Playbook Management Software
Turn static playbooks into digitized, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"Finally delegate work with confidence and focus on growth.
"Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.
"After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Approvals that used to take days are now often completed in minutes.
"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.
"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.
"Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.
"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.
"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.
"Routing multiple documents is far quicker and there's immediate accountability and oversight.
"Finally delegate work with confidence and focus on growth.
"Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.
"After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Approvals that used to take days are now often completed in minutes.
"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.
"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.
"Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.
"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.
"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.
"Routing multiple documents is far quicker and there's immediate accountability and oversight.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today. Start with one process then gradually roll it out to all your processes.
Tallyfy® is Playbook Management Made Easy
Fed up of static playbooks that nobody ever reads? Run and scale your operations properly with Tallyfy - multi-function, AI-powered, top-rated playbook management software
Just 3 simple steps to digitized playbooks
Document, track and automate your playbooks on Tallyfy
Define or upload your template using AI. Optionally add simple if-this-then-that conditionals. Add rich descriptions to capture tribal knowledge on every step.
Launch your process with a form or any other trigger. Invite unlimited guests or coworkers to complete tasks and fill out forms. Tallyfy handles auto-reminders.
Improve your playbooks through feedback and metrics. Add steps run by AI. Automate specific steps if they are worth it. Practice easy and continuous improvement.
Executable playbook design skills - without the bills
Calculate Your Workflow Savings
These are estimated savings based on time recovered from manual workflow management. Actual results may vary.
Executable playbook design skills - without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. We can help you get started with a new playbook via AI or uploading your existing playbook to digitize and run it.
SCHEDULE A CALL
IT, legal & compliance information
Integrations
Security & Compliance
Related Questions
What is playbook management software?
Playbook management applications enable teams to build, organize, and preserve standardized best practices and processes. It is like a digital home for your company's knowledge and processes. You do not have documents all over the place in broken folders, instead, playbook software enables you to compile a single step-by-step guide for anyone to try.
What exactly is Tallyfy?
Tallyfy - from chaos to order in anything you do with a process - does this by following the steps in a workflow without you needing to do anything manually. By running trackable, digital workflows, you will save 2 hours per person a day, delegate to people or AI, run consistent processes and scale operations with ease. It is especially useful for playbook management, as it makes static documents into living, trackable processes.
Why do traditional playbooks often fail?
Traditional playbooks usually become static documents that sit in a folder somewhere, neglected and unused. They are typically static PDFs or documents that no one updates or uses. With Tallyfy, playbooks are living documents that evolve alongside your business, and everyone is always on the same page because no one falls through the cracks.
Ready to transform your workflows?
Join thousands of teams streamlining their operations with Tallyfy