The Connect Your Email feature allows users to send workflow emails directly from their personal Gmail or Outlook accounts instead of through Tallyfy’s centralized system which improves deliverability and response rates by making emails appear more personal and trustworthy to recipients.
Email and SMTP
Tallyfy connects with your email in five powerful ways - custom SMTP, Gmail add-on, automated notifications, interactive actions (coming soon), and personalized email sending (coming soon). You’ll cut context switching by 80% and keep everything in one workflow.
Here’s the thing: your team already lives in email. Why force them somewhere else? These integrations bring Tallyfy’s workflow power directly into the inbox they check 20 times a day.
Want your workflow emails to come from your own domain? Tallyfy lets you configure custom SMTP servers, which means all notifications come from yourcompany.com instead of Tallyfy’s servers.
This isn’t just about branding. You get total control over email delivery, plus everything stays within your IT team’s existing security setup.
- Professional Branding: Emails come directly from your company domain, keeping your brand consistent.
- Better Deliverability: Uses your organization’s established email reputation and delivery infrastructure.
- Regulatory Compliance: Keeps all email communication within your company’s controlled systems and compliance frameworks.
- Advanced Filtering: Uses your organization’s existing email rules, security filters, and governance policies.
(Setting up Custom SMTP requires technical details from your IT team. See the Custom SMTP Setup Guide - Note: This guide is technical).
The Tallyfy Gmail add-on transforms your inbox into a workflow command center. No more tab switching.
- Start Processes: Got an email that needs action? Launch a process from it in 2 clicks.
- Email-to-Task Conversion: Convert that “Can you handle this?” email into a trackable task with deadlines and assignments.
- Integrated Task Management: See all your tasks right in Gmail - check them off without leaving your inbox.
Too many emails? Not enough? Tallyfy notifies you about task assignments, comments, and process updates - but you control the flow. Each person sets their own notification preferences (daily digest, instant, or off completely).
Check Manage Email Notifications to customize your settings.
Picture this: you get a Tallyfy notification about an approval task. Instead of clicking through to the app, you just hit “Approve” right in the email. Done.
That’s what we’re building with interactive email actions. Microsoft Outlook calls them Actionable Messages, Gmail calls them Markup Actions - we call them a huge timesaver. You’ll approve tasks, add comments, and complete simple actions without ever leaving your email client. We’re testing this now and can’t wait to release it.
We’re developing a game-changing feature that will let individual users connect their personal email accounts (Gmail or Outlook) to send workflow emails directly from their own address. Unlike custom SMTP which uses a centralized system email, this feature creates a one-to-one connection between each user and their email account.
When Sarah assigns you a task, you’ll see it coming from sarah@yourcompany.com, not from notifications@yourcompany.com. This personal touch dramatically improves email open rates and engagement.
Email > Set up custom SMTP sending
A comprehensive guide on configuring a custom SMTP server in Tallyfy to handle outbound email communications with detailed setup instructions testing procedures and troubleshooting tips for successful implementation.
Integrations > Actions within emails
Tallyfy is exploring interactive email actions that would allow users to complete tasks directly within their email inbox using Microsoft Actionable Messages for Outlook and Gmail Markup Actions for Gmail without switching between applications.
The Tallyfy Gmail Add-on enables users to create tasks launch processes and track status directly from their Gmail inbox while maintaining email context and reducing app switching.
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