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Examples

Automation example catalog

Looking for the exact automation pattern you need? You’re in the right place. Here’s our complete collection of ready-to-use Tallyfy automation examples - each one tested in real business workflows with step-by-step setup instructions.

Assignment automations

Automatically assign to process requestor
Need to send results back to whoever started the process? This automation captures the requestor and assigns them tasks automatically - no manual tracking needed.

Dynamic member assignment from kick-off forms
Your process launcher can pick team members right from dropdown menus. Perfect when different projects need different people.

Service level-based task assignment
Premium customers get premium support teams. This pattern routes tasks based on customer tier (Basic, Premium, Enterprise) or service package - automatically.

Workflow control patterns

Exclusive choice (pick one path)
Sometimes your process needs to go left or right - never both. Think office employees getting IT setup while field workers get equipment training. Different paths, same process.

Synchronization (wait for multiple approvals)
Can’t move forward until HR and your manager both approve? This pattern makes sure all required sign-offs happen before the next step unlocks. No more chasing people.

Multi-level approval loops
What happens when someone rejects a request? This automation sends it back for fixes, then restarts the approval chain. Smart.

Time-based automations

Countdown deadline automation
Meeting next Tuesday? This automation counts backwards to set deadlines - agendas go out Monday, room bookings due Friday. Works with any date you specify.

Combined visibility and deadline rules
Here’s where it gets interesting: show international shipping tasks only when needed AND set their deadlines based on arrival dates. Two automations working together.

Quick reference

Not sure which example fits your workflow? We’ve matched common business scenarios to the right automation patterns:

Looking for technical process patterns based on BPMN notation? Check out BPMN Examples and Patterns.

Templates > Automations

Tallyfy automations enable intelligent workflow adaptation through conditional IF-THEN rules that automatically modify processes based on user input form responses task completions and other triggers to create dynamic workflows that route tasks assign responsibilities and show or hide steps without manual intervention.

Automations > Actions

Automation actions in Tallyfy serve as the “THEN” component of conditional rules that automatically execute specific behaviors like task assignments deadline modifications status changes and step visibility when predefined conditions are met to streamline workflows and eliminate manual interventions.

How To > Automatically track and run complex approval workflows

Tallyfy transforms complex approval workflows into trackable automated processes with clear visibility accountability and dynamic routing that eliminates status confusion and bottlenecks through intelligent form design conditional logic real-time monitoring and collaborative communication features.

Tutorials > Create an automation

Tallyfy automates processes through intelligent if-this-then-that conditional logic that dynamically adapts workflows based on specific conditions like form field values task completions and approval decisions eliminating manual adjustments and reducing administrative overhead.