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Examples

Automation examples

Each example below covers a tested Tallyfy automation pattern with setup instructions. Pick one, follow the steps, and you’re done.

Types of automations

Visibility
IF this THEN show/hide that step
Assignment
IF this THEN assign someone
Deadline
IF this THEN shift the deadline
Status
IF this THEN re-open a task

Assignment

Assign to process requestor Routes tasks back to whoever launched the process. No manual tracking.

Dynamic member assignment from kick-off forms The process launcher picks team members via dropdown fields. Useful when different projects need different people.

Service level-based task assignment Routes tasks by customer tier (Basic, Premium, Enterprise) so higher-tier customers automatically get the right support teams.

Workflow control

Exclusive choice (pick one path) The process follows one branch - never both. Office staff get IT setup; field workers get equipment training. Same template, different paths.

Synchronization (wait for multiple approvals) Every required sign-off must complete before the next step unlocks.

Multi-level approval loops A rejection sends the request back for fixes, then the approval chain restarts automatically.

Time-based

Countdown deadline automation Counts backwards from a target date - agendas go out Monday, room bookings due Friday.

Combined visibility and deadline rules Shows international shipping tasks only when needed AND sets their deadlines from arrival dates. Two automations working together.

Quick reference

For BPMN-based process patterns, see BPMN Examples and Patterns ↗.

Templates > Automations

Tallyfy automations are simple IF-THEN rules added to templates that automatically adapt running…

Automations > Actions

Automation actions are the THEN part of IF-THEN rules. They automatically assign people, adjust…
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