Workflow Automation Engine

Turn messy emails and docs into smooth, automated workflows

Track all your workflows beautifully - on Tallyfy's workflow automation engine

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis
"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today. Start with one process then gradually roll it out to all your processes.

Tallyfy® is A Workflow Automation Engine For Anyone

Fed up of ad-hoc emails, projects, tasks and complex software? Run and scale your operations properly with Tallyfy - a multi-function, AI-powered, top-rated workflow automation engine

Just 3 simple steps to digitized workflows

Document, track and automate using a workflow automation engine

1. Document

. 1. Document

Define or upload your template using AI. Optionally add simple if-this-then-that conditionals. Add rich descriptions to capture tribal knowledge on every step.

2. Track

. 2. Track

Launch your process with a form or any other trigger. Invite unlimited guests or coworkers to complete tasks and fill out forms. Tallyfy handles auto-reminders.

3. Improve

. 3. Improve

Improve your process through feedback and metrics. Add steps run by AI. Automate specific steps if they are worth it. Practice easy and continuous improvement.

Do you know the cost of running workflows manually?

Calculate Your Workflow Savings

Weekly Savings
$2,000
Monthly Savings
$8,000
Annual Savings
$96,000

These are estimated savings based on time recovered from manual workflow management. Actual results may vary.

Workflow automation skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow and rules automation experts for life.

SCHEDULE A CALL
Tallyfy Team

IT, legal & compliance information

Integrations

Security & Compliance

SOC 2 Type II
GDPR Compliant
ISO 27001

Related Questions

What exactly is Tallyfy?

Tallyfy is a robust application that crushes workflow chaos by keeping track of every step for any process – entirely automatically. With trackable, digitized workflows, you can save about 2 hours per person per day by delegating to people and/or AI, perform consistent and standardized operations, and scale operations with ease. It is especially applicable with form intake processes, when you do not want to lose/deleted or forget any submission.

What is a workflow automation engine?

A workflow automation engine is a digital brain that automatically routes work from one person (or team) to the next. Rather than speaking employees passing work between themselves, that is all handled by the engine – routing of work, notification, tracking, and all that good stuff. Tallyfy is the only platform that is intelligent and intuitive to automate workflows — you can be confident that nothing will get forgotten and nobody will be unsure of what to do next.

Why do companies need workflow automation?

Without workflow automation, businesses lose hours on manual handoffs, status updates, and follow-ups. Teams spend more time managing work than doing the work itself. By automatically routing tasks, sending notifications, and offering current status on process, Tallyfy automation engine eliminates this waste - at the process level - with no human effort.

How does Tallyfy make workflow automation simple?

Unlike other complex BPMN tools, where you need to be a developer to understand them, Tallyfy has a simple if this, then that design that anyone can understand. Automate complex tasks in 2 minutes without flow charts or code! The platform also has built-in AI, which instantly builds workflow templates of what you are doing already.

What makes Tallyfy different from other workflow automation tools?

What sets Tallyfy apart though, is the ease agility that goes with the power of automation. It has some unconventional features such as no-cost, no-login guest access, automatic form-to-workflow conversion and AI-generated boilerplate. The platform offers GDP based pricing with lifetime discounts up to 90% for qualifying countries and companies - so that it is affordable for everyone across the world.

How does Tallyfy handle external participants in automated workflows?

Tallyfy offers free, unlimited, no-login-required guest access. Outside collaborators receive one link that is always permanent for all of their assignments, and are also able to self-assign work to other members of their team. This is a powerful way to engage customers, vendors, and partners in your scripts while still retaining security and tracking capabilities.

Can Tallyfy integrate with other systems?

Yes, Tallyfy has an open API and a number of middleware connectors to your existing tools. You can pull data between systems, trigger workflows based on external events, or flow process data to your business intelligence tools. It creates a frictionless automated world in and around all of your technology.

How can I see customer reviews of Tallyfy?

Read original customer reviews and successful use cases at https://tallyfy.com/customers/ Our clients tell us that Tallyfy is easy to use, very powerful in what it does and they they get huge time savings.

Does Tallyfy offer a free trial?

Yes, Tallyfy has a day trial that completely free and you can get access to all features. To start your trial, book a demo at https://tallyfy.com/booking/ and we will set up your demo instance immediately.

Does Tallyfy offer free help with implementing workflow automation?

Absolutely! Tallyfy brings a free professional service to assist you in properly implementing workflow automation. Our team will assist you in configuring your workflows, training your team and ensuring you receive the highest value from the platform. If you would like to chat about Tallyfy and how we might help you – schedule a time here: https://tallyfy.com/booking/

How do I get started with Tallyfy?

The easiest way to get started is by signing up for a personalized demo – at https://tallyfy.com/booking/ Our team will demonstrate how Tallyfy will help YOUR processes, answer your questions and get you set up for success. We will also go over pricing options which include our GDP-based discounts that could ultimately help you save up to 90% in life.

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy