How can I start using Tallyfy?

Use Tallyfy to automate any custom process in your team.

Tallyfy eliminates emails, forms, paper and spreadsheets. It frees everyone to scale operations.

Client Onboarding

Employee Onboarding

Content Approval

Daily/Weekly Tasks

Product Design

Website Updates

Social Media Publishing

Issue Tracking

Partner Onboarding

Expense Claims

Vacation Requests

Lead Qualification

Plan Regular Events

Weekly/Monthly Reporting

Service Requests

Approve Client Proposals
How is it different?
How does it work?
What are the benefits?
Can I automate my processes?

Document your SOP's as blueprints.

Launch and track every unique process.

Never forget a task again.

It's free to try.

Expand and grow with confidence


Tallyfy is perfect for workflows with people inside and outside your company.

Onboarding ...

Make an impression.

  • Customers and Clients
  • Employees and Contractors
  • Partners and Resellers
  • Members and Volunteers
  • Vendors and Suppliers

Routing ...

Move things forward.

  • New leads and Inquiries
  • Request forms and Decisions
  • Proposals and Contracts
  • Order Fulfillment Process
  • Testing and Quality Assurance
  • Data collection and Research

Tracking ...

See it in real-time.

  • Customer Journey
  • Pre-Sales to Post-Sales
  • Client Order Tracking
  • SLA Adherence
  • Invoice to Collection
  • Incidents and alerts


Automatically kick off your custom workflows in response to triggers, alarms, incidents, infrastructure monitoring alerts from your own systems - such as web forms, webhooks, CRM's, APM platforms, IoT devices, and more.

Set things up quickly and easily using Zapier - or via our open API. Interested?

 Get Started 

Artificial Intelligence

Use the incredible power of AI without any coding

Tallyfy lets you create point-and-click workflows which use AI. Pipe inputs into Google Cloud, Watson, Amazon AI, Microsoft Cognitive Services and more. Grab the output and proceed with your workflow. Mix and match AI services. Use cases include Robotic Process Automation (RPA) and Automated Decision Making

Tallyfy AI currently has a large waiting list of customers. Interested?


Inside Email

We've built awesome plugins and add-ons for Outlook (Office 365) and Google Mail (G Suite).

Tallyfy Email Plugins are being tested with pilot customers. Interested?


Explore tailored solutions

Seriously though, stop fighting email and spreadsheets.

Say hi to Workflow Made Easy® ... and get back in control.