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Create your first template

Creating your first workflow template

Getting started with templates visualized as a blank canvas on the left transforming into a structured workflow template with connected steps on the right - representing the journey from idea to executable process

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.

Creating a template with Tallyfy AI

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). Create button menu with options for templates and processes
  2. Select Create Template from the menu. Create new template button in Tallyfy navigation header
  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. Create client onboarding template view view
  5. Tallyfy AI will generate suggested workflow steps for your process. Review the generated steps (you can modify them later) and click Continue. Tallyfy desktop light click view view view
  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 AI generated template view view view

Alternative template creation methods

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 lets you create reusable process templates through three methods - building from scratch for total control or using AI assistance or uploading existing documents like Word or PDF files which get automatically optimized and restructured into trackable digital workflows.

Pro > Getting started

These tutorials guide new users through setting up Tallyfy in under 30 minutes by teaching them to create organizations and templates and launch their first automated workflows with practical tips for team adoption and trial evaluation.

Documenting > Templates

Templates in Tallyfy serve as reusable workflow blueprints that capture every step and decision point in business processes and when launched they automatically assign tasks send reminders and track progress while enabling organizations to document their best practices once and run them consistently thousands of times with the ability to improve based on real data and feedback.

Templates > Import a template

Tallyfy offers multiple template import methods including AI document conversion from Word/PDF files PowerPoint playbook migration flowchart conversion from images template copying between accounts and API-based bulk operations that can convert complex documents into working workflows within seconds while maintaining structure and enabling dynamic conditional logic to replace multiple static files with single smart templates.
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