Use cases

What can Tally do for you?

From everyday tasks to complex multi-step workflows, Tally handles it all — so you can focus on what matters.

Everyday tasks

The repetitive work that fills your day — automated.

Email management

Draft replies, sort your inbox, and follow up automatically.

Calendar scheduling

Find open slots, schedule meetings, and handle rescheduling conflicts.

Meeting preparation

Pull agendas, summarize past notes, and prep briefing documents.

Research & summaries

Gather information from the web, docs, and databases — summarized for you.

Data entry

Extract data from documents and populate spreadsheets or CRM fields.

Social media

Draft posts, schedule content, and monitor engagement across platforms.

Expense tracking

Categorize receipts, reconcile expenses, and generate reports.

File organization

Sort, rename, and organize files across Drive, Dropbox, and Notion.

Advanced workflows

Multi-step processes that span tools and teams.

Sales pipeline

Qualify leads, update CRM stages, and draft personalized outreach.

Customer onboarding

Send welcome sequences, create accounts, and schedule kickoff calls.

Sprint planning

Analyze velocity, suggest story points, and draft sprint summaries.

Marketing campaigns

Plan campaigns, coordinate assets, and track performance metrics.

Financial reporting

Pull data from accounting tools, generate reports, and flag anomalies.

Recruiting

Screen resumes, coordinate interviews, and send candidate updates.

Cross-tool sync

Keep data consistent across Salesforce, Notion, Slack, and more.

Custom automation

Build any workflow you can describe — Tally handles the execution.