Playbook Management Software
Turn static playbooks into digitized, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"We can finally delegate work with confidence and focus on growing the business.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"We can finally delegate work with confidence and focus on growing the business.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Tallyfy® is Playbook Management Made Easy
Most playbooks fail because they exist separately from actual work - they end up as documents nobody reads while processes stay stuck in peoples heads. Tallyfy embeds your playbooks directly into the workflow, so following them becomes the default rather than an afterthought.
Just 3 simple steps to digitized playbooks
Document, track and automate your playbooks on Tallyfy
1. Import Playbooks
Paste playbook content or use AI to convert existing docs into executable templates your team can run.
2. Assign and Track
Launch playbooks for specific situations and track each play as team members execute steps in sequence.
3. Handle Exceptions
Add if-then branches so your playbook automatically adapts when edge cases occur.
Are playbooks gathering dust?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
Enter between 0.5 and 40
Enter between $10 and $1,000
Based on $30/hr x 4 hrs/wk
Your loss and waste is:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Executable playbook design skills - without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. We can help you get started with a new playbook via AI or uploading your existing playbook to digitize and run it. Browse ready-to-use playbooks like our <a href="/templates/procedures/client-onboarding/">client onboarding playbook</a> or <a href="/templates/procedures/sales-lead-qualification/">sales qualification playbook</a>.
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Related Questions
What is playbook management software?
It's basically a digital home for your company's knowledge and processes. Instead of having documents scattered across broken folders that nobody can find, playbook software pulls everything into a single step-by-step guide. Think of it as the difference between a recipe book gathering dust on a shelf versus having someone walk you through cooking dinner in real-time.
What exactly is Tallyfy?
Tallyfy takes you from chaos to order in anything you do with a process. It follows the steps in a workflow so you don't have to manually chase people or track things in spreadsheets. You'll save around 2 hours per person each day, and you can delegate steps to people or AI. For playbooks specifically, it turns those static documents everyone ignores into living, trackable processes that actually get followed.
Why do traditional playbooks often fail?
In our conversations, we've heard the same story over and over: someone spends weeks writing a playbook, puts it in a shared folder, and then... nothing. Nobody reads it. Nobody updates it. The document just sits there while people keep doing things their own way. With Tallyfy, playbooks become living documents that evolve alongside your business. They're woven into daily work, not separate from it.
How do playbooks help with employee training and ramp-up time?
Based on feedback we've received, new hire onboarding typically takes 1-2 weeks before someone can work independently. That's a long time. The problem? Training playbooks exist as documents to read, not systems to follow. With Tallyfy, your training playbook becomes an interactive workflow. Each task gets assigned, tracked, and timestamped. New employees actually execute the playbook step by step rather than trying to memorize a 40-page PDF. Teams tell us they've cut onboarding time by 60-70% this way.
Can playbooks handle exceptions and edge cases?
This is where static playbooks completely fall apart. Real-world situations don't always match the happy path you documented. Tallyfy supports if-then branching, so your playbook adapts automatically. Customer answers a form question indicating a special situation? Different steps appear. Approval gets rejected? The playbook routes to the right exception handler. Your team stays on the playbook even when dealing with unusual cases, rather than abandoning it and winging it.
What is the difference between a playbook and an SOP?
A playbook is usually a collection of related procedures for a specific function - like a sales playbook or customer success playbook. It's the whole game plan. An SOP is typically a single procedure for one specific task - just one play from the book. Tallyfy handles both. You can create individual SOP templates or organize them into playbook collections. Either way, they become trackable workflows instead of static documents that nobody reads.
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Join thousands of teams using Tallyfy to eliminate inefficiency