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Automated Tallyfy Overdue Approval Chasing

Every morning, WebRun opens Tallyfy, finds process steps past their due date, posts the full overdue list to the process owner's Telegram group, and texts anyone whose step is overdue more than 3 days.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Tallyfy find overdue process steps
2 Telegram post the chase list
3 Twilio text anyone overdue more than 3 days
In short

How do I chase overdue approvals and steps in Tallyfy automatically?

WebRun checks Tallyfy every morning for process steps past their due date, posts the full overdue list to the process owner's Telegram group, and texts anyone whose step is overdue more than 3 days. Approvals and checklist steps stop quietly aging in a process run nobody is watching.

  • Overdue approvals get chased before they stall a process
  • Escalation by text is reserved for steps truly stuck
  • Completed steps drop off the chase list automatically

Built for operations managers · compliance teams · process owners · HR and onboarding teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens tallyfy.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Tallyfy - find overdue process steps
    tallyfy.com
    WebRun in Tallyfy: find overdue process steps
    WebRun opens Tallyfy to find overdue process steps.
    • Open Tallyfy and check active process runs for steps past their due date
    • Note the assignee, process, and days overdue for each step
    • Skip steps already completed

    Done when Every overdue process step is listed with its assignee and process.

  3. 2
    Telegram - post the chase list
    telegram.org
    WebRun in Telegram: post the chase list
    WebRun opens Telegram to post the chase list.
    • Post the full overdue list to the process owner's Telegram group
    • Group steps by process
    • Note which steps are approvals specifically

    Done when The team has today's overdue step list in Telegram.

  4. 3
    Twilio - text anyone overdue more than 3 days
    twilio.com
    WebRun in Twilio: text anyone overdue more than 3 days
    WebRun opens Twilio to text anyone overdue more than 3 days.
    • Text anyone with a step overdue more than 3 days
    • Name the process and step waiting on them
    • Skip anyone already texted today

    Done when Everyone overdue more than 3 days has been texted.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
tallyfy.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Overdue chase list · Telegram
OutputWhat each run produces - A list of overdue Tallyfy process steps, with a text escalation for anything overdue more than 3 days.
List
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it approve or complete a step for me?

No. WebRun only reads due dates and status. It never approves, completes, or edits a process step, that stays a human decision.

Why does only some people get a text?

Texts are reserved for steps overdue more than 3 days, so a process that's a day late doesn't trigger an urgent alert.

What if a step gets completed later in the day?

The next morning's run reads live status in Tallyfy, so a completed step drops off the chase list automatically.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.