Quick start: Questionnaire Automation

Conveyor's Questionnaire Automation uses ConveyorAI to automatically populate draft answers to your questionnaires, reducing time spent filling out questionnaires by 2-3x.

Here's are 4 steps to get started.

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

1. Feed Conveyor your knowledge(base)

Before you can answer never-before-seen questions using Conveyor, you’ll need to add some info about your company to your Knowledge Base. That way ConveyorBot has some 🔥 facts to work off of to create accurate answers.

💁 Tip: You can also segment info by product line so that ConveyorBot and your team use only relevant facts to answer questions.

:arrow-right: To start, navigate to 'Knowledge Base' in the left menu and import a .csv with the columns “question” and “answer" in your Knowledge Base.


Warning: we can't just "make stuff up"

To test our Questionnaire Eliminator, you’ll need at least 100 Q&As.

We recommend 400+ for the best results, which is usually on the order of ~3 previously completed questionnaires.

1,200+ questions is the "Gold Standard" and will produce the best AI answers. See the link below for tips on how to get to 1,200 questions.

How to get to 1,200 questions in your knowledge base


Need inspiration?

We've put together a baseline of the questions we see all the time as inspiration of where to start. We’ve also included dummy answers you can use to kick the tires before going on your own fact-finding mission. Make a copy and tweak as you like.

2. Queue up your first questionnaire

Once your Q&As index, you can import any questionnaire file into our Questionnaire Eliminator ✨ and get back AI answers. The bot uses existing facts in your KB and the power of GPT to give you customized, accurate answers to any question. It’ll even flag answers it’s not as confident about.

⏰ Processing time varies, from seconds for a Excel files to hours for a complex PDF questionnaire. Either way, you’ll get an email when it’s finished so no need to hang out.

:arrow-right: Visit the Questionnaire module to upload a questionnaire.


No questionnaires on hand?

Lucky you, 😉 Here’s a dummy one to export as a .csv and use for testing.

3. Try the Conveyor browser extension for portal questionnaires

Got a questionnaire in a third party portal, Google survey, Survey Monkey or any browser format like Google sheets?

:arrow-right: Download Conveyor's browser extension to use the AI power and your knowledge base wherever your questionnaires live. Select all questions and copy into extension. Submit and see generated answers. Click through each to edit and paste back into the portal.

It will also sync questions and answers back to the Conveyor platform so you will always have a copy of what you submitted.

4. Try out a one-off search

Conveyor isn’t just for questionnaires - your team can also answer one-off questions using your knowledge base. From any page in the app, you can click the 🔍 magnifying glass in the navigation bar or hit 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.

:arrow-right: Open search, enter a question or keyword, click a result, then choose "Yes, copy this answer".


Does your team live in Slack?

You can also install our integration to run searches directly from Slack (Growth or Enterprise plan).


That's it!

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