Workflow Automation Software
Turn messy emails and chats into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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 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 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.
"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 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!
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"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.
"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.
"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 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 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.
"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 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!
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"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.
Is manual work sustainable?
What busywork costs your company
per week
per year
over 5 years
What will your team run on Tallyfy?
Start with one process your team repeats often.
- Done: Set up payroll
- In progress: Order equipment
- Waiting: Prepare workspace
- Done: Gather basic info
- In progress: Send welcome email
- Waiting: Kickoff call
- Done: Set up invoice from your template
- In progress: Fill in client
- Waiting: Gather everything that's billable
- Done: Gather requirements
- In progress: Create draft 1
- Waiting: Approve draft 1
- Done: Submit PO request
- In progress: Review PO under $10k
- Waiting: Generate PO number
- Done: Write a clear subject line
- In progress: Pick the right category
- Waiting: Describe your problem in detail
Tallyfy® is Workflow Automation Software Made Easy & Simple
Fed up of ad-hoc emails, chats, projects and tasks? Run and scale your operations properly with Tallyfy - AI-powered, top-rated workflow automation software. Work scattered across Trello, Asana, spreadsheets and email? We hear that constantly. Consolidate it all in one place.
A workflow is a chain of tasks AI can run
90% per task, 10 tasks in a row, is about 35%. A 10-step job done blind is worse than a coin flip.
Read why AI is for tasks, not jobsYou cannot automate a process that doesn't exist
Old documents and people's memories aren't a process, and nobody follows them the same way twice. Write the steps down in Tallyfy, and people and AI get through, with every step tracked.
What a form or an email can't do
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Turn forms into tasks
Split one long form so each person fills their part, with a deadline and reminders.
Show the right task at the right time
A short kickoff form, then rules that show only the steps that apply.
Your AI updates Tallyfy from email and chat
Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings
Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI
Instructions saved in each step tell your AI what to do, the same way every time.
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
Just 3 simple steps to automated workflows
Document, track and automate your workflows on Tallyfy
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Trigger event captured | US User | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI runs the routine steps why this works | AI AI agent | 4m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Owner reviews exceptions | EK E. Knight Process owner | 2h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Auto-loop to next workflow | Conditional On completion | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so workflow automation software stops being a black box.
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
Workflow automation skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. We will help you understand which steps can be automated in your workflow and which ones do not make sense for automation.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Related Questions
What exactly is Tallyfy?
Tallyfy tracks every step of any process - automatically. No nagging. No missed handoffs. Teams tell us the win is knowing exactly who owns each step and seeing the audit trail of what actually happened. It's especially useful for form intake processes where you can't afford to lose or forget any submission.
What is workflow automation software?
Think of it as a digital assistant that moves tasks from one person to the next automatically. It sends reminders, tracks progress, and nobody has to remember or nag. Simple as that. Tallyfy makes this easy with if-this-then-that rules instead of complicated flowcharts.
Why do teams struggle without workflow automation?
Chaos. That's the straight answer. Tasks get buried in email threads. Steps get skipped. Nobody knows how much progress is being made. In our conversations, we hear the same story: missed deadlines, frustrated people, and if there are paying customers involved, lost revenue. Clear visibility fixes this.
How does Tallyfy pricing work in different countries?
We offer lifetime discounts based on GDP per capita. Companies in emerging economies can get up to 90% off - for life. It's not a gimmick. We want workflow automation accessible everywhere, not just in wealthy markets.
What makes Tallyfy different from other tools?
Most workflow tools are built for technical experts. Tallyfy isn't. No flowcharts. No BPMN notation. Just simple if-this-then-that rules. Plus, you can invite unlimited external guests (subject to reasonable use) who don't need accounts or passwords. That matters most in customer-facing workflows.
How does Tallyfy handle customer-facing workflows?
We use a "one link forever" approach. Guest users don't sign up or remember passwords. They get one permanent link for all their work with you. Simple. Teams tell us this dramatically increases engagement because there's zero friction.
Can Tallyfy help with document automation?
Yes. Create templates with blanks to fill in. Decide which fields are editable and which aren't. Reuse text across different files. No more cloning and manually editing documents - that's where errors creep in.
Where can I see what other teams think of Tallyfy?
Check out our customer page for real reviews and success stories. You'll see how different businesses use Tallyfy - from onboarding to approvals to compliance workflows.
Does Tallyfy offer a free trial?
We do personalized demos instead - we'll set up a custom instance based on your actual workflows. Book a demo and see exactly how it would work for your team.
Does Tallyfy provide implementation support?
Free professional services, yes. Our team helps you every step of the way. We've found that a little guidance early on makes a huge difference. Book a call to get started.
How do I get started with Tallyfy?
Start with a demo. We'll show you exactly how Tallyfy prevents workflow failures and set up a custom instance for your needs. Book your demo here.
How many disconnected tools can Tallyfy replace?
In our conversations, teams describe work scattered across 4-5 different systems - Salesforce, Trello, Airtable, spreadsheets, email threads. One property management operation consolidated everything into Tallyfy and saw 75% faster processing times. The key? Everyone sees the same process state instead of hunting through multiple apps.
What about tasks that slip through the cracks?
This is exactly why teams come to us. We hear it constantly - without visibility, work gets forgotten. Tallyfy tracks every step automatically, sends reminders, and shows exactly where each workflow stands. One professional services firm eliminated their "slipping through the cracks" problem once they had real-time visibility.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.