Product development workflow for Tallyfy

Take ideas from napkin sketch to market launch

Good ideas die when teams skip validation and rush to build. This workflow forces proper market research, user story definition, and technical review before committing development resources.

20 steps
6 automations

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

Product Ideation & Innovation Pipeline Workflow Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Submit the idea

TM
Team member
Status: Active

2. Initial screening

Claude
AI agent
Status: Waiting

3. Research and validate

TM
Team member
Status: Conditional

4. Build business case

Claude
AI agent
+ 16 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

Submit the idea

1 day from previous step
task
Describe your product idea clearly. What problem does it solve? Who's it for? Why would people want it? Don't worry about perfection - just get the core concept down.
2

Initial screening

1 day from previous step
task
Does this align with company strategy? Is it technically feasible? Is there a market for it? Run a quick sanity check before investing more time. Not every idea should move forward - and that's okay.
3

Research and validate

1 day from previous step
task
Look at market size, competition, and customer demand. Talk to potential users. Would they pay for this? How much? What features matter most? You'll find data beats opinions every time.
4

Build business case

1 day from previous step
task
Estimate costs, revenue potential, and timeline. What resources do you need? What's the risk? Put together a one-page summary that leadership can review and decide on.
5

Decision and next steps

1 day from previous step
task
Present to decision makers. Get a clear yes, no, or not now. If it's approved, assign ownership and move to development planning. If it's rejected, document why so you've got it for future reference.
6

Define product/feature opportunity, problems

3 days from previous step
task
Describe why the industry needs this feature and what problems it would solve. Be specific about the pain points you're targeting.

Task assigned to:
- Product Head
- Project Manager

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Core team members:
{{core-team-members-2333263}}

Tentative release date:
{{tentative-release-date-2333265}}
Form fields in this step
Current problem in the market/product
Possible solutions to offer
7

Define user stories

3 days from previous step
task

This step collects information on different user profiles and what their needs and requirements for this feature or product might be. You'll want at least 2-3 distinct profiles to cover your user base.

Task assigned to:
- Product Head
- Project Manager

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Form fields in this step
User Profile 1
User Requirement 1
User Profile 2
User Requirement 2
User Profile 3
User Requirement 3
Enter link to user story reference document
8

Conduct market research

5 days from previous step
task
Do your research if the feature hasn't been on the roadmap or if not much has been documented. Gather solid market data to validate product fit, the target market, design requirements, and the potential of the product or feature given the competition.

Task assigned to:
- Product Head
- Project Manager

Idea/Feature Name:
{{idea-feature-name-2333264}}

User Story for reference:
Profile 1:

{{user-profile-1-7643566}}

Requirement 1:
{{user-requirement-1-7643564}}

Profile 2:

{{user-profile-2-7643563}}

Requirement 2:
{{user-requirement-2-7643562}}

Profile 3:

{{user-profile-3-7643568}}

Requirement 3:

{{user-requirement-3-7643565}}

Link to user story reference document:
{{enter-link-to-user-story-7643567}}
Form fields in this step
Checklist of attributes to pick target audience
Enter link to survey questions
Instructions for conducting focus groups
Channels/Tools to use to conduct secondary research
Enter notes on competitive landscape/competitor products and features
Suggested price for product or feature update
Enter link to research report
9

Brainstorm solutions and ideas to build

4 days from previous step
task
Get the team together to brainstorm solutions and ideas worth building. Bring diverse perspectives - you'll get better results.

Task assigned to:
- Product Head
- Project Manager
- UI/UX
- Product Engineer

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Link to market research report:
{{enter-link-to-research-report-7643553}}
Form fields in this step
Priority 1 features list
Priority 2 features list
Priority 3 features list
10

Define MVP features

3 days from previous step
task
Focus and prioritize the features and requirements you'll need to get the MVP off the ground. An MVP is a product with just enough to satisfy early customers and provide feedback for future development.

Task assigned to:
- Product Head
- Project Manager
- UI/UX
- Product Engineer

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Priority features and requirements:
{{priority-1-features-list-7643535}}

{{priority-2-features-list-7643537}}

{{priority-3-features-list-7643536}}
Form fields in this step
Technical features
UI/UX features
Enter link to features document
11

Draft designs

4 days from previous step
task
Create different prototypes based on the ideas and priority features you've defined.

Task assigned to:
- Product Head
- Project Manager
- UI/UX
- Product Engineer

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Priority features and requirements:
{{priority-1-features-list-7643535}}

{{priority-2-features-list-7643537}}

{{priority-3-features-list-7643536}}

Technical features for MVP:
{{technical-features-7643556}}

UI/UX features:
{{ui-ux-features-7643555}}

Link to MVP features required:
{{enter-link-to-features-document-7643557}}
Form fields in this step
Upload link to project folder or GitHub ticket
12

Draft requirements

3 days from previous step
task
Define the requirements in detail so the development team's got everything they need to get started.

Task assigned to:
- Product Head
- Project Manager
- UI/UX
- Product Engineer

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Priority features and requirements:
{{priority-1-features-list-7643535}}

{{priority-2-features-list-7643537}}

{{priority-3-features-list-7643536}}

Technical features for MVP:
{{technical-features-7643556}}

UI/UX features:
{{ui-ux-features-7643555}}

Link to MVP features required:
{{enter-link-to-features-document-7643557}}

Link to project folder or GitHub link:
{{upload-link-to-project-folder-or-7643526}}
Form fields in this step
Technical specifications - Functionalities
Technical specifications - UI/UX
Technical specifications - Servers
13

Finalize user story, design and requirements

2 days from previous step
task
Finalize your use cases and sample user stories. Make sure you've got all the user stories ready for the development team's reference before moving forward.

Task assigned to:
- Product Head
- Project Manager
- UI/UX
- Product Engineer

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Technical Specifications - functionalities
{{technical-specifications-7643530}}

Technical Specifications - UI/UX
{{technical-specifications-ui-ux-7643528}}

Technical Specifications - Servers
{{technical-specifications-servers-7643529}}
Form fields in this step
Final draft of user story
Final design requirements
Team members assigned to this project
Budget information
Timeline and project milestones
14

Conduct technical review

3 days from previous step
task
Get the development team and product engineer to sign off on technical viability and create the GitHub links. You'll want everyone aligned before moving to build.

Task assigned to:
- Product Head
- Project Manager
- UI/UX
- Product Engineer

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Final draft of user story:
{{final-draft-of-user-story-7643580}}

Final design requirements:
{{final-design-requirements-7643576}}

Budget information:
{{budget-information-7643578}}

Timeline and project milestones:
{{timeline-and-project-milestones-7643577}}

Technical specifications - functionalities:
{{technical-specifications-7643530}}

Technical specifications - UI/UX:
{{technical-specifications-ui-ux-7643528}}

Technical specifications - server:
{{technical-specifications-servers-7643529}}
Form fields in this step
Approve technical requirements?
Review Notes
15

Update technical requirements as requested

2 days from previous step
task
Task assigned to:
- Product Head
- Project Manager
- UI/UX
- Product Engineer

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Review Notes:
{{review-notes-7643570}}

Technical specifications - functionalities:
{{technical-specifications-7643530}}

Technical specifications - UI/UX:
{{technical-specifications-ui-ux-7643528}}

Technical specifications - server:
{{technical-specifications-servers-7643529}}
16

Develop product/feature/fix

5 days from previous step
task
Time to build. Make sure the team's working from the finalized specs and has clear ownership of each piece.

Task assigned to:
- Product Head
- Project Manager
- UI/UX
- Product Engineer

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}
Form fields in this step
Link to GitHub to track development
17

Test

3 days from previous step
task
Set clear expectations and priorities for testing before you've kicked off this step. What does "done" look like? Make sure everyone on the team agrees before sign-off.
GitHub links:
{{link-to-github-to-track-7643539}}
Form fields in this step
Upload link to detailed QA/QC plan
Notes
18

Release and test

2 days from previous step
task
You're almost there. Deploy the build to your release environment and run a final round of checks. Make sure you've got a rollback plan ready just in case something goes wrong after launch.
Form fields in this step
Upload link to test log
Upload link to feature log
19

Market product/feature update

3 days from previous step
task
Create content to share on your social media channels - let people know what you've built and why it matters.

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Feature log:
{{upload-link-to-feature-log-7643532}}
Form fields in this step
Upload link to email sequence content
Upload link to social media content and schedule
20

Inform Users

1 weeks from previous step
task
Create a features list and support articles so your users know what's changed and how to use it.

Idea/Feature Name:
{{idea-feature-name-2333264}}

Usecase:
{{usecase-2333266}}

Feature log:
{{upload-link-to-feature-log-7643532}}

Form fields in this step
Upload link to email content for feature update and announcement

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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