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Create your first template

How can I create my first workflow template in Tallyfy?

This tutorial shows how to create your first process template in Tallyfy for workflow standardization.

Tallyfy templates work as reusable blueprints for your repeatable business workflows, letting you execute them consistently across your organization.

How can I create a template using Tallyfy AI for rapid development?

This example shows how to use Tallyfy AI to create workflow templates quickly and efficiently.

  1. Click the + Create button (located in the top left sidebar). Clicking the Create button in Tallyfy to start a new template
  2. Select Create Template from the menu. Selecting Create Template option from the Tallyfy menu
  3. Choose your creation method. For this example, select Tallyfy AI. (Other options include From scratch or From SOP document).
  4. Prompt Tallyfy AI to create a business process workflow. Let’s create a ‘Client Onboarding’ process for an accounting company:
    • Select Procedure for the template type.
    • Enter a descriptive name, like “Client Onboarding for Accounting Firm”.
    • (Optional) Specify your company type (e.g., Accounting) to assist the AI.
    • Click Create. Creating a client onboarding template using Tallyfy AI with process details
  5. Tallyfy AI will generate suggested workflow steps for your process. Review the generated steps (you can modify them later) and click Continue. Reviewing workflow steps generated by Tallyfy AI before creating template
  6. Your workflow template is now created! Tallyfy will redirect you to the template editor, where you can refine the steps or launch your first process. Tallyfy template editor showing newly created workflow template with editable steps

What alternative methods can I use to create workflow templates?

Besides using Tallyfy AI, you can also create workflow templates using these methods:

  • From Scratch: Build your workflow template step-by-step manually for complete customization
  • From SOP document: Upload an existing Word document, PDF, or flowchart file. Tallyfy AI will convert it into a structured template for quick migration

Each method serves different needs based on your starting point and customization requirements.

See Create a Template for detailed information on all methods.

Templates > Create templates

Tallyfy offers three template creation methods including starting from scratch using AI assistance or uploading existing documents with templates serving as reusable blueprints that can reduce process time by 40% while AI optimization restructures content for better digital execution and exact import options preserve compliance requirements.

Pro > Getting started

Tallyfy tutorials provide step-by-step guidance to create templates launch automated workflows and master essential features within 15-30 minutes helping teams transform their business processes from setup to implementation.

Documenting > Templates

Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%.

Tutorials > Launch a process

This tutorial demonstrates launching workflow processes in Tallyfy by selecting templates from the sidebar completing optional kick-off forms naming the process instance and clicking launch to create active trackable workflows with automatic notifications and progress monitoring.
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