Process templates

Step-by-step workflow templates to standardize your business processes

Use this template to run and track your email campaigns from start to finish. You'll move through content creation, appr...

14 steps 13 automations

Sales communication

New Hire Orientation

Use this process whenever you're bringing a new employee into the company. It'll help you stay on track from day one....

15 steps

Other HR

Partner Onboarding

Use this template to track and manage your partner onboarding process. With a few tweaks, you can also use it to onboard...

14 steps 9 automations

Professional Services onboarding

Plan Regular Events

Use this checklist to plan and track everything you need for recurring events - whether that's a team lunch, board meeti...

14 steps

Entertainment Planning

Product Ideation & Innovation Pipeline Workflow

Use this Tallyfy template to manage your product innovation pipeline from the first spark of an idea all the way through...

20 steps 6 automations

Cloud Services ProductManagement

PTO & Vacation Request Approval Workflow

Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1-3 (employee, manager, HR) This workflow handles PTO and vaca...

11 steps 5 automations

Other HR

Sales Discount Approval & Pricing Exception Workflow

Estimated Time: 1-4 hours (depending on discount level and approval chain) Difficulty: Beginner Team Size: 2-3 approve...

11 steps 5 automations

Accounting Approval

Sales Price Override Approval Workflow

Use this template to request, review, and approve price overrides for your products or services. It keeps everyone on th...

9 steps 3 automations

Accounting pricing

Social Media Campaign Planning & Scheduling

Plan, create, and schedule social media campaigns across multiple platforms. Use this template to keep your marketing t...

15 steps 8 automations

Sales SocialMedia

Team Status Report Workflow (Weekly/Monthly)

A simple workflow for pulling together your team's status reports on a weekly or monthly basis. You'll collect the data,...

13 steps 2 fields 8 automations

Other TaskManagement

Trade Show & Conference Planning Workflow

Estimated Time: 6-8 weeks Difficulty: Intermediate Team Size: 3-5 people Use this event marketing workflow to plan and ...

9 steps 2 automations

Entertainment event

Website Content Update Request Workflow

Use this workflow to take a website content update from first request all the way through to live deployment. It keeps e...

14 steps 11 automations

Information Technology website

Access Review Certification

People change roles, leave projects, and move on - but their system access often doesn't. This process makes sure you're...

7 steps 3 automations

Security/Investigations Information Technology training

Account Reconciliation

Use this Tallyfy template to reconcile your internal cash register or accounting records with bank statements. It walks ...

5 steps 1 automations

Banking Accounting

Accounting Firm Client Onboarding

Every new client your accounting firm takes on deserves a smooth start - and you deserve not to chase missing W-2s in Ap...

7 steps 3 automations

Professional Services Accounting onboarding Client

ACH Return Processing

When an ACH transaction bounces back - whether it's because of insufficient funds, a closed account, or an unauthorized ...

4 steps 3 fields

Banking Refund

Ad Campaign Management and Tracking

A structured 5-day workflow for marketing teams to audit, track, and optimize advertising campaigns across all channels....

8 steps 2 automations

Sales advertisement

Affiliate Program

Launch and manage a profitable affiliate program from scratch. This Tallyfy template walks you through defining commissi...

7 steps

Accounting payments affiliate

AI Content Creation and Review Workflow

A practical workflow that helps your team create, review, and publish content using AI tools - while making sure every p...

9 steps

Marketing AI Operations

AI Data Governance and Privacy Procedure

Use this procedure to govern and protect data that flows through your AI systems. It walks you through auditing sources,...

10 steps

Information Technology AI Compliance

AI Employee Training Program

This template walks your team through a structured AI training program - from gauging where everyone's starting from to ...

11 steps

Information Technology Human Resources AI training

AI for Customer Support - Response Quality Procedure

Use this procedure to maintain and improve your AI-assisted customer support quality. It'll guide you through scoring, s...