Tally is a powerful form builder platform that simplifies the process of creating and managing forms. With Relevance AI, you can elevate your form data collection by automating responses and leveraging intelligent workflows.
Tally's intuitive form builder allows for efficient data collection, while Relevance AI empowers you to automate workflows and make data-driven decisions with AI Agents that can adapt and respond intelligently.
Intelligent Form Orchestration
AI agent dynamically adapts form logic and flow based on real-time user responses and patterns
Predictive Field Validation
Agent anticipates and prevents data entry errors before form submission through smart validation
Real-Time Response Optimization
Agent continuously refines form structure and questions based on submission performance metrics
Relevance AI integrates seamlessly with Tally to enhance your form management and data collection workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Tally + Relevance AI integration streamlines form management and data collection, allowing you to create and manage forms effortlessly. With secure OAuth authentication, only authorized workflows can access your Tally data. Relevance AI automates API operations (like GET, POST, and more) in the background, minimizing the risk of errors and ensuring smooth data handling.
This integration supports real-time data synchronization, enabling you to collect responses and manage form fields programmatically while leveraging Relevance AI's powerful automation features.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Tally + Relevance AI integration without writing code:
- Start with a clear Tally form: Use descriptive field names and maintain consistent data formats for better data collection.
- Utilize pre-built workflows: Relevance AI provides templates for automating form responses and managing data—perfect for quick setup.
- Connect securely: Ensure you authorize the correct Tally account and set the appropriate OAuth permissions during integration.
- Test your forms: Validate your forms and responses with test data before deploying to avoid potential issues.
- Monitor API usage: Be mindful of rate limits and implement delays or batching to optimize performance and prevent throttling.
