The Scenario
You are a freelance consultant. You have built and managed Tally forms for six different client workspaces over the past two years. Right now you have no idea how many forms you actually have, what their response counts look like, or when most of them were created.
A new client is asking for a portfolio walkthrough: "Can you send us a list of the forms you have built and what kind of response volume you typically see?" You need an audit workbook.
The manual version:
- Log into Tally workspace one
- Click through each form to find the name, ID, workspace, question count, and response total
- Copy it into an Excel workbook by hand
- Switch to workspace two
- Repeat
- Realize after workspace three that you missed the creation date column and have to go back
- You bill six hours and still have an incomplete workbook.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your Tally account and writes the inventory directly into the workbook.
Open the SheetXAI sidebar and type:
List all my Tally forms across all workspaces and write each one as a row in this workbook. Include these columns: form ID, form name, workspace name, number of questions, total response count, and creation date. Sort by workspace name, then by creation date descending.
SheetXAI calls the Tally API, iterates across all workspaces and forms, pulls the metadata for each, and writes the full inventory into the workbook sorted and labeled.
What You Get
A complete form inventory table, one row per form:
- Form ID — the Tally identifier, ready to use in follow-up API calls
- Form name — human-readable, as it appears in the Tally dashboard
- Workspace name — so you can see which client the form belongs to
- Question count — how many fields the form has
- Response count — total submissions received to date
- Creation date — when the form was first published
The ID column is what makes this actionable. Once you have the audit workbook, every follow-up operation, pulling responses, auditing question structure, registering webhooks, takes the form ID from column A. You never look up an ID in the Tally dashboard again.
What If the Data Is Not Quite Ready
Tally inventories across multiple workspaces often surface surprises. SheetXAI handles them inline.
When you only want forms from specific workspaces
You manage forms for six clients but the audit is only for two of them.
List all Tally forms from the workspaces named "Acme Corp" and "Riverside Agency" only. Write each form as a row with form ID, name, workspace, question count, response count, and creation date.
When you want to flag forms with zero responses
Some forms were created but never shared. You want to identify them.
List all my Tally forms across all workspaces. Write each as a row with form ID, name, workspace, question count, response count, and creation date. Add a column called Status: write "Unused" for any form with zero responses, and "Active" for the rest.
When you want to sort by response volume to identify your top performers
The client wants to see which forms drove the most engagement.
List all my Tally forms. Write each as a row with form ID, name, workspace, question count, response count, and creation date. Sort the output by response count descending so the highest-traffic forms appear at the top.
When you need the inventory plus workspace-level rollup summaries
The portfolio doc needs workspace-level totals, not just individual form rows.
List all my Tally forms across all workspaces. Write each form as a row with form ID, name, workspace, question count, response count, and creation date. After the last form row for each workspace, add a summary row showing the workspace name, total form count, and total response count for that workspace.
The pattern: the inventory is the foundation. Once it is in the workbook, every other Tally operation runs off the form IDs in column A.
Try It
Get the 7-day free trial of SheetXAI and ask it to export your full Tally form inventory into a workbook. The Tally integration is included in every SheetXAI plan. For related workflows, see how to audit question structure across multiple forms or the Tally in Excel overview.