Document any process once. Assign each step to people or AI. Track every task to done. See where things stand. Skip status meetings.
People-powered workflow
Six features, one flow. Pick where you want to start.
AI drafts a template from how-we-do-it. People flag problems on the task, and you update it.
Clear owners, auto-reminders, and approval steps that route to the right person. No more chasing.
Capture the details up front, then kick off the workflow automatically. Submit and track, not submit and pray.
See exactly where every task stands in real time. Skip the meeting that only exists to ask what is the status.
If-this-then-that rules that match how work really happens. Branches, deadlines, and assignments handle themselves.
Invite clients to complete their steps with one link. No account, no login, no friction.
Document the steps once. Assign each one to a person, a group, or an AI agent. Set deadlines and conditions so the workflow routes itself. Then watch it run, with every task tracked and every handoff visible.
Here is the part most tools miss. AI amplifies whatever process it follows, so a workflow you have actually defined is what makes AI useful instead of risky. Define the process first. The speed comes after.
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Split one long form so each person fills their part, with a deadline and reminders.
A short kickoff form, then rules that show only the steps that apply.
Connect the AI you already use. It fills in fields and completes tasks.
Give it the meeting transcript. It updates the tasks and fields that came up.
Instructions saved in each step tell your AI what to do, the same way every time.
Each run follows the same steps, and every change you make improves the next one.
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Three ways every task gets done in Tallyfy
Free templates other teams use. Copy one into Tallyfy and change any step.
Process documentation captures the exact steps to complete a business process. First formalized by the National Irrigation Agency in the Philippines during the 1970s, it preserves institutional knowledge and reduces errors during staff turnover.
Email-based approval process workflows create bottlenecks that grow with your organization, with pending requests piling up for weeks while teams sit idle. Tallyfy centralizes every request, automates routing to the right approver, and stops sign-offs from getting lost in overloaded inboxes.
Business process design means building new workflows from scratch with clear steps and responsibilities. As W. Edwards Deming showed, undefined processes cannot be improved, making design the foundation for consistency, efficiency and AI readiness.
Document one recurring process and watch it run itself