Integration · Forms and scheduling
AI agents for Tally
List your Tally forms, read a form's questions and settings, and read the submissions it has collected.
- Actions
- 3
- Read
- 3
- Write
- 0
Actions
What your agents can do in Tally
3 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 3
Look things up. Nothing changes.
List forms
Lists the forms the key's owner can see, 25 per page, optionally only in some workspaces.
Get a form
Reads one form by its ID: its name, status, settings and blocks (every question, its type, options and the text around it, in order).
List a form's submissions
Lists the submissions to a form, 25 per page, completed ones by default (or partial, or all), optionally submitted between two times or after a given submission.
Write 0
Create, change or send.
This tool only reads, so nothing in it changes.
Read only
Every action here only reads, so an agent can look things up in Tally but cannot change anything there.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Tally account.
What you enter
- API key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Tally data
Ask a question in plain words. The agent can list forms, get a form or list a form's submissions in Tally, then answers with what it found.
- 02
Share what it finds in Slack
Give one agent Tally and Slack: it can list forms in Tally and post a summary to a Slack channel in the same run.
- 03
Run it as a workflow step
Add "List forms" to a workflow, and it runs in Tally the same way every time, with or without an agent.
Works well with
More Forms and scheduling tools
- Typeform2 actionsRead the answers people submit to your Typeform forms, and look up a form's questions, with a personal access token.
- Jotform2 actionsRead the submissions people send through your Jotform forms, a page at a time or one by one, with a Jotform API key.
- Google Forms5 actionsRead a Google Form's questions and its responses, and create forms, add questions and publish them, signed in with the person's own Google account.
- Google Calendar3 actionsSee what is on a Google Calendar, book events and invite people, and find when people are free, signed in with the person's own Google account.
- Outlook Calendar6 actionsSee what is on the signed-in person's Outlook calendar, book meetings with attendees and a Teams link, move or cancel them, and check when people are free (Microsoft 365 or Outlook.com).
- Calendly4 actionsSee who booked time with you, list your event types, and hand out one-time booking links, with a Calendly personal access token.
FAQ
Tally and MyDeepAgents
Can MyDeepAgents connect to Tally?
Yes. The Tally connector has 3 actions, all of which only read. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Tally?
Paste an API key from your Tally account. You'll need: API key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Tally without asking?
No. Every Tally action only reads, so an agent can look things up there but cannot change anything.
Can I use Tally in workflows as well as agents?
Yes. Every Tally action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Tally to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.