---
title: Introduction · Tallyfy Pro
description: Tallyfy helps you fix your processes first. Move your SOPs, flowcharts and checklists into Tallyfy, then run each one step by step with people and AI and track every step in real time. You don't need to code or draw flowcharts.
lastUpdated: 2026-10-03T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/
  md: https://tallyfy.com/products/pro/index.md
---

Tallyfy helps you fix the process first, then let AI help. Move your SOPs, flowcharts and checklists into Tallyfy. Your team and AI then work through each process step by step, and you can see every step in real time. You don’t need to code or draw flowcharts.

Turning a process into a running workflow takes minutes. Tallyfy is built for non-technical people.

Your problem might be small papercuts. It might be big, wasteful processes. Either way, hundreds of organizations save 2 hours per employee every day with Tallyfy.

Simple workflow is a basic human right. Tallyfy makes AI useful and practical for your everyday processes.

![Master template launched into four client processes at different progress levels](https://screenshots.tallyfy.com/illustrations/pro-homepage.jpeg)

Where do you fit in Tallyfy?

[Build workflows Editor · full seat ](https://tallyfy.com/products/pro/by-role/editor/)[Track my work Member · light seat ](https://tallyfy.com/products/pro/by-role/user/)[I'm a guest Invited by email](https://tallyfy.com/products/pro/by-role/guest/)

## Before and after Tallyfy

Do you hear any of these phrases at work? That’s **busywork**. It’s hidden time you pay for that produces nothing. Our [ROI calculator ↗](https://tallyfy.com/return-on-investment/) measures what that gap costs.

| If you hear this… | What Tallyfy does instead |
| - | - |
| ”How do I do this?” | Step-by-step guidance sits inside every task. There’s no manual to read. |
| ”What’s the status?” | Everyone sees progress in real time, including clients. |
| ”I forgot” | Reminders and assignments are automatic. Nothing slips. |
| ”What’s next?” | The next task goes to the right person automatically. |
| ”See my reminder?” | No chasing. Tallyfy assigns and notifies. |
| ”Where’s that file?” | Files, comments, and decisions live inside the workflow. |
| ”Did anyone approve this?” | Approvals happen in context, with a clear audit trail. |
| ”Who’s doing this?” | Every task has one clear owner and a deadline. |

We’ve set up Tallyfy with customers for a decade. Organizations typically win back a fifth to two-fifths of their work time once those busywork phrases stop coming up day to day. Your team can use those hours to sell more and improve how things get done. They can also invest in research and the kind of work that builds a lasting advantage.

### Problems Tallyfy solves

* **Start quick** - AI creates or imports processes in minutes.
* **Run it - don’t read it** - Nobody has to read and remember everything. Everyone follows the latest process.
* **Prevent mistakes** - Stop tasks from being forgotten or done a different way each time. Nothing falls through the cracks.
* **Track it** - Track any process in real-time. No more manual status updates and meetings.
* **Improve it** - Improve your process easily. Automate certain tasks.
* **Delegate** - Hand work to people, automation, or AI automatically. Grow your operations and your margins while quality improves.

People forget 90% of their training within a week. It’s called the [forgetting curve](https://tallyfy.com/products/pro/tutorials/why-documentation-training-fails-forgetting-curve/)[1](#user-content-fn-1). Tallyfy gets around it by putting guidance right inside each task. Together, those workflow failures add up to the hidden drain on your team’s time described above. That’s a massive waste hiding in plain sight.

You can’t hand tasks to AI without agreed processes that people already follow. Without standardized processes, AI becomes guesswork. Tallyfy gives AI the foundation it needs to be useful in practice.

## How Tallyfy works

Three steps: document your processes, track them as live workflows, then improve them over time.

### 1. Document

Tallyfy keeps all your business procedures in one place, right where they’re used: inside active workflows. Capture every task, how to do it, who’s doing it, and by when. Write your process down in minutes, like a recipe. AI can draft it in 60 seconds, or you can import the SOPs you already have.

### 2. Track

Turn what you wrote down into a running workflow right away. Launch it with one click, and the process runs itself. Track [task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) progress and capture data in real time (clients love this). You see every step, whether a person or AI does it. Tallyfy handles reminders automatically. Workflows you can track cut status meetings by **80%**, and work gets done right every time. You can assign work to your clients, and they can see progress too.

### 3. Improve

Hand selected tasks to [automations](https://tallyfy.com/products/pro/documenting/templates/automations/), scripts, or AI. You do it with simple “if this then that” rules that any business user can set up in three clicks. Each improvement to a process you repeat keeps adding value over time. You can’t improve or automate chaos. Tallyfy makes processes visible, measurable, and **40% faster on average**.

## Best-fit processes

Tallyfy works best for workflows that:

* **Need structured data**: You collect the same information every time.
* **Are frequent**: They happen often enough to be worth making digital.
* **Require standardization**: They must be done the same way each time.
* **Need to scale**: Set them up correctly now, and they handle higher volumes later.
* **Are complex**: They have many steps or conditional paths that are hard to remember.
* **Require audit trails**: You need proof of who completed what.
* **Need tracking**: Workers, managers, leaders, or customers need to see progress.
* **Must be predictable**: Everyone knows what happened and what’s next.

### Key benefits

80% of business processes live in email, chat, and spreadsheets. Tallyfy replaces that mess with workflows that run themselves:

* **Save 2 hours daily** - No more status updates and follow-ups.
* **100% consistency** - Every process follows your best practice.
* **Client transparency** - Share live progress outside your company with client-facing workflows that impress.
* **Zero dropped balls** - Automatic handoffs don’t fail.
* **40% faster processes** - Improvements based on data build on each other.
* **10-minute setup** - Turn processes into reusable [templates](https://tallyfy.com/products/pro/documenting/templates/).
* **Eliminate 90% of follow-up emails** - Notifications happen automatically.

### Unique features

* **Client-facing workflows** that make money, not just save money.
* **[Knowledge-only mode](https://tallyfy.com/products/pro/tutorials/knowledge-only-mode/)** - Publish procedures as searchable reference guides without tracking. Perfect for how-to documentation and SOPs that teams need to read but don’t formally complete.
* **[Conditional logic automation](https://tallyfy.com/products/pro/documenting/templates/automations/conditional-visibility-guide/)** - Show or hide tasks based on form inputs. The workflow adapts to what each user selects.[2](#user-content-fn-2)
* **No-code automation** anyone can set up in 3 clicks. It covers conditional branching, auto-assignments, and deadline actions.

Types of automations

[Visibility](https://tallyfy.com/products/pro/documenting/templates/automations/actions/visibility-actions/)

[IF this THEN show/hide that step](https://tallyfy.com/products/pro/documenting/templates/automations/actions/visibility-actions/)

[Assignment](https://tallyfy.com/products/pro/documenting/templates/automations/actions/asignment-actions/)

[IF this THEN assign someone](https://tallyfy.com/products/pro/documenting/templates/automations/actions/asignment-actions/)

[Deadline](https://tallyfy.com/products/pro/documenting/templates/automations/actions/deadline-actions/)

[IF this THEN shift the deadline](https://tallyfy.com/products/pro/documenting/templates/automations/actions/deadline-actions/)

[Status](https://tallyfy.com/products/pro/documenting/templates/automations/actions/status-actions/)

[IF this THEN re-open a task](https://tallyfy.com/products/pro/documenting/templates/automations/actions/status-actions/)

* **Self-driving processes** that run themselves with automatic routing.
* **Works in minutes** - not months of implementation.

## Getting started

Get your first workflow running in under 10 minutes:

1. **Document and centralize.** Create [templates](https://tallyfy.com/products/pro/documenting/templates/) using AI or import existing documents. Centralize your SOPs.
2. **Launch and track.** Launch templates as active [processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/). Track completion and assign [tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/).
3. **Automate and improve.** Add [automations](https://tallyfy.com/products/pro/documenting/templates/automations/). Use [analytics](https://tallyfy.com/products/pro/integrations/analytics/) to refine your templates.

New user onboarding

**First time using Tallyfy?** Tallyfy automatically launches an onboarding process with sample tasks to complete. The first task asks you to mark it complete. Just click the **Complete** button in that task. If the **Start Process** button appears grayed out, complete the onboarding tasks first. This helps you understand the basics before launching your own processes.

### 1. Create a template

[Templates](https://tallyfy.com/products/pro/documenting/templates/) are your workflow blueprints in Tallyfy:

* Create with AI in 60 seconds.
* Import existing SOPs instantly.
* Start from proven examples.

Two types cover everything:

* **[Procedure templates](https://tallyfy.com/products/pro/documenting/templates/)** - Multi-step workflows (onboarding drops from 5 days to 5 hours).[3](#user-content-fn-3)
* **[Document templates](https://tallyfy.com/products/pro/documenting/documents/)** - Smart forms with automatic [routing](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/).[4](#user-content-fn-4)

![Example template in template library feature](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-show-template-example.png)

### 2. Launch processes

Launch live workflows called [processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/). It’s that simple:

1. Pick your template.
2. Name it clearly (“Samsung Onboarding - Q4 2024”).
3. Fill in the quick kick-off form.
4. Tallyfy auto-assigns the right people.
5. Click launch. Done!

### 3. Track progress

Tallyfy runs workflows on autopilot:

* Assigns [tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) based on workload.
* Sends updates only when needed (no spam).
* Shows live progress to everyone.
* Never drops handoffs.

![Ongoing active process in dashboard feature](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-showing-ongoing-process.png) ![Task list view with process details panel](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-task-within-process.png)

### 4. Improve templates

* Collect feedback through comments.
* Watch how long tasks take.
* Update templates easily.
* Make lasting improvements.

## Template creation best practices

### Creating effective procedures

#### Start simple

Outline main steps first. Tallyfy’s AI fills in the details in seconds:

![Create client onboarding template view view](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-create-client-onboarding-template-from-tallyfyAI.png)

#### Make steps clear

Start each step with an action verb:

* Good: “Email the estimate to the customer within 24 hours”
* Vague: “Handle customer communications”

#### Add helpful media

Include images or videos for complex instructions:

![Add media to tasks interface view view view](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-add-media-to-tasks.png)

#### Use the right task types

Pick the type that fits (Task, Approve/Reject, Email Draft):

![Process template with step configuration panel](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-switch-to-approvereject.png)

#### Assign clear responsibility

![Tallyfy task assignment interface screen](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-assign-a-task-to-somebody.png)

#### Set realistic deadlines

![Step timing configuration with deadline settings highlighted](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-specify-deadline-to-task.png)

#### Use automations

Apply conditional logic:

![Automations tab with IF-THEN rule builder and action cards](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-click-automations.png)

#### Plan data collection

Use [kick-off forms](https://tallyfy.com/products/pro/launching/triggers/kick-off-forms/):

![Add kickoff forms to template view view view](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-how-to-add-kickoff-forms.png)

### Creating effective documents

[Document templates](https://tallyfy.com/products/pro/documenting/documents/) let you create forms to use across Tallyfy.

#### Add fields

Click **New Field** for various [form fields](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/):

![Document upload field with attachment icon in form builder](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-add-field-document.png)

#### Reuse existing fields

Keep your forms consistent:

![Document editor with existing fields panel](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-select-existing-field-document.png)

## Comparison to traditional tools

### Document tools

Word, Google Docs, wikis, and Notion create static documentation. Here’s how Tallyfy’s active workflows compare:

| Static Documentation | Tallyfy Active Workflows |
| - | - |
| Reads like a manual | Runs like software |
| People must remember to check | Notifications bring work to people |
| No accountability tracking | See exactly who did what, when |
| Manual status updates | Real-time progress visibility |
| Copy-paste for each use | Launch once, runs automatically |
| Hope people follow it | Enforces the process |
| Separate tools for forms | Forms built into workflow |
| Email chains for approvals | Approvals happen in-context |

Key differences:

* Launch as live processes - not PDFs nobody reads.
* Tasks happen inside the workflow with assignments and deadlines.
* [Snippets](https://tallyfy.com/products/pro/documenting/templates/snippets/) eliminate copy-paste.[5](#user-content-fn-5)
* Auto-[translates](https://tallyfy.com/products/pro/miscellaneous/how-can-i-translate-content-in-tallyfy/) to 25+ languages.[6](#user-content-fn-6)
* Template updates apply to every process you launch next.
* See who actually follows procedures.
* Collect data through forms at each step.
* Automate handoffs and routing decisions.

### Spreadsheets

Key differences:

* Workflows that run themselves (not manual tracking).
* One source of truth. No more “v2\_final\_FINAL.xlsx”.
* Guests see only their tasks.
* If-this-then-that automation built in.
* Clients love the real-time visibility.

## Next steps

Create your first [template](https://tallyfy.com/products/pro/documenting/templates/). It takes 10 minutes and can save 10 hours a week.

* [**By role**](https://tallyfy.com/products/pro/by-role/)
* [**Changelog**](https://tallyfy.com/products/pro/changelog/)
* [**Compliance**](https://tallyfy.com/products/pro/compliance/)
* [**Essentials**](https://tallyfy.com/products/pro/documenting/)
* [**Getting started**](https://tallyfy.com/products/pro/tutorials/)
* [**Integrations**](https://tallyfy.com/products/pro/integrations/)
* [**Launching**](https://tallyfy.com/products/pro/launching/)
* [**Lists**](https://tallyfy.com/products/pro/lists/)
* [**Miscellaneous**](https://tallyfy.com/products/pro/miscellaneous/)
* [**Pricing**](https://tallyfy.com/products/pro/pricing/)
* [**Settings**](https://tallyfy.com/products/pro/settings/)
* [**Tracking**](https://tallyfy.com/products/pro/tracking-and-tasks/)

## Related articles

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[**How To > Effective operations manuals**](https://tallyfy.com/products/pro/tutorials/how-to/build-effective-operations-manual/)

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## Footnotes

1. Based on Hermann Ebbinghaus’s research - without reinforcement, people forget 50% of new information within an hour, 70% within 24 hours, and 90% within a week. Tallyfy solves this by embedding training directly into the workflow. [↩](#user-content-fnref-1)

2. Unlike traditional workflow tools that need IT departments for setup, Tallyfy’s automations can be configured by any business user in a few clicks using simple if-then logic. [↩](#user-content-fnref-2)

3. This time reduction comes from eliminating manual handoffs, automatic task assignment based on availability, and parallel task execution where sequential processing isn’t required. [↩](#user-content-fnref-3)

4. Document routing uses conditional logic to send forms to the right approvers based on field values - for example, purchase orders over $10,000 go to senior management while smaller amounts route to department heads. [↩](#user-content-fnref-4)

5. Snippets are reusable text blocks that update everywhere when changed once. Updating a compliance disclaimer in one place automatically updates it across all documents and active processes. [↩](#user-content-fnref-5)

6. Powered by Azure Cognitive Services, this auto-translates task instructions, forms, and process documentation into the user’s preferred language while maintaining context and technical accuracy. [↩](#user-content-fnref-6)

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