What is Questionnaire Automation?
Questionnaire Automation helps your team respond to security questionnaires and RFPs faster by using ConveyorAI to draft high-quality answers pulled from your existing Content Library.
Why use Questionnaire Automation?
Questionnaires are time-consuming and repetitive. ConveyorAI eliminates the busywork so you can focus on what matters: building meaningful trust with customers.
With Questionnaire Automation, you can:
- Import questionnaires in multiple formats (Excel, Word, PDF, or portals)
- Automatically generate first-draft answers from your Knowledge Library
- Review and refine responses as needed with teammates
- Export back to the original file or portal — no manual copy-paste required
Tip: The better your Knowledge Library, the smarter your AI answers.See our Knowledge Library Best Practice Guide for guidance on getting your Knowledge Library set up.
How it works
-
Import your questionnaire
Upload Excel, Word, or PDF files, or connect through the browser extension for portal-based questionnaires like OneTrust or Whistic. -
ConveyorAI drafts answers
The AI matches each question to relevant content in your library, choosing the best available answer or synthesizing one if needed. -
Review and refine
You and your teammates can edit answers, adjust tone or verbosity, attach evidence, and approve responses. -
Export your results
Export answers back into the original file, an RFP template, or directly into a supported portal.
ConveyorAI relies on your in-scope sourcesThese in-scope sources can be Documents, Curated Q&As, Past Questionnaires, or External Links. Learn more in How ConveyorAI Answers Questions.
Key benefits
| Benefit | Description |
|---|---|
| Speed | Drafts 80–90% of answers automatically, reducing turnaround time. |
| Accuracy | We routinely achieve 90%+ answer accuracy for our customers. ConveyorIA pulls from verified, up-to-date materials in your Knowledge Library. |
| Consistency | Ensures messaging and terminology stay aligned across responses. |
| Flexibility | Supports spreadsheets, Word, PDF, and third-party portals. |
Common questions
Do I need to set up my Knowledge Library first?
Yes — ConveyorAI depends on your uploaded documents, curated Q&As, past questionnaires, and external links to generate accurate answers. You can start small and build over time. See our Knowledge Library Best Practice Guide for more information.
Can I edit AI-generated answers?
Absolutely. You can edit, re-run, or flag answers for review using tweak or focus mode.
Does it work with customer portals?
Yes! Use the Conveyor Browser Extension to automate portal-based questionnaires like OneTrust or ServiceNow.
What’s next
👉 Learn How ConveyorAI answers questions
Need help? If you are feeling stuck contact [email protected].
Updated 10 days ago