---
title: Create an automation · Tallyfy Pro
description: Tallyfy automations pair an If with a Then to adapt workflows at runtime. You can hide and reveal onboarding steps based on a new hire's role selection in a form field, so processes self-adjust without manual work.
lastUpdated: 2026-09-03T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/tutorials/how-can-tallyfy-automate-and-streamline-my-processes/
  md: https://tallyfy.com/products/pro/tutorials/how-can-tallyfy-automate-and-streamline-my-processes/index.md
---

## Automating processes

[Automations](https://tallyfy.com/products/pro/documenting/templates/automations/) let you build “if-this-then-that” logic so your workflows adapt automatically - no manual adjustments needed.

### How an automation works

Every automation has two parts:

* **IF** a specific event happens (the *Condition*) - like a task completion, a form field value, or an approval decision…
* **THEN** Tallyfy runs a defined action (the *Action*) - like revealing hidden steps, reassigning tasks, or changing deadlines

**Example scenario:** In an Employee Onboarding process, you want to show different steps based on whether the new hire is a “Field worker” or an “Office worker”.

### Setting up form field automation for onboarding

1. **Create the template**: Build your “Employee Onboarding” [template](https://tallyfy.com/products/pro/documenting/templates/). Step 1 collects basic info. Step 2 is “Field Training” and Step 3 is “Office Orientation”.

2. **Add the form field**: In Step 1, add a [form field](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/) for the employee’s role. Use the **Radio Button** type with two options: “Field worker” and “Office worker”. ![Radio button form field with multiple options](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-radio-field-example.png)

3. **Hide steps initially**: In the template editor, set both Step 2 (“Field Training”) and Step 3 (“Office Orientation”) to hidden by default.

4. **Create automation 1 (for Field Worker)**:

   * Go to the **Automations** section in the template editor.
   * Click **Add Automation**.
   * **IF** condition: The “Role” form field (from Step 1) **Is** “Field worker”.
   * **THEN** action: **Visibility** > **SHOW** Step 2 (“Field Training”).
   * Name it descriptively, e.g., “Show Field Training if Role is Field Worker”. ![Automation rule editor with conditional logic and task assignment](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-applying-automations-example.png)

5. **Create automation 2 (for Office Worker)**:

   * Add a second automation.
   * **IF** condition: The “Role” form field (from Step 1) **Is** “Office worker”.
   * **THEN** action: **Visibility** > **SHOW** Step 3 (“Office Orientation”).
   * Name it descriptively, e.g., “Show Office Orientation if Role is Office Worker”.

6. **Launch the process**: When you [launch](https://tallyfy.com/products/pro/launching/) this process, you’ll only see Step 1 at first. After the user picks a role and completes Step 1, the matching automation fires and reveals the right follow-up step.

Use clear automation names

Give each [automation](https://tallyfy.com/products/pro/documenting/templates/automations/) a descriptive name (e.g., “Show Field Training if Role is Field Worker”). Don’t use generic names like “Automation 1”. Clear names let you and your team understand what each one does at a glance.

Here’s what happens at runtime:

* Only Step 1 appears at first.
* Once the employee picks their role in Step 1, the relevant step (2 or 3) becomes visible and assigned. Assignees get automatic notifications.
* Assignees click the [task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) link in their email to complete their step.

## Related articles

[**Templates > Automations**](https://tallyfy.com/products/pro/documenting/templates/automations/)

A Tallyfy automation pairs conditions with actions on a template, so running processes adapt to…

[**Automations > Conditional visibility**](https://tallyfy.com/products/pro/documenting/templates/automations/conditional-visibility-guide/)

Tallyfy lets you show or hide entire workflow tasks based on form field values using automations…

[**Use Cases > Set up automations in plain language**](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/set-up-automation-rules-in-plain-language/)

Describe an automation in plain language to your connected AI instead of using the automation…

[**Automations > Logic operations explained**](https://tallyfy.com/products/pro/documenting/templates/automations/logic-explained/)

Tallyfy automations pair an If with a Then instead of using flowcharts. They watch user inputs…

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