ChatGPT Plus or Team subscriptions can be integrated with Tallyfy through GPT Actions and OAuth2 authentication to automatically read task data process it according to custom instructions and complete workflow tasks without requiring API keys or coding.
BYO AI (Bring Your Own AI)
BYO AI (Bring Your Own AI) is Tallyfy’s upcoming integration framework that connects your existing AI subscriptions - ChatGPT Plus, Claude Pro, or Microsoft Copilot - directly into your workflows. Your AI becomes a team member that can complete tasks, write documents, analyze data, and make decisions right inside Tallyfy processes.
Here’s the reality: most people have AI subscriptions they barely use. They open ChatGPT occasionally, ask a question, then go back to manual work. BYO AI changes that. It embeds AI assistance into your actual workflow steps, so the AI works for you automatically, using the subscription you’re already paying for.
Think about how AI typically gets used in organizations. Someone copies text from a document, pastes it into ChatGPT, waits for a response, then copies that response back into another system. It’s manual, disconnected, and defeats the purpose of automation.
BYO AI eliminates this copy-paste chaos. When a task lands in someone’s queue, the AI can:
- Read the task context and form field data
- Execute based on your custom instructions
- Complete the task or add detailed comments
- Move the process forward automatically
No prompt engineering skills needed. No switching between apps. The AI just works, right where the work happens.
The magic happens through OAuth2 authentication - the same secure method you use when signing into websites with Google or Microsoft. Here’s the flow:
- You authorize once: Connect your AI account to Tallyfy through a secure OAuth flow
- Tallyfy stores tokens: We securely store authentication tokens (never your password)
- AI acts on your behalf: When triggered, Tallyfy sends instructions to your AI using your subscription
- Results flow back: The AI’s response automatically updates the task or completes the action
Your AI subscription remains yours. We just provide the bridge between your workflows and your AI assistant.
Your AI can automatically complete tasks based on:
- Form field values from previous steps
- Document attachments and their contents
- Historical process data and patterns
- Custom instructions you embed in templates
Instead of blank form fields, users see AI-generated suggestions:
- Draft emails based on process context
- Generate reports from collected data
- Create summaries of long documents
- Translate content into multiple languages
AI analyzes data and provides recommendations:
- Risk assessment based on form responses
- Approval recommendations with reasoning
- Priority scoring for incoming requests
- Anomaly detection in submitted data
AI learns from your workflow patterns:
- Suggests process improvements
- Identifies bottlenecks
- Recommends task reassignments
- Predicts completion times
Document processing: AI reads uploaded contracts, extracts key terms, and populates form fields automatically. No more manual data entry from PDFs.
Customer service: AI drafts responses to customer inquiries based on your knowledge base and previous successful responses. Agents just review and send.
Compliance reviews: AI checks submissions against your compliance rules, flags issues, and suggests corrections before human review.
Meeting follow-ups: AI reads meeting transcripts, extracts action items, and creates follow-up tasks automatically in the right processes.
Data analysis: AI analyzes spreadsheet uploads, generates insights, and creates summary reports without anyone touching Excel.
BYO AI will roll out in phases:
Phase 1 - Direct Integration (Q2 2025)
- OAuth connection to AI platforms
- Basic task completion and commenting
- Simple instruction templates
Phase 2 - Advanced Automation (Q3 2025)
- Multi-step AI workflows
- Conditional AI actions based on responses
- AI-to-AI handoffs between steps
Phase 3 - Learning & Optimization (Q4 2025)
- AI learns from your process history
- Suggests template improvements
- Predictive automation
Your AI, your data, your control:
- Subscription isolation: Each organization uses their own AI subscription
- Data boundaries: AI only accesses data from the specific process context
- Audit trails: Every AI action is logged with inputs and outputs
- Human oversight: Configure which tasks require human review
- Revocation: Disconnect AI access instantly if needed
When BYO AI launches, setup will be simple:
- Navigate to Settings > Integrations > BYO AI
- Choose your AI platform (ChatGPT, Claude, or Copilot)
- Authenticate with your AI account
- Configure AI permissions and access levels
- Start adding AI instructions to your templates
We’re not replacing humans - we’re amplifying them. BYO AI means your team focuses on decisions, relationships, and creative work while AI handles the repetitive, time-consuming tasks that slow everyone down.
Your AI subscription becomes an actual team member, not just a chat window. It knows your processes, follows your rules, and gets work done. That’s the promise of BYO AI.
While BYO AI focuses on connecting your existing AI subscriptions, Tallyfy offers other AI integration paths:
- Computer AI agents for screen automation
- MCP server integration for developer-built AI tools
- API integration for custom AI implementations
- Webhook automations for event-driven AI triggers
Tallyfy integrates with your existing Claude Pro or Team subscription through MCP servers and OAuth2 authentication to provide advanced AI-powered workflow automation with sophisticated analysis and reasoning capabilities for complex business tasks.
Tallyfy connects with existing business software through multiple methods including email integrations API implementations webhooks middleware platforms AI agents native integrations analytics connections chat platform tools and Azure translation services allowing teams to choose the approach that best fits their technical capabilities and integration needs.
Byo Ai > Microsoft Copilot integration
Microsoft 365 Copilot transforms into a workflow automation powerhouse when integrated with Tallyfy through API plugins and enterprise OAuth2 bringing full Microsoft ecosystem context including emails documents Teams conversations and SharePoint data directly into automated workflows while maintaining organizational security policies and compliance boundaries.
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