Speed up business travel approval using Attain OS Forms and Atty AI. Get a pre-drafted travel authorization form, review, and publish in minutes.
Business travel often kicks off a flurry of emails, spreadsheets, and approval chains. A travel authorization form brings order: it captures trip details, estimated costs, and manager sign-off in one place. But drafting that form from scratch — with the right fields, compliance language, and routing — can be tedious.
Attain OS lets you skip the blank page. Using its built-in Forms app and AI agent Atty, you can generate a near-complete travel authorization form based on your project context. Atty drafts the deliverable; you review, tweak, and publish. No integrations, no syncing — just a faster path from idea to a polished form ready for your team.
Your sales lead needs to attend a three-day industry conference in another city. The travel authorization must include flight, hotel, registration, and per diem estimates, plus a justification linking the event to pipeline goals. Atty drafts a form that captures these specifics, saving you from building the field list manually.
A service manager must authorize weekly travel for five technicians across different regions. Each trip has unique dates, vehicle costs, and client sites. Instead of cobbling together a generic form, Atty generates a travel authorization that includes multi-destination routing and vehicle expense fields.
The CEO and two VPs need to fly to headquarters for a quarterly board meeting. The form must capture preferred airline, seating class, hotel preferences, and note any special dietary needs. Atty drafts a form tailored to executive travel policies, cutting prep time from hours to minutes.
Navigate to the Forms app and click 'New Form'. Select the 'Travel Authorization' template from the Finance & Accounting category, or start from scratch. Atty automatically pulls context from your project — such as company name, travel policy, and approver hierarchy — to prefill the form structure.
Describe your travel scenario in a few sentences (e.g., 'Sales conference in Chicago for 3 days, 1 attendee'). Atty generates a complete form with fields like Employee Name, Destination, Travel Dates, Estimated Airfare, Accommodation, Per Diem, and Approval Signature. The fields are based on the subject — no generic placeholder.
Open the draft in the Forms editor. Rearrange fields, adjust validation rules, or add conditional logic (e.g., show 'Car Rental' only if ground transport is needed). Atty sets helpful defaults, but you have full control over labels, options, and required status.
Once satisfied, publish the form. Attain OS routes submissions to the appropriate approver via the built-in Smart Tickets or Work Board. No export needed — everything stays inside Attain OS.
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 complete this form to request approval for business-related travel. All fields marked with * are required.
Yes. In the Forms editor, you can set visibility rules based on other field values. Atty doesn't add conditional logic automatically, but you can easily configure it after the draft is generated.
Atty uses project context, which may include policy documents stored in Attain OS (e.g., in Documents app). If your travel policy is in the project, Atty can reference it to draft appropriate field labels and help text. You should review the output for accuracy.
Form submissions can be routed to a manager via Attain OS's Smart Tickets or Work Board. The approver reviews the submission and can approve or reject within the system. There is no external email integration — everything happens inside Attain OS.
Yes. Once you publish a travel authorization form, it stays in your Forms library. Team members can fill it out multiple times. Each submission is a separate record. Atty can also generate variations if you need a different field set for international vs. domestic travel.
