Launch via a schedule

How to launch processes on a recurring schedule

Requirements

Before setting up scheduled process launches, make sure you have:

• A Tallyfy account with the right permissions.
• Process templates ready for scheduled launch.
• Access to middleware platforms (like Zapier, Make.com) or API capabilities.
• A clear idea of your schedule needs (e.g., daily, weekly, monthly).

Recurring process scheduling

For workflows that need to repeat on a consistent schedule (daily, weekly, monthly), setting up automatic launches improves consistency and reduces manual work. Scheduled launches ensure important business processes run on time without needing someone to start them manually.

Implementation options

Repeating processes can be set up in several ways:

1. Middleware platforms

Use scheduling features in tools like Zapier, Make.com, or Microsoft Power Automate.

Implementation steps:

1. Sign up for your chosen middleware platform.
2. Connect it to your Tallyfy account.
3. Create a new workflow/scenario with a schedule trigger.
4. Set the schedule (time, day, frequency).
5. Add a Tallyfy action to launch a specific process.
6. Set the process name format and fill any required fields.
7. Test and turn on the scheduled launch.

Example: Daily equipment check

Trigger: Schedule (Every day at 8:00 AM)
Action: [Launch](/products/pro/launching/) Tallyfy [process](/products/pro/tracking-and-tasks/processes/)
Template: Equipment Safety Check
Process name: Equipment Check - {date}

2. API scheduling

Build a custom solution using the Tallyfy API and a scheduler on your server.

Implementation steps:

1. Write a server-side script that calls the Tallyfy API.
2. Set up the script to launch specific process templates.
3. Set up a task scheduler (like cron job, Windows Task Scheduler).
4. Schedule the script to run at the desired times.
5. Add logging and error handling.
6. Test thoroughly.

Example: Node.js script

const cron = require('node-cron');
const axios = require('axios');

// Schedule task to run at 9:00 AM every Monday
cron.schedule('0 9 * * 1', async () => {
  try {
    await axios.post('https://api.tallyfy.com/api/v1/processes', {
      template_id: 'your-template-id',
      name: `Weekly Report - ${new Date().toLocaleDateString()}`
    }, {
      headers: {
        'Authorization': 'Bearer YOUR_API_TOKEN',
        'Content-Type': 'application/json'
      }
    });
    console.log('Weekly report process launched successfully');
  } catch (error) {
    console.error('Failed to launch process:', error);
  }
});

3. Integrated workflows

Connect to existing systems in your company (like ERP, HRIS) that can trigger Tallyfy processes.

Implementation steps:

1. Identify scheduling systems already used (ERP, HRIS, etc.).
2. Set up integration points between these systems and Tallyfy.
3. Trigger based on scheduled events in those systems.
4. Map data from the source system to Tallyfy process fields.
5. Test the integration thoroughly.

Recommended approach

The simplest current solution is to use middleware schedulers. For a detailed example, see our Monthly Process Launch with Zapier guide.

Common scheduling use cases

Process Type	Frequency	Example Implementation
Compliance audits	Monthly	Schedule equipment inspection process on the 1st of each month
Financial reporting	Weekly	Launch expense approval workflow every Friday at 4:00 PM
Team updates	Daily	Trigger daily standup checklist each morning at 9:00 AM
Maintenance checks	Quarterly	Schedule facility inspection process on the first day of each quarter
Client reviews	Annually	Launch client satisfaction survey process on client anniversary dates

Process naming

For scheduled processes, use consistent names that include the date/time for easier tracking. Example: “Monthly Compliance Check - May 2023”

Related articles

Launching > Automatically schedule a process

Middleware tools like Zapier Make or Power Automate enable automatic scheduling of recurring process launches in Tallyfy by setting up triggers and configuring process templates to execute at specified intervals.

Launching > Launch manually

Manual process launching in Tallyfy involves selecting a template from the Home screen or navigation bar naming the instance customizing settings and tracking progress through the Tracker view while allowing post-launch modifications and ad-hoc task additions.

Launching > Launch another process when a task is completed

Tallyfy enables automatic process initiation when specific tasks are completed by linking templates and providing options to either launch new processes or inject tasks into existing workflows.

Triggers > Launch via middleware

Middleware platforms enable automatic process launches in Tallyfy by connecting external applications through triggers and data mapping without requiring custom code development.