Patricia works your Tally.
Ask her in Slack. She reads the submissions, summarizes them, and drafts the follow-up, but sending it or pushing it into another tool waits for your yes.
@Pati anything new on the Brightside project intake form this week?
Yes, 14 new submissions since Monday. Here is the read:
- 9 are qualified: budget over 5k and a start date inside 60 days
- 3 are outside our services, 2 look like spam and I left them flagged
- Most common ask was paid social, then a brand refresh
- I drafted a reply for each of the 9. Nothing sends until you approve it.
Nice. Show me the drafts for the 9 qualified ones and route them to the new-biz sheet.
Done. The 9 replies are drafted below for your review and the rows are staged for the new-biz sheet. Nothing goes to a respondent and nothing writes out until you say go.
Patricia + Tally
What she does in Tally.
Real actions she takes on your say-so, not a list of API endpoints.
Watch your forms for what came in
She reads new submissions as they land, so you get a plain summary of who filled out the intake, brief, or survey form instead of scrolling a raw response list.
Summarize and tag the responses
Every answer read and grouped by what matters to you, qualified versus not, service requested, budget band, so a wall of submissions becomes a shortlist worth acting on.
Route submissions where they belong
She stages the right rows for a sheet, a CRM, or a project tracker so a completed form turns into a task or a lead without anyone copying fields by hand.
Draft the follow-up
A reply written for each qualified respondent in your voice, ready to go. Drafting is instant; the send waits for your approval.
Read the shape of the responses
She reads across a form's fields and submissions to tell you the patterns, the most common request, drop-off on a long question, so you can fix the form or brief the client.
Keep sends and pushes behind approval
Reading, summarizing, and drafting run on their own, but emailing a respondent or writing a response into another system reaches the outside world, so it always waits for your explicit yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Summarize this week's submissions on the Brightside intake form
Which responses are qualified and which are out of scope?
Draft a reply for each qualified lead, for me to approve
Route the new submissions into our new-biz sheet
What is the most common request on the brief form this month?
Better together
Tally is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Tally, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Tally
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Tally connected
Ask
Mention @Pati with the job. Reading and summarizing submissions runs on its own; sending a reply or pushing a response out waits for your yes.
@Pati Summarize this week's submissions on the Brightside intake form
On it.
FAQ
Tally questions, answered.
What can Patricia actually do in Tally?
She reads your forms and their fields, pulls and summarizes submissions, tags and routes responses, drafts follow-ups, and can watch a form for new entries. Around 18 distinct actions. Reading and summarizing is instant; sending a reply or pushing a response into another tool waits for approval.
Will she email a respondent on her own?
No. Sending a reply reaches a real person, so the draft is shown to you in Slack first and goes only after your explicit yes. Reading, summarizing, and drafting run on their own, that is the point.
Which Tally plan do we need?
Any plan works. She connects through Tally's official OAuth flow, the same way other approved apps do, and only sees the forms in the account you connect.
We run a separate intake form per client. Does that stay separate?
It does. She only reads the forms in the workspace you connect, and each client's submissions, tags, and drafted replies live against their own form, so nothing from one client's intake bleeds into another's summary or routing.
What does the Tally integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.