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Automate Tally

Tally forms handle applications, waitlists and feedback, and the answers usually need to go somewhere. Send each response to your inbox, drop it into a Slack channel, or get a short written read of long application answers. Describe what you want to your AI assistant, check what it will do, and it keeps running.

Try asking

Create a ClickRuntime automation: each time someone fills in my Tally "Beta waitlist" form, email me their name, email and what they want to use the product for.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Build your own

Build any Tally automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Tally should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

When a Tally application comes in, have AI score it from 1 to 10 against my criteria and only notify me about ones scoring 7 or more.

When someone joins my Tally waitlist form, add them to Notion with their answers and tag them by the use case they picked.

When a Tally feedback form is submitted, have AI tag it as bug, idea or praise, add it to Airtable, and post bugs to our #support Slack channel.

Beyond chat

Have Tally work when you're not in the chat

Connecting Tally to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Tally

Tally connects with an API key you create in your Tally settings. The key belongs to you and can do whatever your Tally user can.

Tally

Forms & surveys

  1. In Tally, open Settings and then API keys.
  2. Click Create API key and copy it right away, because Tally shows it only once.
  3. In the ClickRuntime dashboard, open Connections & secrets and save the key as a secret for Tally.

Good to know

Tally limits that affect automations

  • A Tally API key carries all of your user's permissions, not a chosen subset. Keep it private, and delete it in Tally if you stop using it.
  • The key is shown only once when you create it. If you lose it, create a new one and update the secret in ClickRuntime.
  • New responses arrive by webhook, so emails and Slack posts follow straight after someone submits.

FAQ

Questions about automating Tally

What can ClickRuntime access in Tally?
Whatever your Tally user can, because the API key inherits your permissions. The automations here only read responses to the forms you name.
Is this Tally the form builder?
Yes. This page is about Tally at tally.so, the form builder. It is not the tally.xyz governance tool, which is a separate product.
How quickly do I hear about a new response?
Straight away. Tally sends each response to ClickRuntime as it's submitted, and the email or Slack post goes out then.
Can it summarise long answers?
Yes. For application or feedback forms, each response can be condensed into a short paragraph before it's emailed to you.
Do I need an AI key for summaries?
No. Summaries use the AI that comes with every ClickRuntime plan. Forwarding responses without a summary doesn't use AI at all.
Is this a Tally connector for ChatGPT or Claude?
Not for chatting with Tally data. A chat connector lets your assistant read and change Tally while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Tally event.

Tell your assistant what Tally should do

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