Draft answers for an RFP or security questionnaire
Answer long questionnaires from your own verified knowledge, with sources.
RFP response automation only works if the answers are true. This workflow drafts responses to RFPs, security questionnaires and vendor assessments from your company's own knowledge base, marks every answer with its source, and flags the questions nobody has answered before so a human settles them once.
What does this workflow do?
Upload a questionnaire: an RFP, a SIG or CAIQ security questionnaire, a due diligence form. The agent reads every question and drafts an answer from what your company has already written down in Notion, Google Docs and past questionnaires.
Each drafted answer carries a source link, so reviewers verify in seconds. Questions with no documented answer don't get a confident guess. They get flagged, and the agent sends an information request to the person who'd know: your CTO for the encryption question, your DPO for the data retention one. Their answers complete the draft and become part of the knowledge base, so the next questionnaire starts further ahead.
How does it work?
- Upload the questionnaire. PDF, spreadsheet or pasted text. The agent splits it into individual questions.
- It drafts from verified knowledge. Every answer is grounded in your docs and past approved responses, with a source citation per answer.
- It separates the certain from the uncertain. Answers with strong sources are marked ready. Weak or missing ones are marked for review, never bluffed.
- It asks the people who know. Unanswered questions route to the right teammate as an information request. Security questions can require sign-off from engineering before the answer is marked final.
- It assembles the response. A completed document in Google Docs, formatted to match the original questionnaire, with a review summary of what changed since last time.
Why answer questionnaires this way?
Most RFP tools maintain a separate answer library you have to curate by hand. This workflow uses the knowledge base your company already maintains, and the loop runs both ways: every new human-approved answer compounds into the next draft. When two documents disagree (your security page says one thing, an old questionnaire says another), the agent flags the contradiction and routes it to the owner to settle.
Teams that answer several questionnaires a month see the review burden shrink each cycle, because the workflow remembers which answers were approved, which were edited and why.
Works with
Google Docs, Notion, Slack, Gmail. Run it on demand whenever a questionnaire lands.
Frequently asked questions
Which questionnaire formats does it handle?
PDFs, Word documents, Excel and Google Sheets questionnaires, and pasted text. It reconstructs the question list even when the formatting is messy.
Where do the answers come from?
From your connected sources: Notion, Google Docs, past approved questionnaires and policy documents. Every answer links to its source. The agent does not invent answers to fill gaps.
What happens when there's no documented answer?
The question gets flagged and routed to the teammate most likely to know, as an information request inside Slack or email. Their reply completes the draft and is saved, so the same gap never appears twice.
Can engineering approve security answers before they go out?
Yes. You can require that flagged security or legal answers get explicit approval from a named person or team before the response is marked complete. Different sections can have different approvers.
How is this different from dedicated RFP software like Loopio or Responsive?
Dedicated RFP platforms are deeper on proposal project management: deadlines, sections, contributor assignments at enterprise scale. This workflow wins on answer quality upkeep, because it draws on the living knowledge base your team already maintains. Separate answer libraries go stale.