Master Tallyfy with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Explore the key features that make Tallyfy powerful for ai automation workflows.
Document any recurring process as a template with defined steps, assignees, deadlines, and conditional logic, then launch unlimited instances from that template.
An agency creates a client onboarding template with 15 steps — from contract signing through account setup to first deliverable — and launches it for each new client.
Visual dashboard showing every active process instance, which step each is on, who is responsible, and whether any tasks are overdue with automatic escalation alerts.
A compliance manager views all 30 active audit workflows at once, instantly seeing which departments have overdue steps and triggering follow-up reminders.
Invite clients, vendors, or partners to participate in specific workflow steps without requiring a paid seat — they see only their assigned tasks.
A law firm invites clients to upload documents and approve drafts at specific stages of a case workflow without giving them access to internal firm processes.
Workflows can branch based on form responses or decisions at any step, routing the process down different paths depending on the situation.
A purchase approval workflow routes orders under $500 to manager approval and orders over $500 to VP approval, with rush orders triggering a parallel notification.
Automatic email reminders for upcoming and overdue tasks with configurable escalation paths when deadlines pass without completion.
When an employee misses a compliance training deadline, automatic reminders escalate from the employee to their manager to HR over three days.
Full Seats ($30/month or $300/year) can create and edit process templates plus access all roles (Admin, Standard, Light). Light Seats ($10/month or $100/year) can only participate in workflows — launching, completing tasks, and approving — but cannot create or modify templates.
No. Tallyfy offers unlimited free guest access. External stakeholders can be invited to specific workflow steps without a license. They only see and interact with their assigned tasks.
Tallyfy supports integrations through its API and Zapier connection. It also offers a Data Feed add-on ($20/seat/year) for exporting process data to analytics and BI tools. However, native integrations are more limited compared to dedicated automation platforms.
Yes, workflows support conditional branching, multiple assignees across departments, approval chains, and deadline escalation. However, very complex automations involving data transformation or multi-app orchestration are better handled by tools like Zapier or Make.
Yes, Tallyfy offers a 14-day free trial with no credit card required. You get access to all features during the trial to evaluate whether it fits your workflow needs.
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Tutorial updated March 2026