What does this Tally automation do?
Every week a run lists Tally submissions, a named agent groups them into themes, and a project holds the findings.
What can you do with it?
- Find the pattern in open answers
- Keep quotes with each theme
- Turn findings into tasks in the same place
The Steps
This automation runs in 4 steps:
- When Schedule: Every week
- Then Tally: List Submissions
- Then Taskade AI: Ask an agent ("Voice of Customer")
- Then Taskade: Create Project
What makes this different from a Zapier-style flow?
The "Voice of Customer" step is not a one-off model call. It is a Taskade AI agent that knows your product areas and the themes you track, remembers the themes it named in earlier weeks, 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 product and research teams. Every week a run lists Tally submissions, a named agent groups them into themes, and a project holds the findings.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every week" from Schedule.
- Add the action "List Submissions" from Tally.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Voice of Customer".
- Add the action "Create Project" 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.