Create a polished courier request form with Attain OS and Atty AI. No spreadsheets needed—draft, review, and ship faster.
Every business ships something. Whether it's a signed contract, a product sample, or a replacement part, the logistics of getting a package from point A to point B can eat up time if you're juggling sticky notes, email chains, and manual data entry. The Courier/Shipping Request form inside Attain OS replaces that chaos with a single, structured intake point.
Instead of toggling between a spreadsheet and your carrier's website, you capture all the details—recipient address, package weight, special instructions—in one place. The form standardizes what your team submits, so you never chase down missing information again.
A customer requested a return label, but your warehouse needs the exact weight and reason code. The courier form captures these fields, routing the request to your returns team who schedules a pickup without back-and-forth emails.
Your legal team needs to send original contracts overnight. The form includes a 'Requires Signature' checkbox and a field for the courier account number, ensuring the right service level is applied every time.
Sales reps often request sample kits for prospects. The form ties to your product catalog (via Attain OS Documents) so the picker knows exactly which items to include, and the shipping method is auto-suggested based on destination.
Open the Courier/Shipping Request form inside Attain OS. Atty prompts you with a few natural-language questions: 'Who is this for? Where is it going? What's inside?' Type your answers in plain English—no form fields to fill yet.
Based on your answers, Atty populates the entire form: recipient name and address, package details, requested pickup date, and any special handling instructions. It even suggests a courier service based on your typical choices.
Read through the pre-filled form. Need to change the pickup window? Click to edit. Forgot to add a reference number? Type it in. Atty's draft is a starting point—you're in control of the final version.
Once you're satisfied, hit submit. The request is saved in Attain OS and can be referenced later in The Feed or linked to a Customer record. No integration needed—it's all inside your operating system.
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.
Use this form to request outbound package pickup or drop-off. All fields marked with * are required.
Yes. Attain OS includes Documents, so you can link any PDF or image file directly to the request. The file lives inside Attain OS, not on a third-party service.
The form itself doesn't connect to courier APIs. However, you can update the request's status manually (e.g., 'Picked Up', 'Delivered') using Attain OS Tasks or Notes to keep a log.
Use the People app to store common recipient details. When you start a new form, Atty can pull from the address you've already saved in the person's profile.
Attain OS doesn't have automated approvals, but you can route the form to a manager using Tasks. Assign a task to the approver with a link to the request.
