Integrations > BYO AI (Bring Your Own AI)
ChatGPT integration
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.
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.
ChatGPT uses OAuth2 authorization code flow for secure authentication:
Authorization endpoint: https://go.tallyfy.com/oauth/authorize
Token endpoint: https://go.tallyfy.com/oauth/token
Scopes required: tasks:read
, tasks:write
, processes:read
When you first connect, ChatGPT will:
- Redirect you to Tallyfy’s login page
- Ask you to approve permissions
- Store refresh tokens for persistent access
- Maintain the connection until you revoke it
ChatGPT receives:
- Task title and description
- All form field values from previous steps
- File attachments (as text extraction)
- Process history and comments
- Assignment and deadline information
You embed instructions directly in your Tallyfy templates:
When this task is assigned, analyze the customer complaint in the'complaint_details' field and:1. Categorize the issue (product, service, billing)2. Assess severity (low, medium, high, critical)3. Generate a professional response4. Suggest resolution steps
ChatGPT can:
- Complete tasks with specific outcomes
- Fill form fields with generated content
- Add detailed comments with analysis
- Trigger conditional workflow branches
- Create follow-up tasks
Contract review automation
Task: Review Sales ContractChatGPT instruction: "Extract key terms (price, duration, deliverables),identify any non-standard clauses, assess risk level, and provide asummary recommendation in the 'review_notes' field."
Customer response drafting
Task: Respond to Support TicketChatGPT instruction: "Read the customer issue, check our knowledge basecontext, draft a helpful response addressing their specific concerns,and mark task complete if issue is resolved."
Data analysis and reporting
Task: Analyze Monthly MetricsChatGPT instruction: "Process the attached CSV file, calculate month-over-monthgrowth, identify trends, generate executive summary, and populate the'insights' field with key findings."
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"
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
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
“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
Multi-step reasoning
Instruction: "First analyze the problem, then generate three possiblesolutions with pros/cons, finally recommend the best option withjustification."
Conditional processing
Instruction: "If customer sentiment is negative, generate an apologyand escalation path. If positive, generate a thank you message andupsell 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."
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
- 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
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.
Vendors > OpenAI ChatGPT Agent
Mcp Server > Using Tallyfy MCP server with ChatGPT
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks