Wofklow automation that’s fit for modern teams
Real results from customers using Tallyfy to manage and automate their workflows.
understand Tallyfy in 1 minute
Director of Communications
improvement in process outcomes
Use it right now to automate all your workflows
Workflow automation engine that eliminates threads of emails, forms, and spreadsheets.
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
- High touch client onboarding
- Structure product feedback to R&D
- Playbooks to triage FAQ's
- Purchase requests and approvals
- Accounts receivable & payable
- Vendor or supplier onboarding
- Self-service orientation for new employees
- Structure incoming talent requests
- Reimbursement and promotion requests
- Structure incoming issues and ideas
- Product quality assurance cycles
- Product release or update processes
- Triage tickets and run custom playbooks
- Integrate DevOps to everyday processes
- Security and asset re-assignment checklists
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
- Structure and deliver process audits
- Train AI with human-in-the-loop
- Request to BI to Insight Delivery
- Transform SOP's into engaging experiences
- Crowdsource and control know-how
- Deliver "one source of truth"
Tallyfy makes workflow automation easy for anyone
Get forms and approval processes up and running in minutes. Share tasks with clients – outside your company.
Workflow automation engine that your team will love
The easiest workflow automation engine available.
Define your forms, approvals and processes
- One place to see your services and processes
- Kick off workflow automation using web forms
- Update SOP’s to eliminate versioning chaos
- Define who does what, when and how
Real-time workflows for employees and clients
- Works without leaving Outlook or Gmail
- Integration in minutes via webhooks and API
- Real-time tracking for all your approvals
- Automated rules for approvals
Process improvement for any size of business
- Handle approval variations without flowcharts
- Integrate via our open API and SSO
- Integrate AI for voice, images and more
- Stream analytics to your BI system
So, do we all agree on this workflow?
Everyone can contribute easily to finalizing an automation process.
Has my request been approved yet?
Never have to ask about the status of anything again.
Has anyone updated the client?
Clients can securely track a process!
Didn’t you see the urgent email?
Know what’s important and what can wait.
It’s difficult to follow processes
Tallyfy guides you through approval decisions.
Is the process up to date?
Eliminate change management and training.