What does this Tally automation do?
An intake response creates the full client project from your template.
What can you do with it?
- Start each client from the same checklist
- Use the intake answers in the project
- Skip building the project by hand
The Steps
This automation runs in 2 steps:
- When Tally: New Submission
- Then Taskade: Create from a template
Who is this automation for?
Built for agencies and service businesses. An intake response creates the full client project from your template.
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 "Create from a template" 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 for you.