Tallyfy Pro is a workflow automation platform designed for simplicity and power without the need for coding or flowcharts. Tallyfy is perfect for non-technical users and streamlines repeatable processes so that you see consistent and excellent outcomes every single time.
The 4 basics of Tallyfy
Easily build a process template from scratch or with Tallyfy AI to standardize operations and save time. Templates can be procedures or documents.
Start a new process using a template, automatically assigning tasks and managing follow-ups and hand-offs. A process is when you’re “using” the template for a specific employee, customer, approval and so on. You can launch many processes from just one template.
When you launch a procedure, you can track every task individually and see what is done and not done.
View the live status of all ongoing processes through a visual, real-time dashboard.
Make incremental improvements to processes for significant gains over time, outpacing competitors and enhancing efficiency. You can’t get compound, incremental, permanent improvements easily with ad-hoc project management and or ad-hoc tasks.
Creating Procedure Templates
Tips for Template Creation
Tallyfy Document Templates
Ditch the Paper: Tallyfy’s digital approach keeps everyone updated with the latest processes. Our documents are not designed to download, but to use.
Customize templates in Tallyfy for a seamless digital experience with documents. Edit and view documents on any device with features like content snippets, automatic translation, and mobile-friendly design.
Superior to Word or Google Docs
Tallyfy eliminates the inefficiencies of traditional documents. Access information easily, track views, and save time on writing and searching. Embrace a more productive work culture.
Superior to Flowcharts
Flowcharts can’t compare to Tallyfy’s dynamic capabilities. They lack instructions, timing, real-time tracking, and device compatibility. Plus, Tallyfy fosters collaboration, not robotic workflows.
Superior to Spreadsheets
Ditch the complexity of spreadsheets for Tallyfy’s clarity. Coordinate steps and processes effortlessly, control access, and always work with up-to-date information. Upgrade to organized efficiency.
Tallyfy Use Cases