Organizational process workflow for Tallyfy

Get decisions made without confusion or delays

Decisions stall when people don't know who needs to approve what. This Tallyfy template walks employees through documenting requests, manager review, senior escalation, and executive sign-off - creating clear accountability and a record of how decisions got made.

5 steps

Run this workflow in Tallyfy with people, AI, and conditions

Decision making hierarchy Run #2,481 Running now
1 done . 1 running . 3 to go
Status Step Assignee Deadline
Status: Completed

1. Document the Decision Request

TM
Team member
Status: Active

2. Manager Review

why this works
Claude
AI agent
Status: Waiting

3. Senior Manager Escalation

TM
Team member
Status: Conditional

4. Executive or CEO Review

why this works
Claude
AI agent
+ 1 more step below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

1

Document the Decision Request

1 day from previous step
task
Before you send this up the chain, take a few minutes to write down what you need decided and why it matters. List out the options you see and what you'd recommend. A clear one-page summary beats a rambling 30-minute meeting every time - and it shows you've already done your homework.
2

Manager Review

5 days from previous step
task
Start with your direct manager - they're closest to your day-to-day work and can usually handle routine approvals on the spot. Share your written summary, talk through the options, and get their take. If it's beyond what they can approve, they'll point you to the right person next. Most decisions won't need to go further than this.
3

Senior Manager Escalation

5 days from previous step
task
If your manager can't sign off on this, it's time to bring in a senior manager. They've got authority over budgets, cross-team resources, and policy calls. When you present to them, don't just dump the problem - come with clear options and your own recommendation. They'll respect that you've thought it through.
4

Executive or CEO Review

5 days from previous step
task
If it's gotten this far, it's a big deal - think major financial commitments, company-wide policy shifts, or strategic direction changes. Come in prepared with full context, a clear recommendation, and what happens if they say yes or no. Keep your pitch tight and focused - executives don't have time for lengthy presentations.
5

Communicate and Record the Outcome

1 day from previous step
task
Now that there's a decision, don't let it live only in someone's head. Tell everyone who needs to know, and write down what was decided, who approved it, and the reasoning behind it. Trust us - you'll be glad you did this when someone asks "why did we go that route?" six months from now.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe

Lay out your steps, deadlines, and who does each: a person, AI, or a rule.

Phase 2

Run

People + AI together

Launch in one click. AI does the routine steps; people approve. No glue code.

Phase 3

Track and improve

Audit and learn

Watch every step live, then refine - a gradual shift, never a total redo.

Ready to use this template?

Sign up free and start running this process in minutes.