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
Browse these practical Tallyfy automation examples to quickly find patterns that match your needs. Each example includes step-by-step instructions and real-world scenarios.
Automatically assign to process requestor
Capture who launched the process and automatically assign them to receive final results or notifications in Tallyfy.
Dynamic member assignment from kick-off forms
Let the process launcher choose team members from dropdowns to handle specific tasks dynamically.
Service level-based task assignment
Route tasks to different teams based on customer tier (Basic, Premium, Enterprise) or service package.
Exclusive choice (pick one path)
Create processes that follow different paths based on selections - like different onboarding for office vs. field employees.
Synchronization (wait for multiple approvals)
Ensure all required approvals complete before proceeding - like waiting for both HR and manager sign-off.
Multi-level approval loops
Build approval chains where rejections automatically reopen previous steps for corrections.
Countdown deadline automation
Set deadlines that count backwards from important dates - like sending agendas 1 day before meetings.
Combined visibility and deadline rules
Show conditional steps with dynamic deadlines - like international shipping checks due before arrival dates.
Not sure which example to start with? Here are common scenarios:
- Customer support routing → See Service level-based assignment
- Purchase approvals → See Multi-level approval loops
- Event planning → See Countdown deadline automation
- Project delegation → See Dynamic member assignment
- Compliance workflows → See Synchronization
For technical process patterns based on BPMN notation, see 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
- 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.
How To > Automatically track and run complex approval workflows
Tallyfy transforms complex approval workflows into trackable automated processes with clear visibility accountability and dynamic routing that eliminates status confusion and bottlenecks through intelligent form design conditional logic real-time monitoring and collaborative communication features.
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.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks