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Examples

Automation examples

Each example below covers a tested Tallyfy automation pattern with setup instructions. Pick one, follow the steps, and you’re done.

Assignment

Assign to process requestor Routes tasks back to whoever launched the process. No manual tracking.

Dynamic member assignment from kick-off forms The process launcher picks team members via dropdown fields. Useful when different projects need different people.

Service level-based task assignment Routes tasks by customer tier (Basic, Premium, Enterprise) so higher-tier customers automatically get the right support teams.

Workflow control

Exclusive choice (pick one path) The process follows one branch - never both. Office staff get IT setup; field workers get equipment training. Same template, different paths.

Synchronization (wait for multiple approvals) Every required sign-off must complete before the next step unlocks.

Multi-level approval loops A rejection sends the request back for fixes, then the approval chain restarts automatically.

Time-based

Countdown deadline automation Counts backwards from a target date - agendas go out Monday, room bookings due Friday.

Combined visibility and deadline rules Shows international shipping tasks only when needed AND sets their deadlines from arrival dates. Two automations working together.

Quick reference

For BPMN-based process patterns, see BPMN Examples and Patterns ↗.

Examples > Service level-based task assignment

Tallyfy automations let you automatically route tasks to the right team members based on customer service tiers by using IF-THEN rules on kick-off form dropdown fields so that enterprise clients get senior specialists while free-tier users go to general support groups and each customer receives the appropriate level of attention and response time they are paying for.

Templates > Automations

Tallyfy automations are IF-THEN rules added to templates that automatically adapt running processes based on form field entries and task events by showing or hiding steps and assigning tasks and setting deadlines without any manual routing.

Automations > Actions

Tallyfy’s automation actions are the “THEN” part of IF-THEN rules that automatically assign tasks to the right people adjust deadlines reopen completed steps for approval loops show or hide steps based on form answers and fire webhooks to external systems — eliminating manual work and ensuring processes run consistently every time.

How To > Complex approval workflows

Tallyfy converts complex multi-level approval processes into visible and trackable workflows by using kick-off forms with validation and conditional logic to route tasks to the right approvers while providing real-time status tracking and automated reminders that eliminate bottlenecks and keep everything moving.
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