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Marketing Automation

Tally AI Integration

Connect Tally to BeforeQuery for grounded AI answers and agent actions across Marketing Automation.

Connect Tally
What is it?

About Tally

Tally is one of the Marketing Automation platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Tally

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Marketing Automation and select Tally.

  2. Step 02

    Sign in to Tally with an account that has permissions to grant BeforeQuery the Marketing Automation scopes required.

  3. Step 03

    Confirm the connection. Tally is now available as a source and action target for every playbook in your workspace.

Explore

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B
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How BeforeQuery uses Tally

What the agent does with your Tally connection

  • 01

    Read subscriber lists, campaign performance, and engagement data from Tally into the Context Graph.

  • 02

    Draft campaign copy, subject lines, and CTAs grounded in your brand voice + prior high-performing content.

  • 03

    Auto-trigger campaigns from playbooks based on cross-system events (product launch, customer milestone, churn signal).

  • 04

    Answer marketing operations questions grounded in Tally data ("which segment converts best?", "what's my current CTR?").

Use cases

What teams actually do with the Tally integration

Post-launch campaign orchestration

Product launches → BeforeQuery drafts announcement copy, personalizes per Tally segment, schedules across channels, and monitors performance vs. baseline. Marketing lead approves each step; execution stays hands-off.

Churn-signal re-engagement

Product signals a churn risk (usage drop, key user inactive) → BeforeQuery triggers a re-engagement flow in Tally tuned to the specific product they use. Personalized, timely, better response than generic saves.

Campaign performance Q&A

Marketer asks "how'd the Q3 webinar campaign perform?" → BeforeQuery pulls Tally data, computes conversion + CTR + attributed pipeline, answers in one message with drill-down links.

Answer questions grounded in Tally

Employees and customers ask Tally-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Tally record shown alongside the response. No context switching, no "log into Marketing Automation to check" round-trips.

Tally — Frequently Asked Questions

Common questions about connecting BeforeQuery to Tally.

Send actions default to require approval. Small transactional messages (already-approved sequences) can be autopilot; net-new campaigns require approver sign-off with the draft attached.
Standard OAuth 2.0 where Tally supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Tally data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Tally integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Tally objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Tally for real.

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