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Create your first template

What’s a template?

Section titled “What’s a template?”
Figure climbing setup to launch steps out of a cloud of confusion

Templates are reusable blueprints for repeatable processes. Build one, then run it consistently every time.

Create a template with Tallyfy AI

Section titled “Create a template with Tallyfy AI”

The fastest way to build a template is with Tallyfy AI:

  1. Click + Create in the top left sidebar. Create button menu with options for templates and processes
  2. Select Create Template. Create new template button in Tallyfy navigation header
  3. Choose Tallyfy AI as the creation method. You’ll also see From scratch and From SOP document options.
  4. Describe the process you want. For example, a “Client Onboarding” process for an accounting firm:
    • Select Procedure as the template type.
    • Enter a descriptive name, like “Client Onboarding for Accounting Firm”.
    • (Optional) Specify your company type (e.g., Accounting) to give the AI more context.
    • Click Create. The Create a template dialog on the From Tallyfy AI tab, with Client onboarding as the process name and the Generate button highlighted.
  5. Tallyfy AI generates suggested steps. Review them - you can edit them later - and click Continue. Create a template dialog on the From Tallyfy AI tab, with ten generated client onboarding steps and the Continue button highlighted.
  6. Done! You’re now in the template editor. Refine steps or launch your first process. Client Onboarding template open in the editor, with ten steps on the left and the first step's settings on the right.

Other creation methods

Section titled “Other creation methods”
  • From scratch - Build steps manually for full control over every detail.
  • From SOP document - Upload a Word doc, PDF, or flowchart. Tallyfy AI converts it into a structured template.

See Create a template for details on all methods.

Section titled “Related articles”

Documenting > Templates

Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign…
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