Tallyfy templates serve as reusable blueprints for standardizing business processes and documents to ensure consistent work execution while reducing errors and enabling efficient scaling across organizations.
Introduction
Tallyfy is a workflow platform designed for non-technical people.
- How can AI help create procedures quickly instead of writing for hours?
- How do you ensure people actually follow processes?
- How can tasks get done without constant reminders?
- How do you prevent tasks from being forgotten?
- How can you improve processes that nobody follows?
- How can AI automate tasks when everyone does them differently?
- How do you make sure work gets done the same way every time?
These are massive, under-rated problems. You can’t use AI effectively without agreed processes that people already follow. It’s like trying to build a roof without a foundation!
Keep all procedures in one place. People forget things (the “Forgetting Curve”), so having everything centralized helps everyone do things right. But if nobody reads it - what’s the point?
See who’s doing what with automatic reminders. Using guides helps people learn, cuts update meetings, and ensures consistent, predictable work.
Use AI to improve and automate processes. Bake in improvements without retraining.
Improve 1% each day and you’ll end up 37 times better after a year. James Clear
You can’t improve or automate steps that aren’t documented and followed. Repeatable processes are far more valuable than projects because they’re standardized, predictable, automatable, and improvable.
- Document processes clearly
- Launch standard workflows easily
- Track task progress live
- Automate repetitive steps
Many vital processes lack dedicated software and are managed via email, chat or spreadsheets. Tallyfy empowers business users to:
- Document them as reusable templates
- Launch and track them consistently
- Automate steps where possible
This self-service approach reduces wasted effort and brings visibility to all workflows.
Focus on processes currently managed manually where no dedicated app exists.
Tallyfy excels for processes that:
- Need structured data: Consistent information collection
- Are frequent: Occur often enough to benefit from digitization
- Require standardization: Must be done the same way for quality/compliance
- Need to scale: Establish correctly now to handle higher volumes later
- Are complex: Many steps or conditional rules hard to remember
- Require audit trails: Proof of who completed what
- Need tracking: Visibility for workers, managers, leaders, or customers
- Must be predictable: Everyone knows what happened and what’s next
- Save time: Reduce routine work
- Control quality: Maintain consistent standards
- Show real-time status: Track progress live
- Automate handovers: Smooth task transitions
- Improve continuously: Use data and feedback
- Repeatable processes, not one-off projects
- Simple conditional logic (“if-this-then-that”)
- Workflows centered on tasks
- Integrated documentation with automation
Start with Tallyfy in phases:
- Document and centralize. Create templates using AI or import existing documents. Centralize your SOPs.
- Launch and track. Launch templates as active processes. Track completion and introduce tasks.
- Automate and improve. Add automations. Use analytics to refine templates.
Templates are central to Tallyfy:
- Build from scratch
- Use AI to generate drafts
- Import existing procedures
Two main types:
- Procedure templates: Step-by-step processes (e.g., employee onboarding)
- Document templates: Standardized documents with fillable fields (e.g., policies)
Example customer onboarding template:
Launch specific instances called processes:
- Choose your template
- Name descriptively (e.g., “Onboarding for Samsung”)
- Enter kick-off information
- Assign people
- Launch
Tallyfy automatically:
- Assigns tasks
- Sends email updates
- Tracks completion
- Manages handoffs
Process status view:
Task detail view:
- Collect feedback via comments
- Monitor task durations
- Update templates easily
- Make lasting improvements
List main steps, add details later. Use AI for initial drafts:
Begin with action verbs:
- Good: “Email the estimate to the customer”
- Avoid: “Customer estimate handling”
Include images/videos for complex instructions:
Select appropriate types (Task, Approve/Reject, Email Draft):
Apply conditional logic:
Use kick-off forms:
Document templates create forms for platform use.
Click New Field for various form fields:
Ensure consistency:
- Actually run and launch - not just read
- Integrated tasks within documentation
- Reusable snippets
- Automatic translation
- Version control
- Viewing stats
- Structured workflow management
- No version conflicts
- Role-based access
- Process automation
- Real-time tracking
Learn how to create templates.
- Changelog
- Compliance
- Essentials
- Getting started
- Integrations
- Launching
- Miscellaneous
- Pricing
- Settings
- Tracking
Tallyfy streamlines process documentation through three template types: Procedures for step-by-step workflows Documents for standardized forms and Forms for simple data collection enabling consistent execution across organizations.
Process Improvement > Understand your current processes with Tallyfy
Documenting existing workflows in Tallyfy enables clear process understanding through simple templating dynamic documentation and AI-powered capture without requiring complex flowcharts or specialist knowledge.
A comprehensive guide for new Tallyfy users to learn essential platform features through step-by-step tutorials covering account setup workflow design task management team collaboration and basic automation tools.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks