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.

Metric Before After
Manual exports per week 7 0
Average follow-up time 1 day+ 30 min
Data-entry errors 11 % < 1 %
Team satisfaction 6.0 / 10 9.1 / 10

Tech Stack

  • Smart Forms: Tally

  • Automation: Zapier · Ottermation

  • Database: Airtable

  • File Storage: Google Drive

  • Notifications: Slack · Gmail

  • E-Sign: Dropbox Sign

Ready to automate your finance flow?

Book a free 15-minute automation audit

Questions? Check our Apps We Automate hub or email support@speaktoomey.com.