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.
Examples
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.
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.
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.
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.
Not sure which example fits your workflow? We’ve matched common business scenarios to the right automation patterns:
- Customer support routing → Service level-based assignment (premium customers, premium service)
- Purchase approvals → Multi-level approval loops (with automatic rejection handling)
- Event planning → Countdown deadline automation (everything due on time)
- Project delegation → Dynamic member assignment (pick your team at launch)
- Compliance workflows → Synchronization (wait for all approvals)
Looking for technical process patterns based on BPMN notation? Check out BPMN Examples and Patterns ↗.
- Automatically assign a step to the original process requestor
- Combined visibility and deadline rules
- Countdown deadline automation
- Dynamic member assignment from kick-off forms
- Exclusive choice
- Multi-level approval loops
- Notify the requestor when process completes
- Service level-based task assignment
- Synchronization
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.
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.
Examples > Service level-based task assignment
This automation system routes tasks to appropriate team members based on customer service levels or subscription tiers ensuring each customer receives expertise matching their package through conditional assignment rules and workload distribution strategies.
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