Connect any major AI platform to Tallyfy through MCP to manage tasks, check process status…
BYO AI (Bring Your Own AI)
Put your AI subscription to work inside Tallyfy workflows
Section titled “Put your AI subscription to work inside Tallyfy workflows”BYO AI (Bring Your Own AI) connects the AI subscriptions you already have directly into your Tallyfy workflows. That includes a paid Claude plan (Pro, Max, Team, or Enterprise), a ChatGPT Business, Enterprise, or Edu workspace (ChatGPT Pro connects with read access only), Google Gemini, and Microsoft 365 Copilot. When you ask it in a chat, your AI can complete tasks, write documents, analyze data, and recommend decisions in your running processes.
BYO AI lets that AI work on your actual workflow steps, using the subscription you’re already paying for.
Your AI updates Tallyfy from email and chat. Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings. Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI. Instructions saved in each step tell your AI what to do, the same way every time.
What the AI can do in a task
Section titled “What the AI can do in a task”Without BYO AI, using AI in a workflow means copying text from a document, pasting it into ChatGPT, waiting for a response, then copying that back into another system.
With BYO AI, you ask your AI about a task in a chat, and it can:
- Read the task context and form field data
- Follow your instructions
- Complete the task or add detailed comments
BYO AI doesn’t start on its own when a task arrives. Your AI checks Tallyfy only when you ask. To have AI react to an event, such as a completed task, send a webhook to middleware or your own code that calls the AI.
How authentication works
Section titled “How authentication works”BYO AI authenticates through OAuth2 - the same secure method you use when signing into websites with Google or Microsoft.
- You authorize once - connect your AI account to Tallyfy through a secure OAuth flow
- Your AI platform stores the token - it keeps a secure sign-in token, never your password
- AI acts on your behalf - when you ask in a chat, your AI calls Tallyfy as you, using your subscription
- Results show in the chat - Tallyfy makes the change, such as updating or completing a task, and your AI reports back
Why Tallyfy is the AI control layer
Section titled “Why Tallyfy is the AI control layer”| What Tallyfy does | Why it matters in the age of AI |
|---|---|
| Define process steps | You can’t automate anything without a recipe. |
| Hand small tasks to AI | Massive reduction in mistakes, omissions, and hallucination. |
| People approve work | Accountability. You can’t blame AI for mistakes. |
| Hybrid people + AI tasks | AI can’t do every task in a process. |
| Track real-time status | Tracking AI sessions at scale is a nightmare. |
| Gradually shift tasks to AI | A total re-do will break a process that works today. |
Supported AI platforms
Section titled “Supported AI platforms”Key capabilities
Section titled “Key capabilities”Task completion
Section titled “Task completion”Your AI can complete tasks when you ask, based on:
- Form field values from previous steps
- Document attachments and their contents
- Historical process data and patterns
- Custom instructions embedded in templates
Content generation
Section titled “Content generation”Your AI can draft content from what’s in the process:
- Draft emails based on process context
- Reports from collected data
- Summaries of long documents
- Translations into multiple languages
Decision support
Section titled “Decision support”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
Process optimization (planned)
Section titled “Process optimization (planned)”This isn’t available yet. It’s planned as Phase 3 in the implementation status below. The plan is for AI to learn from your workflow patterns and:
- Suggest process improvements
- Identify bottlenecks
- Recommend task reassignments
- Predict completion times
Common use cases
Section titled “Common use cases”Document processing - AI reads a contract you share in the chat, extracts key terms, and fills in the form fields. 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 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 in the right processes.
Data analysis - AI analyzes spreadsheet uploads, generates insights, and creates summary reports without anyone opening Excel.
Implementation status
Section titled “Implementation status”BYO AI is live and actively developed:
Phase 1 - Direct integration - available now
- OAuth 2.1 connection to all major AI platforms (ChatGPT, Claude, Gemini, Copilot)
- Task completion and commenting via natural language
- MCP server with full tool support
Phase 2 - Advanced automation - in development
- Multi-step AI workflows
- Conditional AI actions based on responses
- AI-to-AI handoffs between steps
Phase 3 - Learning and optimization - planned
- AI learns from your process history
- Suggests template improvements
- Predictive automation
Security and control
Section titled “Security and 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
Getting started
Section titled “Getting started”- Pick your AI platform (ChatGPT, Claude, Google Gemini, or Microsoft Copilot)
- Follow the connection guide for your platform (see below)
- Complete the OAuth authorization flow to connect your Tallyfy account
- Your AI can now interact with Tallyfy using natural language
For technical details (endpoints, scopes, authentication), see the MCP server integration documentation and the platform-specific setup guides below.
Practical use cases
Section titled “Practical use cases”Once your AI is connected, what can you actually do with it? The use cases section has 14 ready-to-use guides - from getting a daily task briefing to building templates through conversation to generating reports from process data. Each guide includes copy-paste prompts for Claude, ChatGPT, Copilot, and Gemini.
Related integration approaches
Section titled “Related integration approaches”- MCP server integration - full technical details, available tools, and platform-specific setup guides
- Computer AI agents for screen automation
- API integration for custom AI implementations
- Webhook automations for event-driven AI triggers
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