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Examples

Practical automation examples and patterns

This section shows real-world examples of how you can use Tallyfy’s automation rules to solve common business problems and make your processes smarter.

What you need

  • A basic grasp of how Tallyfy automations work (Conditions and Actions).
  • Permission to create or edit templates.
  • To be comfortable with adding form fields and steps to templates.

Why look at examples?

  • Build faster: Learn from examples instead of figuring everything out yourself.
  • Get ideas: See different ways automations can improve your processes.
  • Solve problems: Find examples that show how to handle situations you face.
  • Learn easier: Understand how automations work by seeing them used in real scenarios.

Example types covered

The examples in the following pages show how to handle common situations like:

  • Sending approvals to different people based on conditions.
  • Assigning tasks automatically based on form answers.
  • Showing different steps based on form selections.
  • Creating different paths for different departments.
  • Sending notifications based on task status.
  • Escalating tasks if they are overdue.

For more technical process mapping ideas based on BPMN, see our separate BPMN Examples and Patterns ↗ guide.

Templates > Automations

Smart automation rules in Tallyfy watch process activities and automatically perform actions based on predefined conditions to streamline workflows and reduce manual work.

Tutorials > Create an automation

A workflow automation tutorial demonstrates how to create conditional visibility rules in an employee onboarding process that displays different training steps based on the new hire’s selected role.

Automations > Actions

Tallyfy offers four automation action types - assignment deadline status and visibility - that enable automatic task management through IF-THEN rules to streamline workflows and reduce manual work.

Pro > Essentials

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.
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