Introduction

Tallyfy turns your business processes into self-driving workflows in minutes - without coding or flowcharts. It’s built for non-technical people.

Whether you’re dealing with small papercuts or big inefficient processes - hundreds of organizations save 2 hours per employee daily with Tallyfy.

Simple workflow is a basic human right. Tallyfy makes AI useful and practical for your everyday processes.

• Start quick - AI creates or imports processes in minutes.
• Run it - don’t read it - Remove the burden of reading and remembering everything. Everyone follows the latest process.
• Prevent mistakes - Stop tasks from being forgotten or done inconsistently. Nothing falls through the cracks.
• Track it - Track any process in real-time. No more manual status updates and meetings.
• Improve it - Improve your process easily. Automate certain tasks.
• Delegate - Auto-delegate to people, automation, or AI. Scale operations and grow margins while improving quality.

People forget 90% of their training within a week. It’s called the forgetting curve¹ - but Tallyfy embeds guidance directly into tasks. These workflow failures can cost your organization 20% - 40% of all work time. That’s an invisible, massive waste.

You can’t delegate tasks to AI without agreed processes that people already follow. Without standardized processes, AI becomes guesswork. Tallyfy provides the foundation for AI to deliver practical benefits.

Tallyfy centralizes all business procedures where they’re actually used - inside active workflows. Capture every task, how to do it, who’s doing it, and by when.

Instantly turn what you documented into a running workflow. Track who’s doing what in real-time - no more busywork asking “what’s the status?”. Trackable workflows cut status meetings by 80% while making sure work gets done right every time. Your clients can be assigned work and see progress too.

Delegate selected tasks to automations, scripts, or AI. Compound the value of improvements in your repeatable processes over time. You can’t improve or automate chaos. Tallyfy makes processes visible, measurable, and 40% faster on average.

• Document your process in minutes (like a recipe)
• Launch workflows with one click - processes run themselves
• Track task progress and capture data (clients love this). Tallyfy handles reminders automatically.
• Automate rules with “if this then that”
• Improve quickly by delegating certain tasks to AI, scripts, or middleware.

80% of business processes live in email, chat, and spreadsheets.

Tallyfy lets anyone:

• Transform processes into reusable templates in 10 minutes
• Launch client-facing workflows that impress
• Eliminate 90% of follow-up emails

Tallyfy works best for workflows that:

• Need structured data: Consistent information collection
• Are frequent: Occur often enough to benefit from digitization
• Require standardization: Must be done the same way
• Need to scale: Establish correctly now to handle higher volumes later
• Are complex: Many steps or conditional rules hard to remember
• Require audit trails: Proof of who completed what
• Need tracking: Visibility for workers, managers, leaders, or customers
• Must be predictable: Everyone knows what happened and what’s next

• Save 2 hours daily - Eliminate status updates and follow-ups
• 100% consistency - Every process follows your best practice
• Client transparency - Share real-time progress externally
• Zero dropped balls - Automatic handoffs don’t fail
• 40% faster processes - Data-driven improvements compound

• Client-facing workflows that make money, not just save money
• Knowledge-only mode - Publish procedures as searchable reference guides without tracking. Perfect for how-to documentation and SOPs that teams need to read but don’t formally complete
• Conditional logic automation - IF-THEN rules that show or hide tasks based on form inputs, creating adaptive workflows that change based on user selections²
• No-code automation anyone can set up in 3 clicks - conditional branching, auto-assignments, and deadline actions
• Self-driving processes that run themselves with automatic routing
• Works in minutes - not months of implementation

Get your first workflow running in under 10 minutes:

1. Document and centralize. Create templates using AI or import existing documents. Centralize your SOPs.
2. Launch and track. Launch templates as active processes. Track completion and assign tasks.
3. Automate and improve. Add automations. Use analytics to refine your templates.

Templates are your workflow blueprints in Tallyfy:

• Create with AI in 60 seconds
• Import existing SOPs instantly
• Start from proven examples

Two types cover everything:

• Procedure templates - Multi-step workflows (onboarding drops from 5 days to 5 hours)³
• Document templates - Smart forms with automatic routing⁴

Launch live workflows called processes - it’s that simple:

1. Pick your template
2. Name it clearly (“Samsung Onboarding - Q4 2024”)
3. Fill quick kick-off form
4. Tallyfy auto-assigns the right people
5. Click launch - done!

Tallyfy runs workflows on autopilot:

• Assigns tasks based on workload
• Sends updates only when needed (no spam)
• Shows live progress to everyone
• Never drops handoffs

• Collect feedback via comments
• Monitor task durations
• Update templates easily
• Make lasting improvements

Outline main steps first. Tallyfy’s AI fills in the details in seconds:

Start each step with an action verb:

• Good: “Email the estimate to the customer within 24 hours”
• Vague: “Handle customer communications”

Include images or videos for complex instructions:

Select appropriate types (Task, Approve/Reject, Email Draft):

Apply conditional logic:

Use kick-off forms:

Document templates let you create forms for use across the platform.

Click New Field for various form fields:

Ensure consistency:

Word, Google Docs, wikis, and Notion create static documentation. Here’s how Tallyfy’s active workflows compare:

Key differences:

• Launch as live processes - not PDFs nobody reads
• Tasks happen inside the workflow with assignments and deadlines
• Snippets eliminate copy-paste⁵
• Auto-translates to 25+ languages⁶
• Updates flow to all active processes
• See who actually follows procedures
• Collect data through forms at each step
• Automate handoffs and routing decisions

Key differences:

• Workflows that run themselves (not manual tracking)
• One source of truth - no more “v2_final_FINAL.xlsx”
• Guests see only their tasks
• If-this-then-that automation built in
• Clients love the real-time visibility

Create your first template - it takes 10 minutes and can save 10 hours weekly.

• Changelog
• Compliance
• Essentials
• Getting started
• Integrations
• Launching
• Lists
• Miscellaneous
• Pricing
• Settings
• Tracking