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Get started
Introduction
Getting started
By role
Build
Essentials
Launching
Lists
Track & manage
Tracking
Settings
Pricing
Compliance
Resources
Changelog
Miscellaneous
Answers docs
Denizen docs
Introduction
Getting started
Overview
Key features
Overview
Explain it once
Structure intake
If-this-then-that
Real-time status
Customer-facing workflows
Fill in the blanks
Tickets vs. Processes
Migration guide
Navigate Tallyfy
Create your first template
Create an automation
Launch a process
Workflow applications
Why training fails
Franchise operations guide
How-to guides
Overview
Ensure task completion
Process improvement
Overview
Process improvement
Understanding your current processes
Identify customer needs and CTQ requirements
Introduction to DMAIC
Lean thinking - eliminate waste in office processes
Kaizen - continuous small improvements
Gather data and use Tallyfy Analytics
Simple root cause analysis techniques
Understand process flow without flowcharts
Generate, test, and prioritize improvement ideas
Measuring process performance with sigma levels
Implementing and sustaining improvements
Integrating Agile and Design Thinking into process improvement
Using comments and AI for process improvement
Streamlining change management
Build a culture of continuous improvement
Effective operations manuals
Build effective forms
Complex approval workflows
Improve processes effectively
Improve accountability
Merge templates
Eliminate tribal knowledge
Import a Word document
Avoiding task debt
Track time on tasks
Use Tallyfy as a lightweight CRM
Knowledge-only mode
Welcome snippets
Create an organization
By role
Overview
Editor (full seat)
Member (light seat)
Guest
Essentials
Overview
Guests
Overview
Guests
Assign tasks to guests
Assigning guests
The guest view
Get a guest's unique link
Re-open completed guest tasks
Templates
Overview
Automations
Overview
Conditionals
Overview
Conditionals (IF) explained
Examples
Overview
Exclusive choice
Automatically assign a step to the original process requestor
Synchronization
Decision with waiting step
Dynamic member assignment from kick-off forms
Multi-level approval loops
Combined visibility and deadline automations
Service level-based task assignment
Countdown deadline automation
Notify the requestor when process completes
Actions
Overview
Automate task assignments
Automate hiding or showing tasks
Status actions
Automate deadline shifts on tasks
Logic operations explained
When an automation runs
Conditional visibility
Edit a template
Overview
Rename a template
Add a description to a template
Change a template's status
Edit steps
Assignment types
Assign steps in the Tallyfy template builder
How a step deadline is worked out
Add guidance text to a step
Add default watchers to a template
Snippets
Overview
Use snippets
Variables
Overview
Insert variables
Using folders for templates
Organizing templates
Publish a template
Create templates
Insert media
Configure your template
Sample templates
Print or export templates
Convert BPMN into templates
Duplicate a template
Tags
Auto-recording steps for SOPs
Templates vs. processes
Milestones
Thinking in unit terms
Template tools
Track activity
Import a template
Acknowledgement of changes
Members
Overview
Standard and admin members
Light members
Manage member permissions
Convert a member to a guest
Remove a member
Change a member's role
Invite and activate members
Resend or withdraw invites
Groups
Overview
Create and assign groups
Documents
Overview
Launch document templates
Digital signatures
Generate documents
Add fields to documents
Create a table of contents
Launching
Overview
Triggers
Overview
Launch via a kick-off form
Launch via a magic link
Email triggers
Launch via middleware
Launch via a schedule
Launch via API
Launch from a form
Launch manually
Launch on a schedule
Launch another process when a task completes
Troubleshooting permissions
Edit before launch
Tracking
Overview
Processes
Overview
Edit processes
Overview
Template changes and running processes
Delete a process
Edit tasks and process properties
Add process notes
Rename a process
Add tasks to active processes
Auto-name a process
Process lifecycle management
Share a process
Export process to CSV
Process comments
Tasks view
Overview
Customize the task view
Organize tasks and processes into folders
Tracker view
Overview
Organize processes
Overview
Organize processes into folders
Favorites and watching
Archive and unarchive processes in Tracker view
Track running processes
Check process activity
Create custom views
Switch between views
More about tasks
Overview
Edit tasks
Overview
Set an exact date on a task
Add videos to a task
The rich text editor
Assign members or guests after launching
Create a one-off task
Step types
Task assignment options
Types of form fields
Choosing the right field type
Complete or reopen tasks
Set default content for form fields
Create and use subtasks
Send email reminders
Report blockers and improvement feedback
Paste cells into a Tallyfy table
Manually show or hide tasks
Duplicate or clone tasks
Scanner and RFID integration for form fields
Escalating overdue tasks
Manage comments
Advanced tab
Problems with flowcharts
Check notifications
Protect sensitive data
Settings
Overview
Billing
Overview
How seat billing works
Subscribe to a paid plan
How to buy more seats
How the Seat Allocator works
Account and member limits
Understanding your billing history
Billing add-ons and usage credit
What happens if my payment fails
Manage billing
Organization settings
Overview
Organization branding
Customize your organization
Customize work week
System log
Remove a member
Auto-launch templates
Member statuses
Member deletion
Update organization details
Personal settings
Overview
Personalization settings
Manage email notifications
Delete your account
Change my email address
Reset your password
Update your profile picture
Switch between organizations
Integrations
Overview
Authentication and SSO
Overview
Integrate Microsoft Entra ID SSO
Integrate Google Workspace
Integrate Okta SSO
Integrate JumpCloud SSO
Integrate OneLogin SSO
Domain verification
SCIM provisioning
SSO enforcement and break-glass
Business systems integrations
Overview
EOS integration and process component support
BYO AI (Bring Your Own AI)
Overview
Use cases
Overview
Connect your AI to Tallyfy
Get a daily briefing of your tasks
Check process status across your team
Find anything across your workflows
Create tasks from meeting notes
Launch processes with pre-filled data
Insert data into form fields from other systems
Import a document as a template
Build a template through conversation
Import forms into kick-off or step fields
Merge and combine templates
Audit and improve your templates
Set up automations in plain language
Generate reports from process data
ChatGPT integration
Claude integration
Microsoft Copilot integration
Computer AI agents
Overview
AI agent vendors
Overview
Twin.so AI agents
Skyvern AI agents
Manus AI agents
Claude computer use
OpenAI agent capabilities
RPA vs. computer AI agents
Local computer use agents
Document management
Overview
File request links
Overview
Dropbox file requests
Box file requests
SharePoint file requests
Google Drive file requests
Email and SMTP
Overview
Connect your email
Overview
Google Workspace email connection
Microsoft Outlook email connection
Gmail add-on
Set up custom SMTP sending
What Tallyfy emails look like
Overview
Signing in and account access
Guest access
Joining an organization
Passwords and single sign-on
Account change notices
Membership and reassignment
Task activity
Process activity
Comments, mentions and digests
Watching and subscriptions
Robotics
Overview
ABB industrial robots, cobots and controllers
Apptronik Apollo humanoid robots
Boston Dynamics Spot, Stretch and Atlas
FANUC industrial robots and CRX cobots
KUKA industrial robots and cobots
Unitree quadruped and humanoid robots
Universal Robots collaborative arms
Tallyfy Analytics
Overview
Looker
Overview
Connecting Looker to analytics data
Connecting Looker Studio to analytics data
Power BI
Overview
Connect Power BI
Snowflake
Overview
Tableau
Overview
Connecting Tableau to analytics data
Sample Tableau visualizations
Share a Tableau workbook
Troubleshoot issues
Why use BI platforms vs. native analytics?
Google Analytics and Mixpanel integration
One-time questions vs recurring dashboards
CSV file structure
Sigma Computing
Overview
Connection limitations and alternatives
Alternatives for spreadsheet-style analytics
How Tallyfy Analytics works
Tallyfy Desktop AI surface
Overview
Connect Claude
Connect Codex
Connect Gemini
Connect Ollama
Terminal Jobs
Task Intent Widget
Tallyfy Vault
Overview
Connect an app
Apps you can connect
How your access is protected
Bring your own encryption key
Vendors
Overview
BambooHR
Overview
BambooHR technical integration
Paycom
Overview
Slack
Overview
Justworks
Overview
Paychex
Overview
Paylocity
Overview
Paylocity technical integration
Workday
Overview
Workday technical integration
UKG Pro
Overview
Rippling
Overview
Insperity
Overview
QuickBooks Payroll
Overview
Namely
Overview
TriNet
Overview
NetSuite
Overview
NetSuite technical integration
Square Payroll
Overview
Microsoft Teams
Overview
Teams technical integration
Zenefits
Overview
HiBob
Overview
Loom
Overview
ADP Run
Overview
ADP Workforce Now
Overview
UiPath
Overview
Automation Anywhere
Overview
Blue Prism
Overview
Power Automate Desktop
Overview
Kofax
Overview
WorkFusion
Overview
Salesforce
Overview
HubSpot
Overview
Pipedrive
Overview
Zoho CRM
Overview
Close
Overview
Copper
Overview
Zendesk
Overview
Freshdesk
Overview
Intercom
Overview
ServiceNow
Overview
Jira Service Management
Overview
Help Scout
Overview
Gusto
Overview
Middleware
Overview
Celigo
Overview
Celigo actions and triggers
Power Automate
Overview
Connect Tallyfy to Power Automate
Power Automate basics
Create your first Power Automate flow
Email automation in Power Automate
Managing files with Power Automate
Triggering flows manually (button flows)
Conditional logic in Power Automate
Building approval workflows with Power Automate
Advanced conditions and expressions in Power Automate
Data operations and variables in Power Automate
Connecting Power Automate to external data sources
Integrating Power Automate approvals with Microsoft Teams
Automating Microsoft Entra ID with Power Automate
RPA with Power Automate
AI Builder in Power Automate
Managing and monitoring Power Automate flows
Zapier
Overview
Tallyfy and Zapier
Connect Tallyfy to Zapier
Zapier actions and triggers
Automate monthly process launch with Zapier
Zapier integration troubleshooting
Action to 'Launch Process'
Automate tasks using Zapier
Make
Overview
Make.com actions and triggers
n8n
Overview
Connecting n8n
Common n8n workflow examples
n8n actions and triggers
n8n vs other middleware platforms
Connector capability matrix
CRM and ERP integration
Workato
Overview
Launch Tallyfy processes from Workato
Complete Tallyfy tasks from Workato
Workato actions and triggers
Stream data to a spreadsheet
Why use middleware?
Open API
Overview
API integration guide
Custom fields
Rich text references
Combining RPA systems and human operators
OAuth authorization flow for third-party applications
Sniff API calls using Chrome
API clients
Overview
Getting started with Postman API testing
Overview
Authentication setup for Postman
Working with templates and processes
Task operations and automation
Advanced patterns and testing
Troubleshooting common issues
Postman collection organization
Third-party application API access
API code samples
Code Samples
Authentication methods
Authentication
Get & use a personal access token
Use the client credentials flow
Managing templates (blueprints)
Templates (Blueprints)
List templates
Create a template
Get template
Update template
Archive or delete template
Managing processes (runs)
Processes (Runs)
Launch process
List processes
Get process
Update process
Archive process
Get activity feed for a process
Activate process
Delete process
Launch projects
Managing tasks
Tasks
List organization tasks
List process tasks
Get task
Create one-off task
Archive task
Update task
Complete task
Reopen task
Delete task
Managing files
Files
Upload & attach file
Download file
Get file metadata
Delete file
Managing members (users)
Members (Users)
List members
Invite member
Get member
Remove member
Update member
Update member role
Disable, enable or delete member
Managing guests
Guests
List guests
Create guest
Get guest
Update guest
Delete guest
Disable, enable or delete guest
Managing groups
Groups
List groups
Create group
Get group
Delete group
Update group
Managing tags
Tags
List tags
Create tag
Get tag
Update tag
Delete tag
Webhooks
Overview
Set up webhooks
Webhook scenarios
Send emails using webhooks
Webhook payload structure
Tallyfy CLI
Overview
Authenticate the CLI
Command reference
Workflows as code
Bulk operations
CI/CD approval gates
Configuration and permissions
Troubleshoot the CLI
CLI vs API vs MCP
Azure translation services
Overview
Azure Cognitive AI integration setup
Content translation
Translation requirements for process documentation
Actions within emails
Overview
MCP server
Overview
Using Tallyfy MCP server with ChatGPT
Overview
Using Tallyfy MCP server with Claude (text chat)
Overview
Run analytics with Claude
Tallyfy MCP server with Google Gemini
Overview
Using SSO with MCP servers
Overview
Using Tallyfy MCP server with Microsoft Copilot Studio
Overview
Test a template before anyone runs it
Overview
Every tool the MCP server gives your AI
Overview
Handling idempotency
Extract tasks from meetings
Lists
Overview
Miscellaneous
Overview
Terms & legals
Overview
Tallyfy's privacy policy
Country restrictions
Accessibility statement
Adoption
Overview
In-app user guide
Share screenshots
Not receiving emails?
Contact support
Provide context to support
Troubleshooting
Overview
Clear cache in Chrome
Clear cache in Edge
Clear cache in Firefox
Clear cache in Safari
About Tallyfy
Tallyfy vs. Projects
Translate content
Glossary
Generate a HAR file for troubleshooting
Keyboard shortcuts
File storage and security
See product updates
Become a Tallyfy partner
Email campaigns vs task reminders
Login and session errors
Tallyfy on mobile devices
Install the Tallyfy desktop app
Universal search
Find your Tallyfy IDs
Differentiation
Pricing
Overview
Sales tax
Non-profit discount
Compliance
Overview
BIMI compliance
HSTS compliance
Changelog
Overview
2021
Overview
2021-09-06
2021-09-22
2021-10-13
2021-10-22
2021-11-12
2021-12-09
2021-12-28
2022
Overview
2022-01-11
2022-02-09
2022-02-18
2022-02-25
2022-03-09
2022-03-17
2022-04-13
2022-05-04
2022-05-18
2022-05-30
2022-06-13
2022-06-21
2022-07-04
2022-07-18
2022-07-19
2022-08-10
2022-08-26
2022-08-29
2022-08-30
2022-08-31
2022-09-02
2022-09-22
2022-09-23
2022-09-27
2022-09-28
2022-09-29
2022-10-20
2022-10-21
2022-10-29
2022-11-14
2022-11-16
2022-12-01
2022-12-14
2022-12-30
2023
Overview
2023-01-10
2023-01-20
2023-01-21
2023-02-06
2023-02-07
2023-02-25
2023-03-16
2023-03-24
2023-03-30
2023-04-05
2023-04-21
2023-05-07
2023-05-11
2023-05-19
2023-05-25
2023-06-09
2023-06-24
2023-07-15
2023-07-17
2023-08-08
2023-09-11
2023-09-13
2023-10-04
2023-10-05
2023-10-16
2023-10-17
2023-10-26
2023-10-30
2023-11-01
2023-11-24
2023-12-16
2024
Overview
2024-01-03
2024-02-03
2024-02-06
2024-02-27
2024-03-04
2024-03-05
2024-03-24
2024-03-26
2024-04-28
2024-05-10
2024-06-19
2024-06-20
2024-06-22
2024-06-28
2024-07-19
2024-07-30
2024-07-31
2024-08-02
2024-08-07
2024-08-17
2024-08-19
2024-08-21
2024-09-14
2024-09-19
2024-09-20
2024-09-22
2024-10-19
2024-10-22
2024-10-23
2024-10-25
2024-11-16
2024-11-17
2024-11-19
2024-11-30
2024-12-15
2025
Overview
2025-01-10
2025-01-11
2025-01-18
2025-01-25
2025-01-29
2025-02-12
2025-02-22
2025-02-24
2025-02-26
2025-03-08
2025-03-31
2025-04-12
2025-04-24
2026
Overview
2026-04-25
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2026
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2026
Releases
Section titled “Releases”
2026-04-25
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Last updated:
Apr 26, 2026
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