Tutorials > Create an automation
Automations
Tallyfy automations transform static workflows into intelligent processes that adapt in real-time based on user input. Create IF-THEN rules that automatically route tasks, adjust deadlines, and show or hide steps - ensuring each process instance follows the right path for its specific situation.
Automations in Tallyfy create smart processes that:
- Ask for user input through form fields and then modify the workflow based on responses
- Watch what’s happening in a process (like data entered or tasks completed)
- Automatically perform actions when certain conditions are met
- Make intelligent decisions based on information captured in the process
- Direct tasks to the right people based on user input
- Dynamically show or hide steps based on conditions you define
Every automation rule has two main parts:
This is the trigger that tells the automation when to run. Conditions check user input and other factors like:
- Answers given in form fields (user input)
- Whether a task is completed or approved
- If a certain amount of time has passed
- Actions users take (or don’t take)
- A mix of different user inputs combined
This defines what Tallyfy automatically does when conditions are met. Common actions include:
- Assignment Actions: Change who a task is assigned to based on user responses
- Deadline Actions: Set or change task deadlines based on user input or dates in form fields
- Status Actions: Re-open a completed task (often used for approvals)
- Visibility Actions: Show or hide steps based on user input (creating smart processes that adapt to different paths)
Give your automation rules clear names so everyone understands what they do:
- Be specific: Name the rule after its purpose (e.g., “Show steps for USA customers only” is better than “Customer rule”).
- Hint at the condition: Include the main trigger in the name if possible (e.g., “Assign to manager if urgent”).
- Write for others: Name rules so team members understand them instantly.
- Avoid vague names: Skip generic labels like “Rule 1” or “Automation for step 5”.
Clear naming helps your team understand, update, and troubleshoot automations quickly.
- Smart adaptation: Build workflows that collect user input and adjust their path accordingly
- Consistency: Every process instance follows the same logic automatically
- Efficiency: Save hours by automating routing decisions based on user data
- Handle complexity: Manage sophisticated business rules without manual work
- Fewer errors: Eliminate routing mistakes with automatic condition-based assignment
- Dynamic workflows: Create processes that adapt in real-time to each scenario
Explore the following sections to learn how to implement automations in Tallyfy:
- Need to assign tasks based on customer tier? → Service level-based assignment
- Want approval chains with rejection handling? → Multi-level approval loops
- Setting deadlines before important dates? → Countdown deadline automation
- Letting launchers pick team members? → Dynamic member assignment
- Conditional steps with smart deadlines? → Combined visibility and deadline rules
Automations > Logic operations explained
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