Does the Tallyfy AI agent actually execute tasks?

Yes. Unlike a copilot that only offers suggestions, the DoMyWork agent performs the work. If you tell it to launch a process or reassign a task in Tallyfy, it executes those actions directly.

How is this different from native AI in Tallyfy?

Native AI features are often limited to the app's internal functions. DoMyWork acts as a cross-app agent, connecting Tallyfy to your email, chat, and other business tools to manage end-to-end workflows.

Is this better than using Zapier for Tallyfy?

Zapier requires you to build and maintain rigid logic flows. DoMyWork uses natural language to understand your intent and execute complex, multi-step processes in Tallyfy without any manual setup.

Can the agent monitor Tallyfy processes for me?

Yes. You can set up autopilot agents to watch your Tallyfy processes 24/7, alerting you immediately when tasks are overdue or when specific process milestones are reached.

Is my data safe with the Tallyfy agent?

We prioritise security and data privacy. The agent only accesses the specific Tallyfy data and connected application information required to complete the tasks you explicitly authorise.

Can I connect Tallyfy to multiple apps at once?

Absolutely. The agent is designed to work across Tallyfy and 1,500+ other apps simultaneously, allowing you to trigger actions in Tallyfy based on events in Slack, Gmail, or your CRM.

AI Agent for Tallyfy

Standardise, launch, and complete your business processes automatically. DoMyWork AI agents work with Tallyfy and 1,500+ apps to turn manual steps into finished work.

Launch the new client onboarding process for all pending deals

Find all overdue tasks in my active processes

Summarise the status of all open projects for the team

Assign the next step of the procurement process to Sarah

Check my email for client approvals and update Tallyfy

Create a new process template from this document

Agent for

Tallyfy

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your process steps into finished business outcomes

Launch processes, reassign stalled tasks, update statuses, and notify your team across your apps.

12 processes launched in Tallyfy

Launch all pending process templates from your spreadsheet

"Read the list of pending launches in Google Sheets, open each as a process in Tallyfy, and set the correct due dates based on the spreadsheet data."

Send Message

Find and reassign tasks that have stopped moving

"Scan all active processes in Tallyfy for tasks stuck for more than three days, then reassign them to the backup lead and notify them in Slack."

Send Message

Clean up duplicate process launches from last week

"Identify any duplicate processes launched in Tallyfy last week and archive the extras to keep the dashboard clear."

Send Message

Summarise all active process bottlenecks for the leadership team

"Analyse the current Tallyfy dashboard to find where tasks are piling up and draft a summary email for the operations director."

Send Message

Update task statuses based on recent client emails

"Check my Gmail for client confirmations, match them to the correct Tallyfy task, and mark the step as complete."

Send Message

Got a different task in mind? Describe it

Send Message

Kick off onboarding the moment a deal closes

"Check HubSpot for deals moved to 'Closed Won', then trigger the standard onboarding process in Tallyfy for each new client."

Send Message

Draft follow-up emails for stalled onboarding steps

"Find onboarding tasks in Tallyfy that are past their due date, then draft a polite follow-up email in Gmail for the customer."

Send Message

Collect missing client information for active processes

"Identify which onboarding processes are missing data, then send a request to the client via email to provide the necessary details."

Send Message

Update the client success dashboard with process progress

"Pull the completion percentage of all active client processes from Tallyfy and update the tracking sheet in Google Sheets."

Send Message

Notify the account manager when a high-value process completes

"Watch for the final step of the 'Premium Onboarding' process in Tallyfy and send a congratulatory message to the account manager in Slack."

Send Message

Got a different task in mind? Describe it

Send Message

Generate a weekly project status report

"Pull all completed tasks from Tallyfy for the week, group them by project, and post a summary to the project Slack channel."

Send Message

Reallocate tasks from team members who are over capacity

"Check the task load per person in Tallyfy, identify anyone with too many open items, and redistribute their pending tasks to others."

Send Message

Archive all completed project processes

"Find every process in Tallyfy that has reached 100% completion and move them to the archive folder."

Send Message

Identify upcoming deadlines that need attention

"Scan all active Tallyfy processes for tasks due in the next 48 hours and send a reminder to the assigned team members."

Send Message

Standardise task naming across all active projects

"Review the task names in Tallyfy and rename them to follow the team's standard naming convention."

Send Message

Got a different task in mind? Describe it

Send Message

Launch the monthly billing process for all clients

"Identify all active clients in Tallyfy, launch the 'Monthly Billing' process for each, and set the due date to the 25th."

Send Message

Follow up on missing expense receipts in pending processes

"Find all 'Expense Approval' processes in Tallyfy waiting for receipts and email the employees to request the documents."

Send Message

Update invoice statuses after payment confirmation

"Check Stripe for new payments, match them to the correct process in Tallyfy, and mark the 'Payment Received' step as done."

Send Message

Report on process cycle times for audit purposes

"Calculate the average time taken to complete the 'Budget Approval' process in Tallyfy and export the data to a CSV."

Send Message

Flag processes that exceed the budget threshold

"Review all active Tallyfy processes for budget-related tasks and alert the finance team if any costs exceed the allocated amount."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Tallyfy AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Tallyfy AI Agent

🛸 Autopilot

Act on process updates the moment they happen — with agents on autopilot

The agents work across your apps 24/7.

They catch new process launches, flag overdue tasks, and trigger next steps so nothing ever stalls.

Setting up an autopilot is too easy

New process is launched

Describe...

1. Launch a welcome sequence when a new process starts

WhenNew process is launched

Then

Read the process details, identify the client contact, and send a personalised welcome email via Gmail.

Put on Autopilot

2. Alert the team when a critical task is overdue

WhenTask is overdue

Then

Check the task priority, and if it is marked 'High', post an urgent alert to the Slack channel.

Put on Autopilot

3. Sync process completion to your central tracker

WhenProcess is completed

Then

Update the master project sheet in Google Sheets with the completion date and final status.

Put on Autopilot

4. Flag processes that haven't moved in a week

WhenEvery Monday at 09:00 AM

Then

Scan all active Tallyfy processes and flag any that have not had a task update in 7 days.

Put on Autopilot

5. Assign follow-up tasks when a step is rejected

WhenTask is rejected

Then

Create a new 'Correction' task in Tallyfy and assign it to the original creator for review.

Put on Autopilot

1. Auto-assign onboarding tasks to the right success manager

WhenNew process is launched

Then

Determine the account owner from HubSpot and reassign the Tallyfy process steps to them.

Put on Autopilot

2. Notify the client when a process step is completed

WhenTask is completed

Then

Draft a status update email in Gmail to the client confirming the step is done.

Put on Autopilot

3. Flag high-risk accounts when a process stalls

WhenTask is overdue

Then

Check the account value in HubSpot and add a 'Churn Risk' tag if the task is more than 3 days late.

Put on Autopilot

4. Send a feedback survey when a process finishes

WhenProcess is completed

Then

Send a Typeform link to the client via email to gather feedback on the onboarding experience.

Put on Autopilot

5. Update the success team on process milestones

WhenTask is completed

Then

Post a summary of the milestone reached to the #success-updates Slack channel.

Put on Autopilot

1. Log completed project hours to your timesheet

WhenTask is completed

Then

Calculate the time spent on the task and add a new row to the Timesheet Google Sheet.

Put on Autopilot

2. Identify scope creep in active projects

WhenTask is created

Then

Compare the new task against the original project scope document and flag any inconsistencies.

Put on Autopilot

3. Notify stakeholders of project delays

WhenTask is overdue

Then

Draft an email to the project sponsor explaining the delay and the expected completion date.

Put on Autopilot

4. Create a new project folder when a process starts

WhenNew process is launched

Then

Create a new folder in Google Drive named after the process and share it with the team.

Put on Autopilot

5. Archive project documents upon completion

WhenProcess is completed

Then

Move all files related to this process to the 'Completed Projects' folder in Google Drive.

Put on Autopilot

1. Trigger invoice generation when a process step ends

WhenTask is completed

Then

Verify if the task is 'Service Delivery' and trigger a new invoice in QuickBooks.

Put on Autopilot

2. Flag missing approval signatures

WhenTask is overdue

Then

Check if the pending task is an 'Approval' and send an urgent reminder to the manager.

Put on Autopilot

3. Update budget trackers when costs are logged

WhenTask is completed

Then

Extract the cost from the task description and update the monthly budget sheet.

Put on Autopilot

4. Alert finance when a high-value process launches

WhenNew process is launched

Then

Check the process value and send a summary to the finance channel in Slack.

Put on Autopilot

5. Archive financial records when processes close

WhenProcess is completed

Then

Save the process summary as a PDF and upload it to the secure finance drive.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Tallyfy

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Vendor Onboarding Playbook

FormCollect data with form

1. Enter Vendor Details

Enter Vendor Details

Fill fields below 👇

Vendor Name *

Tax ID *

Contact Email *

AI AgentExecute agent from playbook

2. Verify Credentials

Agent

Verify the tax ID format for {{Vendor Name}} and check if they are already in the system.

Complete in a clickSend data to 1500+ apps

3. Launch Tallyfy Process

Launch ProcessinTallyfy

4. Notify Procurement

Send MessageinSlack

New Vendor Onboarding Playbook

Standardise vendor vetting and setup.

Clone This Playbook

Incident Response Playbook

Quickly start an incident process.

Clone This Playbook

Employee Offboarding Playbook

Streamline offboarding steps.

Clone This Playbook

Contract Renewal Playbook

Manage renewal workflows.

Clone This Playbook

Internal Audit Playbook

Execute audit processes.

Clone This Playbook

Client Onboarding Playbook

Start onboarding for new clients.

Clone This Playbook

Churn Risk Mitigation Playbook

Address at-risk accounts.

Clone This Playbook

Upsell Opportunity Playbook

Manage upsell workflows.

Clone This Playbook

Client Feedback Playbook

Process client feedback.

Clone This Playbook

Renewal Reminder Playbook

Automate renewal reminders.

Clone This Playbook

Project Kickoff Playbook

Launch new project workflows.

Clone This Playbook

Resource Allocation Playbook

Manage team resources.

Clone This Playbook

Risk Assessment Playbook

Assess project risks.

Clone This Playbook

Milestone Review Playbook

Review project milestones.

Clone This Playbook

Project Closure Playbook

Close out projects.

Clone This Playbook

Budget Approval Playbook

Manage budget approvals.

Clone This Playbook

Expense Reimbursement Playbook

Process expense claims.

Clone This Playbook

Invoice Processing Playbook

Manage invoice workflows.

Clone This Playbook

Audit Evidence Collection Playbook

Gather audit evidence.

Clone This Playbook

Asset Inventory Playbook

Manage asset inventory.

Clone This Playbook

1500+ App Integrations

Connect Tallyfy + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New process is launched

Then

Recurring Work on autopilot

Autopilot

Process Launch

Enter process details

Launch in Tallyfy

Notify the team

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Tallyfy

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Tallyfy AI Agent

An AI agent for Tallyfy is an intelligent assistant that executes your process management tasks. It doesn't just suggest steps; it launches processes, updates task statuses, and notifies your team across 1,500+ apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Tallyfy

Turn your process steps into finished business outcomes

Launch all pending process templates from your spreadsheet

Find and reassign tasks that have stopped moving

Clean up duplicate process launches from last week

Summarise all active process bottlenecks for the leadership team

Update task statuses based on recent client emails

Got a different task in mind? Describe it

Kick off onboarding the moment a deal closes

Draft follow-up emails for stalled onboarding steps

Collect missing client information for active processes

Update the client success dashboard with process progress

Notify the account manager when a high-value process completes

Got a different task in mind? Describe it

Generate a weekly project status report

Reallocate tasks from team members who are over capacity

Archive all completed project processes

Identify upcoming deadlines that need attention

Standardise task naming across all active projects

Got a different task in mind? Describe it

Launch the monthly billing process for all clients

Follow up on missing expense receipts in pending processes

Update invoice statuses after payment confirmation

Report on process cycle times for audit purposes

Flag processes that exceed the budget threshold

Got a different task in mind? Describe it

How Does a Tallyfy AI Agent Work

Act on process updates the moment they happen — with agents on autopilot

1. Launch a welcome sequence when a new process starts

2. Alert the team when a critical task is overdue

3. Sync process completion to your central tracker

4. Flag processes that haven't moved in a week

5. Assign follow-up tasks when a step is rejected

1. Auto-assign onboarding tasks to the right success manager

2. Notify the client when a process step is completed

3. Flag high-risk accounts when a process stalls

4. Send a feedback survey when a process finishes

5. Update the success team on process milestones

1. Log completed project hours to your timesheet

2. Identify scope creep in active projects

3. Notify stakeholders of project delays

4. Create a new project folder when a process starts

5. Archive project documents upon completion

1. Trigger invoice generation when a process step ends

2. Flag missing approval signatures

3. Update budget trackers when costs are logged

4. Alert finance when a high-value process launches

5. Archive financial records when processes close

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Vendor Onboarding Playbook

Incident Response Playbook

Employee Offboarding Playbook

Contract Renewal Playbook

Internal Audit Playbook

Client Onboarding Playbook

Churn Risk Mitigation Playbook

Upsell Opportunity Playbook

Client Feedback Playbook

Renewal Reminder Playbook

Project Kickoff Playbook

Resource Allocation Playbook

Risk Assessment Playbook

Milestone Review Playbook

Project Closure Playbook

Budget Approval Playbook

Expense Reimbursement Playbook

Invoice Processing Playbook

Audit Evidence Collection Playbook

Asset Inventory Playbook

Connect Tallyfy + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Tallyfy AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Tallyfy AI Agent