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Examples

What are 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 do I need to understand automation examples?

  • 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 should I look at automation 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.

What types of examples are 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-this-then-that 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.

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.

Automations > Conditionals

Conditional logic in Tallyfy automations allows processes to automatically make decisions based on specific criteria like form responses user roles task completions or deadlines to create more efficient and adaptive workflows without manual intervention.

Features > If-this-then-that

Tallyfy uses simple if-this-then-that automation rules to create intelligent workflows that automatically respond to changing conditions and user inputs without requiring programming knowledge or complex flowcharts.
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