Integrations/Tally
T

Control what your AI agents do in Tally.

Let your team build AI agents for Tally. Bollard AI controls what each one can do, area by area.

Request early accessSee how it works →
TTally
Forms Agent
Forms Account areaOffReadFull use
Responses Account areaOffReadFull use
Workspace Account areaOffReadFull use
Delete forms and export responses
What agents can do

Set what each agent can do across your account.

Each area of Tally, like forms, responses, or workspace settings, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't see that part of your account.
Read
Read-only
The agent can read responses and form details in that area. It can't change anything.
Full use
Create and update
The agent can create and update forms in that area.

Some actions stay off until explicitly turned on

Each one removes data for good or copies responses out in bulk, so it could override the limits set elsewhere.

Deleting forms or responsesExporting responses in bulkChanging workspace settings
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Tally a single time. Bollard AI lays out the areas of your account, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update forms in a single area
Example

A form building agent.

A forms agent builds and updates forms and can read your responses, but it can't delete a form or export responses in bulk.

Forms Account areaOffReadFull use
Responses Account areaOffReadFull use
Workspace Account areaOffReadFull use

Manage access

ALLOWEDForms Agent updated a record in Forms
ALLOWEDForms Agent read a Response
BLOCKEDForms Agent tried to open Workspace, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Tally, so they never hold your Tally keys and never reach Tally directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Tally. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and removing or exporting data is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Tally keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which form or response, and the decision. The record is readable and can't be edited after the fact.

Questions

Tally, answered.

Does connecting Tally hand Bollard AI your whole account?+
Only the areas you allow. An admin connects your Tally, and you decide which areas, like forms or responses, each agent can reach. Bollard AI doesn't browse or copy your account. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent delete forms or export our responses?+
Not unless you turn it on. Deleting forms and responses, and exporting responses in bulk, are held off by default, so an agent can build forms and read responses without ever removing data or copying it out, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Tally keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Tally, and the blocked attempt lands in the activity record with the reason.
How do we connect Tally?+
An admin connects the company's Tally once. Bollard AI seals the connection and lays out the areas of your account to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Tally, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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