Figure out how to centralize Tally integrations

Status
Completed
Assign
Kai Huang
scope squad
Assets
checkbox
  • Primarily used by AV Guild and Design Guild
 
  • Working session with Liquidiot - Notes
    • Problem: Guests aren’t able to select the BanklessDAO Notion workspace when trying to integrate Tally and Notion.
    • Notes:
      • Paid members (Notion) can select BanklessDAO for integration
      • A Tally account can invite a user to a specific workspace within Tally.
        • That user will only be able to see the forms within that workspace. All other workspaces are hidden.
      • The user will be able to see all Notion spaces connected with the Tally account
        • There’s a privacy concern here
      • Once integrated, the Tally account will be able to select databases within the BanklessDAO workspace
        • This feature is in beta, and there are some strange quirks that occur (listed below)
    • Potential Solutions:
      • Guild admins maintain their own Tally accounts.
        Set up a central bDAO Tally Account
    • Discovered Bugs
      • After integration with Notion, sometimes the database dropdown doesn’t show the database.
        • Sharing the database with Tally a few times will work
      • Removing a Notion member from the Tally workspace will result in an error when trying to submit the integration
        • The integration still seems to work, but the error still throws.
         
 

Figure out how to centralize Tally integrations

Status
Completed
Assign
Kai Huang
scope squad
Assets
checkbox
  • Primarily used by AV Guild and Design Guild
 
  • Working session with Liquidiot - Notes
    • Problem: Guests aren’t able to select the BanklessDAO Notion workspace when trying to integrate Tally and Notion.
    • Notes:
      • Paid members (Notion) can select BanklessDAO for integration
      • A Tally account can invite a user to a specific workspace within Tally.
        • That user will only be able to see the forms within that workspace. All other workspaces are hidden.
      • The user will be able to see all Notion spaces connected with the Tally account
        • There’s a privacy concern here
      • Once integrated, the Tally account will be able to select databases within the BanklessDAO workspace
        • This feature is in beta, and there are some strange quirks that occur (listed below)
    • Potential Solutions:
      • Guild admins maintain their own Tally accounts.
        Set up a central bDAO Tally Account
    • Discovered Bugs
      • After integration with Notion, sometimes the database dropdown doesn’t show the database.
        • Sharing the database with Tally a few times will work
      • Removing a Notion member from the Tally workspace will result in an error when trying to submit the integration
        • The integration still seems to work, but the error still throws.
         
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