Tallyfy connects forms with the later workflow steps, creating visibility and accountability through the whole sequence from submission to completion. This turns separate form submissions into the first step of a structured, trackable process.
Form-to-process integration
The platform connects intake forms directly to later steps by:
Placing kick-off forms at the start of process templates.
Automatically starting defined workflows when a form is submitted.
Tracking progress through all following steps.
Making the entire process visible to relevant people.
Including external participants using guest access.
As a complete work intake software ↗, Tallyfy ensures all incoming requests are captured, routed, and tracked properly from start to finish.
Visibility throughout the process lifecycle
Unlike separate forms where visibility stops after submission, Tallyfy provides ongoing status tracking for everyone involved (internal and external). This eliminates the need for manual follow-ups about submission status.
Data continuity
Information collected in kick-off forms is available throughout the process:
Form field data flows automatically to later steps.
Variables can pull form field values into later steps.
All submitted info remains accessible to authorized people.
Submission verification
The system has validation features that help ensure real submissions:
Email verification for external guests.
Secure access control through verified email links.
Options for public access forms when needed.
Form migration options
You can migrate existing forms (web forms, Word/Excel/PDF docs, paper forms) into Tallyfy, using available conversion tools to help with the migration.
Tallyfy enables organizations to build forms that integrate directly with trackable workflows rather than just collecting data through features like email verification conditional branching field validation collaborative completion and automated document generation.
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.
Tallyfy transforms complex approval workflows into trackable processes with clear visibility and accountability through automated kick-off forms conditional step logic dynamic assignments real-time tracking automated reminders contextual communication and organized archival systems.
Kick-off forms in Tallyfy enable data collection at the start of workflows and can be used internally or shared publicly to initiate processes automatically while tracking progress throughout the workflow lifecycle.
