Tallyfy connects with email in several ways - custom SMTP, a Gmail add-on, automated notifications, interactive actions (coming soon), and personalized email sending (coming soon).
Your team already lives in email. These integrations bring Tallyfy’s workflow capabilities directly into the inbox.
Custom SMTP configuration
Tallyfy lets you configure a custom SMTP server so all workflow notifications come from your own domain (e.g. yourcompany.com) instead of Tallyfy’s servers. You’ll need to provide SMTP host, port, username, password, and optionally a from address and from name.
Why use custom SMTP?
Branding - Emails come from your company domain, keeping your brand consistent.
Deliverability - Uses your organization’s established email reputation.
Compliance - Keeps email communication within your company’s controlled systems.
Filtering - Works with your organization’s existing email rules and security policies.
(Setting up custom SMTP requires technical details from your IT team. See the Custom SMTP setup guide.)
Tallyfy Gmail add-on
The Tallyfy Gmail add-on lets you manage workflows without leaving Gmail.
Start processes - Launch a process directly from an email.
Email-to-task conversion - Turn an email into a trackable task with deadlines and assignments.
Task management - View and complete your tasks right inside Gmail.
Managing email notifications
Tallyfy notifies you about task assignments, comments, and process updates - but you control the flow. Each person sets their own notification preferences (daily digest, instant, or off completely).
Imagine getting a Tallyfy notification about an approval task and hitting “Approve” right in the email - without opening the app. That’s what interactive email actions will enable. Microsoft Outlook calls them Actionable Messages, Gmail calls them Markup Actions. You’ll be able to approve tasks, add comments, and complete simple actions directly from your email client.
Connect your email (coming soon)
This upcoming feature will let individual users connect their personal email accounts (Gmail or Outlook) to send workflow emails from their own address. Unlike custom SMTP - which uses one centralized system email for the whole organization - this creates a one-to-one connection between each user and their email account.
Tallyfy lets administrators route all workflow notification emails through their own SMTP server so that messages come from the organization’s domain with full control over deliverability and sender reputation while requiring only a host port and credentials to configure and test in one step.
Tallyfy’s planned Connect Your Email feature will allow each user to authorize sending workflow notifications directly from their personal Gmail or Outlook account via OAuth so that recipients see emails from a real person rather than a system address which improves deliverability and response rates while keeping replies in your inbox and requiring only minimal send-only permissions.
The Tallyfy Gmail add-on lets you create tasks from emails and start workflows and manage your task list and link email threads to existing tasks all without leaving your inbox.
Tallyfy is exploring interactive email actions that would let users approve requests and complete tasks directly inside Outlook or Gmail without switching apps using technologies like Microsoft Adaptive Cards and Gmail schema.org markup.