Tallyfy is a workflow automation platform. It helps you reduce routine work, see the status of tasks in real time, and maintain consistent quality through repeatable processes.
The three legs of the operations tripod
Three elements are critical for efficient, digitized operations, in this order:
Documenting: Establish a single source of truth for process knowledge to prevent disorganized chaos.
Tracking: Monitor who does what in real-time with automated reminders. This saves time otherwise spent on status updates and meetings, ensuring everyone follows the defined process.
Improving: Enable easy continuous improvement and automate steps with AI or scripts. This leads to increasingly efficient operations and builds a competitive advantage.
These needs aren’t unique to Tallyfy; they’re common sense. You can’t improve a process that isn’t documented or followed.
Tallyfy is the workflow automation app designed for non-technical people that addresses all three needs. We believe repeatable processes are more valuable than one-off projects because processes are standardized, predictable, automatable, and improvable. Projects lack these qualities, which is why project management tools often fail for process-driven work.
Why workflow automation matters
Workflow automation eliminates time-wasting manual tasks and reduces errors. Without it, businesses often face inconsistent processes, poor visibility into work status, and challenges maintaining quality standards. Tallyfy provides a structured, transparent system for smooth work handoffs, consistent standards, and clear accountability. This frees teams to focus on higher-value activities while routine processes run efficiently.
Many vital business processes involve specific team or task workflows that lack dedicated software. You might manage these informally via email, spreadsheets, or chat, often because they seem too small for IT to prioritize.
Tallyfy allows business users to manage these processes directly. You can:
Quickly document specific processes as reusable templates.
Launch and track them consistently, adding structure to work that was previously disorganized.
Automate steps where possible to save time.
This self-service approach, supported by IT when needed, reduces wasted effort and the risk of teams using unapproved tools (“shadow IT”). Tallyfy brings necessary visibility and standards to these everyday workflows.
Key benefits
Tallyfy helps organizations by:
Saving time: Reduce routine administrative work.
Controlling quality: Maintain consistent standards for all processes.
Showing real-time status: See who is assigned what and track progress live.
Automating handovers: Pass tasks between people smoothly.
Improving continuously: Make processes better using data and feedback.
Tallyfy’s unique approach
Compared to other tools, Tallyfy focuses on:
Repeatable processes, not just one-off projects.
Simple conditional logic (“if this, then that”), not complex flowcharts.
Workflows centered on tasks, not just data storage.
For the best results, consider starting in phases:
Document and centralize. Document your main processes as Tallyfy templates, using AI features or importing existing documents. Centralize your standard operating procedures (SOPs) here.
Launch and track. Launch key templates as active processes. Track task completion and introduce your team to completing tasks in Tallyfy.
Automate and improve. Explore automations to streamline workflows further. Use feedback and analytics data (if available) to continuously refine your templates.
Starting with documentation provides a solid foundation before introducing tracking and automation. This phased approach helps smooth the transition for your team.
Tallyfy’s form-building system integrates data collection with workflow automation allowing users to create dynamic forms that verify submissions track progress enable communication and automatically generate documents while connecting directly to downstream processes.
Tallyfy streamlines process documentation through three template types: Procedures for step-by-step workflows Documents for standardized forms and Forms for simple data collection enabling consistent execution across organizations.
Tallyfy streamlines complex approval workflows by providing automated tracking form-based initiation conditional routing real-time status updates and integrated communication tools while maintaining organized records for future reference.
Templates serve as reusable blueprints that standardize business processes by defining consistent steps structures and rules which can be launched repeatedly to ensure work quality and maintain organizational knowledge.
