Workflow automation platform Tallyfy helps organizations streamline operations by documenting processes tracking tasks in real-time and enabling continuous improvement through AI-powered automation and standardized templates.
Comparison with flowcharts and spreadsheets
Tallyfy offers a modern, effective way to manage processes compared to tools like flowcharts, spreadsheets, or plain documents.
Flowcharts can show a process, but they can’t execute the process. Tallyfy:
- Includes more detail: Add detailed instructions, videos, and files directly to tasks.
- Tracks progress: See exact process status in real-time.
- Assigns work: Assign responsibility and deadlines for tasks.
- Is actionable: Turns the diagram into a workflow people follow.
Using spreadsheets to track processes can quickly get messy. Tallyfy provides:
- One place for everything: Manage all steps/processes in one place.
- Clear responsibility: Clearly see who is assigned to each task.
- Structured steps: Follow a defined order with rules and logic.
- Controlled access: Set different permission levels.
- No version confusion: Everyone sees the current process.


Using simple documents (like Word docs) for processes isn’t effective. Tallyfy offers:
- Easy access to info: Quickly find the right step/info.
- Access anywhere: Access Tallyfy on any device.
- Track viewing: Track viewing/completion of steps.
- Active workflow: Turns static docs into a live process people use.

Document templates provide pre-made layouts with fixed content and editable fields that enable standardized business documents while allowing users to input specific details through a consistent online interface.
How To > Build an effective operations manual
A comprehensive digital operations manual can be built by converting static documents into interactive processes while incorporating rich media automations clear ownership structures and continuous improvement mechanisms through Tallyfy’s platform.
Tallyfy streamlines process documentation through three template types: Procedures for step-by-step workflows Documents for standardized forms and Forms for simple data collection enabling consistent execution across organizations.
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