Instant Public Links
Connected to the same project, people, permissions, and AI context.
Operations
Data Collection
Describe your goal and AI interviews you, generates the form with validation and logic, and deploys it instantly — refine it in plain language.
Unified Organization & Productivity
Response Analytics
Connected to the same project, people, permissions, and AI context.
Atty AI can generate professional form questions based on the goal of your survey.
Connected to the same project, people, permissions, and AI context.
Real-world scenarios
How teams use it in the real world
Customer feedback with conditional logic
A small restaurant owner wants a feedback form that shows different follow-up questions based on the rating. Instead of building multiple forms or using a third-party tool, they tell Atty: 'Create a feedback form with name, rating (1-5), and if rating is below 3, ask for specific complaint details.' Atty generates the form with conditional sections instantly. The owner reviews the logic, makes a small wording change, and publishes it. No coding, no integrations.
Employee expense reimbursement
A growing company needs an expense report form that calculates totals and requires manager approval for amounts over $500. The admin describes the workflow to Atty: 'Form with fields for date, category, amount, receipt upload. If amount > 500, add a manager approval field.' Atty drafts the form with validation and routing logic. The admin reviews, adjusts the approval field label, and deploys it. Employees submit expenses directly in Attain OS, and the approval step is built in.
Client intake for a consulting firm
A consultant needs a client onboarding form that captures contact info, project scope, and budget range. They tell Atty: 'Create an intake form with required fields for company name, email, project description, and a dropdown for budget range.' Atty generates the form with required field validation and a clean layout. The consultant reviews, adds a notes section for internal use, and publishes it. The form collects data directly into the People and Customer Management apps.
With Atty
How Atty gets you to a near-finished draft faster
- 1Describe your form goal
Start by telling Atty what you need: 'I want a form for event registration with fields for name, email, number of guests, and a checkbox for dietary restrictions.' Atty asks clarifying questions to understand the purpose and any special rules.
- 2Atty drafts the form with validation and logic
Based on your description, Atty generates a complete form including field types, required flags, and conditional logic. For example, if you said 'if dietary restrictions is checked, show a text field for details,' Atty builds that logic automatically. The form appears in your Forms app, ready for review.
- 3Review and refine in plain language
You see the draft form and can make changes by telling Atty: 'Change the guest count field to a dropdown with options 1-10' or 'Add a rule that email must be unique.' Atty updates the form instantly. You can also rearrange fields or edit labels directly.
- 4Publish and start collecting responses
Once you're satisfied, you publish the form. It becomes available in your Attain OS workspace. You can share the form link with respondents, and their submissions appear in the Forms app linked to related records (like People or Customer Management). No third-party tool needed.
Sample output
What you walk away with
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
- Fields: Full Name (required), Email (required, valid email), Number of Guests (dropdown: 1-10, default 1), Dietary Restrictions (checkbox: if checked, show text field 'Please specify')
- Logic: If Dietary Restrictions checked, show 'Please specify' field; otherwise hide it.
- Validation: Email must be unique in the system; Number of Guests must be selected.
- Routing: Submission creates a new record in People and a task in Tasks for follow-up.
- Status: Published, submissions linked to Customer Management.
Key takeaways
- Describe your form goal in plain language and Atty generates a working form with validation and conditional logic.
- No coding or third-party tools needed—everything stays inside Attain OS.
- Review and refine the draft with simple instructions, then publish instantly.
- Form submissions are captured and linked to other apps like People and Tasks for seamless operations.
FAQ
Frequently asked questions
Can I add conditional logic to my form without coding?
Yes. When you describe your form goal to Atty, you can include conditions like 'if answer to X is Y, show field Z.' Atty generates the logic for you. You can refine it by giving further instructions in plain language.
How do I share the form with others?
Once published, the form gets a unique link within your Attain OS workspace. You can send that link to anyone. They don't need an Attain OS account to submit the form. Responses are collected in your Forms app.
Can I use the same form for multiple submissions?
Yes. A published form can be used repeatedly. Each submission creates a new record. You can also set limits, like 'allow only one submission per email,' by telling Atty during creation.
Is there a way to route form submissions to specific people?
You can instruct Atty to add routing logic. For example, 'if form type is expense report, send to manager for approval.' Atty will include that in the form. The routing is built into the form's workflow.
