Internal IT/CRM Support Request Form
Estimated Time: 2-3 minutes to submit Difficulty: Easy Team Size: 1 requester + IT helpdesk team Standardized IT suppor...
5 steps
10 fields
Startup CRM
Finance approval form for Tallyfy
Get funding requests approved faster with proper documentation
Funding requests stall when they lack detail or skip the right approvers. This form captures budget breakdowns, ROI justification, and routes to the right approval level based on the amount requested.
7 steps
11 fields
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Budget & Project Funding Request Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission why this works | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Budget & Project Funding Request Form
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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