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Examples

Automation examples

Automations are a powerful feature in Tallyfy that allow you to automate decision-making in your processes based on certain conditions that you can configure. This concept is much like decision-making in our everyday lives. However, sometimes it can be really hard to understand how to use automations in your processes. In this section, you will find examples of common use cases for automations to help you understand how to use them in your processes. If you want to gain deeper knowledge about mapping processes and BPMN patterns, we have an amazing article written by our CEO Amit Kothari that you can read here.

Templates > Automations

Automations enable automated decision-making and actions within templates based on user-defined conditions, featuring conditionals, examples, and customizable actions for streamlined process execution.

Tutorials > Create an automation

Automate employee onboarding processes by creating conditional workflows that adapt based on form field responses and task completions, ensuring a streamlined and personalized experience for different employee roles.

Automations > Actions

Tallyfy’s automation system uses Assignment, Deadline, Status, and Visibility actions to execute specific tasks automatically when predetermined conditions are met.

Automations > Conditionals

Automations allow users to set up various conditional rules and triggers that enable automatic decision-making and responsive actions within their workflow processes.