AI agent for client intake triage with Tally
Turn incoming enquiries and Tally records into a client intake review. The agent checks scope, timing and commercial fit, gathers missing information and prepares a handoff for the intake owner’s decision.
Customize the playbook with Claude or ChatGPT. Pump Up’s hosted agent runs the process with your team, bringing people in for information and decisions along the way.
Set up with Claude
Set up with ChatGPTOr copy into your agent
How this process uses Tally
Identify missing scope, timing or commercial context. Intake owner decides whether to pursue the enquiry.
- Case identity
- Form and submission identity
- Review evidence
- Submitted answers and accessible file references
- Proposed result
- Review packet for the receiving CRM, ATS or procurement owner
When to use it
Small service companies receiving enquiries whose fit depends on the actual work requested. Use intake to decide whether to pursue an enquiry; use onboarding after the engagement is agreed.
Example scenario
An enquiry names a service the company offers, but its deadline and required deliverable are unclear. The agent asks for those missing facts before proposing acceptance; an industry match alone is insufficient. In Tally, connect submitted answers and accessible file references to form and submission identity so the reviewer can trace the finding to its source.
Getting started
- Select the form, retain the submission identity, and map its questions and file references to the case evidence.
- Provide the enquiry, service offering, fit criteria and any existing client context.
- Choose who decides whether to pursue the work and who receives the accepted enquiry.
Common questions
Which Tally information does client intake triage need?
Map form submissions and respondent answers to this process's evidence: submitted enquiry and fit criteria. Submitted enquiry and supporting files; Accepted-work criteria, capacity and commercial boundaries; Available customer context and responsible intake owner. The field names and access route are chosen during setup.
What needs configuring before this process can use Tally?
Select the form, retain the submission identity, and map its questions and file references to the case evidence. Use a configured read tool or supplied record export. Confirm the actual permitted destination actions with the process owner before making changes.
What does this Tally setup produce?
Fit note and accepted next-owner handoff. Intake owner decides whether to pursue the enquiry. The base playbook is customized for the selected records, permissions and handoff destination.
Platform documentation
Start from the client intake triage playbook
Use the reusable process, then map your Tally records, access and handoff destination during setup.