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Sample Templates

What sample templates we offer

Welcome to Tallyfy! So you’ve signed up and now you want to start building your Template Library. Well, guess what? We’ve got some awesome sample templates ready and waiting for you!

To access these sample templates, just visit our Public Library here. You’ll find a ton of useful templates to get you started.

Here’s some ideas on folders you can create for your organization and the types of templates you might like to put in them.

Folder: Marketing

  • New Email Campaign
  • Facebook Ad Creation
  • Social Media Posting

Folder: HR

  • Employee Onboarding
  • Vacation Request

Folder: Product

  • Website Update
  • Product Idea

Folder: General/Admin

  • Plan Regular Events
  • Daily/Weekly Tasks
  • Weekly/Monthly Reporting

Folder: Finance/Accounts

  • Pricing Discount Approval
  • Internal Purchase Order Request
  • Expense Claim Request

Folder: Sales

  • Sales Lead Qualification

Folder: IT/Support

  • Internal Support Request
  • Issue Tracking

Folder: Onboarding

  • Leasing - Tenant Onboarding
  • Partner Onboarding
  • Client Onboarding

So go ahead, dive in, and start creating amazing workflows with Tallyfy!

Documenting > Templates

Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.

Templates > Create a template

Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.

Templates > Publish a template

Templates can be made publicly accessible by enabling the “Public to the world” option in the permissions section of the template configuration settings.