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ChatGPT integration

Connecting ChatGPT to automate Tallyfy tasks

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:

  1. Custom GPT configuration: We provide a Tallyfy GPT with pre-configured actions
  2. OAuth2 authentication: You authorize the GPT to access your Tallyfy workspace
  3. Task context sharing: When triggered, Tallyfy sends task data to your GPT
  4. Intelligent processing: ChatGPT processes based on your custom instructions
  5. 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:

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:

  1. Redirect you to Tallyfy’s login page
  2. Ask you to approve permissions
  3. Store refresh tokens for persistent access
  4. Maintain the connection until you revoke it

Task automation capabilities

Reading task context

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

Processing with custom instructions

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 response
4. Suggest resolution steps

Taking actions

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

Real-world examples

Contract review automation

Task: Review Sales Contract
ChatGPT instruction: "Extract key terms (price, duration, deliverables),
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

  1. Verify subscription: Ensure you have ChatGPT Plus or higher
  2. Install Tallyfy GPT: Available in OpenAI’s GPT Store (coming soon)
  3. Configure OAuth: Authorize connection to your Tallyfy workspace
  4. Test with simple task: Create a basic automation to verify setup
  5. Add to templates: Embed AI instructions in your workflow templates
  6. 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.

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