Fulfillment operations workflow for Tallyfy

Ship every order accurately and on time

Shipping mistakes damage customer relationships and eat into margins with returns. This workflow ensures every order is verified, properly packaged, labeled correctly, and tracked through delivery confirmation.

11 steps
4 fields

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

Product Packaging & Shipping Operations Workflow Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Consolidate order items from warehouse inventory

TM
Team member
Status: Active

2. Verify packing list matches customer order

Claude
AI agent
Status: Waiting

3. Apply protective packaging for fragile items

TM
Team member
Status: Conditional

4. Print and attach shipping address label

Claude
AI agent
+ 7 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

Consolidate order items from warehouse inventory

2 hours from previous step
task
Gather all items for this order from their warehouse locations. Use the pick list to locate each SKU efficiently. Verify quantities match the order exactly. Flag any items that are out of stock or on backorder right away and notify the customer service team. Bring all items to the packing station together to prevent mix-ups. Client name: {{client-name-7736085}} Client contact: {{client-contact-7736083}} Client address: {{client-address-7736086}} Item(s) ordered: {{item-s-ordered-7736084}}
2

Verify packing list matches customer order

3 hours from previous step
task
Compare each item at the packing station against the packing list. Check product names, SKUs, quantities, and variants like size or color. Mark off each item as verified on the checklist. Do not proceed if anything is missing, damaged, or incorrect - report discrepancies to your supervisor right away before packing begins. Client name: {{client-name-7736085}} Client contact: {{client-contact-7736083}} Client address: {{client-address-7736086}} Item(s) ordered: {{item-s-ordered-7736084}}
3

Apply protective packaging for fragile items

4 hours from previous step
task
Wrap fragile or delicate items with bubble wrap, foam padding, or tissue paper. Use packing peanuts, air pillows, or crinkle paper to fill empty space in the box. Make sure items can not shift or collide during transit. Double-box high-value or extremely fragile products for added protection. Seal inner packaging securely before placing in the outer shipping box. Client name: {{client-name-7736085}} Client contact: {{client-contact-7736083}} Client address: {{client-address-7736086}} Item(s) ordered: {{item-s-ordered-7736084}}
4

Print and attach shipping address label

5 hours from previous step
task
Print the shipping label with the complete, verified destination address. Double-check the recipient name, street address, city, state, and postal code for accuracy. Attach the label to the largest flat surface of the box where it is clearly visible. Cover it with clear packing tape to protect from moisture and weather damage. Make sure the barcode is not creased, folded, or obscured so scanners can read it. Client name: {{client-name-7736085}} Client contact: {{client-contact-7736083}} Client address: {{client-address-7736086}} Item(s) ordered: {{item-s-ordered-7736084}}
5

Record package on daily shipping manifest

6 hours from previous step
task
Log the package on the daily shipping manifest for tracking and audit purposes. Record the tracking number, carrier name, service level (ground, express, overnight), package weight, and dimensions. Note any special handling requirements or declared value for insurance claims. Include the ship date and expected delivery date. This manifest creates an important audit trail for all outbound shipments. Client name: {{client-name-7736085}} Client contact: {{client-contact-7736083}} Client address: {{client-address-7736086}} Item(s) ordered: {{item-s-ordered-7736084}}
6

Stage package in carrier pickup area

7 hours from previous step
task
Move the labeled and documented package to the outbound staging area. Organize packages by carrier and service level so drivers can load efficiently. Make sure packages are accessible and not blocked by other items or equipment. Place time-sensitive and express shipments in priority positions for first pickup. Confirm the package is visible and ready before the scheduled carrier pickup time. Client name: {{client-name-7736085}} Client contact: {{client-contact-7736083}} Client address: {{client-address-7736086}} Item(s) ordered: {{item-s-ordered-7736084}}
7

Perform final quality check before sealing

1 hours from previous step
task
Before you seal the package, run a final quality check. Confirm all ordered items are present and in good condition. Check that special instructions - like gift wrapping, custom notes, or handling requirements - have been followed. Make sure packing materials are adequate and items are secure. Seal the package with quality packing tape on all seams and edges.
8

Select correct box size for shipment weight

4 hours from previous step
task
Pick the right box size based on your product's dimensions and weight. Don't use oversized boxes that need excessive filler material or drive up shipping costs. Make sure the box can support the weight of its contents without collapsing. Consider double-walled boxes for heavy items. Test the package by gently shaking it - if contents move around, add more protective fill.
9

Validate shipping address using carrier tools

5 hours from previous step
task
Use your carrier's address validation tool to verify the delivery address is complete and deliverable. Fix any address issues before printing the label. Confirm the service level matches what the customer expects and the delivery timeline. Add any required handling labels such as Fragile, This Side Up, or Hazmat if they're needed. Generate and save the tracking number in your order system.
10

Confirm carrier pickup and receive scan confirmation

8 hours from previous step
task
Check that the carrier driver has picked up all packages and that you have an initial scan confirmation. Look for the pickup scan event in your shipping dashboard. If the pickup scan does not appear within 2 hours of the scheduled pickup, contact the carrier to investigate. Document any issues or delays so you can follow up with the customer if needed.
11

Complete delivery confirmation and close order

5 day from previous step
task
Once the carrier confirms delivery, check the proof of delivery in your system. Look for any delivery exceptions, reported damages, or customer complaints. Update the order status to Delivered in your order management system. Archive the shipping documentation for record retention. If any issues came up during shipping, document what happened so your team can improve the process next time.

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.

Ready to use this template?

Sign up free and start running this process in minutes.