Tally, worked by an AI employee
Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Tally account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.
- Forms & Surveys
- Signs in to your account
- 16 ready-made tools
- Asked in Slack or Teams
An illustration of how the conversation reads, not a transcript from a client account.
What Tally is
Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.
You sign in with your own Tally account, the same way you already do. We never see or hold your password.
One message in, the work done in Tally.
- 01
You ask
You message your AI employee in the chat your team already has open, in one sentence, in your own words.
- 02
It works out the step
It decides what the job needs in Tally. You do not pick anything from a menu or wire anything together.
- 03
It does the work
Signed in to your own Tally account, inside the access you granted it, doing the thing you asked for.
- 04
It reports back
It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.
What it can do in Tally
These are the ready-made tools your AI employee already has in Tally. It is not limited to them, but it never has to be taught these.
- Create FormTool to create a new form. use after preparing block definitions and optional settings.
- Create WebhookTool to create a new webhook for a form. use after confirming you have the form id and the callback url.
- Delete FormTool to delete a specific form identified by its id. use after confirming the form should be permanently removed.
- Delete WebhookTool to delete a specific webhook. use after confirming the webhook id.
- Get Form DetailsTool to retrieve details of a specific form. use when you need comprehensive form metadata by id. use after confirming the form id to fetch its full configuration, blocks, and stat
- Get Form FieldsTool to retrieve the fields of a specific form. use when you need the form's field definitions after obtaining its id.
- Get Form ResponsesTool to retrieve the responses of a specific form. use after confirming the form id and when paginated data is needed.
- Get Form SettingsTool to retrieve the settings of a specific form. use after confirming the form id. example: "get settings for form abc123."
- Get User InfoTool to retrieve information about the authenticated user. use when you need to confirm account details before proceeding.
- Get Webhook EventsTool to list events associated with a specific webhook. use when you need to inspect delivery history after creating or listing a webhook.
- List FormsTool to retrieve a paginated list of forms. use when you need to list all forms accessible to the authenticated user.
- List SubmissionsTool to list submissions for a specific form. use when you need to paginate through form submissions.
- List WebhooksTool to retrieve a paginated list of configured webhooks. use when you need a full listing of webhooks across your accessible forms and workspaces.
- List WorkspacesTool to retrieve a paginated list of workspaces. use when you need to browse workspaces accessible to the authenticated user.
- Update FormTool to update form details. use after confirming the form exists and obtaining its id.
- Update WorkspaceTool to update the details of a specific workspace identified by its id. use when you need to rename a workspace after confirming the workspace id.
You stay the boss of your Tally account.
Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.
How we handle your data- It signs in to your own Tally account. You are not moving anything into ours.
- You grant access one app at a time, and you can take it back the same way.
- Everything it does in Tally is written down, with what it did and when.
- Anything you tell it to check with you first, it checks with you first.
It works in Tally and the rest of your software in the same job
A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.
Questions people ask about Tally
- Can an AI employee really work inside Tally?
- Yes. It signs in to your own Tally account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
- Do I have to move anything out of Tally?
- No. Nothing moves and nothing is replaced. Your records stay in Tally, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
- How does it get into my Tally account?
- You sign in with your own Tally account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
- What can it actually do in Tally?
- It has 16 ready-made tools in Tally today, among them Create Form, Create Webhook and Delete Form. The full list is on this page. It is not limited to those, but it never has to be taught them.
- Can it use Tally and the rest of my software in the same job?
- Yes, and that is usually the point. Reading a message in one app, checking a record in Tally and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
- Who decides what it is allowed to do in Tally?
- You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Tally is written down with what it did and when.