Event planning workflow for Tallyfy

Plan events without the last-minute scramble

Event planning falls apart when tasks slip through the cracks. This checklist keeps team lunches, board meetings, conferences, and holiday parties on track from initial planning through post-event reporting.

14 steps

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

Plan Regular Events Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Enter objective and catergory for event

TM
Team member
Status: Active

2. Create event management team

Claude
AI agent
Status: Waiting

3. Decide event attributes

TM
Team member
Status: Conditional

4. Determine program schedule and details

Claude
AI agent
+ 10 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

Enter objective and catergory for event

2 days from previous step
task
Fill in the type, goals, and key details for this event:
Event Name: {{event-name-1695721}}
Tentative Event Date:
{{tentative-event-date-1695722}}
Form fields in this step
Enter type of event
Objective of this event
Notes
2

Create event management team

1 weeks from previous step
task
If needed, assign team members to manage this event internally so everyone knows who's responsible for what.
Form fields in this step
Names of team members
Responsibilities
3

Decide event attributes

5 days from previous step
task
Enter the details about what resources you'll need for this event.
Form fields in this step
Approximate capacity
Location
Types of vendor, if required
Allocated Budget
Point of contact for event
Hotel booking required?
Notes
4

Determine program schedule and details

5 days from previous step
task
Lay out the schedule for this event and note who'll be co-ordinating or hosting it.

Notes:
{{enter-type-of-event-7644056}}
{{names-of-team-members-7644077}}
{{approximate-capacity-7644070}}
{{location-7644074}}
{{types-of-vendor-if-required-7644073}}
{{allocated-budget-7644071}}
{{point-of-contact-for-event-7644072}}

Form fields in this step
Who will host this event?
What material do we need to prepare for this event?
Enter sample welcome speech here:
Notes
5

Send request to vendors, if applicable

1 weeks from previous step
task
Figure out if your event needs any resources from vendors and reach out to them if so.
Form fields in this step
Task Checklist
6

Create event invitation

2 weeks from previous step
task
Decide whether you need a digital invitation, a printed one, or both. Then lock in which channel you'll use to send it out.
Form fields in this step
Upload link to document
7

Design print and promotional materials if required

3 weeks from previous step
task
8

Confirm details with vendors

2 weeks from previous step
task
9

Get approval on all event details from Director/Group Head

1 weeks from previous step
task
Make sure you've got sign-off on all event details from the Group Head.
Don't mark this task complete until you have that approval.
Form fields in this step
Feedback/Notes
10

Publish/send invitation to attendees

1 weeks from previous step
task
Send or post the invitation for the event. Also make sure you have a reminder sequence in place - one a week before and another two days before the event.
Form fields in this step
Task Checklist
11

Procure items required for the event

1 weeks from previous step
task
Confirm that all items needed for the event have been delivered on schedule.
Form fields in this step
Item Details
12

Send final invoices to accounting

1 weeks from previous step
task
Forward all invoices to accounting along with the relevant details.
13

Perform a complete check of set up pre-event

1 weeks from previous step
task
Check that the setup has been completed as expected and is on schedule.
Form fields in this step
Notes
14

Create post-event report/write up

1 weeks from previous step
task
Form fields in this step
Upload link to document

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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