Employee training workflow for Tallyfy

Help your team communicate more effectively

Miscommunication wastes time and creates conflict. This training workflow covers formal vs informal, directional, internal vs external, oral vs written, active listening, and non-verbal communication skills.

6 steps

Run this workflow in Tallyfy with people, AI, and conditions

Communication Styles Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Formal and informal communication

TM
Team member
Status: Active

2. Directional communication

Claude
AI agent
Status: Waiting

3. Internal and external communication

TM
Team member
Status: Conditional

4. Oral and written communication

Claude
AI agent
+ 2 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

Formal and informal communication

5 days from previous step
task
Every workplace has both formal and informal communication channels, and knowing when to use each makes a real difference. Formal communication follows official channels - think company announcements, policy updates, or client presentations. Informal communication is the everyday stuff - quick Slack messages, hallway chats, or brainstorming sessions. The key is matching your style to the situation. A project update to leadership? Keep it formal. A question for your teammate about lunch plans? Go casual.
2

Directional communication

5 days from previous step
task
Communication doesn't just flow one way - it moves in several directions, and each one serves a different purpose. Downward communication goes from managers to team members - things like assignments, feedback, and company updates. Upward communication moves from employees to leadership - status reports, ideas, and concerns. Horizontal communication happens between peers on the same level. Don't forget diagonal communication either - when you need to work directly with someone in a different department and level. Knowing these flows helps you pick the right approach for any message.
3

Internal and external communication

5 days from previous step
task
There's a clear line between how we talk inside the company and how we represent ourselves to the outside world. Internal communication covers everything from team meetings to company newsletters - it's about keeping everyone on the same page. External communication is how we interact with customers, partners, vendors, and the public. The stakes are different for each. Internal messages can be more direct and open. External communication needs to protect our brand and maintain professionalism. It's always worth thinking about your audience before hitting send.
4

Oral and written communication

5 days from previous step
task
Speaking and writing aren't interchangeable - they each work best in different situations. Oral communication - meetings, calls, presentations - lets you gauge reactions in real time and adjust your message. It's great for complex discussions or sensitive topics. Written communication - emails, reports, documentation - creates a record and gives people time to process information. A good rule: if you need a paper trail or the info is detailed, write it down. If you need quick alignment or want to read the room, have a conversation. Sometimes you'll need both - a meeting followed by a summary email.
5

Active listening skills

1 day from previous step
task
Communication isn't just about talking - listening is half the equation. Active listening means you're fully focused on the speaker, not just waiting for your turn to talk. Put away distractions. Make eye contact if you're in person. Ask clarifying questions to show you're engaged. Paraphrase what you heard to confirm understanding. It's surprising how many misunderstandings happen because someone was only half-listening. When people feel heard, they're far more likely to collaborate and share what actually matters.
6

Non-verbal communication

1 day from previous step
task
What you don't say often speaks louder than what you do. Body language, facial expressions, tone of voice, and even the timing of your response all send messages. Crossed arms might signal defensiveness. A genuine smile builds trust. Eye rolling can tank a conversation fast. In video calls, these cues still matter - check your background, maintain good posture, and look at the camera when speaking. Stay aware of your own non-verbal signals and learn to read others. It's a skill that gets better the more you practice it.

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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