Automate Tally with Ottermation by Speak Toomey
Tally’s forms are gorgeous on the front-end; Ottermation makes them just as smart on the back-end. Submissions land in your database with perfect field names, files file themselves away in Drive, the right people are notified within seconds, and weekly dashboards appear without a single export-import cycle.
Table of Contents
Pain Points
How We Help
Real Impact
Tech Stack
Pain Points
Forms that land in an inbox are slow:
Manual exports — to spreadsheets or database.
Lagging Follow-Ups — hurts conversion percentages.
Files Scattered — across different folders/drives
How We Can Help
We give every response a job
Instant records in CRM or Task Manager with clean field names.
Conditional routing: When a form is filled out it will go to the right place and department, based on conditional logic.
Uploads filed to Google Drive with share links added back to the record.
Tech Stack
Smart Forms: Tally
Automation: Zapier · Ottermation
Database: Airtable
File Storage: Google Drive
Notifications: Slack · Gmail
E-Sign: Dropbox Sign
Explore More Integrations
From Airtable to Twilio, we build deep, seamless automations across more than 6000+ platforms, including tools you already use.
Explore how each integration connects to your workflows by clicking on the icons below.
Choose Your Workflow
From Airtable to Twilio, we build deep, seamless automations across more than 6000+ platforms, including tools you already use.
Explore how each integration connects to your workflows by clicking on the icons below.
AI Powered Workflows
Onboarding
Lead Management
Revenue Ops
Interactive Voice Response System
Website & Chatbot
Custom Dashboards
Ready to automate your workflows?
Book a free 15-minute automation audit
Questions? Check our Apps We Automate hub or email support@speaktoomey.com.
