TOOL LIBRARY / RESEARCH, DATA & DESIGN
Tally
A document-style form builder with a generous free tier for collecting structured information.
What it is
Tally creates forms with logic, calculations, file uploads, payments, signatures, integrations, and embeds through a simple writing-style editor.
Ways to use it
Ideas from real executive operations work. Take the ones that fit.
- Collect weekly leadership updates in a consistent format.
- Create pre-meeting questions and decision requests.
- Receive vendor, event, travel, or purchase intake.
- Run lightweight assessments and internal surveys.
- Send submissions to databases or workflows through integrations.
Our take
Tally fits fast, low-cost intake when a clean form is enough and a larger workflow platform would add unnecessary complexity. Define validation, consent, file sensitivity, response ownership, retention, and the authoritative destination for every submission.