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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

Tallyfy process automations are smart IF-THEN rules that automatically perform actions like task assignments deadline changes and step visibility based on defined conditions to reduce manual work and ensure consistent process execution.

How To > Automatically track and run complex approval workflows

Tallyfy transforms complex approval workflows into trackable processes with clear visibility and accountability through automated kick-off forms conditional step logic dynamic assignments real-time tracking automated reminders contextual communication and organized archival systems.

Automations > Conditionals

Conditional logic in Tallyfy automations enables processes to automatically make decisions based on specific criteria like form field answers step completion status user roles and time triggers creating more efficient consistent and adaptive workflows without complex flowcharts.

Automations > Actions

Automation actions in Tallyfy execute the “THEN” portion of if-this-then-that rules and include four types: assignment actions for changing task responsibility deadline actions for adjusting due dates status actions for reopening completed tasks and visibility actions for showing or hiding steps based on conditions.