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Tallyfy training document for Tallyfy
Get your team running on Tallyfy in under an hour
New to Tallyfy and not sure where to start? This quick start guide walks you through core concepts like templates, processes, tasks, and forms. You'll learn how to build your first workflow, invite your team, and launch your first process.
Use this document in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Author drafts "Getting Started with Tallyfy - Quick Start Guide" | AU Author | On time |
| Status: Active | 2. AI checks grammar and consistency | Claude AI agent | 5m left |
| Status: Waiting | 3. Manager approves the version | MG Manager | 4h left |
| Status: Conditional | 4. Auto-publish when approved | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this document live inside a hybrid people + AI workflow.
Document content
getting-started-with-tallyfy-quick-start-guide.pdf
Document Template
Getting Started with Tallyfy - Quick Start Guide
By Tallyfy Samples Library
Overview
Reading Time: 5 minutes
Best For: New Tallyfy users, team leads, and anyone setting up their first workflow
What You'll Get: You'll create your first template, invite your team, and launch a real process
This is your hands-on quick start guide for Tallyfy. You'll learn the four building blocks -- templates, processes, tasks, and forms -- and see how they work together. We'll walk you through documenting your first process, assigning tasks to your team, setting deadlines, and tracking everything in real time. Whether you're onboarding new hires, managing approvals, or running weekly reports, this guide helps you go from zero to running your first workflow in minutes. By the end, you'll know exactly how Tallyfy keeps your team on the same page, makes sure nothing slips through the cracks, and grows with you as your operations get more complex.
Best For: New Tallyfy users, team leads, and anyone setting up their first workflow
What You'll Get: You'll create your first template, invite your team, and launch a real process
This is your hands-on quick start guide for Tallyfy. You'll learn the four building blocks -- templates, processes, tasks, and forms -- and see how they work together. We'll walk you through documenting your first process, assigning tasks to your team, setting deadlines, and tracking everything in real time. Whether you're onboarding new hires, managing approvals, or running weekly reports, this guide helps you go from zero to running your first workflow in minutes. By the end, you'll know exactly how Tallyfy keeps your team on the same page, makes sure nothing slips through the cracks, and grows with you as your operations get more complex.
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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