Marketing analytics workflow for Tallyfy

Set up analytics that answers your business questions

Installing Google Analytics is easy. Setting it up to answer your actual business questions is harder. Most setups count visitors without measuring what matters. This workflow configures analytics to track goals, conversions, and actionable insights.

6 steps

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

Google Analytics Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Review your analytics goals

TM
Team member
Status: Active

2. Set up your property and tracking code

Claude
AI agent
Status: Waiting

3. Define your goals and conversions

TM
Team member
Status: Conditional

4. Build reports and dashboards you'll actually use

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

Review your analytics goals

5 days from previous step
task
Before you touch any settings, take a few minutes to think about what you actually want to learn from your analytics. What questions does your team keep asking? Which pages or actions matter most to your business? Write down 3-5 specific things you want to track -- like signups, purchases, or content engagement. This gives you a clear direction so you don't end up with a messy setup that nobody understands. If you've already got GA installed but it's been neglected, that's fine -- this is your fresh start.
2

Set up your property and tracking code

1 day from previous step
task
Head to Google Analytics and create your property (or verify your existing one's set up correctly). Grab your tracking code and install it on every page of your site -- putting it in the header usually works best. Once it's installed, open the real-time reports or use Google's Tag Assistant to confirm data's actually flowing. Don't skip this check. If your tracking isn't firing properly, everything else you build on top of it won't mean much.
3

Define your goals and conversions

1 day from previous step
task
Now it's time to tell Google Analytics what "success" looks like for your site. Is it form submissions? Purchases? Newsletter signups? People reading key content? Set up goals for each of these actions. Without goals, you're just counting visitors with no idea whether they're doing what you want them to do. Pro tip: start with 3-5 goals max. You can always add more later, but having too many from the start makes your reports noisy and hard to read.
4

Build reports and dashboards you'll actually use

1 day from previous step
task
The default reports are fine for getting started, but they won't answer your specific business questions. Build custom dashboards that show what matters most to your team at a glance -- things like where your traffic's coming from, which pages perform best, how your conversion rates are trending, and how visitors move through your site. Keep it simple. If a report takes more than 30 seconds to understand, it's too complex and people won't look at it.
5

Connect your other marketing tools

1 day from previous step
task
Link Google Analytics to Search Console, Google Ads, and whatever other marketing tools you're using. This is where you start seeing the full picture -- from how people find you to what they do once they arrive. When your data sits in separate tools that don't talk to each other, you'll miss the connections between what you're spending on marketing and what's actually working. Even if you're only using Search Console, it's worth connecting.
6

Set up a regular review rhythm

1 day from previous step
task
Here's where most teams drop the ball -- they set everything up and then never look at it again. Block time on your calendar: weekly check-ins for quick tactical decisions, monthly reviews for spotting trends, and quarterly deep dives for bigger strategy shifts. Look for patterns, sudden drops, and unexpected spikes. Share what you find with the rest of your team so the data doesn't just sit in a dashboard nobody opens. Analytics only works if someone's actually paying attention.

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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