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Connect an app

Giving Tallyfy AI access to one of your apps

Section titled “Giving Tallyfy AI access to one of your apps”

Open Settings then Connections, click Connect app, pick the app, and sign in the way you normally would. That’s the whole job. Once the app confirms it, Tallyfy AI can work in that app as you.

You’ll see a grid of your organization’s people down one side and the apps they can connect across the top. Your own row is the one you can fill in. Empty cells show a Connect prompt.

Connecting

Section titled “Connecting”

  1. Open Settings then Connections.

  2. Click Connect app, or click the Connect prompt on your own empty cell for the app you want.

  3. Pick the app from the catalog. If you can’t find it, the picker searches by name, description and category.

  4. Approve the access. Most apps, Slack included, send you to their own sign-in page in a popup. You sign in there and approve, and the popup sends you back. A few apps ask you to paste an access token into the connect form instead. That field is the only place you ever type a secret, and Tallyfy never shows it back to you or writes it to a log.

  5. Check the cell now reads Connected.

A connection only counts as made when the app itself confirms it. If the app doesn’t confirm, Tallyfy shows you an error rather than a cell that says Connected and isn’t.

Yours, or shared with the team

Section titled “Yours, or shared with the team”

A new connection is Personal, which means it’s yours. Tallyfy AI uses it when it’s doing something for you, and for nobody else. That’s the default, and for most people it’s the right one.

An admin can promote a Personal connection to Shared, so other people in your organization can use it too. Sharing asks for an explicit acknowledgment first, because a Shared connection lets the AI act through your sign-in on someone else’s behalf. Anything it does in the other app still carries your name.

Managing a connection

Section titled “Managing a connection”

Each connected cell has a ⋮ menu.

ActionWhat it does
TestRuns a health check there and then, so you don’t have to wait for the AI to fail.
RenameGives the connection a label you’ll recognize later.
Copy IDCopies the connection’s identifier.
ReplaceSwaps the sign-in behind the connection without disturbing the connection itself, so anything pointing at it keeps working.
Share or Change ownerAdmin actions for shared and owned connections.
DeleteRevokes it. Where the app offers a way to hand access back, Tallyfy calls it.

Replace is the one worth knowing about. Re-authenticating in place beats deleting and reconnecting, because a fresh connection gets a new identifier and anything referencing the old one stops matching.

When a connection stops working

Section titled “When a connection stops working”

Access expires, and people revoke it. You might remove Tallyfy from your Slack account, or an admin there might do it for you. Tallyfy notices, marks the connection as needing attention, and can open a short task asking you to sign in again.

Until you do, Tallyfy AI stops for that app. It won’t guess, and it won’t quietly fall back to a colleague’s connection.

When a connection stops workingAccess revokedTallyfy noticesNeeds attentionAI stops hereSign-in task opensYou sign in againWorking again

What to notice

  • The AI stops rather than carrying on with whatever access it can still reach.
  • Only the app that broke stops. Your other connections keep working.
  • The task is the reminder. You don’t have to spot the broken cell yourself.

Tips

Section titled “Tips”
  • Connect one app and try it before you connect more. Ask the AI to read something in that app first. Reading tells you the connection works without changing anything.
  • Use Test after an outage at the other end. It answers in seconds, and it’s the fastest way to find out whether you need to sign in again.
  • Rename connections if you hold more than one. A label beats working out which is which from an identifier.
  • Think before you share. A Shared connection does real work in the other app under your name, so the record there shows you doing things you didn’t do.
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