What does this Tally automation do?
A named agent reviews each Tally lead and creates a task only for leads that fit your profile.
What can you do with it?
- Put strong leads first
- Keep weak leads out of the queue
- Keep the reasoning on the task
The Steps
This automation runs in 4 steps:
- When Tally: New Submission
- Then Taskade AI: Ask an agent ("Lead Qualifier")
- Then Filter: continue only when the lead fits your profile
- Then Taskade: Add Task
What makes this different from a Zapier-style flow?
The "Lead Qualifier" step is not a one-off model call. It is a Taskade AI agent that knows your ideal customer profile and form fields, remembers which leads became customers, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by your other automations.
Who is this automation for?
Built for founders and sales teams. A named agent reviews each Tally lead and creates a task only for leads that fit your profile.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Submission" from Tally.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Lead Qualifier".
- Add a Filter step: Filter: continue only when the lead fits your profile.
- Add the action "Add Task" from Taskade.
- Connect your Tally account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.