Tally
· #60 most-usedBuild forms once. Let your agents handle the rest.
Tally is a free, Notion-like form and survey builder that lets anyone create beautiful, logic-driven forms without writing a line of code. Connect it to Actionist and your agents can create and close forms on demand, pull every submission the moment it arrives, route responses to CRM contacts, log data to spreadsheets, and trigger multi-step workflows — all without you opening a browser.
Eliminates manual work. Agents eliminate the manual work of copying form responses into downstream tools, following up with submitters, and reporting on response trends.
What your Tally agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Tally × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Onboarding form → full CS kickoff
When a new customer fills in your onboarding Tally form, the agent reads every field — preferred communication channel, company size, primary use case — and fans out the entire welcome sequence without a rep lifting a finger. A personalised Slack message hits the assigned CSM, a kickoff call appears on Google Calendar, and a confirmation email lands in the customer's inbox within 60 seconds of form submission.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales18 min / weekManual lead import
A rep exports submissions from the lead-gen form and manually creates contacts in HubSpot — up to 18 minutes a week on copy-paste alone.
Sales Agent0 minInstant CRM syncAgent receives the New Submission trigger, deduplicates by email, creates or updates the HubSpot contact, and assigns to the right rep in under 10 seconds.
- Marketing13 min / weekResponse digest prep
A marketer manually compiles this week's survey responses into a campaign summary report every Friday — 13 minutes of filtering and copy-pasting.
Marketing Agent0 minAuto-generated digestAgent lists the week's Tally submissions, summarises key themes and NPS scores, and posts the digest to #marketing-insights every Friday morning.
- Customer Support18 min / weekTicket creation from forms
A support agent reads incoming Tally bug reports and manually opens Zendesk tickets with the right priority and category — 18 minutes of repetitive data entry each week.
Customer Support Agent0 minTicket auto-openedAgent parses the severity field the moment a bug form is submitted and creates a Zendesk ticket at the correct priority, tagged and assigned, before the support lead even sees the email.
- Human Resources7 min / weekOnboarding form follow-up
HR manually reads each new-hire onboarding submission and forwards the equipment preferences and start-date details to IT — 7 minutes of email forwarding per hire.
Human Resources Agent0 minOnboarding task cascadeAgent reads the new-hire Tally submission and auto-creates a Notion onboarding checklist, schedules the IT setup request, and sends a personalised welcome email.
- Finance13 min / weekExpense form logging
Finance manually exports contractor expense submissions from Tally and appends each row to the budget tracker spreadsheet — 13 minutes of copy-paste weekly.
Finance Agent0 minAuto-logged to sheetsAgent catches every submitted expense form via the New Submission trigger and appends a new row to Google Sheets in real time — budget tracker is always current.
- Operations25 min / weekVendor request processing
Ops manually reads vendor onboarding form submissions and creates records in the vendor database — 25 minutes of structured data entry every week.
Operations Agent0 minVendor records auto-createdAgent ingests each vendor form submission, creates the corresponding Airtable record, and notifies the procurement lead in Slack with a summary of the request.
- Legal6 min / weekConsent form archiving
Legal manually downloads consent form submissions and files them in the compliance folder — 6 minutes of manual file management per batch.
Legal Agent0 minSubmissions auto-archivedAgent captures every consent form submission and saves it to the compliance Google Drive folder with a timestamped filename — zero manual intervention.
Calculate what your team saves
Based on Tally's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Tally into Actionist
Pick the connection method that suits your environment.
The fastest path. Actionist's MCP server connects directly to your Tally workspace via a permissioned OAuth handshake — no tokens to manage, no custom webhooks to wire.
Find Tally in the Apps library and click Connect. MCP is selected by default.
You'll be redirected to Tally's OAuth screen. Sign in and grant Actionist permission to read and manage your forms and submissions.
Actionist runs a read-only call to list your forms and verify the handshake. You're ready.
16 actions your agent can call
Read and write operations available to your Actionist agent.
8 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Tally
Reusable agent skills that work well alongside this app.
MCP servers that work with Tally
Connect Actionist to MCP servers built for or around this app.