Rules that keep the board honest without anyone chasing it.
Each board has its own rules. Pick a trigger, pick an action, and TallyWeek does the move every time, live, plus a daily check for due dates.
Six triggers, seven actions
Automations are deliberately small. A rule is one trigger and one action, so anyone on the team can read the list and know what the board does on its own.
Rules run on the server when the change happens, whoever made it: a teammate, a form submission, the API or an AI assistant. The due-date trigger runs once a day, and the approval trigger runs when an approval ends as approved or changes requested.
When an item is created · When status changes to… · When priority changes to… · When a column changes · When the due date arrives · When an approval is decided
Change status to… · Change priority to… · Move item to group… · Notify someone… · Set due date… · Change a column value… · Create a subitem…
Recipes teams set up first
The same handful of rules turn up on almost every board. They take about a minute each to create from the board's Automations menu.
- When status changes to Done, move the item to the Shipped group
- When an item is created, assign it to the person who triages
- When priority changes to High, notify the lead
- When the due date arrives, change status to Overdue and notify the owner
- When the Stage column changes to Signed, create a subitem called Send invoice
- When an approval ends as approved, move the item to the Approved group
Questions
Are automations on the Free plan?
Yes. Every plan has automations on every board with no rule limit.
Is there a monthly limit on automation runs?
No. TallyWeek does not count or cap automation runs on any plan. A rule runs every time its trigger happens.
Do automations run when the API changes an item?
Yes. Rules run on the server for changes from the app, the public form, the REST API and the MCP server.
Can a rule notify someone outside the workspace?
No. Notifications go to workspace members and board guests, in the app and by email.
Can an automation call another app?
Not as an action. Use an integration instead: webhooks and Slack messages fire on item created, status, priority, column, assignment, comment and due-date events, on every plan.
Can I see what an automation did?
Yes. Each run shows in the board's activity log and, when it changes something on screen, a short indicator appears so it does not look like the change came from nowhere.
Step-by-step instructions are in the docs.
Start a free workspace for your team.
14 days of Pro with no card, then Free for up to 3 members with every view and every automation.