Learn how to process return requests efficiently with Attain OS Forms. Atty drafts your RMA form from project context—review and publish fast.
Processing a return or exchange can be a headache for both your team and your customers. A well-designed Return Authorization (RMA) form captures all the necessary details—order info, reason for return, condition of the item—so you can approve or deny requests quickly and keep your inventory accurate.
With Attain OS, you don't start from scratch. Its built-in Forms app, powered by your AI agent Atty, drafts a complete RMA form based on your business context. You review, tweak, and publish in minutes, not hours. No integrations, no syncing—just a single OS that replaces the need for separate form builders, email threads, and spreadsheets.
A small online boutique receives 20–30 return requests per week. Instead of juggling emails and manual spreadsheets, they use an RMA form in Attain OS to collect order number, reason for return, and item condition. Atty drafts the form with relevant fields like 'Order ID' and 'Return Reason (dropdown)', making approvals consistent and fast.
A wholesale electronics distributor processes large-volume returns from retailers. Their RMA form includes fields for 'Invoice Number', 'Quantity Being Returned', and 'RMA Number' (auto-generated). Atty suggests adding a 'Replacement or Refund?' selector, streamlining the entire exchange workflow inside a single OS.
A subscription box company gets occasional reports of damaged products. Their RMA form captures 'Subscription ID', 'Item SKU', and 'Damage Description' with an option to upload photos (via Attain OS Documents). Atty drafts the form with conditional logic—if 'Damaged' is selected, a text area for description appears automatically.
In Attain OS, you tell Atty: 'I need an RMA form for my online store. Customers should provide their order number, reason for return (select from defect, wrong item, no longer needed), and condition of the item.' Atty uses this context to design a form structure.
Atty generates a near-finished RMA form with fields like 'Order Number' (text, required), 'Return Reason' (dropdown with options), 'Item Condition' (radio buttons: New, Used, Damaged), and 'Comments' (textarea optional). You review, reorder fields, and add a 'Need a replacement?' checkbox.
Once satisfied, you publish the form directly within Attain OS. Customers fill it out when they request a return. No external tools needed—submissions appear in your Attain OS as structured data, ready for your team to review via the Work Board or Tasks.
Each submission is linked to the customer's record in People. Your team updates the status to 'Approved' or 'Denied' with notes. Atty can draft an email response (in Attain OS Email) to the customer, but you always review and send manually.
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.
Please provide details about your return or exchange request. We'll review and get back to you within 1-2 business days.
Absolutely. Atty provides a draft based on your initial description, but you can edit every field—add, remove, or reorder them—before publishing. The form is fully customizable within Attain OS.
The submission is stored in Attain OS as a structured record. You can view it in the Forms app, assign it as a Task, or review it on the Work Board. No data is exported or synced to any external service.
No, Atty does not make decisions. It drafts the form and can help you compose responses, but all approvals and denials are made by your team. You review each submission manually.
Attain OS does not generate shipping labels or integrate with carriers. The form collects information you need to create labels yourself. You can then attach the label to the customer's record using the Documents app.
