Your ChatGPT Plus or Team subscription can become a workflow automation engine inside Tallyfy. Through GPT Actions and OAuth2 authentication, ChatGPT reads your task data, processes it according to your instructions, and completes work automatically - all using the subscription you already pay for.
How ChatGPT integration works
The integration uses OpenAI’s GPT Actions framework (formerly Custom GPTs) to create a secure bridge between your ChatGPT account and Tallyfy workflows:
Custom GPT configuration: We provide a Tallyfy GPT with pre-configured actions
OAuth2 authentication: You authorize the GPT to access your Tallyfy workspace
Task context sharing: When triggered, Tallyfy sends task data to your GPT
Intelligent processing: ChatGPT processes based on your custom instructions
Automatic updates: Responses flow back to complete tasks or add comments
No API keys to manage. No code to write. Just connect and automate.
Authentication setup
ChatGPT uses OAuth2 authorization code flow for secure authentication:
identify any non-standard clauses, assess risk level, and provide a
summary recommendation in the 'review_notes' field."
Customer response drafting
Task: Respond to Support Ticket
ChatGPT instruction: "Read the customer issue, check our knowledge base
context, draft a helpful response addressing their specific concerns,
and mark task complete if issue is resolved."
Data analysis and reporting
Task: Analyze Monthly Metrics
ChatGPT instruction: "Process the attached CSV file, calculate month-over-month
growth, identify trends, generate executive summary, and populate the
'insights' field with key findings."
Custom instructions best practices
Be specific about data sources
Good: "Use the value from the 'customer_name' field"
Bad: "Use the customer name"
Define clear output formats
Good: "Generate a bullet-point list with 3-5 items"
Bad: "Provide some bullet points"
Include validation rules
Good: "If the 'amount' field exceeds $10,000, flag for manager review"
Bad: "Check if the amount is high"
Specify tone and style
Good: "Write in professional but friendly tone, maximum 150 words"
Bad: "Write professionally"
Handling sensitive data
ChatGPT integration includes built-in safeguards:
Data minimization: Only send necessary fields to ChatGPT
No training on your data: OpenAI doesn’t use API data for model training
Audit logging: Every interaction is logged in Tallyfy
Configurable restrictions: Block certain data types from AI processing
Regional compliance: Respect data residency requirements
Rate limits and performance
OpenAI quotas apply:
ChatGPT Plus: ~40 messages per 3 hours
ChatGPT Team: Higher limits based on team size
ChatGPT Enterprise: Custom limits
Optimization strategies:
Batch similar tasks together
Cache common responses
Use conditional logic to skip AI when unnecessary
Implement fallback to manual processing
Troubleshooting common issues
“ChatGPT is not responding to tasks”
Verify OAuth connection is still active
Check if you’ve hit OpenAI rate limits
Ensure task has all required fields populated
“Responses are generic or unhelpful”
Make instructions more specific
Include example outputs
Provide more context in task data
“Authentication keeps expiring”
Re-authorize the OAuth connection
Check if your ChatGPT subscription is active
Verify Tallyfy API permissions haven’t changed
Advanced patterns
Multi-step reasoning
Instruction: "First analyze the problem, then generate three possible
solutions with pros/cons, finally recommend the best option with
justification."
Conditional processing
Instruction: "If customer sentiment is negative, generate an apology
and escalation path. If positive, generate a thank you message and
upsell opportunity."
Data validation
Instruction: "Verify all required fields are logically consistent.
If 'end_date' is before 'start_date', flag error and don't complete task."
Coming soon: Enhanced features
Planned Q2 2025:
Persistent conversation threads across tasks
File generation (PDFs, spreadsheets)
Multi-language support with automatic detection
Custom model selection (GPT-4, GPT-4 Turbo)
Planned Q3 2025:
Vision capabilities for image processing
Code interpreter for data analysis
Web browsing for real-time information
Plugin integration for extended capabilities
Getting started checklist
Verify subscription: Ensure you have ChatGPT Plus or higher
Install Tallyfy GPT: Available in OpenAI’s GPT Store (coming soon)
Configure OAuth: Authorize connection to your Tallyfy workspace
Test with simple task: Create a basic automation to verify setup
Add to templates: Embed AI instructions in your workflow templates
Monitor and refine: Review AI performance and adjust instructions
Cost optimization
Since you’re using your existing ChatGPT subscription:
No additional AI costs beyond your OpenAI subscription
Tallyfy API calls count toward your plan limits
Optimize prompts to reduce token usage
Use ChatGPT Team for better rate limits across users
Your ChatGPT subscription finally becomes a productivity multiplier, not just a chat window. Every task it completes saves your team time for work that actually needs human intelligence.
Tallyfy’s BYO AI framework connects existing AI subscriptions like ChatGPT Plus or Claude Pro directly into workflows through secure OAuth authentication enabling automated task completion document processing and decision support without requiring prompt engineering skills.
ChatGPT Enterprise Team and Education users can now connect to Tallyfy workflows through MCP servers for natural language management with immediate value despite text-based UI limitations that restrict visual interactions and complex form handling while excelling at template search automation scenarios and process analysis.
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.
OpenAI’s agent capabilities integrate with Tallyfy to automate workflow tasks through browser automation web search and document processing using the Responses API Agents SDK and Computer Use model while requiring careful task design and human fallbacks for complex processes.
