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Getting started

Getting started with Tallyfy

Welcome to Tallyfy! This section provides simple, step-by-step guides to help you begin using the platform.

We suggest new users follow these guides in order:

  1. Create an organization - Set up your Tallyfy account and company workspace.
  2. Navigate Tallyfy - Get familiar with the main screens and menus.
  3. Create your first template - Learn how to build your first process blueprint.
  4. Launch your first process - Start running a process from your template.

What you’ll learn

These tutorials cover the basics:

  • Setting up your account.
  • Designing workflows (templates).
  • Managing tasks.
  • Working with your team.
  • Using simple automations.

Tutorial categories

Browse all tutorials by topic below:

Other helpful resources

Introduction

Tallyfy is a workflow platform that helps non-technical users document track and improve business processes through a three-stage approach of storing instructions following progress and continuously optimizing workflows using AI automation to eliminate manual tasks and ensure consistent standardized work execution.

Tutorials > How-to guides

Practical step-by-step instructions and real-world examples demonstrate how to leverage Tallyfy features for solving common workflow challenges and optimizing business processes.

Tutorials > Create an organization

Users can create a Tallyfy account to establish their organization’s workspace or join an existing one through a straightforward signup process with options for Microsoft/Google authentication and helpful onboarding guidance.

Tutorials > Create your first template

A comprehensive walkthrough of creating workflow templates in Tallyfy using AI assistance by clicking create selecting template type entering process details and reviewing AI-generated steps before finalizing in the template editor.
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