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Import a Word document

You can turn any Word document that describes a process into a runnable Tallyfy template. Tallyfy’s AI reads your document, identifies sections and steps, and creates a procedure template you can launch and track.

When to use this

  • You generated a procedure with the free Process Documentation AI tool ↗ at tallyfy.com/tools/process-documentation-ai/ and want to run it for real.
  • You already have an SOP, runbook, or process manual in Word format and want to stop running it manually.
  • A consultant or colleague sent you a .docx describing how to do something.

Prerequisites

  • A free Tallyfy account. Sign up at tallyfy.com/start ↗ if you do not have one.
  • A Word document (.docx) describing the process. The document should have:
    • A clear title.
    • Section or chapter headings that group related steps.
    • Numbered or bulleted steps that describe what to do.
    • Optional but helpful: role assignments per step, deadlines, automation ideas.

The structure produced by Process Documentation AI ↗ is ideal because it already includes role assignments, deadline guidance, and a Tallyfy-specific automation section.

Steps to import

  1. Sign in to Tallyfy.

  2. Open your Library.

  3. Click Import in the top-right area of the Library.

  4. Choose Upload a document and select your .docx file.

  5. Tallyfy’s AI reads the document and generates a draft procedure template with sections and steps. This takes about 15 to 30 seconds depending on document length.

  6. Review the generated template. Check that:

    • The title is correct.
    • Sections match the structure of your document.
    • Each step has reasonable description text.
    • If role assignments were in the document, they appear as suggested assignees.

  7. Adjust assignees, deadlines, and form fields to match your team. The AI provides a strong starting draft, but you know your team and process best.

  8. Save the template. You can now launch a process from it any time, or share it with your team.

Tips for best results

  • Keep the document focused on one process. Documents that mix multiple processes confuse the AI and produce worse drafts.
  • Use clear section headings. Sections become natural groupings in the resulting Tallyfy template.
  • Mention role names. Phrases like “the IT Operations team…” or “the Hiring Manager will…” help the AI suggest correct assignees.
  • Describe automations as a separate section. If your document ends with a list of “if X happens, do Y” rules, Tallyfy can use those as a guide when you set up automation rules for the template.

Where the Process Documentation AI tool fits

The free Process Documentation AI tool ↗ writes a .docx specifically shaped for this import flow. It produces:

  • A clear title and a 2-sentence intro
  • Sections with numbered steps
  • A suggested role for every step
  • Deadline guidance per step
  • A Tallyfy automation section at the end with concrete rule suggestions

You do not need an account to use the tool. Once you have the document, sign up for free and follow the steps above to bring it into Tallyfy.

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