📥 Importing Questionnaires
Time to complete: 5–10 minutes
Prerequisites: You’ve Populated Your Knowledge Library and Configured Answer Sources.
Overview
Conveyor supports importing questionnaires in multiple ways — whether they’re uploaded files, portal links, or created automatically via an integration.
Once imported, ConveyorAI extracts the questions, drafts responses based on your Answer Sources, and allows you to review and export them in the original format.
Ways to add a questionnaire
You can create a new questionnaire in several ways:
| Method | Description | Where to learn more |
|---|---|---|
| In the Conveyor app | Upload a spreadsheet, Word doc, or PDF directly. Additionally, provide a link to a portal or online doc. | Add in-app questionnaire |
| Browser Extension | Import from a customer portal or online form (e.g., OneTrust, Whistic). | Importing from Portals using Browser Extension |
| Salesforce integration | Add a questionnaire directly from a Salesforce record, keeping both systems synced. | Upload from Salesforce |
| API | Programmatically create questionnaires through Conveyor’s public API. | POST Questionnaires API ↗ |
Tip: The in-app upload option is the fastest way to start if you’re new to Conveyor.
Adding in the Conveyor app
You can add questionnaires inside the Conveyor App by going to Security Questionnaires → Workspace and clicking Add Questionnaire.
Clicking "Add Questionnaire" will let you start the process of adding a questionnaire to your account.
Filling out the form
This brings up a form inside of a modal. You'll need to fill out these fields in order to get started. Some are required and some are not. See the description of the form fields below for more information.
Fill out all the required fields described below
Field overview
| Field | Description |
|---|---|
| Assignee | The person responsible for reviewing AI-drafted answers. Defaults to you. |
| Collaborators | Teammates who can view progress and edit answers. |
| Customer or Prospect Name | The organization the questionnaire is for. Autocompletes from existing entities. |
| Customer Web Domain | For internal tracking and Trust Center pre-approvals. |
| Questionnaire Identifying Details | Add a brief description to help you identify this questionnaire in the future |
| Due Date | Date for prioritization and reminders. |
| Product Scope | You'll see this if you have multiple product lines. This specifies which product(s) the questionnaire applies to. |
| Format | Choose between File and Portal or Link (portal or publicly available doc/spreadsheet). |
| Upload File / Insert Link | Upload your file or paste a portal URL. |
| Notes | Optional field for internal context (e.g., login credentials for a portal). |
Breakdown of the Different Formats
You have two main options: file upload or portal/link
Spreadsheet Files (Excel/CSV)
Conveyor automatically detects questions across tabs, lets you adjust mapping, validate answers, and exports responses back to the original format.
👉 Learn more: Importing from Spreadsheets (Excel/CSV)
Document Files (Word/PDF)
Conveyor identifies question blocks and placeholders in Word or PDF files, then drafts answers inline.
👉 Learn more: Importing from Documents (Word/PDF)
Portals or Links
Conveyor detects if the link is to a fully supported Portal or a partially supported portal. Partially supported portals require the Chrome Extension to fill out.
Learn More:
Need the extension?
Receiving A Notification
Once you upload the spreadsheet / document ConveyorAI immediately starts working on it. You can leave the screen, and you'll be notified via email or Slack/Teams when it's done being processed.
What’s next
Once your questionnaire is added you can review 👉 Working on Questionnaires
Need help? If you are feeling stuck contact [email protected].
Updated 1 day ago