• Customer Stories
    Start here
    Academy
    Adoption
    Getting Started
    Bring Your Own AI
    Integrate Your Robots
    Global Readiness
    Joe Meadors
    Joe Meadors
    VP of IT
    "

    It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company.

    Speak with us
    Customer Stories
    Click here
    Academy
    Adoption
    Getting Started
    Bring Your Own AI
    Integrate Your Robots
    Global Readiness
  • Pricing
    Start here
    ROI Calculator
    Non Profit Pricing
    Capstone Pricing
    Billing
    Julie Trelstad
    Julie Trelstad
    Book Publisher
    "

    It used to take us two days to run monthly client campaigns, now we complete them in just a few hours!

    Speak with us
    Pricing
    Click here
    ROI Calculator
    Non Profit Pricing
    Capstone Pricing
    Billing
  • Enterprise Overview
    Start here
    SOC 2 Type 2
    IT Documentation
    BIMI Compliance
    HSTS Compliance
    Single Sign On
    GDPR Statement
    VPAT Accessibility
    Professional Services
    Len Gilbert
    Len Gilbert
    COO
    "

    Several departments in any business would benefit from Tallyfy. By writing out the processes we ensure that steps are not missed.

    Speak with us
    Enterprise Overview
    Click here
    SOC 2 Type 2
    IT Documentation
    BIMI Compliance
    HSTS Compliance
    Single Sign On
    GDPR Statement
    VPAT Accessibility
    Professional Services
  • Product Documentation
    Start here
    Alternatives
    Guides
    Solutions
    Templates
    Blog
    API Reference
    Change Management
    Integrations
    Product Culture
    Product Updates
    Gwen Tormey
    Gwen Tormey
    CEO
    "

    Tallyfy has been transformative for us. It has reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow.

    Speak with us
    Product Documentation
    Click here
    Alternatives
    Guides
    Solutions
    Templates
    Blog
    API Reference
    Change Management
    Integrations
    Product Culture
    Product Updates
Sign InRequest Demo
Automate
Workflows
Documentation Tasks & Approvals Forms Live Status Automations Control AI Guest Access
Follow Us
LinkedIn
Get Started
Demo Try it Free
Home Blog #engineering

#engineering

Explore related tags:

#process improvement #business process management #workflow automation #process management #workflow management #project management #business process improvement #business process
  • Mindful watchers - sending notifications without spam
    Jan 6, 2026 · Amit Kothari · Engineering

    Mindful watchers - sending notifications without spam

    Not every change deserves an immediate email. We designed three notification frequencies - Electric, Mindful, and Chilled - to give watchers control over their own inbox load. The tension between real-time updates and respectful batching shaped everything about how we aggregate and deliver watching notifications.

    engineeringworkflow-notification-settingsemail-notification-frequencybatch-notifications
  • Pre-defined groups that everyone belongs to
    Jan 6, 2026 · Amit Kothari · Engineering

    Pre-defined groups that everyone belongs to

    Why we designed workflow assignment around groups instead of individuals. The counterintuitive decision to make all users belong to all groups by default, and how this shapes better process thinking.

    engineeringdefault-workflow-groupsgroup-based-assignmentteam-assignment-workflow
  • Process managers vs step owners - the assignment problem nobody talks about
    Jan 6, 2026 · Amit Kothari · Engineering

    Process managers vs step owners - the assignment problem nobody talks about

    When building workflow software, the distinction between process-level managers and step-level owners creates fundamental design tensions that shape how work actually gets done.

    engineeringprocess-manager-vs-ownerworkflow-manager-permissionsbulk-process-assignment
  • Public kickoff forms - why we require email addresses
    Jan 6, 2026 · Amit Kothari · Engineering

    Public kickoff forms - why we require email addresses

    The moment an anonymous visitor becomes a tracked participant. How we designed public forms that let anyone launch a workflow, and why email validation transforms random submissions into real process runs.

    engineeringpublic-kickoff-form-designemail-identity-workflowanonymous-to-identified-conversion
  • When rejected work needs to loop back
    Jan 6, 2026 · Amit Kothari · Engineering

    When rejected work needs to loop back

    The seven-year journey from customer request to elegant two-rule solution. Why checkboxes beat flowcharts for handling complex approval rejections and re-work scenarios in workflow automation.

    engineeringworkflow-rejection-handlingre-open-rejected-taskapproval-loop-workflow
  • Reminder emails that people do not hate
    Jan 6, 2026 · Amit Kothari · Engineering

    Reminder emails that people do not hate

    Nobody reads their 47th task reminder. We learned this the hard way building 77 email templates across 6 locales. The daily digest became our answer - an activity-stream approach that pulls people in instead of pushing them away. Here is the engineering story behind reminder emails that actually get opened.

    engineeringemail-notification-designreminder-email-frequencydaily-digest-workflow
  • Why we named our rules engine Sherlock
    Jan 6, 2026 · Amit Kothari · Engineering

    Why we named our rules engine Sherlock

    Building an if-this-then-that framework for workflow automation. The internal debates, the disagreements on scope, and why testing rules before deployment became the defining feature.

    engineeringif-then-workflow-rulesconditional-logic-workflowrule-based-automation
  • Parsing uploaded SOPs - turning documents into workflows
    Jan 6, 2026 · Amit Kothari · Engineering

    Parsing uploaded SOPs - turning documents into workflows

    Most companies already have SOPs in Word or PDF. The challenge was converting those static documents into executable workflows without making users re-type everything.

    engineeringsop-document-parsingdocument-to-workflowworkflow-import-feature
  • SSO without the enterprise tax - building SAML 2.0 ourselves
    Jan 6, 2026 · Amit Kothari · Engineering

    SSO without the enterprise tax - building SAML 2.0 ourselves

    Why we built custom SAML authentication instead of paying enterprise auth vendors. The real cost of SSO, handling certificates, SCIM provisioning, and a security vulnerability that taught us about private key exposure.

    engineeringenterprise-sso-implementationsaml-authentication-designidentity-provisioning
  • The swimlane diagram problem
    Jan 6, 2026 · Amit Kothari · Engineering

    The swimlane diagram problem

    How we solved the gap between process flowcharts and workflow software - why swimlanes show who does what, but traditional tools only capture the what.

    engineeringworkflow-swimlane-diagramrole-based-workflow-handoffdepartment-workflow
  • Why consensus over a step matters more than any feature
    Jan 6, 2026 · Amit Kothari · Engineering

    Why consensus over a step matters more than any feature

    The biggest problem in workflow software was never technical. It was getting team agreement on who does what. How this insight shaped everything we built at Tallyfy.

    engineeringworkflow-consensusstep-agreement-workflowteam-alignment-feature
  • Why templates and processes live in separate folders
    Jan 6, 2026 · Amit Kothari · Engineering

    Why templates and processes live in separate folders

    The separation between blueprints and running instances is not obvious to users. Here is the mental model debate that shaped how we organize work in Tallyfy.

    engineeringtemplate-process-separationworkflow-information-architectureblueprint-instance-model
  • Why one process should not mean fifteen duplicate templates
    Jan 6, 2026 · Amit Kothari · Engineering

    Why one process should not mean fifteen duplicate templates

    When your shipping process differs slightly by country, most teams clone their template fifteen times. This creates a maintenance nightmare. We designed a better approach: define variations from Standard and visualize the difference between one variation and another.

    engineeringworkflow-template-variationsregional-workflow-variationsprocess-variations
  • Can a standard member watch an admin member?
    Jan 6, 2026 · Amit Kothari · Engineering

    Can a standard member watch an admin member?

    The permission matrix for watchers turned out simpler than expected. If you can edit an object, you can edit its watchers. That one sentence drove most of the design decisions.

    engineeringworkflow-permission-inheritancewho-can-watch-workflowwatching-permission-matrix
  • Why favorites became watchers and why the star icon stayed
    Jan 6, 2026 · Amit Kothari · Engineering

    Why favorites became watchers and why the star icon stayed

    Favorites in a business context does not really mean anything. You favorite something because you care about it - you want quick access and updates when things change. We redesigned the entire notification system around this insight, keeping the familiar star icon but completely rethinking what happens underneath.

    engineeringworkflow-watch-featurefavorite-vs-watch-workflowfollow-workflow-updates
  • Why we merged webhook subscriptions into the watching system
    Jan 6, 2026 · Amit Kothari · Engineering

    Why we merged webhook subscriptions into the watching system

    We started building a separate EPIC for webhook subscriptions - letting users subscribe to specific events via API endpoints. Then we realized it overlapped with watching. The notification target became just another channel: email, webhook, or chat.

    engineeringworkflow-webhook-triggerswatch-events-webhookprocess-change-webhook
  • Working hours that actually work in deadline calculations
    Jan 6, 2026 · Amit Kothari · Engineering

    Working hours that actually work in deadline calculations

    How we engineered deadline calculations that respect business hours, weekends, and timezones. The 2-hour default disaster, the Friday 4:30pm problem, and why user-level working hours had to wait.

    engineeringworking-hours-deadline-calculationbusiness-hours-workflowtimezone-deadline-bug
Newer postsOlder posts
Home›Tag›Engineering›2
Tallyfy
Document, track and automate your processes in minutes with AI
Schedule Chat
About Tallyfy
  • About Us
  • Contact
  • Academy
  • Blog
  • Careers
Platform
  • Customers
  • Pricing
  • Templates
  • Integrations
  • Partners
IT & Compliance
  • Security & Compliance
  • Privacy Policy
  • Terms of Service
  • SOC 2
  • GDPR
Resources
  • Documentation
  • Guides
  • National Holidays
  • Solutions
  • Alternatives
© 2026 Tallyfy, Inc. / Terms / Privacy / AI - Learn us
Follow Tallyfy