Meeting management workflow for Tallyfy

Run meetings that actually produce results

Meetings without agendas waste everyone's time. This workflow teaches your team to create purposeful agendas, assign topic owners, share materials in advance, and capture outcomes so every meeting leads to clear action items.

6 steps

Import into Tallyfy Preview steps

Other meeting admin

Run this workflow in Tallyfy

Import this template into Tallyfy and assign agenda creation to meeting organizers

Configure steps for defining purpose, listing topics with time estimates, adding pre-work materials, and capturing outcomes with deadlines

Track meeting preparation in Tallyfy to ensure agendas go out 24 hours in advance and action items get documented after every meeting

Import this template into Tallyfy

Process steps

What to include

5 days from previous step

task

*insert meeting agenda template* What to include: Information items. This includes any updates you may want to share with the group. Action items. These are the tasks your team should complete during or after the meeting. Discussion items. These are all the topics you want your team to provide feedback on.

Define meeting purpose

1 day from previous step

task

Start with why this meeting exists. What decision needs to be made? What problem needs solving? What needs to be communicated? If you cannot articulate the purpose clearly, maybe you do not need a meeting. Every meeting should have a reason.

List topics with owners

1 day from previous step

task

Break down the meeting into specific discussion items. Assign an owner to each topic who is responsible for that discussion. Include time estimates so you do not run over. Order topics by priority - critical items first in case you run short on time.

Add pre-work and materials

1 day from previous step

task

Include any documents or information people should review beforehand. Link to relevant materials. Specify what participants should come prepared with. Pre-meeting preparation makes the actual meeting much more productive.

Distribute in advance

1 day from previous step

task

Send the agenda at least 24 hours before the meeting - earlier for complex topics. Give people time to prepare. Include the meeting link, dial-in info, and logistics. Last minute agendas mean unprepared participants.

Capture outcomes and actions

1 day from previous step

task

Reserve time at the end to summarize decisions and next steps. Document action items with owners and deadlines. Send notes to all participants after the meeting. Clear follow-up keeps momentum going. Meetings without action items are often wasted time.