Connect Microsoft Teams 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.
Slack
Slack is where your team communicates. But communication is not process.
When someone asks “can you approve this?” in a Slack message, there’s no owner, no deadline, no escalation. If the message gets buried in a busy channel, the work doesn’t happen. Slack has no way to track whether a request was completed or who is responsible for it.
What Slack handles:
- Real-time team messaging
- Channel-based conversations
- File sharing and search
- Video calls and huddles
What falls through the cracks:
- Request tracking with clear ownership and deadlines
- Approval workflows with accountability and audit trails
- SLA enforcement and automatic escalation
- Process visibility across the organization
- Completion tracking and performance metrics
Slack is where teams talk. Tallyfy is where work gets tracked and completed. The integration bridges conversation to action.
| Feature | Description |
|---|---|
| Create task | Turn any Slack message into a tracked Tallyfy task |
| Launch process | Start a Tallyfy workflow from a Slack conversation |
| Get notifications | Receive Slack alerts when tasks are assigned, completed, or due |
| Link conversations | Connect Slack messages to Tallyfy tasks for context |
| Track progress | View and update task status from either platform |
- Find the Tallyfy app in the Slack App Directory ↗ or on the Tallyfy integrations page ↗
- Click Add to Slack
- Choose your workspace and authorize the permissions
- Connect your Tallyfy account
Create a task from a message:
- Hover over any Slack message
- Click the More actions menu (three dots)
- Select Create Tallyfy Task
- Fill in task details and click Create
Launch a workflow:
- Type
/tallyfy launchin any channel - Select a template from the menu
- Fill out the kick-off form
- Click Launch
Check your tasks:
- Type
/tallyfy tasksin any channel - View your current task list
- Click any task to see details or update status
If the integration isn’t working:
- Verify your Tallyfy account has permission to create tasks and launch processes
- Check that the Tallyfy app is properly authorized in your Slack workspace
- Ask IT if firewall settings might block notifications
- Contact Tallyfy support if issues persist
Install the Tallyfy Slack app ↗ to start turning conversations into tracked workflows.
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 excels at video communication but lacks process coordination features like accountability tracking and task management which Tallyfy addresses by converting video content into structured workflows with deadlines and completion verification.
Tallyfy complements Salesforce by orchestrating the invisible micro-tasks and cross-team handoffs that occur between CRM pipeline stages through automated workflows that track detailed execution activities like technical reviews and legal approvals that Salesforce cannot manage.
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