Tallyfy provides comprehensive email integration through custom SMTP configuration Gmail add-on functionality automated notification management and interactive email actions development to streamline workflow communication and task management directly within existing email platforms.
Gmail add-on
Tired of jumping between Gmail and Tallyfy all day? The Gmail add-on lets you create tasks, launch processes, and track everything - right from your inbox. No more tab switching.
- A Google Workspace (formerly G Suite) or a standard Gmail account
- An active Tallyfy account
- Permission from your Google Workspace admin to install add-ons (if you’re using a work account)
- Basic knowledge of how Tallyfy works
- Create tasks: Turn any email into a Tallyfy task in 2 clicks
- Launch processes: Start a workflow directly from an email thread
- Track status: See all your tasks without leaving Gmail
- Save time: Cut out the constant app switching
- Keep context: Email content automatically links to the task you create
- Go to the Tallyfy Add-on page in the Google Workspace Marketplace ↗
- Click Install
- Grant the permissions (Gmail needs to connect with your Tallyfy account)
- Look for the Tallyfy icon in Gmail’s right sidebar - that’s it!
Open any email. See that Tallyfy icon in the right sidebar? Click it.
- Click the Tallyfy icon to open the panel
- Sign in to Tallyfy if prompted (you’ll only do this once)
- Choose your action: Create Task, Launch Process, or View Tasks
Got an important email that needs action? Here’s how you turn it into a task in under 30 seconds:
- Click Create Task in the Tallyfy panel
- Name your task (Tallyfy suggests the email subject - usually works fine)
- Set a due date if needed
- Add notes for context
- Click Create
- Done! The email content is now part of your task
Need to kick off a whole workflow from an email? You can launch any of your templates without leaving Gmail:
- Click Launch Process in the Tallyfy panel
- Select your template from the dropdown
- Fill in the required fields
- Assign it to the right people
- Hit Launch and you’re rolling
Want a quick view of what’s on your plate? The add-on shows all your tasks instantly:
- Click View Tasks in the Tallyfy panel
- Your assigned tasks appear with status and due dates
- Tasks overdue? They’ll be highlighted
- Click any task for full details
| Problem | Possible Solution |
|---|---|
| Tallyfy icon missing | Refresh Gmail, then clear your browser cache |
| Can’t sign in | Sign out of the add-on completely, then sign back in |
| Can’t create tasks | You might be a Light user - check your Tallyfy permissions |
| Add-on is slow | Usually it’s your connection - try refreshing |
The add-on runs great on the Gmail website (desktop or laptop). Mobile Gmail app? It works there too - though you’ll get the full experience on desktop.
Integrations > Exploring interactive email actions
Tallyfy is exploring interactive email actions that would allow users to complete tasks approve requests and make decisions directly within their email clients using technologies like Microsoft Actionable Messages and Gmail Markup Actions without needing to switch to other applications.
The Tallyfy Slack integration bridges team communication with workflow management by enabling direct task creation and process launching from within Slack channels while maintaining comprehensive tracking and eliminating the need for context switching between platforms.
Power Automate > Working with email automation in Power Automate
Power Automate enables email automation by monitoring shared mailboxes and triggering Tallyfy actions based on incoming emails while handling attachments and sending automated notifications for streamlined workflow management.
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