--- title: Connect an app · Tallyfy Pro description: Connect an app to Tallyfy from Settings then Connections, so Tallyfy AI can work in that app as you. Covers signing in, testing and renaming a connection, replacing the sign-in behind it, sharing it with colleagues, and reconnecting after access is revoked at the other end. lastUpdated: 2026-09-17T00:00:00.000Z source_url: html: https://tallyfy.com/products/pro/integrations/vault/connect-an-app/ md: https://tallyfy.com/products/pro/integrations/vault/connect-an-app/index.md --- ## 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 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 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 Each connected cell has a **⋮** menu. | Action | What it does | | - | - | | **Test** | Runs a health check there and then, so you don’t have to wait for the AI to fail. | | **Rename** | Gives the connection a label you’ll recognize later. | | **Copy ID** | Copies the connection’s identifier. | | **Replace** | Swaps the sign-in behind the connection without disturbing the connection itself, so anything pointing at it keeps working. | | **Share** or **Change owner** | Admin actions for shared and owned connections. | | **Delete** | Revokes 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 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 working](https://tallyfy.com/products/d2-diagrams/docs/pro/integrations/vault/connect-an-app-0.svg) **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 * **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. ## Related articles [**Integrations > Tallyfy Vault**](https://tallyfy.com/products/pro/integrations/vault/) Tallyfy Vault keeps the sign-ins that let Tallyfy AI do work for you inside apps like Slack… [**Vault > Apps you can connect**](https://tallyfy.com/products/pro/integrations/vault/supported-apps/) The app catalog is the list of apps you can connect so Tallyfy AI can work in them as you. Slack… [**Vault > How your access is protected**](https://tallyfy.com/products/pro/integrations/vault/security-model/) The AI model never receives your access to another app. Tallyfy Vault hands a short-lived token… [**Use Cases > Connect your AI to Tallyfy**](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/connect-your-ai-to-tallyfy/) Connect any major AI platform like Claude, ChatGPT, Copilot, or Gemini to Tallyfy in under five… ## Was this helpful?