The Terminal Jobs tab is your persistent log of every AI run in Tallyfy Desktop. Each run is also a Tallyfy task, so the same history appears in your Tallyfy account. Local SQLite, tiered cancellation, and full streaming output replay. ### Webhooks - [Send emails using webhooks](https://tallyfy.com/products/pro/integrations/webhooks/how-can-i-send-emails-using-webhooks-in-tallyfy/): Connect Tallyfy webhooks to middleware tools like Zapier or Make to automatically send custom emails with full process context when workflow events like task completions happen. - [Webhook scenarios](https://tallyfy.com/products/pro/integrations/webhooks/how-can-i-use-tallyfys-webhooks-feature/): Tallyfy webhooks push JSON data to external systems when processes launch, complete, or when tasks finish. Each payload carries all form fields and metadata collected up to that point. - [Set up webhooks](https://tallyfy.com/products/pro/integrations/webhooks/how-to-set-up-webhooks-in-tallyfy/): Tallyfy webhooks POST JSON data to external URLs when workflow events like step completions or process launches happen. Configure them at template or step level, with built-in security through the X-Tallyfy-orgID header. - [Webhook payload structure](https://tallyfy.com/products/pro/integrations/webhooks/webhook-payload-structure/): Tallyfy webhook payloads deliver JSON data in two formats. Process-level payloads contain full process state and kick-off form data when processes launch or complete. Task-level payloads contain completed task details along with all accumulated form fields, a next_task reference pointing to the first visible incomplete task, and guest-links that provide direct access URLs for external collaborators. ### Document management - [File request links](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/): File request links let you collect documents from external people by generating unique upload URLs and embedding them into Tallyfy workflow tasks. Recipients can upload files directly without needing accounts, while your team keeps full control over storage and compliance. ### File request links - [Box file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/box/): Box file requests let you securely collect files from anyone, even without a Box account, by generating unique upload links tied to specific folders. They support identity verification and metadata collection that integrate into Tallyfy workflows. - [Dropbox file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/dropbox/): Dropbox file requests let anyone upload files to your Dropbox folder without needing an account. Store these unique upload links in Tallyfy process fields to collect documents from external users during workflow tasks. - [Google Drive file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/google-drive/): Google Drive doesn't have a built-in file request feature. Collect files from external users through third-party tools like FileDrop or File Request Pro, Google Forms, or shared folders with managed access. - [SharePoint file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/sharepoint/): SharePoint and OneDrive file requests let you generate unique upload-only links that anyone can use to submit files into specific folders. Uploaders don't need a Microsoft account, and all uploads include audit trails and malware scanning. ### Mcp server - [Using Tallyfy MCP server with Claude (text chat)](https://tallyfy.com/products/pro/integrations/mcp-server/claude-anthropic/): Connect Claude to Tallyfy's hosted MCP server to manage workflows in plain language. Add it as a custom connector in Claude.ai or Claude Desktop, sign in with OAuth, then query tasks, analyze processes, and combine with Computer Use for visual automation. - [Tallyfy MCP server with Google Gemini](https://tallyfy.com/products/pro/integrations/mcp-server/google-gemini/): Connect Tallyfy's MCP server to Gemini CLI, Gemini Code Assist, and Gemini Enterprise. Run OAuth 2.1 with Dynamic Client Registration for the CLI surfaces, and add Tallyfy as a Custom MCP Server data store for enterprise teams. - [Using Tallyfy MCP server with Microsoft Copilot Studio](https://tallyfy.com/products/pro/integrations/mcp-server/microsoft-copilot-studio/): Connect Tallyfy's MCP server to Microsoft Copilot Studio through Power Platform custom connectors. Automate workflows and manage processes via natural language with enterprise security features like VNet isolation and DLP policies. - [Using SSO with MCP servers](https://tallyfy.com/products/pro/integrations/mcp-server/sso-authentication/): SSO integration with MCP servers removes repeated authentication across AI tools. Users log in once with corporate credentials through providers like Azure AD or Okta, gaining access to all approved workflow integrations. - [Using Tallyfy MCP server with ChatGPT](https://tallyfy.com/products/pro/integrations/mcp-server/openai-chatgpt/): ChatGPT Enterprise and Team users can connect to Tallyfy's MCP server through OAuth 2.1 to manage workflows and search tasks using natural language. The text-based interface works well for queries but can't replace Tallyfy's visual UI. - [Test a template before anyone runs it](https://tallyfy.com/products/pro/integrations/mcp-server/template-testing/): Test a Tallyfy template before anyone runs it. Ask Claude or any connected AI to walk every path through a template and report the problems it finds, like a step no answer can ever reach or two rules fighting over the same step, without launching a single process or involving a single person. - [Every tool the MCP server gives your AI](https://tallyfy.com/products/pro/integrations/mcp-server/tool-list/): Every tool the Tallyfy MCP server gives your AI, listed by area, with what each one does and whether it can change anything. You never have to name these, but here they are if you need to check what an AI can and cannot do in your account. ### Claude anthropic - [Run analytics with Claude](https://tallyfy.com/products/pro/integrations/mcp-server/claude-anthropic/analytics-with-claude/): Get real analytics from Tallyfy by asking Claude. Connect the Tallyfy MCP server, ask in plain English, and Claude reads your live workflow data and answers - often with a chart. This walkthrough covers a first hello-world query, the real questions worth asking next, and when to reach for full-dataset SQL. ### Vendors - [ADP Run](https://tallyfy.com/products/pro/integrations/vendors/adp-run/): Tallyfy connects ADP Run's payroll and HR functions to your wider organization by automatically launching cross-department workflows for onboarding, offboarding, and role changes that coordinate IT, Facilities, Finance, and Training teams. - [Automation Anywhere](https://tallyfy.com/products/pro/integrations/vendors/automation-anywhere/): Tallyfy connects Automation Anywhere bots with human workflows, providing visibility and accountability for every step. When bots finish tasks, human activities like approvals and exception handling get tracked and routed properly. - [BambooHR](https://tallyfy.com/products/pro/integrations/vendors/bamboohr/): Tallyfy extends BambooHR beyond basic HR admin by launching cross-department workflows for onboarding, offboarding, and promotions. IT, Facilities, and Finance teams get coordinated tasks with deadlines and escalation instead of manual emails. - [ADP Workforce Now](https://tallyfy.com/products/pro/integrations/vendors/adp-workforce-now/): ADP Workforce Now handles HR and payroll but can't coordinate cross-department workflows triggered by employee events. Tallyfy launches structured processes across IT, Facilities, Finance, and Legal with clear ownership, deadlines, and escalation paths. - [Blue Prism](https://tallyfy.com/products/pro/integrations/vendors/blue-prism/): Tallyfy coordinates handoffs, exception handling, and governance between Blue Prism's bot automation and human workflows, bringing both digital and human workers into a single process. - [Copper](https://tallyfy.com/products/pro/integrations/vendors/copper/): Tallyfy works alongside Copper CRM to coordinate cross-team tasks and structured workflows, like approvals and post-sale handoffs, that Copper's Google Workspace-based relationship tracking and pipeline management can't handle alone. - [Close](https://tallyfy.com/products/pro/integrations/vendors/close/): Tallyfy pairs with Close CRM to handle cross-team tasks and handoffs between sales calls and deal stages. From demo coordination to pricing approvals and onboarding, it keeps supporting work on pace with fast-moving reps. - [Gusto](https://tallyfy.com/products/pro/integrations/vendors/gusto/): Tallyfy automatically launches cross-department workflows for IT, equipment, training, and finance whenever employee events like new hires or terminations happen in Gusto. - [Help Scout](https://tallyfy.com/products/pro/integrations/vendors/help-scout/): Help Scout excels at personal email-like customer conversations but can't track the structured multi-step work across teams needed to actually resolve issues. Tallyfy fills that gap by launching accountable workflows and coordinating cross-department tasks triggered from Help Scout conversations via middleware or API. - [Freshdesk](https://tallyfy.com/products/pro/integrations/vendors/freshdesk/): Tallyfy connects Freshdesk ticket tracking with structured multi-team workflows. Launch processes with assigned tasks, deadlines, and approval chains that turn conversation threads into accountable cross-department coordination. - [HiBob](https://tallyfy.com/products/pro/integrations/vendors/hibob/): Tallyfy extends HiBob by coordinating the cross-department workflows that HR events trigger, launching structured processes across IT and facilities and finance and training teams whenever a new hire or role change or departure happens in Bob. - [Insperity](https://tallyfy.com/products/pro/integrations/vendors/insperity/): Tallyfy coordinates the cross-department workflows that Insperity's PEO and HR outsourcing services don't cover, automatically launching IT provisioning and facilities setup and training enrollment and equipment tracking across every team whenever employee events like new hires or terminations occur in Insperity. - [HubSpot](https://tallyfy.com/products/pro/integrations/vendors/hubspot/): Tallyfy works alongside HubSpot by managing the hidden micro-tasks and cross-team handoffs that happen between CRM pipeline stage changes, from marketing-to-sales transitions through deal execution and post-sale customer onboarding workflows. - [Jira Service Management](https://tallyfy.com/products/pro/integrations/vendors/jira-service-management/): Tallyfy extends Jira Service Management beyond IT by coordinating the cross-department business workflows and non-technical team handoffs that JSM tickets often trigger but can't track on its own. - [Intercom](https://tallyfy.com/products/pro/integrations/vendors/intercom/): Tallyfy connects Intercom's conversational support to structured workflows that resolve customer issues. Launch trackable processes with deadlines and ownership when chats need follow-up like bug fixes, feature requests, or success handoffs. - [Justworks](https://tallyfy.com/products/pro/integrations/vendors/justworks/): Tallyfy coordinates the cross-department workflows that Justworks can't cover. Employee events like hiring and offboarding trigger work across IT, facilities, training, and finance that goes beyond HR and payroll. - [Kofax](https://tallyfy.com/products/pro/integrations/vendors/kofax/): Tallyfy coordinates the human review and approval workflows that follow Kofax document capture and data extraction. It routes low-confidence results to specialists and manages multi-level approvals and cross-department tasks across the full document lifecycle. - [Loom](https://tallyfy.com/products/pro/integrations/vendors/loom/): Turn Loom training videos and feedback recordings into structured Tallyfy workflows with acknowledgment tracking, deadline enforcement, and clear task ownership. - [Namely](https://tallyfy.com/products/pro/integrations/vendors/namely/): Tallyfy extends Namely's mid-market HR capabilities by automating the cross-department workflows that follow HR events like new hires and role changes. It coordinates IT provisioning, facilities setup, and training schedules across every team involved. - [NetSuite](https://tallyfy.com/products/pro/integrations/vendors/netsuite/): Tallyfy connects NetSuite's financial record-keeping with cross-department human coordination. It handles invoice approvals, vendor onboarding, and month-end close workflows that span AP managers, legal teams, and compliance across your organization. - [Paychex](https://tallyfy.com/products/pro/integrations/vendors/paychex/): Tallyfy extends Paychex Flex beyond payroll and HR by launching cross-department workflows when employee events occur. It coordinates onboarding, payroll, and offboarding across IT, Facilities, and Training teams. - [Paycom](https://tallyfy.com/products/pro/integrations/vendors/paycom/): Tallyfy extends Paycom's single-database HCM platform to the cross-department workflows it can't reach. It coordinates IT provisioning, facilities setup, training, and finance tasks when employee events like new hires or role changes occur. - [Paylocity](https://tallyfy.com/products/pro/integrations/vendors/paylocity/): Tallyfy picks up where Paylocity stops by coordinating the cross-department workflows that employee events trigger, like IT provisioning, facilities setup, training enrollment, and offboarding tasks, across every team in the employee lifecycle. - [Pipedrive](https://tallyfy.com/products/pro/integrations/vendors/pipedrive/): Tallyfy works alongside Pipedrive by managing cross-team tasks and approval workflows between deal stage changes. It handles proposal reviews, contract approvals, and post-win handoffs that Pipedrive's visual pipeline can't coordinate on its own. - [Power Automate Desktop](https://tallyfy.com/products/pro/integrations/vendors/power-automate-desktop/): Tallyfy connects Power Automate Desktop's local RPA tasks with human activities and cloud processes. It manages handoffs, exception routing, and end-to-end tracking across all automated and manual steps. - [Rippling](https://tallyfy.com/products/pro/integrations/vendors/rippling/): Tallyfy extends Rippling's HR/IT/Finance platform by coordinating complex approval chains and compliance workflows. It handles external vendors, contractors, and cross-department processes that Rippling's if-then automation can't cover. - [Salesforce](https://tallyfy.com/products/pro/integrations/vendors/salesforce/): Tallyfy coordinates the micro-tasks, cross-team handoffs, and deadline-driven workflows between Salesforce pipeline stages that determine whether deals succeed. - [QuickBooks Payroll](https://tallyfy.com/products/pro/integrations/vendors/quickbooks-payroll/): Tallyfy coordinates cross-department workflows that QuickBooks Payroll can't handle alone, like timesheet approvals, exception routing, new hire IT provisioning, and accounting reconciliation. - [ServiceNow](https://tallyfy.com/products/pro/integrations/vendors/servicenow/): Tallyfy works alongside ServiceNow by handling the cross-department business processes that IT events trigger, like procurement actions or HR coordination. Non-IT teams can complete their tasks without needing expensive ServiceNow licenses or ITSM complexity. - [Square Payroll](https://tallyfy.com/products/pro/integrations/vendors/square-payroll/): Tallyfy coordinates cross-department workflows that Square Payroll can't handle on its own. It launches structured processes for IT provisioning, training, and finance setup whenever payroll events like new hires or terminations occur. - [Slack](https://tallyfy.com/products/pro/integrations/vendors/slack/): Tallyfy's native Slack integration turns chat messages into tracked tasks and workflows with ownership and deadlines, so action items don't get buried in busy channels. - [Microsoft Teams](https://tallyfy.com/products/pro/integrations/vendors/teams/): Microsoft Teams handles communication but not structured process execution. Tallyfy fills that gap by turning chat messages into tracked workflows with assigned owners, deadlines, escalation rules, and audit trails. - [TriNet](https://tallyfy.com/products/pro/integrations/vendors/trinet/): Tallyfy coordinates the cross-department workflows that TriNet's PEO services can't handle. It launches structured processes for IT provisioning, facilities setup, training enrollment, and finance access when employee events occur in TriNet. - [UKG Pro](https://tallyfy.com/products/pro/integrations/vendors/ukg-pro/): Tallyfy adds a cross-department workflow layer on top of UKG Pro. It handles integration delays and manual handoffs between HR, IT, Finance, and Operations that UKG Pro's multi-database architecture can't manage alone. - [UiPath](https://tallyfy.com/products/pro/integrations/vendors/uipath/): Tallyfy acts as a coordination layer on top of UiPath, managing human-bot handoffs, exception routing, and end-to-end process tracking. RPA bots and human workers operate together in unified workflows with full visibility. - [Workday](https://tallyfy.com/products/pro/integrations/vendors/workday/): Tallyfy coordinates the cross-department workflows that Workday can't handle. It automatically launches structured onboarding and offboarding processes across IT, Facilities, Finance, and Training teams when employee events like hires or terminations occur in Workday. - [Zendesk](https://tallyfy.com/products/pro/integrations/vendors/zendesk/): Zendesk captures customer support conversations across channels but can't coordinate the multi-team workflows needed to fully resolve complex issues. Tallyfy bridges that gap by turning tickets into trackable processes with deadlines and accountability. - [Zenefits](https://tallyfy.com/products/pro/integrations/vendors/zenefits/): Tallyfy extends Zenefits by coordinating the cross-department workflows that HR events trigger, like IT provisioning and facilities setup during onboarding, since Zenefits only handles HR administration and benefits while employee processes span every team in your organization. - [WorkFusion](https://tallyfy.com/products/pro/integrations/vendors/workfusion/): Tallyfy coordinates WorkFusion's AI automation with the human activities it can't manage alone, routing low-confidence items to reviewers and handling exception escalation and approval workflows for high-stakes AI decisions. - [Zoho CRM](https://tallyfy.com/products/pro/integrations/vendors/zoho-crm/): Tallyfy coordinates cross-department approvals, handoffs, and post-sale onboarding between Zoho CRM deal pipeline stages, whether teams use Zoho or not. ### Bamboohr - [BambooHR technical integration](https://tallyfy.com/products/pro/integrations/vendors/bamboohr/technical/): BambooHR connects to Tallyfy through REST API calls and SHA-256 HMAC webhook verification. Pull employee data and launch processes like onboarding or role changes when HR events occur. ### Netsuite - [NetSuite technical integration](https://tallyfy.com/products/pro/integrations/vendors/netsuite/technical/): Tallyfy integrates with NetSuite through REST APIs or native SuiteScript to launch processes like employee onboarding when records are created. Common fields like department and subsidiary map into Tallyfy kick-off forms. ### Paylocity - [Paylocity technical integration](https://tallyfy.com/products/pro/integrations/vendors/paylocity/technical/): Integrate Paylocity with Tallyfy through REST APIs or webhooks to automatically launch onboarding and offboarding processes. Uses OAuth 2.0 authentication with field mapping between Paylocity employee data and Tallyfy kick-off form variables. ### Teams - [Teams technical integration](https://tallyfy.com/products/pro/integrations/vendors/teams/technical/): Connect Tallyfy with Microsoft Teams using Graph API, Adaptive Cards, Power Automate, incoming webhooks, or custom Bot Framework bots. Push task notifications and workflow updates directly into Teams channels. ### Workday - [Workday technical integration](https://tallyfy.com/products/pro/integrations/vendors/workday/technical/): Tallyfy integrates with Workday through XML-based Integration Cloud or REST API methods to automatically launch processes like onboarding when HR events occur. iPaaS platforms like Workato or MuleSoft work as alternatives for teams without direct API access. ### Miscellaneous - [About Tallyfy](https://tallyfy.com/products/pro/miscellaneous/about-tallyfy/): Tallyfy is a profitable, independent company operating since 2015 with full data portability, SOC 2 Type 2 compliance, and transparent pricing. No venture capital means direct accountability to users. - [Email campaigns vs task reminders](https://tallyfy.com/products/pro/miscellaneous/can-tallyfy-send-email-campaigns/): Tallyfy isn't an email campaign tool. It uses built-in task reminders like daily digests and deadline notifications to keep contacts engaged with their work. Use dedicated email platforms for mass marketing, connected through middleware. - [Tallyfy on mobile devices](https://tallyfy.com/products/pro/miscellaneous/does-tallyfy-work-on-all-devices/): Tallyfy runs on any device with a modern browser as a responsive web app with no installation needed. It also offers a desktop app for macOS and Windows with native notifications and system tray integration. - [Glossary](https://tallyfy.com/products/pro/miscellaneous/glossary/): A quick-reference glossary of Tallyfy platform terms. Covers templates, processes, automations, kick-off forms, guest access, API concepts, and more. - [Generate a HAR file for troubleshooting](https://tallyfy.com/products/pro/miscellaneous/how-can-i-generate-a-har-file-for-troubleshooting/): A HAR file captures all browser network activity, including requests and responses. Generate one through Developer Tools in Chrome, Firefox, Edge, or Safari to give support teams the diagnostic data they need for troubleshooting. - [Become a Tallyfy partner](https://tallyfy.com/products/pro/miscellaneous/how-can-i-become-a-tallyfy-partner/): Tallyfy's partner program lets consultants and agencies earn rewards and access client accounts at no extra cost. Partners use unbilled domain exclusions so their team doesn't add to client billing. - [See product updates](https://tallyfy.com/products/pro/miscellaneous/how-can-i-stay-updated-with-tallyfys-latest-features/): Check Tallyfy's latest product updates by clicking your name and selecting Latest Updates in the app. You can also visit tallyfy.com/changelog for release notes and feature announcements. - [Translate content](https://tallyfy.com/products/pro/miscellaneous/how-can-i-translate-content-in-tallyfy/): Tallyfy supports interface language switching and Azure AI-powered content translation for multilingual teams. Administrators can connect Microsoft Azure Cognitive Services for real-time translation of user-generated content across 100+ languages. - [File storage and security](https://tallyfy.com/products/pro/miscellaneous/how-does-file-storage-work-in-tallyfy/): Tallyfy stores uploaded files in Amazon S3 with plan-based limits from 5GB to 25GB per member. You can also link to files in external cloud storage like Dropbox or SharePoint without using your quota. - [Install the Tallyfy desktop app](https://tallyfy.com/products/pro/miscellaneous/how-can-i-install-the-tallyfy-desktop-app/): Tallyfy's desktop app for macOS and Windows wraps the web app with native notifications, system tray access, and a dedicated window outside your browser. On macOS it can also sign you in automatically using your existing Chrome login. - [Login and session errors](https://tallyfy.com/products/pro/miscellaneous/how-to-connect-tallyfy-to-other-apps-using-private-browsing/): Private browsing mode fixes Tallyfy connection issues with external apps by starting a clean session without stored cookies, cached data, or saved credentials that cause login conflicts and authorization problems. - [Universal search](https://tallyfy.com/products/pro/miscellaneous/how-to-use-tallyfys-universal-search-function/): Tallyfy's universal search lets you instantly find any template, running process, task, or snippet across your workspace. It searches through names, descriptions, tags, comments, and notes, with results that include folder paths and shareable links. - [Differentiation](https://tallyfy.com/products/pro/miscellaneous/tallyfy-differentiation-guide/): Tallyfy gives people and AI one process to follow, with no flowcharts, no BPMN, real-time tracking, and AI that works inside your workflow while a human approves. Plus free 1:1 support for life, transparent all-inclusive pricing, and full data portability with no lock-in. - [Keyboard shortcuts](https://tallyfy.com/products/pro/miscellaneous/what-keyboard-shortcuts-can-i-use-in-tallyfy/): Tallyfy supports keyboard shortcuts like Ctrl+Alt+T for creating tasks and Ctrl+Alt+P for launching processes. Use Tab and Spacebar to speed up form field completion without a mouse. - [Find your Tallyfy IDs](https://tallyfy.com/products/pro/miscellaneous/how-to-find-your-tallyfy-ids/): Every element in Tallyfy has a unique ID. Find Organization, Template, and Process IDs through Settings or your browser's address bar for support requests and integrations. - [Tallyfy vs. Projects](https://tallyfy.com/products/pro/miscellaneous/understanding-tallyfy-vs-project-management/): Tallyfy handles repeating business work like onboarding and invoice processing. Launch proven templates in clicks instead of recreating project plans, while project management tools work best for truly unique, one-time projects. - [Terms & legals](https://tallyfy.com/products/pro/miscellaneous/terms-legals/): Tallyfy provides enterprise security and legal compliance with SOC 2 Type 2 attestation, GDPR support, full data encryption, free SSO, and custom data processing agreements for regional privacy laws. - [Adoption](https://tallyfy.com/products/pro/miscellaneous/support/): Drive team adoption of Tallyfy with five proven strategies, from involving users early to selecting high-impact processes. Built-in tools like auto-launch templates and universal snippets guide new members in real time. - [Troubleshooting](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/): Fix common Tallyfy issues like loading errors, authentication loops, rate limits, and password resets. Includes cache clearing steps, browser data wipe scripts, and Microsoft login approval guidance. ### Terms legals - [Accessibility statement](https://tallyfy.com/products/pro/miscellaneous/terms-legals/accessibility-statement/): Tallyfy's product documentation aims to meet the WCAG 2.2 Level AA accessibility standard. See what's built into every page, how we test the docs, and how to report any accessibility problem you run into. - [Tallyfy's privacy policy](https://tallyfy.com/products/pro/miscellaneous/terms-legals/where-can-i-find-tallyfys-privacy-policy/): Tallyfy's privacy policy covers how we collect, use, and protect your personal information. The compliance page details IT infrastructure and data protection measures. - [Country restrictions](https://tallyfy.com/products/pro/miscellaneous/terms-legals/is-your-country-blocked-from-using-tallyfy/): Tallyfy must follow US trade sanctions, which block access from Cuba, Iran, Syria, North Korea, and other restricted locations. Users who think they qualify for an exception can contact the team to discuss options. ### Support - [Contact support](https://tallyfy.com/products/pro/miscellaneous/support/how-can-i-contact-tallyfys-support-team/): Tallyfy provides support through an in-app help bubble, email at support@tallyfy.com, and free 25-minute screen-sharing calls. Professional services cover process mapping and custom template development. - [Provide context to support](https://tallyfy.com/products/pro/miscellaneous/support/how-to-provide-necessary-info-to-tallyfy-support/): When you contact Tallyfy support, provide the full browser URL for the specific item and your Organization ID from Settings > Organization. This helps the team quickly find your account and resolve your issue. - [In-app user guide](https://tallyfy.com/products/pro/miscellaneous/support/how-to-access-the-tallyfy-user-guide/): Tallyfy includes a built-in user guide that's accessible right inside the app. Click the ? icon in the sidebar to search articles, or select Help and FAQs from your profile menu. - [Share screenshots](https://tallyfy.com/products/pro/miscellaneous/support/how-to-share-screenshots-and-screencasts-with-tallyfy-support/): Sending screenshots or short screen recordings to Tallyfy support helps resolve issues far quicker than text alone. Free tools like Loom or Screencastify and built-in OS shortcuts make it easy. - [Not receiving emails?](https://tallyfy.com/products/pro/miscellaneous/support/not-receiving-emails-from-tallyfy-how-to-troubleshoot/): If Tallyfy emails aren't arriving, check spam folders, notification settings, and have your IT team allowlist tallyfy.com. Use diagnostic tools like Message Trace and mail-tester.com to identify authentication or filtering issues. ### Troubleshooting - [Clear cache in Chrome](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-chrome/): Clear Chrome's cache to fix Tallyfy display problems, loading errors, and outdated content. This forces the browser to download fresh files from Tallyfy's servers. - [Clear cache in Edge](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-edge/): Clearing Microsoft Edge's browser cache removes outdated or corrupted temporary files that cause Tallyfy to display incorrectly or run slowly. Clear all browsing data through Edge's Privacy settings, or target only Tallyfy-specific cookies through the address bar's lock icon. - [Clear cache in Safari](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-safari/): Clear Safari's cache on Mac and iOS to fix loading problems and display issues in Tallyfy. You'll find steps for the Develop menu, Privacy settings on Mac, and Safari settings on iOS. - [Clear cache in Firefox](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-firefox/): Clearing Firefox's cache and cookies through the Privacy & Security settings removes outdated or corrupted temporary files. This lets Tallyfy load fresh content and resolves display or loading problems. ### Pricing - [Non-profit discount](https://tallyfy.com/products/pro/pricing/how-to-apply-for-tallyfys-nonprofit-program-discount/): Tallyfy offers a permanent discount on annual subscriptions for verified nonprofit and charitable organizations. Learn how to apply with official documentation and check eligibility requirements. - [Sales tax](https://tallyfy.com/products/pro/pricing/sales-tax/): Tallyfy doesn't charge sales tax because it's based in Missouri, where SaaS isn't taxable. International customers also aren't charged VAT or GST currently. You'll get advance notice if this changes. ### Launching - [Launch manually](https://tallyfy.com/products/pro/launching/how-can-i-launch-a-process-in-tallyfy/): Launch a process manually by clicking Launch Process on any template card and naming the instance. You can customize assignees and deadlines before launch, or modify running processes and add ad-hoc tasks afterward. - [Launch on a schedule](https://tallyfy.com/products/pro/launching/how-can-i-schedule-a-process-in-tallyfy-using-middleware/): Schedule Tallyfy processes to launch automatically on a daily, weekly, or monthly basis. Connect a time-based trigger in Zapier or Make to the Launch Process action. - [Launch from a form](https://tallyfy.com/products/pro/launching/how-to-launch-a-tallyfy-process-from-a-webform/): External web forms can automatically launch Tallyfy processes. Use a public kick-off form link for guest access, or a magic link with pre-filled fields for logged-in users. - [Edit before launch](https://tallyfy.com/products/pro/launching/how-can-i-edit-a-process-before-launching/): Tallyfy lets you customize every detail of a process instance during launch. Change names, assignees, deadlines, guest emails, roles, and kick-off form data through a guided wizard without altering the original template. - [Troubleshooting permissions](https://tallyfy.com/products/pro/launching/troubleshooting-launch-permissions/): Most process launch problems come from missing Standard member permissions or draft templates. Fix them by granting launch access on the Permissions tab, checking launcher assignment settings, and making sure Magic Links include required kick-off values. - [Launch another process when a task completes](https://tallyfy.com/products/pro/launching/launch-process-when-task-is-completed/): Configure any task in a template to automatically launch a new process from a different template when it completes. You can also inject those tasks directly into the current process instead of creating a separate one. - [Triggers](https://tallyfy.com/products/pro/launching/triggers/): Tallyfy offers seven ways to start a process, from manual clicks and form submissions to API calls, emails, magic links, recurring schedules, and task completion chains. Some triggers can pre-fill kick-off form data to cut manual entry. ### Triggers - [Launch via a kick-off form](https://tallyfy.com/products/pro/launching/triggers/kick-off-forms/): Kick-off forms collect information before a Tallyfy template launches and pass that data into later workflow steps. External users can submit public kick-off forms to automatically start internal processes with email verification and progress tracking. - [Launch via a magic link](https://tallyfy.com/products/pro/launching/triggers/magic-links/): Magic links in Tallyfy are special URLs that let logged-in users trigger actions like launching processes or completing tasks simply by clicking a link and these can be embedded in emails or intranet pages with pre-filled data using URL parameters and JSON-encoded field values. - [Launch via API](https://tallyfy.com/products/pro/launching/triggers/via-api/): Tallyfy's REST API lets you launch processes by sending a POST request with a template ID and optional pre-filled data. External events like CRM deal closures or form submissions can automatically kick off tracked workflows with custom names, assignments, and deadlines. - [Email triggers](https://tallyfy.com/products/pro/launching/triggers/via-email/): Launch a Tallyfy process by sending an email to a template's unique trigger address. Tallyfy verifies the sender is an active member and uses the email subject line as the process name. - [Launch via middleware](https://tallyfy.com/products/pro/launching/triggers/via-middleware/): Middleware platforms like Zapier and Make.com let you automatically launch Tallyfy processes from events in other apps, like form submissions or new CRM records. They watch for triggers and pass mapped data into Tallyfy kick-off forms without custom coding. - [Launch via a schedule](https://tallyfy.com/products/pro/launching/triggers/via-recurring-schedule/): Auto-launch Tallyfy processes on recurring schedules using middleware platforms like Zapier or Make.com. You can also write custom scripts that call the Tallyfy API on a cron schedule for daily checklists, monthly audits, and more. ### Tracking and tasks - [Protect sensitive data](https://tallyfy.com/products/pro/tracking-and-tasks/how-can-i-protect-sensitive-data-in-tallyfy/): Don't store sensitive data like Social Security numbers or credit card details directly in Tallyfy. Keep them in dedicated secure systems and use secure links in task descriptions to reference that data. - [Problems with flowcharts](https://tallyfy.com/products/pro/tracking-and-tasks/can-i-build-a-flowchart-in-tallyfy/): Tallyfy replaces static flowcharts, spreadsheets, and documents by running and tracking your processes in real time. Teams follow workflows daily with clear task ownership, automatic reminders, and step-by-step guidance on any device. - [Check notifications](https://tallyfy.com/products/pro/tracking-and-tasks/how-can-i-view-notifications-in-tallyfy/): Click the bell icon in Tallyfy's top right corner to see recent alerts for task assignments, comments, deadline changes, and mentions. Use View All Notifications for your full history or Mark All As Read to clear unread items. - [Processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/): A process is a live, running instance of a template that you launch and track daily. Each process captures a snapshot of its template at launch time and can be named, auto-named, or have tasks added on the fly. - [More about tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/): Tallyfy organizes all work into two types of tasks: process tasks that run inside repeatable workflow templates, and one-off standalone to-dos. Steps in templates become active tasks upon launch, and timing controls like start times and deadlines keep everyone aligned. - [Tasks view](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/): The Tasks view in Tallyfy's left sidebar shows every task from all running processes and standalone one-off tasks. Filter by assignee, status, and tags to quickly find and manage your work. - [Tracker view](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/): Tallyfy's Tracker view is your real-time dashboard for all running processes. View them in board or table format, filter by presets, and sort to spot bottlenecks across your organization. ### Processes - [Process comments](https://tallyfy.com/products/pro/tracking-and-tasks/processes/how-can-i-manage-comments-in-tallyfy/): Add and manage comments on running processes for workflow-level discussions and @mention people to notify them directly. Only comment authors or admins can edit or delete comments, and template comments don't carry over to launched processes. - [Export process to CSV](https://tallyfy.com/products/pro/tracking-and-tasks/processes/how-can-i-export-tallyfy-processes-to-csv/): Tallyfy lets you export any running process to a 49-column CSV file with tasks, form answers, comments, and timestamps. You can also bulk export multiple processes using an open-source Python script for analysis, reporting, and auditing. - [Share a process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/make-a-process-public/): Generate a read-only public link for any running process so outsiders can view real-time progress without an account. Control whether comments, form fields, and assignees are visible. Making a process public also expands what guest users can see. - [Process lifecycle management](https://tallyfy.com/products/pro/tracking-and-tasks/processes/process-lifecycle-management/): Every Tallyfy process moves through five phases, from creating a template to reviewing completed results. Learn how to manage each phase and handle common challenges like bottlenecks and missed deadlines. - [Edit processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/): Edit any running process independently from its original template. Add new tasks, reassign existing ones, adjust due dates, rename, or archive the instance while the master template stays unchanged. ### Edit processes - [Add tasks to active processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-add-tasks-to-active-processes-on-tallyfy/): Tallyfy lets you insert new tasks into already-running processes without restarting or modifying the original template. You can type directly in the process view or link a pre-made one-off task to a specific position. - [Auto-name a process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-auto-name-a-process-in-tallyfy/): Tallyfy's auto-naming feature lets you define a naming pattern in any template using static text and kick-off form variables. Every launched process gets a consistent, structured name instead of random or blank titles. - [Delete a process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-delete-a-process-in-tallyfy/): Tallyfy requires Admin users to first archive a process before the permanent delete option appears in Tracker view. This two-step flow prevents accidental, irreversible data loss. - [Edit tasks and process properties](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-edit-tasks-and-processes-in-tallyfy/): Tallyfy lets you modify a running process without restarting it. Open the process from Tracker view and click the Settings gear icon to rename it, reassign the owner, add notes, or export data. - [Rename a process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-rename-a-process-in-tallyfy/): Tallyfy lets you rename any running process at any time by clicking its name at the top of the process view and typing a new name up to 300 characters long. - [Add process notes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-to-add-process-notes/): Process notes in Tallyfy let you attach rich text context to any running process. That information automatically appears on every task, so all participants stay aligned without hunting through emails or chat threads. ### Tasks - [Choosing the right field type](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/choosing-the-right-form-field-type/): Pick the right form field type in Tallyfy to improve data quality and enable automations. Covers radio buttons, dropdowns, checklists, and common mistakes to avoid. - [Duplicate or clone tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/duplicate-clone-tasks/): Duplicate any template step in Tallyfy to clone its name, type, form fields, assignments, deadlines, and settings. The new step appears right after the original, letting you quickly build repetitive workflows without starting from scratch. - [Complete or reopen tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-complete-or-reopen-tasks-in-tallyfy/): Complete tasks by clicking the checkmark icon or the Complete button. You can reopen tasks, restrict completion to assigned members, and enforce checklist requirements before marking tasks done. - [Manage comments](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-manage-comments-in-tallyfy/): Tallyfy lets you add, edit, and delete comments on any task using a rich text editor with @mentions that instantly notify teammates. You also control guest visibility and emoji reactions. - [Send email reminders](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-send-email-reminders-in-tallyfy/): Tallyfy lets you instantly send manual email reminders to all assignees on any active task by clicking the menu icon next to it. This bypasses automatic reminder schedules when someone needs a direct nudge on urgent or stalled work. - [Advanced tab](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-utilize-tallyfys-advanced-tab-features/): Tallyfy's advanced task options in template steps control behaviors like auto-launching linked processes, requiring all assignees to sign off, restricting task completion, firing webhooks, managing guest permissions, and tagging steps. - [Create and use subtasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-to-create-and-use-subtasks/): Tallyfy's Checklist form field lets you break a single task into smaller, checkable subtasks. Configure completion rules (no validation, at least one, or all items required) to track granular actions within a step and control how much must be done before moving on. - [Create a one-off task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-to-create-a-one-off-task-in-tallyfy/): Tallyfy lets you create standalone one-off tasks with a deadline and assignee by clicking + Create. No template needed, making them perfect for urgent work and follow-ups that don't fit standard processes. - [Report blockers and improvement feedback](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-to-report-and-resolve-issues-in-tallyfy/): Flag problems on tasks by posting issue comments that block completion and notify assignees. Resolve issues with a required explanation, filter processes with unresolved problems, and suggest template improvements for future runs. - [Set default content for form fields](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-to-set-default-content-for-form-fields/): Pre-fill form fields with static text, dynamic variables from earlier steps, or system values like today's date. Users spend less time retyping and make fewer errors, while still being free to change any pre-filled value. - [Manually show or hide tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/manually-show-hide-tasks/): Tallyfy lets you manually hide or show incomplete tasks in a running process using the three-dot menu on any task card. This helps when mid-process changes leave irrelevant tasks visible that your automations didn't cover. - [Paste cells into a Tallyfy table](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/paste-cells-tallyfy-table/): Import data from Excel or CSV files directly into a Tallyfy Table form field. Columns are matched by position, and the first row is skipped as a header. - [Scanner and RFID integration for form fields](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/scanner-and-rfid-integration/): Barcode scanners and RFID readers in keyboard wedge mode already work with Tallyfy form fields by typing scanned data directly into any focused field. No special drivers or plugins needed for workflows like warehouse receiving, quality control, and asset management. - [Task assignment options](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/task-assignment-guide/): Tallyfy lets you assign tasks to members, groups, or external guests via email. Automations can reassign tasks based on form field values or step completion status. - [Escalating overdue tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/task-escalation-for-overdue-items/): Tallyfy escalates a late task by pairing it with an expiring step that falls due a little later, then firing an automation the moment that step expires. Date the expiring step from the process launch, never from the step it watches, or the escalation never fires at all. - [Step types](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-types-of-tasks-can-i-create-with-tallyfy/): Tallyfy has two task categories and five step types. Process tasks are steps inside templates that become active when a process runs. One-off tasks are standalone to-dos. The five types cover standard work, approvals, expiring items, and email sending. - [Types of form fields](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/): Tallyfy form fields collect user input on kick-off forms and individual tasks. Types include short text, long text, dropdowns, checklists, radio buttons, dates, file uploads, tables, and assignee pickers. - [Edit tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/): Edit any task on the fly in Tallyfy. Reassign people, update descriptions with rich text and media, and adjust due dates for standalone tasks and tasks inside running processes. ### Edit task - [Set an exact date on a task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/change-a-task-due-date/): Tallyfy template steps carry relative deadlines like 3 days after launch, so a step never holds a calendar date. Real dates appear when you launch a process, and from then on you can set any task to an exact date and time, with dependent tasks recalculating from their own rules. - [Add videos to a task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/how-can-i-add-videos-to-my-tallyfy-process/): Add videos to Tallyfy tasks by embedding YouTube or Vimeo links through Insert > Embed URL, or by uploading MP4/WebM/OGG files up to 100MB through Insert > Video. Embedding loads faster and doesn't use storage. - [Assign members or guests after launching](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/how-can-i-assign-members-to-tasks-in-tallyfy/): Tallyfy lets you assign people to tasks at three stages: inside a template as defaults, during process launch, or while a process is already running. It also includes settings to auto-assign the launcher and restrict task completion to only assigned members. - [The rich text editor](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/how-can-i-use-tallyfys-rich-text-editor-for-tasks/): Tallyfy's built-in rich text editor lets you format text and add images and videos and dynamic variables and reusable snippets across task descriptions and comments while also supporting mailto: links and Gmail compose URLs in HTML mode to let users send pre-filled emails directly from workflow steps. ### Tasks view - [Customize the task view](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/how-can-i-customize-task-views-in-tallyfy/): Tallyfy's Tasks View lets you stack filters like status, assignee, tag, and template to narrow down your task list. Sort results by most recent or most delayed to spot overdue work or check specific people's workloads. - [Organize tasks and processes into folders](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/how-can-i-add-tasks-to-folders-in-tallyfy/): Tallyfy lets you organize active tasks and running processes using two independent folder systems and flexible tags. Group and filter your work quickly across the Tasks and Tracker views. ### Tracker view - [Track running processes](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/how-can-i-manage-and-track-my-processes-on-tallyfy/): Tallyfy's Tracker view gives you a dashboard of every running process in your workspace with status cards, color-coded deadlines, and filtering options to spot overdue or blocked work. - [Check process activity](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/how-can-i-track-process-activities-on-tallyfy/): Every running process in Tallyfy has a built-in activity log that records task completions, deadline changes, comments, and assignment updates. Open any process and click the Settings gear icon, then the Activity tab to see who did what and when. - [Create custom views](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/how-to-create-custom-views-in-tallyfy/): Save filtered combinations in the Tracker as named presets so you don't need to re-apply filters every time. Instantly recall specific process views based on assignee, tag, and status. - [Switch between views](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/how-to-switch-between-board-and-table-formats-in-tallyfy-tracker/): Tallyfy's Tracker lets you toggle between a visual Board view with process cards and a detailed Table view with sortable columns. The table view resets to the first blueprint when you leave the page, so use in-app links to return. - [Organize processes](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/organize-processes/): Tallyfy lets you organize active processes using folders, favorites, filters, and archiving. Quickly find and manage running workflows in the way that suits your team best. ### Organize processes - [Organize processes into folders](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/organize-processes/how-can-i-add-tasks-to-folders-in-tallyfy/): Tallyfy lets you group active processes into folders in the Tracker view by client or project and uses separate folder systems for templates versus running processes so you can filter and find work instantly. - [Favorites and watching](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/organize-processes/how-can-i-favorite-and-filter-processes-on-tallyfy/): Star processes, tasks, members, and templates to bookmark them for quick access. Starring also watches items, so you'll get notifications about specific events at your chosen frequency. - [Archive and unarchive processes in Tracker view](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/organize-processes/how-to-archive-and-unarchive-processes-in-tallyfy/): Archive processes to remove them from your active Tracker view without deleting them. Unarchive later using a status filter. Light users can't archive directly, but auto-archive handles completed processes automatically. ### Tutorials - [Create an organization](https://tallyfy.com/products/pro/tutorials/how-can-i-create-a-new-tallyfy-account/): Tallyfy lets you sign up with email or Microsoft/Google accounts to create or join an organization workspace. You'll get a guided welcome task, support options, and troubleshooting for common authentication issues. - [Create an automation](https://tallyfy.com/products/pro/tutorials/how-can-tallyfy-automate-and-streamline-my-processes/): Tallyfy automations pair an If with a Then to adapt workflows at runtime. You can hide and reveal onboarding steps based on a new hire's role selection in a form field, so processes self-adjust without manual work. - [Welcome snippets](https://tallyfy.com/products/pro/tutorials/how-to-create-a-custom-onboarding-snippet/): Tallyfy lets you build custom onboarding snippets that show personalized welcome messages or permanent homepage announcements. Create reusable content blocks in your organization settings and assign them to appear once at first login or continuously for everyone. - [Franchise operations guide](https://tallyfy.com/products/pro/tutorials/franchise-operations/): Tallyfy transforms franchise operations by converting static SOPs into active tracked workflows that franchisees actually run across all locations, with auto-assigned tasks, deadline tracking, and real-time compliance visibility. It supports either distributed or centralized account models where each franchisee maintains a paid private workspace to protect proprietary processes. - [Workflow applications](https://tallyfy.com/products/pro/tutorials/industry-specific-workflow-applications/): Tallyfy's template system with conditional logic and audit trails lets organizations in regulated industries build compliant workflows that capture every action with user identity and timestamps. - [Knowledge-only mode](https://tallyfy.com/products/pro/tutorials/knowledge-only-mode/): Tallyfy lets you publish procedures as searchable reference materials that teams can access without launching formal processes. Keep content current through comments, embedded templates, snippets, and AI platform integration for instant answers. - [Navigate Tallyfy](https://tallyfy.com/products/pro/tutorials/navigate-tallyfy/): Tallyfy's interface centers on a left sidebar menu for quick access to processes, templates, tasks, and people management. A universal search bar at the top finds anything across your account. - [Why training fails](https://tallyfy.com/products/pro/tutorials/why-documentation-training-fails-forgetting-curve/): Humans forget 90% of learned information within seven days. Instead of relying on memory and training, Tallyfy guides people step-by-step through every process at the exact moment they need it. - [Create your first template](https://tallyfy.com/products/pro/tutorials/your-first-template/): Tallyfy templates are reusable process blueprints you can build in minutes. Describe what you need and AI generates structured steps, or build from scratch and upload existing SOP documents. - [Launch a process](https://tallyfy.com/products/pro/tutorials/your-first-process/): Launch a process in Tallyfy by clicking Launch Process on any template card and naming the instance. You can optionally edit assignees and deadlines before launching, then track progress automatically through the Tracker view. - [Key features](https://tallyfy.com/products/pro/tutorials/features/): Tallyfy turns static process documentation into dynamic, trackable workflows. Key features include real-time status tracking, conditional logic automation, guest collaboration, and process optimization tools. - [How-to guides](https://tallyfy.com/products/pro/tutorials/how-to/): Tallyfy's how-to guides provide task-focused step-by-step instructions showing how to combine features to solve real-world workflow challenges. They help your team work more productively with practical approaches. ### Features - [Customer-facing workflows](https://tallyfy.com/products/pro/tutorials/features/customer-facing/): Tallyfy lets external people like clients and vendors join your workflows through secure email links without accounts or passwords. You can invite unlimited guests for free with your own branding and automatic reminders. - [Explain it once](https://tallyfy.com/products/pro/tutorials/features/explain-it-once/): Tallyfy templates let you define a process once and run it identically across your team every time. AI-assisted creation, document conversion, conditional logic, and multilingual support eliminate repeated explanations and ensure consistent quality. - [Fill in the blanks](https://tallyfy.com/products/pro/tutorials/features/fill-in-the-blanks/): Build smart templates with locked standard text and editable fill-in-the-blank fields instead of cloning documents. Tallyfy also supports reusable snippets and variables that pull in previously collected data across your workflows. - [If-this-then-that](https://tallyfy.com/products/pro/tutorials/features/if-this-then-that/): Tallyfy lets non-technical teams automate workflow decisions with plain-language automations that can change assignments and deadlines or show and hide steps based on form inputs and task states. Automations replace confusing flowcharts with conditional logic anyone can manage. - [Migration guide](https://tallyfy.com/products/pro/tutorials/features/migrate-to-tallyfy/): Use open-source migrator scripts to move data from 15+ platforms like Asana, Trello, Monday.com, and Process Street into Tallyfy. Supports dry-run, checkpoint resume, and AI-assisted field mapping. - [Real-time status](https://tallyfy.com/products/pro/tutorials/features/real-time-status/): Tallyfy provides automatic live tracking of every running workflow so you can see exactly who is working on what and where things stand at any moment. It eliminates status meetings and the need to chase people for updates. - [Structure intake](https://tallyfy.com/products/pro/tutorials/features/structure-intake/): Tallyfy turns form submissions into the first step of a structured workflow. Data flows automatically into later steps, giving everyone real-time visibility without manual follow-ups. - [Tickets vs. Processes](https://tallyfy.com/products/pro/tutorials/features/ticket-driven-vs-process-driven/): Ticket-driven workflows rely on unstructured requests with no guaranteed consistency. Tallyfy replaces this with structured processes using intake forms, automatic routing, clear ownership, and built-in follow-ups. ### How to - [Build effective forms](https://tallyfy.com/products/pro/tutorials/how-to/build-effective-forms/): Tallyfy builds forms directly into workflow steps, so every submission triggers a trackable process. Public forms include email verification, and multi-step forms support conditional branching, field validation, document generation, and built-in collaboration. - [Eliminate tribal knowledge](https://tallyfy.com/products/pro/tutorials/how-to/eliminate-tribal-knowledge-with-workflow-documentation/): Tribal knowledge is critical information trapped in employees' heads, creating dangerous single points of failure. Tallyfy converts expert knowledge into step-by-step workflow templates so anyone can follow documented processes without needing an expert present. - [Ensure task completion](https://tallyfy.com/products/pro/tutorials/how-to/ensure-task-completion/): Tallyfy keeps tasks and approvals on track with automated reminders, clear deadlines, and escalation paths. Built-in comments and @mentions help with direct follow-up. - [Effective operations manuals](https://tallyfy.com/products/pro/tutorials/how-to/build-effective-operations-manual/): Tallyfy turns static operations manuals into live digital workflows. Your team tracks and runs procedures in real time instead of letting them gather dust in binders. - [Avoiding task debt](https://tallyfy.com/products/pro/tutorials/how-to/how-to-avoid-task-debt/): Task debt builds when incomplete tasks pile up faster than your team finishes them. Tallyfy prevents this through expiring tasks, smarter workflow design, and balanced assignment strategies. - [Merge templates](https://tallyfy.com/products/pro/tutorials/how-to/how-to-merge-two-process-templates/): Merge two Tallyfy procedure templates by exporting both as documents and using an AI tool to combine all steps and details. Then import the result back into Tallyfy as a new template. - [Import a Word document](https://tallyfy.com/products/pro/tutorials/how-to/import-a-word-document/): Convert any Word document describing a process into a live, runnable Tallyfy template. Works with documents generated by Process Documentation AI (tallyfy.com/tools/process-documentation-ai/) or any Word file with sections and numbered steps. - [Improve processes effectively](https://tallyfy.com/products/pro/tutorials/how-to/improve-processes-effectively/): Tallyfy enables ongoing process improvement by letting teams capture feedback directly on tasks and using analytics to spot bottlenecks. Template updates deploy instantly without version management or downtime. - [Improve accountability](https://tallyfy.com/products/pro/tutorials/how-to/make-people-accountable-for-tasks/): Tallyfy makes task accountability clear through transparent dashboards, automatic reminders, and single-person ownership via Take Over. Blocker documentation, escalation paths, and expiring tasks prevent backlog buildup. - [Complex approval workflows](https://tallyfy.com/products/pro/tutorials/how-to/track-and-run-complex-approval-workflows/): Tallyfy turns multi-level approval processes into visible, trackable workflows. Use kick-off forms, conditional logic, and automated reminders to route tasks to the right approvers and eliminate bottlenecks. - [Track time on tasks](https://tallyfy.com/products/pro/tutorials/how-to/track-time-in-tasks/): Track actual work effort by adding hours and minutes fields to Tallyfy tasks. Direct time input gives cleaner data than elapsed-time timestamps, which are often skewed by holidays and external delays. - [Use Tallyfy as a lightweight CRM](https://tallyfy.com/products/pro/tutorials/how-to/use-tallyfy-as-lightweight-crm/): Tallyfy works as a simple sales pipeline tracker for small teams. Turn template steps into deal stages, capture lead data with kick-off forms, and monitor up to 50 active deals in tracker view. - [Process improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/): A guide to process improvement covering core concepts and methods like DMAIC, Lean, and Kaizen. Shows how Tallyfy's documentation, automation, and analytics help teams identify waste, fix root causes, and build a culture of continuous improvement. ### Process improvement - [Build a culture of continuous improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/building-a-culture-of-continuous-improvement/): A continuous improvement culture means everyone actively identifies process improvements daily. Tallyfy supports this with visible templates, in-task feedback, analytics, and instant updates for rapid experimentation. - [Gather data and use Tallyfy Analytics](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/gathering-data-and-using-tallyfy-analytics-for-insights/): Good process improvement runs on real data, not assumptions. Tallyfy Analytics captures task completion times and bottleneck patterns that you can connect to BI tools like Tableau or Power BI for spotting trends. - [Using comments and AI for process improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/how-tallyfy-comments-and-ai-supercharge-process-improvement/): Tallyfy accelerates process improvement beyond traditional workshops and suggestion boxes by letting team members comment directly on specific process steps to capture real-time feedback and by using AI to draft templates from plain language or legacy documents while also surfacing data-driven improvement suggestions that deploy instantly across all new process launches. - [Generate, test, and prioritize improvement ideas](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/generating-testing-and-prioritizing-improvement-ideas/): Use structured brainstorming techniques like SCAMPER and brainwriting to generate process improvement ideas. Test them through small-scale pilots, then prioritize with an impact/effort matrix to focus on high-value changes. - [Identify customer needs and CTQ requirements](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/identifying-customer-needs-and-critical-to-quality-ctq-requirements/): Turn customer feedback into measurable Critical to Quality (CTQ) requirements using the Kano Model and CTQ Trees. Design Tallyfy processes around what customers actually value and track delivery with deadlines and analytics. - [Implementing and sustaining improvements](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/implementing-changes-and-sustaining-improvements-with-tallyfy/): Tallyfy makes process improvements permanent by embedding changes directly into workflow templates. Analytics and feedback tools help teams monitor results and catch backsliding without relying on training that fades within a week. - [Integrating Agile and Design Thinking into process improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/integrating-agile-and-design-thinking/): Combine Agile sprints, Design Thinking, and Lean Six Sigma to run faster improvement cycles. Test small changes quickly, scale what works, and use Tallyfy for instant deployment. - [Introduction to DMAIC](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/introduction-to-dmaic-for-process-improvement/): DMAIC is a five-phase method (Define, Measure, Analyze, Improve, Control) from manufacturing that offers a structured, data-driven approach to solving process problems by targeting root causes rather than symptoms. It ensures improvements last through standardization and continuous monitoring. - [Kaizen - continuous small improvements](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/kaizen-making-continuous-small-improvements-with-tallyfy/): Kaizen focuses on small, continuous improvements rather than big overhauls. Tallyfy supports this approach by letting teams leave feedback on tasks, instantly update templates, and identify quick wins that add up over time. - [Lean thinking - eliminate waste in office processes](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/lean-thinking-eliminating-waste-in-office-processes/): Lean thinking applies Toyota''s waste-elimination approach (TIM WOODS) to office work by defining customer value and removing non-value-adding steps through five core principles. Tallyfy embeds these ideas into daily workflows. - [Measuring process performance with sigma levels](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/measuring-process-performance-with-sigma-levels/): Sigma levels measure process quality as defects per million opportunities (DPMO). Learn how this metric reveals why even 99% quality allows thousands of errors, and how to set targets from 3 sigma for internal workflows to 6 sigma for life-critical processes. - [Simple root cause analysis techniques](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/simple-root-cause-analysis-techniques/): Root Cause Analysis uses techniques like the 5 Whys and Fishbone diagrams to trace process problems to their true origins. These methods work best as team exercises where different perspectives uncover hidden causes that drive lasting fixes. - [Streamlining change management](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/streamlining-change-management-with-tallyfy/): Process improvement depends on managing the human side of change. Tallyfy helps by letting teams suggest improvements in workflows, instantly deploying updated templates, and guiding users step-by-step through new tasks. - [Understand process flow without flowcharts](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/understanding-process-flow-without-complex-flowcharts/): Tallyfy replaces static flowcharts with live sequential templates where each step has clear assignments and deadlines. Track real-time progress through the Tracker view, spot bottlenecks with analytics, and fix flow issues by reordering steps, adding conditional logic, or running parallel tasks. - [Understanding your current processes](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/understanding-your-current-processes-with-tallyfy/): Documenting existing workflows in Tallyfy eliminates tribal knowledge by letting teams capture real processes as step-by-step templates. Use plain language or AI-powered drafts instead of complex flowcharts, and the living documentation stays current every time a process runs. - [Process improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/what-is-process-improvement/): Process improvement means analyzing workflows and making targeted changes to cut waste, reduce errors, and boost efficiency. Tallyfy makes processes visible and trackable so teams can spot bottlenecks and lock in better ways of working. ### Documenting - [Groups](https://tallyfy.com/products/pro/documenting/groups/): Groups in Tallyfy are saved lists of team members and external guests that let you assign tasks to an entire team with one click. They automatically stay current when someone joins or leaves your organization. - [Documents](https://tallyfy.com/products/pro/documenting/documents/): Tallyfy's document templates let you create locked-down policies and reference materials with editable fill-in-the-blank fields. Every team produces consistent branded documents without starting from scratch or managing multiple Word file versions. - [Guests](https://tallyfy.com/products/pro/documenting/guests/): Tallyfy lets you bring external clients and partners into your workflows as free guests who complete specific tasks through secure email links without needing full accounts or logins while internal team members maintain oversight and control over the entire process. - [Members](https://tallyfy.com/products/pro/documenting/members/): Members in Tallyfy are your organization's users who hold one of three roles: Administrator for full control, Standard for daily workflow tasks, and Light for task-only access. Each role determines what features that person can reach. - [Templates](https://tallyfy.com/products/pro/documenting/templates/): Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign tasks, send reminders, and track progress across three types: procedures, documents, and forms. ### Groups - [Create and assign groups](https://tallyfy.com/products/pro/documenting/groups/how-to-manage-groups-and-assign-tasks-in-tallyfy/): Tallyfy lets you create groups of members and guests in Settings to assign entire teams to template steps at once instead of individually. You can also control how many group members take on each task. ### Documents - [Launch document templates](https://tallyfy.com/products/pro/documenting/documents/how-to-launch-and-use-document-templates/): Launch document instances from any template in your Library. Fill in editable fields through a kick-off form, and Tallyfy merges your data with the template's fixed content to produce a printable document you can edit anytime. - [Add fields to documents](https://tallyfy.com/products/pro/documenting/documents/how-can-i-add-editable-fields-to-my-tallyfy-documents/): Tallyfy's document templates let you insert editable short text, long text, and date fields into otherwise locked content so that anyone launching the template only fills in the blanks once and every instance comes out consistent. - [Digital signatures](https://tallyfy.com/products/pro/documenting/documents/how-can-i-automate-document-signing-with-tallyfy/): Tallyfy can automatically send documents for e-signature through services like DocuSign or HelloSign by using webhooks and middleware tools so that when a user completes a workflow step the collected form data flows directly into a signature request and optionally reports back to Tallyfy when the document is signed. - [Create a table of contents](https://tallyfy.com/products/pro/documenting/documents/how-to-create-a-table-of-contents-in-tallyfy/): Tallyfy automatically generates a clickable table of contents from your document and procedure template headings in real time, so you don't have to manually create or refresh navigation links. - [Generate documents](https://tallyfy.com/products/pro/documenting/documents/how-to-generate-documents-from-form-fields/): Tallyfy automatically generates documents like contracts and PDFs by connecting form field data through middleware to services like WebMerge or DocuSign. Setup takes about 15 minutes and eliminates manual data copying. ### Guests - [Assigning guests](https://tallyfy.com/products/pro/documenting/guests/guest-user-guide/): Tallyfy lets you assign workflow tasks to external guests like clients and vendors via secure email links without requiring accounts or paid seats and provides tools to track their progress and convert them to full members when needed. - [The guest view](https://tallyfy.com/products/pro/documenting/guests/how-can-guests-monitor-their-processes-on-tallyfy/): Tallyfy's guest dashboard is a passwordless hub where external users can view all assigned tasks across processes. Guests complete work by filling in forms, uploading files, tracking progress, and managing notification preferences. - [Assign tasks to guests](https://tallyfy.com/products/pro/documenting/guests/how-can-i-assign-tasks-to-guest-users-in-tallyfy/): Assign tasks to external guests by entering their email address in a template or running process. Guests receive a secure link to complete their work without needing an account or password. - [Re-open completed guest tasks](https://tallyfy.com/products/pro/documenting/guests/how-can-i-re-open-a-completed-guest-task/): Only members with Administrator or Standard permissions can re-open completed guest tasks in Tallyfy. Guests can't revert their own submissions, and re-opening automatically changes task status back to active and notifies the guest via email. - [Get a guest's unique link](https://tallyfy.com/products/pro/documenting/guests/how-to-find-a-guest-task-link-in-tallyfy/): Guest task links in Tallyfy let external people access and complete assigned tasks without logging in. Find these links from the task's three-dot menu in a running process or from the guest list in Settings. - [Guests](https://tallyfy.com/products/pro/documenting/guests/what-is-a-guest/): Guests are external people like clients and suppliers who complete workflow tasks through secure email links without needing accounts or paid seats. They can only see their assigned tasks, keeping your internal data protected. ### Members - [Convert a member to a guest](https://tallyfy.com/products/pro/documenting/members/convert-member-to-guest/): Tallyfy converts a member to a guest in one step. An administrator clicks Convert to guest on the member, Tallyfy deactivates the account automatically if needed, switches them to guest-only access via email task links, and frees up a paid member seat. - [Manage member permissions](https://tallyfy.com/products/pro/documenting/members/how-do-i-manage-member-permissions-in-tallyfy/): Administrators can control what Standard members do in Tallyfy. Set five permissions (edit, read, launch, view, and duplicate) at both the template and running process level to manage who sees and changes your workflows. - [Change a member's role](https://tallyfy.com/products/pro/documenting/members/how-can-i-change-a-members-role-in-tallyfy/): Administrators can change any member's role between Administrator, Standard, and Light by going to Settings > Organization > Members. Select a new role from the dropdown and it takes effect immediately. - [Remove a member](https://tallyfy.com/products/pro/documenting/members/how-can-i-remove-a-member-from-my-tallyfy-organization/): Admins can remove a member by deactivating their account under Settings > Organization > Members. You'll then choose to reassign their open tasks to other team members, or to skip reassignment and leave those tasks owned by the deactivated member. - [Invite and activate members](https://tallyfy.com/products/pro/documenting/members/how-to-invite-and-activate-members-on-tallyfy/): Admins (and optionally Standard members) can invite new users by clicking Invite+ and entering an email with a name and role. Invitees receive an email to activate their account and join the organization. - [Resend or withdraw invites](https://tallyfy.com/products/pro/documenting/members/how-to-resend-or-withdraw-invites-in-tallyfy/): Tallyfy lets administrators resend or withdraw pending member invitations from Organization Members settings. Handle expired links, wrong email addresses, or free up seats when plans change. - [Standard and admin members](https://tallyfy.com/products/pro/documenting/members/standard-admin-members/): Tallyfy has three member roles. Administrators get full account control, Standard members create templates and run processes with Admin-granted permissions, and Light members can only complete assigned tasks at lower cost. - [Light members](https://tallyfy.com/products/pro/documenting/members/light-members/): Light members are task-focused users like field workers and contractors who can log in and complete assigned work but can't create or edit templates. Administrators can grant them launch permission for specific templates. ### Templates - [Auto-recording steps for SOPs](https://tallyfy.com/products/pro/documenting/templates/auto-recording-steps-for-sops/): Free screen capture tools like ShareX and OBS Studio let you document procedures in Tallyfy without paying for proprietary tools. Unlike Scribe or Trainual, which only capture steps, Tallyfy also tracks execution and automates workflows. - [Configure your template](https://tallyfy.com/products/pro/documenting/templates/config/): Tallyfy's template settings let you control duplicating, archiving, summary details, permissions, and export IDs. Organize and restrict who can view or launch processes from any template. - [Create templates](https://tallyfy.com/products/pro/documenting/templates/create-template/): Tallyfy lets you create reusable process templates three ways. Build from scratch, generate with AI from a description or uploaded Word/PDF document, or use exact HTML import for compliance-critical SOPs that must preserve every word. - [Sample templates](https://tallyfy.com/products/pro/documenting/templates/how-can-i-access-tallyfys-sample-templates/): Tallyfy's public template library offers ready-made workflow blueprints across departments like HR, sales, and marketing. You can import them in one click and customize with your own steps, assignments, and deadlines before launching. - [Track activity](https://tallyfy.com/products/pro/documenting/templates/how-can-i-track-activities-on-my-tallyfy-templates/): Tallyfy's Activity tab shows who changed what and when on any template. Every content edit, configuration update, and form field change gets recorded with timestamps in your local timezone. - [Template tools](https://tallyfy.com/products/pro/documenting/templates/how-can-power-tools-enhance-my-tallyfy-experience/): Tallyfy's Template Tools let you bulk-create steps by pasting a list and bulk-assign people or adjust deadlines across many steps at once instead of editing each one individually. Administrators can also push templates into other users' favorites for quick access. - [Publish a template](https://tallyfy.com/products/pro/documenting/templates/how-to-make-my-tallyfy-template-public/): Tallyfy lets you publish any template publicly by toggling a single setting. Anyone with the link can view your process structure and steps without needing an account, while all run data and form responses stay private. - [Convert BPMN into templates](https://tallyfy.com/products/pro/documenting/templates/how-to-convert-bpmn-patterns-into-tallyfy-templates/): Tallyfy turns static BPMN diagrams into real running workflows by mapping standard patterns like sequential flows, gateways, and loops to plain automations and steps anyone on your team can build and launch without technical training. - [Acknowledgement of changes](https://tallyfy.com/products/pro/documenting/templates/how-to-request-bulk-acknowledgement-for-template/): Tallyfy lets you request bulk acknowledgement of any document or procedure by creating a one-off task linked to a template and assigning it to your entire team with the "all assignees must complete" setting turned on so every person gets their own tracked instance they must individually finish by the deadline. - [Tags](https://tallyfy.com/products/pro/documenting/templates/how-to-manage-templates-and-processes-with-tags/): Tags in Tallyfy are color-coded keywords you attach to templates and running processes. They let you organize and filter items across multiple categories without being limited to a single-folder structure. - [Import a template](https://tallyfy.com/products/pro/documenting/templates/import-feature/): Import templates into Tallyfy from Word docs, PDFs, PowerPoint files, flowchart images, or other Tallyfy accounts. AI converts even 50-page SOPs into working templates in seconds, replacing duplicate files with one dynamic template. - [Insert media](https://tallyfy.com/products/pro/documenting/templates/insert-media/): Tallyfy lets you insert images, videos, files, tables, links, and embedded content directly into task descriptions within templates. This makes instructions clearer and more visual for anyone following a process. - [Templates vs. processes](https://tallyfy.com/products/pro/documenting/templates/master-templates-vs-processes/): Tallyfy uses a single master template to spawn unlimited customized process instances, each with its own data and timeline. Template updates only affect future launches while running processes stay untouched. - [Duplicate a template](https://tallyfy.com/products/pro/documenting/templates/how-do-i-duplicate-a-template-on-tallyfy/): Duplicate a template in Tallyfy through the More menu to copy all steps, form fields, automations, tags, and webhooks while generating fresh IDs for every field and step. - [Milestones](https://tallyfy.com/products/pro/documenting/templates/milestones/): Milestones in Tallyfy group template steps into collapsible sections. They carry over into running processes and CSV exports. Deleting a milestone doesn't remove its steps, it just ungroups them. - [Print or export templates](https://tallyfy.com/products/pro/documenting/templates/print-download-export-templates/): Tallyfy lets you output templates three ways: printing to paper via the toolbar's Print option; saving as PDF by changing the print destination; or using the API to export template data as JSON files for backups and bulk automation. - [Organizing templates](https://tallyfy.com/products/pro/documenting/templates/template-organization-best-practices/): Organize your Tallyfy template library with folders, naming conventions, tags, and step grouping so teams can find and run the right process fast. Includes version control and audit cycles to keep templates accurate. - [Thinking in unit terms](https://tallyfy.com/products/pro/documenting/templates/thinking-in-unit-terms/): Tallyfy templates should handle one item at a time, like one employee or one invoice, rather than batches. This creates clear task ownership, precise tracking, and lets you launch hundreds of parallel instances that each progress independently. - [Using folders for templates](https://tallyfy.com/products/pro/documenting/templates/organize-templates-into-folders/): Tallyfy lets you create folders and subfolders to organize your workflow templates by department or function. These template folders are separate from the task/process folders used to organize running work in the Tasks and Tracker views. - [Automations](https://tallyfy.com/products/pro/documenting/templates/automations/): A Tallyfy automation pairs conditions with actions on a template, so running processes adapt to form field entries and task events. Automations control step visibility, assignments, deadlines, and webhooks so workflows route themselves without manual intervention. - [Snippets](https://tallyfy.com/products/pro/documenting/templates/snippets/): Snippets in Tallyfy are reusable rich-text blocks that admins create once and any member can insert into templates or tasks. Updating a snippet in one place automatically pushes the change everywhere it's used. - [Variables](https://tallyfy.com/products/pro/documenting/templates/variables/): Variables in Tallyfy are placeholders that automatically carry data entered in one process step (like a customer name or order number) to every other step that needs it. They eliminate copy-paste errors and enable personalized task titles and dynamic automation triggers based on form field values. - [Edit a template](https://tallyfy.com/products/pro/documenting/templates/edit-templates/): Click the Edit icon on any template card in Tallyfy to open the Edit view. From there, you can modify steps, descriptions, settings, and permissions. ### Automations - [Conditional visibility](https://tallyfy.com/products/pro/documenting/templates/automations/conditional-visibility-guide/): Tallyfy lets you show or hide entire workflow tasks based on form field values using IF-THEN rules with AND/OR logic. One template can handle multiple process variations instead of maintaining separate templates for each path. - [Logic operations explained](https://tallyfy.com/products/pro/documenting/templates/automations/logic-explained/): Tallyfy automations use IF-THEN rules instead of flowcharts. They watch user inputs and adjust workflows by showing or hiding steps, reassigning tasks, and changing deadlines using AND/OR conditions evaluated left to right. - [Actions](https://tallyfy.com/products/pro/documenting/templates/automations/actions/): Automation actions are the Then half of an automation. They automatically assign people, adjust deadlines, toggle step visibility, reopen tasks, and fire webhooks when conditions are met. - [Conditionals](https://tallyfy.com/products/pro/documenting/templates/automations/conditionals/): Tallyfy's conditional logic lets workflows make automatic decisions using simple "IF X happens" conditions based on form field answers, step statuses, and assignments. Processes adapt in real time without manual work or complex flowcharts. - [Examples](https://tallyfy.com/products/pro/documenting/templates/automations/examples/): Tallyfy offers tested automation patterns for task assignment, workflow control, and deadlines. Follow step-by-step instructions to route tasks and control process flow automatically. ### Actions - [Automate task assignments](https://tallyfy.com/products/pro/documenting/templates/automations/actions/asignment-actions/): Assignment actions let you add, replace, or clear task assignees in a workflow. Use form-based assignee picker fields for dynamic selection of who handles each task. - [Automate deadline shifts on tasks](https://tallyfy.com/products/pro/documenting/templates/automations/actions/deadline-actions/): Tallyfy's deadline actions automatically shift task due dates forward or backward based on IF-THEN rules. They reference a step's current deadline, another step's deadline, or a date from a form field while respecting your work week settings. - [Status actions](https://tallyfy.com/products/pro/documenting/templates/automations/actions/status-actions/): Status actions in Tallyfy automatically re-open a previously completed task when a specific condition is met. They're ideal for approval rejections and feedback loops where work needs to go back a step for corrections. - [Automate hiding or showing tasks](https://tallyfy.com/products/pro/documenting/templates/automations/actions/visibility-actions/): Visibility actions use IF-THEN rules to show or hide workflow steps based on conditions like form field values or task completion. Hide steps by default and reveal them automatically as prior steps finish to enforce sequential order. ### Conditionals - [Conditionals (IF) explained](https://tallyfy.com/products/pro/documenting/templates/automations/conditionals/conditionals-explained/): Conditionals are the IF part of Tallyfy automations. They check whether step statuses or form field values match your criteria and trigger actions automatically. ### Examples - [Automatically assign a step to the original process requestor](https://tallyfy.com/products/pro/documenting/templates/automations/examples/assign-step-to-requestor/): Capture who started a process using an Assignee Picker field, then auto-assign a final step to that person through a template automation. - [Combined visibility and deadline rules](https://tallyfy.com/products/pro/documenting/templates/automations/examples/combined-visibility-deadline-rules/): Combine visibility and deadline automations so steps appear only when conditions are met, with deadlines based on shipment types, contract categories or customer tiers. - [Countdown deadline automation](https://tallyfy.com/products/pro/documenting/templates/automations/examples/countdown-deadline-automation/): Set up automated countdown deadlines that work backwards from important dates so preparation tasks are always completed on time. - [Decision with waiting step](https://tallyfy.com/products/pro/documenting/templates/automations/examples/decision-wait-continue/): Use three automations together for decision-wait-continue patterns. YES skips the wait, NO shows the waiting step, and a third fires when waiting completes to show the next step. - [Dynamic member assignment from kick-off forms](https://tallyfy.com/products/pro/documenting/templates/automations/examples/dynamic-member-assignment-from-kickoff/): Use assignee picker fields in kick-off forms so process launchers can pick who handles each task. Automation rules then assign those chosen people automatically. - [Exclusive choice](https://tallyfy.com/products/pro/documenting/templates/automations/examples/exclusive-choice/): Tallyfy's exclusive choice pattern lets you branch a single process into one of several paths based on a form field condition. Use a radio button to select an employee role and automatically show only the relevant onboarding steps for that role. - [Multi-level approval loops](https://tallyfy.com/products/pro/documenting/templates/automations/examples/multi-level-approval-loops/): Build multi-level approval chains where rejections automatically reopen earlier steps for corrections. Use approve/reject task types and status action rules for sequential sign-offs with conditional routing and parallel approvals. - [Notify the requestor when process completes](https://tallyfy.com/products/pro/documenting/templates/automations/examples/notify-requestor-on-completion/): Automatically notify the person who launched a process when it completes using an Assignee Picker field and an Email Auto-Send automation. - [Service level-based task assignment](https://tallyfy.com/products/pro/documenting/templates/automations/examples/service-level-assignment/): Tallyfy automations route tasks to different team members based on customer service tiers. IF-THEN rules on kick-off form fields assign enterprise clients to senior specialists and free-tier users to general support groups. - [Synchronization](https://tallyfy.com/products/pro/documenting/templates/automations/examples/synchronization/): Use the AND operator in Tallyfy automations to wait for multiple approvals or conditions before moving forward. All connected conditions must be true before the next steps become visible. ### Variables - [Insert variables](https://tallyfy.com/products/pro/documenting/templates/variables/how-can-i-use-insert-variables-in-tallyfy/): Tallyfy lets you insert dynamic variables into step titles and descriptions by clicking the { } button. Pull form field data from earlier steps into later ones so workflows stay personalized without manual retyping. ### Snippets - [Use snippets](https://tallyfy.com/products/pro/documenting/templates/snippets/how-can-i-use-snippets-to-simplify-workflow-in-tallyfy/): Tallyfy snippets let admins create reusable text blocks like disclaimers or contact info that any member can insert into template steps, task descriptions, and comments. Write standard content once through the References panel and update it everywhere from a single source. ### Edit templates - [Add default watchers to a template](https://tallyfy.com/products/pro/documenting/templates/edit-templates/add-default-watchers/): Default watchers in Tallyfy are members or groups assigned at the template level who automatically receive email progress updates on every process launched from that template without being given any tasks or assignments themselves. - [Add a description to a template](https://tallyfy.com/products/pro/documenting/templates/edit-templates/add-description/): Add descriptions to templates and steps in Tallyfy. Open Edit mode and click Settings for the template summary, or click directly on any step for step-level details. - [Assign steps in the Tallyfy template builder](https://tallyfy.com/products/pro/documenting/templates/edit-templates/assign-steps-in-the-tallyfy-template-builder/): Tallyfy lets you assign template steps to specific members, groups, job titles, or guests through the Assign tab. You can also leave steps unassigned or use automations to route tasks based on form answers or conditions. - [Change a template's status](https://tallyfy.com/products/pro/documenting/templates/edit-templates/change-template-state/): Tallyfy uses four template statuses (Started, In progress, Finishing, Published) to show readiness. Any member can update status from the Templates list, while editing in the Template Editor requires appropriate role permissions. - [Rename a template](https://tallyfy.com/products/pro/documenting/templates/edit-templates/change-name/): Rename a Tallyfy template through the Settings panel or the pencil icon in Edit view. Changes only apply to new processes. - [Edit steps](https://tallyfy.com/products/pro/documenting/templates/edit-templates/edit-steps/): Edit template steps in Tallyfy by adding new ones or modifying details like descriptions, assignments, step types, form fields, and deadlines. Configure advanced settings including webhooks, mandatory flags, and auto-assignment options. - [Add guidance text to a step](https://tallyfy.com/products/pro/documenting/templates/edit-templates/how-to-add-guidance-text-to-template-steps/): Add rich-text guidance instructions below any form field label in a template step. People filling out forms see helpful context like format examples or resource links right where they need them. - [Assignment types](https://tallyfy.com/products/pro/documenting/templates/edit-templates/understanding-assignment-types/): Assign process steps using Fixed mode for specific people, Dynamic mode for role-based job titles chosen at launch, or Guest mode for external collaborators. Automations can add, replace, or clear assignees based on form responses. ### Settings - [Billing](https://tallyfy.com/products/pro/settings/billing/): Tallyfy bills per seat through Recurly. You commit to full and light seats, pre-pay for your term, and manage seats, payments, and invoices from Settings then Billing. Invoiced and multi-entity accounts are billed through Xero. - [Organization settings](https://tallyfy.com/products/pro/settings/org-settings/): Tallyfy's organization-wide settings let administrators control member permissions, billing, branding, integrations, and admin policies for every team member across the company. - [Personal settings](https://tallyfy.com/products/pro/settings/personal-settings/): Tallyfy's personal settings let you customize your profile, password, email notifications, language, time zone, and date format without affecting anyone else in your organization. ### Billing - [Billing add-ons and usage credit](https://tallyfy.com/products/pro/settings/billing/billing-add-ons-and-usage-credit/): Two kinds of add-ons sit on top of your seats. Analytics is priced per seat per year on every committed seat and scales automatically. AI tokens and per-task credit are pre-paid balances you buy upfront and draw down daily as you use them. - [How seat billing works](https://tallyfy.com/products/pro/settings/billing/how-seat-billing-works/): Tallyfy bills per seat. You commit to a number of full and light seats, pre-pay for your term, and active members draw from that pool. Seats free up when members are deactivated, and your plan trues down at renewal. - [How the Seat Allocator works](https://tallyfy.com/products/pro/settings/billing/how-the-seat-allocator-works/): Multi-entity accounts run linked workspaces under one billing parent that shares a seat pool. The Seat Allocator lets a billing parent administrator distribute full and light seats across those workspaces from Settings then Billing. - [Manage billing](https://tallyfy.com/products/pro/settings/billing/how-to-access-and-manage-my-billing-details/): Manage your Tallyfy subscription, seats, payment methods, and invoices from Settings > Billing. Only administrators can access billing, buy seats, apply coupons, or handle cancellations. - [How to buy more seats](https://tallyfy.com/products/pro/settings/billing/how-to-buy-more-seats/): Add full or light seats anytime from Settings then Billing. Choose a seat type, enter how many, and review the exact pro-rated amount for the rest of your term before you confirm. Seats activate once payment clears. - [Subscribe to a paid plan](https://tallyfy.com/products/pro/settings/billing/subscribing-to-a-paid-plan/): When your free trial is ready to become paid, open Settings then Billing to subscribe. Choose monthly or annual, confirm your seats, and pay by card. ACH or wire transfer is handled by our team. - [Account and member limits](https://tallyfy.com/products/pro/settings/billing/what-are-tallyfys-account-and-member-limits/): Tallyfy has Full Members who create and edit templates, and Light Members who only complete assigned tasks. Guests from outside your organization get unlimited free access to specific tasks. - [Understanding your billing history](https://tallyfy.com/products/pro/settings/billing/understanding-your-billing-history/): Settings then Billing shows your billing history as a list of your past invoices, each with a status such as paid, pending, overdue, or void. Invoices come from Recurly if you pay by card, or from Xero if you're billed by invoice. Contact Tallyfy Support for a PDF copy. - [What happens if my payment fails](https://tallyfy.com/products/pro/settings/billing/what-happens-if-my-payment-fails/): What happens depends on how you pay. Card accounts see a banner asking you to update your card. Invoiced accounts that go about 30 days overdue are placed in read-only mode until the invoice is paid, then access returns automatically. ### Org settings - [Organization branding](https://tallyfy.com/products/pro/settings/org-settings/how-can-i-personalize-my-tallyfy-branding-and-emails/): Tallyfy lets admins customize branding by uploading a logo, selecting brand colors, and adding global CSS for content styling. Full white-labeling isn't available due to security and compliance constraints tied to the tallyfy.com domain. - [Remove a member](https://tallyfy.com/products/pro/settings/org-settings/how-can-i-remove-a-member-from-my-tallyfy-organization/): To remove a member from a Tallyfy organization, admins must first deactivate them. Tallyfy prompts you to reassign pending tasks and prevents deletion of the last admin. - [Update organization details](https://tallyfy.com/products/pro/settings/org-settings/how-can-i-update-my-organization-details/): Tallyfy administrators can update their organization's name, address, country, and other details. Go to Settings, then Org Details under My Organization, and click Save. - [Customize work week](https://tallyfy.com/products/pro/settings/org-settings/how-to-adjust-task-deadlines-to-work-week/): Tallyfy lets administrators configure work week patterns and business hours so task deadlines automatically shift to the next working period when they fall on non-working days. It doesn't yet account for national holidays or individual vacation time. - [Auto-launch templates](https://tallyfy.com/products/pro/settings/org-settings/how-to-auto-launch-templates-for-new-members/): Tallyfy can automatically launch an onboarding template for every new member who joins your organization. Everyone gets the same structured experience without manual effort. - [Customize your organization](https://tallyfy.com/products/pro/settings/org-settings/organization-customization-settings/): Tallyfy's organization customization settings let admins control member permissions and invitations along with domain-based auto-join and guest detection and HTML editing and template visibility and automatic task completion and process archiving and default deadlines and onboarding template launches and working hours and email digest schedules and webhook date formats all from one central page. - [Member deletion](https://tallyfy.com/products/pro/settings/org-settings/troubleshooting-member-deletion/): To delete a member in Tallyfy, you must disable them first. This guide covers common blockers like default admin restrictions, bot user limits, task reassignment, and data retention. - [System log](https://tallyfy.com/products/pro/settings/org-settings/system-log/): Tallyfy's System Log gives administrators a single place to see webhook failures, email delivery events, billing changes, security events, automatic process actions, and AI usage for their organization. Three tabs cover system events, email events, and AI usage. Data is retained for 90 days and can be filtered, searched, and exported as CSV. - [Member statuses](https://tallyfy.com/products/pro/settings/org-settings/understanding-member-statuses/): Every Tallyfy organization member has one of four statuses: Active, Invited, Deactivated, or Bot/Unbilled. Each status controls platform access and whether the member counts toward billing. ### Personal settings - [Change my email address](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-change-my-email-address-in-tallyfy/): Tallyfy lets email/password users update their login email through Settings > My Account > My Profile with password confirmation. SSO and social login users must instead invite their new email as a member and deactivate the old account. - [Delete your account](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-cancel-and-delete-my-tallyfy-account/): Only an Administrator can permanently delete a Tallyfy organization through Settings > Billing by submitting an official closure form. All data is irreversibly removed after a 90-day backup retention window. - [Reset your password](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-change-or-reset-my-tallyfy-password/): Change your Tallyfy password from the Security tab in profile settings, or reset a forgotten password via email link. If you hit authentication loops during reset, force logout and clear all Tallyfy cookies before trying again. - [Manage email notifications](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-manage-email-notifications-in-tallyfy/): Control which email notifications Tallyfy sends you for task assignments, comments, deadlines, and process completions. You can also set up digest emails at 6 AM on chosen days to summarize upcoming or overdue tasks. - [Update your profile picture](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-set-up-my-profile-photo-on-tallyfy/): Upload or change your Tallyfy profile picture from Settings > My Account > Profile. Select and crop a JPG, PNG, or GIF image (max 2 MB) that appears instantly across the platform. - [Switch between organizations](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-switch-between-organizations-in-tallyfy/): Tallyfy lets users linked to multiple organizations switch between them instantly from their profile menu without logging out or managing separate credentials. - [Personalization settings](https://tallyfy.com/products/pro/settings/personal-settings/personalization-settings/): Personalize your Tallyfy experience through Settings > My Account. Adjust display preferences like language, time zone, and date format, or update profile details including name, email, photo, and password. --- ## Denizen - [Overview](https://tallyfy.com/products/denizen/): Tallyfy Denizen is a free API that delivers royalty-free, location-specific photos based on visitor IP geolocation. It's shown measurable improvements in conversion rates and engagement on registration pages. ### Denizen - [Endpoints](https://tallyfy.com/products/denizen/endpoints/): The Tallyfy Denizen API returns royalty-free, location-specific images based on visitor IP address. It offers city-level coverage in the United States and country-level coverage elsewhere, with no authentication required. --- ## Metadata - **Generated**: 2026-09-12T01:34:40.743Z - **Total Documents**: 577 - **Products**: Answers, Pro, Denizen - **Format**: llms.txt v1.0 (links only) - **Full Content**: [/llms-full.txt](https://tallyfy.com/products/llms-full.txt) - **Source**: https://tallyfy.com/products/ ## Social Media - [LinkedIn](https://www.linkedin.com/company/tallyfy/): Follow Tallyfy on LinkedIn ## Related Resources - [Main Website llms.txt](https://tallyfy.com/llms.txt): Blog posts and marketing content