Questionnaire Automation helps you respond to security questionnaires and RFPs faster by using ConveyorAI to draft answers. Teams typically see a two‑to‑three‑fold reduction in turnaround time - so you can spend less time copying and pasting and more time closing deals.

Follow these steps to get started:

1. Feed Conveyor your docs and knowledge
2. Queue up your first questionnaire
3. Try the Conveyor browser extension for portals
4. Try out a one-off search

1. Upload your docs and Q&As

Give ConveyorAI something to start working with by adding a few core documents and your most common question‑and‑answer pairs.

We recommend about 5–10 key documents (like your SOC2, policies and procedures overviews, etc.) and roughly 400 Q&As. That number might sound high, but you can start with fewer - every question you add today saves time on each future questionnaire. Pull from past questionnaires and internal FAQs, then build up over time.

In the left-hand navigation you will see the Knowledge section:

• Go to Documents and upload your files (see Adding New Documents for more details)
• Go to Knowledge Base and add Q&A pairs (see Adding Question and Answer Pairs for more details)

💁 Tip: If you have multiple products, using Product Lines can keep ConveyorAI's answers relevant.

🤓 Want to make the best knowledge base possible? Learn more:

• What content should I add to Conveyor?
• Best Practice Guide: Structuring a Winning Knowledge Library

2. Add your first questionnaire

Once your library is in place, you're ready to get started!

• Head over to Security Questionnaires → Workspace in the left-hand nav
• Click "Add Questionnaire" (see Adding a questionnaire). We recommend starting out with Excel-based formats first.

ConveyorAI will populate draft answers using the content you've provided - review and make changes if necessary.

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No questionnaires on hand?

Lucky you, 😉 Here’s a sample one for testing!

3. Try the Conveyor browser extension for portal questionnaires

Got a questionnaire in a third party portal like OneTrust?

• Download Conveyor's browser extension (see our browser extension documentation for more details)
• Open the extension in that portal and let it do the work for you - no copy and paste necessary.

4. Try out a one-off search

Need a quick answer? Conveyor isn’t just for questionnaires.

From any page in the app, use the cmd+k or ctrl+k keyboard shortcut to open the Search.

You can also use the browser extension for one-off searches. This is especially useful for emailed questions. Open search, enter a question or keyword, click a result, then choose "Yes, copy this answer" to quickly respond.

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Does your team live in Slack?

You can also install our integration to run searches directly from Slack.

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That's it!

You're ready to use Conveyor to knock out security questions and questionnaires.