Client intake triage
- Source records
- Submitted enquiry and fit criteria
- Agent work
- Identify missing scope, timing or commercial context
- Result
- Fit note and accepted next-owner handoff
- Human decision
- Intake owner decides whether to pursue the enquiry
All platforms
Agents for Tally
AI agents can turn Tally form submissions into client-intake, vendor-intake and application-review packets. Tally collects the respondent’s answers; the process compares them with the company’s criteria, asks for the particular missing fact and brings the decision to its owner. A submitted form is evidence, not an approval.
10 related templates
Recruiting
Application review
Read every application against the same brief and show the evidence.
Greenhouse, Google Drive, Gmail, Tally, Typeform, Jotform, Google Forms, SmartSuite, Outlook, OneDrive, Fillout
View templateFinance and compliance
Vendor intake and approval
Get the right reviews done before a new vendor is approved.
Gmail, Google Drive, Notion, Google Sheets, Tally, Jotform, Airtable, monday.com, SmartSuite, Outlook, Slack, OneDrive, Fillout
View templateSales
Client intake triage
Turn a vague enquiry into a clear fit decision and an accepted handoff.
Tally, Fillout, Gmail, Notion, Typeform, Jotform, Paperform, Google Forms, Webflow, Outlook
View templateCustomer success
Missing onboarding information
Get the missing onboarding evidence accepted as complete.
Fillout, Airtable, Google Drive, Tally, Paperform, Gmail, Outlook, OneDrive
View templateCustomer success
Client onboarding
Confirm the client is ready for the work they bought.
Airtable, Notion, Coda, Basecamp, Tally, ClickUp, monday.com, SmartSuite, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateRecruiting
Candidate information collection
Get missing application evidence ready for recruiter review.
Tally, Typeform, Airtable, Jotform, Gmail, Outlook, Google Drive, OneDrive
View templateSales
Ecosystem opportunity review
Assess partner signals against business needs
Attio, folk, Notion, Tally, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateMarketing
Social mention triage
Review supplied mentions, investigate context, approve a response or escalation, confirm the owner’s follow-through
Tally, Fillout, Airtable, Help Scout, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateMarketing
Customer story development
Find supported outcomes, collect permission, approve a story and confirm publication
Attio, HubSpot, Tally, Notion, Webflow, Gmail, Outlook, Slack, Google Drive, OneDrive, Google Docs
View templateMarketing
Event participation assessment
Review relevance, audience and cost
Attio, Tally, Notion, Google Sheets, Gmail, Outlook, Slack, Google Drive, OneDrive
View templatePlatform setup guides
When to use it
Operators receiving structured enquiries or applications whose answers need interpretation and human review.
Example scenario
A client submission describes the requested work but omits the delivery deadline. Intake asks for that missing fact before the owner decides fit; receiving a complete form payload does not establish business readiness.
Getting started
- Choose the form and keep its submission ID with the answers and supplied files.
- Provide the intake, application or vendor criteria, and name the person who decides the outcome.
Common questions
What happens when a Tally submission is incomplete?
A Tally submission starts the review; it does not have to contain every fact needed for a decision. Client intake can ask for missing scope or timing, while application review can clarify role-related evidence. Keep the original submission identity with the case so the answer reaches the right review.
How these workflows use your software
Application review
- Source records
- Application and role brief
- Agent work
- Map submitted experience to agreed job requirements
- Result
- Evidence packet and clarification questions
- Human decision
- Recruiter decides the next step
Vendor intake and approval
- Source records
- Vendor submission and review policy
- Agent work
- Identify required reviews from access, data and full-term spend
- Result
- Review packet with conditions and procurement handoff
- Human decision
- Specialist and budget owners give their decisions