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 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. Feed Conveyor your docs and knowledge

Before you can answer questions using Conveyor, you’ll need to add some basic documents and knowledge for ConveyorAI to leverage.

We recommend 5-10 Common Docs (like your SOC 2, policies and procedures, etc.) and 400 q&a's described on the page What content should I add to Conveyor?.

• Navigate to the Documents tab to upload those (see Adding New Documents)
• Navigate to the Knowledge Base tab to upload your q&a's (see Adding Question and Answer Pairs)

💁 Tip: You can also segment info by Product Lines so that ConveyorAI scopes its answers accordingly when responding to questionnaires.

2. Queue up your first questionnaire

You're now ready to utilize ConveyorAI in the Questionnaires tab.

• Navigate to the Questionnaires tab and click "Add Questionnaire" (see Adding a questionnaire). We recommend starting with an Excel-based questionnaire.

📘

No questionnaires on hand?

Lucky you, 😉 Here’s a dummy one. Download it as an Excel and upload it 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
• Open the extension in that portal

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.

➡️ 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.

👍

That's it!

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