Decision making hierarchy
Not sure who should approve something? This walks you through your company's chain of command - from your direct manager...
5 steps
Other about
Content marketing workflow for Tallyfy
Publish content that actually gets found and read
Great content dies when publishing gets messy. This workflow takes your team from topic selection through SEO optimization and promotion, so nothing falls through the cracks.
10 steps
2 automations
Run this workflow in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. WordPress | TM Team member | |
| Status: Active | 2. System 1 | Claude AI agent | |
| Status: Waiting | 3. System 2 | TM Team member | |
| Status: Conditional | 4. Choose your topic | Claude AI agent | |
| + 6 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Process steps
1
WordPress
5 days from previous step
[logo, gif, video]
Website: [insert the website, appstore download location, etc.]
Login Information:
Username:
Password:
Description: [include a brief description of what the tool is and how it brings value to your business.]
How we use it:
Website: [insert the website, appstore download location, etc.]
Login Information:
Username:
Password:
Description: [include a brief description of what the tool is and how it brings value to your business.]
How we use it:
- [Video tutorial 1]
- [Video tutorial 2]
- [Video tutorial 3]
2
System 1
5 days from previous step
[logo, gif, video]
Website: [insert the website, appstore download location, etc.]
Login Information:
Username:
Password:
Description: [include a brief description of what the tool is and how it brings value to your business.]
How we use it:
Website: [insert the website, appstore download location, etc.]
Login Information:
Username:
Password:
Description: [include a brief description of what the tool is and how it brings value to your business.]
How we use it:
- [Video tutorial 1]
- [Video tutorial 2]
- [Video tutorial 3]
3
System 2
5 days from previous step
[logo, gif, video]
Website: [insert the website, appstore download location, etc.]
Login Information:
Username:
Password:
Description: [include a brief description of what the tool is and how it brings value to your business.]
How we use it:
Website: [insert the website, appstore download location, etc.]
Login Information:
Username:
Password:
Description: [include a brief description of what the tool is and how it brings value to your business.]
How we use it:
- [Video tutorial 1]
- [Video tutorial 2]
- [Video tutorial 3]
4
Choose your topic
1 day from previous step
What will you write about? Check the content calendar for planned topics. Make sure it fits your audience and aligns with company messaging. Original ideas are welcome - just run them by the editor first.
5
Research and outline
2 day from previous step
Gather information and supporting data. Create an outline before you start writing - it doesn't take long and it'll save you time later. Know your key points so your post stays focused. From experience - posts with a solid outline come together much faster.
6
Write the draft
3 day from previous step
Write clearly and conversationally - don't overthink the first draft. Use short paragraphs and subheadings. Add images or examples where they're helpful. Follow our style guide for tone and formatting.
7
Edit and get approval
4 day from previous step
Proofread carefully. Check facts and links. Submit to the editor for review and work in their feedback. You can't publish without final approval.
8
Publish and promote
5 day from previous step
Add meta descriptions and featured images. Schedule the publish time. Share on social media and with relevant teams. Don't forget to respond to any comments that come in.
9
Complete SEO checklist
4 day from previous step
Before publishing, verify: Target keyword in title, URL and first paragraph. Meta description 120-160 chars. All images have alt text. Internal links to 2-3 related posts. External links to sources. Proper H2/H3 headers. Keep the URL short and keyword-focused - it's worth the extra minute.
10
Editorial review
4 day from previous step
Review the draft for: Grammar, spelling, and punctuation errors. Brand voice and tone consistency. Factual accuracy and source verification. Logical flow and structure. Compliance with style guide. If something isn't clear to you as a reader, it won't be clear to the audience either.
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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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