Tallyfy complements Intercom by providing structured workflow orchestration for the multi-team work and follow-up actions that happen after customer conversations end since Intercom handles chat and messaging well but cannot coordinate cross-department processes or track accountability for feature requests and customer success handoffs.
Loom
Loom revolutionized async video communication. But videos are conversations - not processes. Watching a video does not ensure action happened.
When someone records a training video in Loom, it gets watched (maybe). But who confirmed understanding? What tasks resulted? When someone shares feedback via Loom, does the recipient have a deadline? Is there accountability for action? These process coordination gaps exist between video communication and actual execution.
What Loom manages:
- Video recording and sharing
- View tracking and analytics
- Comments and reactions
- Video organization and libraries
What falls through the cracks:
- Acknowledgment with accountability
- Task extraction from video content
- Deadline enforcement for responses
- Multi-step workflows triggered by videos
- Compliance documentation for training completion
Loom enables video communication. But communication alone does not drive action. Tallyfy turns video content into trackable workflows with clear ownership.
When a Loom video is shared - for training, feedback, or updates - Tallyfy launches a structured workflow that ensures communication leads to completion.
When training videos are shared, Tallyfy orchestrates:
- Acknowledgment tracking with deadlines
- Comprehension verification steps
- Follow-up task assignment
- Compliance documentation
When feedback videos are shared, Tallyfy handles:
- Response deadline enforcement
- Action item extraction and assignment
- Revision tracking and approval
- Completion confirmation
Middleware: Connect via Zapier or Make to trigger workflows when Loom videos are recorded.
Link Detection: Configure Slack or email integrations to detect Loom URLs and trigger appropriate workflows.
API: Build custom integration using Tallyfy’s API with Loom SDK for embedded recording.
Book a consultation ↗ to discuss connecting Loom with your Tallyfy workflows.
Connect Slack with Tallyfy to transform conversations into tracked workflows with clear ownership, deadlines, and accountability - turning chat requests into structured processes that don’t get buried.
Connect Paylocity with Tallyfy to orchestrate cross-department onboarding, offboarding, and compliance workflows that Paylocity cannot coordinate on its own - spanning IT, Facilities, Training, and Finance teams.
Tallyfy integrates with Close CRM to orchestrate the multi-person tasks and cross-team coordination that happen between sales calls including demo scheduling with solutions engineers and pricing approvals and post-sale handoffs that Close’s built-in calling and pipeline management cannot coordinate on its own.
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