Tally + Memtro

Ask what people answered on a Tally form, completed or partial, for any week.

Connect Tally with an API key and Memtro reads the account's forms with status, whether closed, submission counts and dates, a form's questions with response counts, and its submissions with every answer, filtered by completed or partial and by date. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can draft, publish, rename, close or reopen forms, delete a form to the trash, permanently delete a submission, create workspaces and folders, invite people by email, and remove a user from the organisation.

In Memtro

What you can do with Tally in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Tally tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Forms with name, status (draft or published), whether closed, submission count, and created and changed dates
  2. 02A form's questions, each with its title, type and how many responses it has
  3. 03Submissions to a form filtered by completed or partial and by a submitted-at date range, each answer against its question
  4. 04When asked and granted, drafts a form with simple text or email questions, publishes it so anyone with the link can answer, renames it, or closes and reopens it to submissions
  5. 05When asked and granted, moves a form to Tally's trash or permanently deletes one submission
  6. 06When asked and granted, creates workspaces and folders, invites people by email, who receive an invitation from Tally, or removes a user from the organisation

Acts when asked

When you ask it to

These tools change something in Tally. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Create a new draft form with a title and simple text or email questions, unpublished until someone publishes it
  2. 02Publish a form so anyone with its link can fill it in
  3. 03Rename a form
  4. 04Close a form to new submissions with a message, or reopen it
  5. 05Delete a form to the trash
  6. 06Delete one submission, permanently
  7. 07Create a workspace
  8. 08Create a folder in a workspace, or rename one
  9. 09Invite people by email to workspaces
  10. 10Remove a user from the organisation

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Tally, choosing the same kinds; the tab shows Tally's own steps. Each event can start a job, with the event as its input. Tally signs every delivery, and one whose signature does not check out is refused before it is read.

Events and webhooks
  • 01A form was submitted
In practice

Ask it like you would a colleague

Once Tally is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Tally + Memtro
  • What did people say in the customer feedback form this week?

  • How many partial submissions has the onboarding survey had since Monday?

  • Which of our Tally forms are closed?

  • Close the workshop RSVP form with a message that places are full

  • Draft a form called Workshop RSVP with a name question and an email question, then publish it

01

Feedback this week

The product lead at Brightwave Ltd asks what customers said in the feedback form this week. Memtro reads the completed submissions since Monday, each answer set against its question, and pulls out the three requests that came up more than once.

02

An RSVP form, opened and closed

Priya Nair asks Memtro for an RSVP form for the Northwind workshop. Memtro drafts it with name and email questions and, once she has checked it, publishes it so anyone with the link can answer. When the 40 places fill, Memtro closes the form with a message saying so, keeping every submission.

Teams

Where it fits

The teams that lean on Tally most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Tally is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Setup

How to connect

Connect withAPI key
  1. 1

    In Tally → Settings → API keys choose Create API key and copy it now: Tally shows it once

  2. 2

    The key has every permission of the person who created it, since Tally keys have no scopes. Memtro reads with it, and publishes, edits, deletes or invites only when asked and once an administrator has granted that action

  3. 3

    In Memtro open Connections → Tally, paste the API key and connect

  4. 4

    Ask what people answered on the feedback form this week

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Tally tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Tally?+

Only when you ask, and only what it has been granted: create a new draft form with a title and simple text or email questions, unpublished until someone publishes it; publish a form so anyone with its link can fill it in; rename a form; close a form to new submissions with a message, or reopen it; delete a form to the trash; delete one submission, permanently; create a workspace; create a folder in a workspace, or rename one; invite people by email to workspaces; remove a user from the organisation. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Tally connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Tally data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect Tally?+

API key. In Tally → Settings → API keys choose Create API key and copy it now: Tally shows it once.

Can Tally start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Tally, choosing the same kinds; the tab shows Tally's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect Tally in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

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