When a spreadsheet (.xlsx) gets added as a questionnaire, Conveyor will automatically import the spreadsheet, identify questions across tabs, and answer them. This process usually takes a few minutes.

🎥 Watch a demonstration here 🎥

Summary of answered questions

The Overview tab summarizes how many questions were found, and how confident ConveyorAI was in answering each of them. The questions are also color-coded in the Preview pane.

The Overview tab summarizes how many questions were answered, and color-codes them by confidence.

Clicking a status in the summary will open the Answer page, to a filtered view of those questions.

Clicking on a question will open the Answer page, scrolled to display that question.

Adjusting the questions to be answered

If you need to adjust the selection of questions that Conveyor answered, click "Add/Remove Questions" in the upper-right corner of the Overview pane.

Click "Add/Remove Questions" to adjust the selected questions.

In the Add/Remove questions view, you can then click (and optionally drag) to add or remove a block of questions.

Click (and optionally drag) to add or remove questions.

When adding questions, Conveyor will, by default, assume the pattern is the same as other patterns in the workbook. If you need to define a new pattern for a group of questions, click "Set Pattern."

Click "Set Pattern" to define a new pattern.

When setting a pattern:

First, click a Question
Next, click where the "main" answer should go. This is often a dropdown (like "Yes/No"), but could also be a free response column
Optionally, click an additional cell (e.g., for "Comments"). You can also click "Skip" at this point.

After tagging the Question and First Answer, you can either pick a Second Answer location, or skip it.

After you define a pattern, Conveyor will try to find obvious examples of other questions that follow the same pattern. You can accept or reject these suggestions.

Conveyor finding other examples of questions following the same pattern.

At this point, you have defined a new pattern, and can continue to click (and optionally drag) to add or remove questions of this pattern.

You can also clear an entire tab by clicking "Clear Tab".

Click "Clear Tab" to clear all selected questions from a tab.

The counter in the upper-right will tell you how many questions you have added, and how many you have removed. Click "Confirm Changes" once you are done.

Click "Confirm Changes" or "Cancel" to exit the Add/Remove Questions view.