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.
Click the + Create button (located in the top left sidebar).
Select Create Template from the menu.
Choose your creation method. For this example, select Tallyfy® AI. (Other options include From scratch or From SOP document).
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.
Tallyfy® AI will generate suggested workflow steps for your process. Review the generated steps (you can modify them later) and click Continue.
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.
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.
Tallyfy templates serve as reusable workflow foundations that standardize processes across organizations with three creation methods including building from scratch using AI assistance or uploading existing documents while offering exact import capabilities for compliance requirements.
Tallyfy templates function as strategic reusable blueprints that standardize business processes by defining workflow steps structure and logic to ensure consistent quality execution across organizations while enabling customization for specific instances and providing comprehensive benefits including improved training efficiency reduced errors and scalable operations management.
Tallyfy provides step-by-step tutorials that guide new users through essential workflow management skills from initial account setup to advanced automation capabilities with a recommended sequential learning path covering organization creation navigation template building and process launching.
Tallyfy provides multiple template import methods including AI-powered document and flowchart conversion template copying between accounts API integration and Word document import capabilities to help organizations migrate existing processes into standardized digital workflows.
