Questionnaire drafter: an AI agent that drafts security and RFP answers from your past ones
The questionnaire drafter fills in security questionnaires and RFPs using the answers your team has already approved, plus your policies and product documentation. It drafts each answer, cites the source, and sends new or tricky questions to the right expert. Your team reviews every answer before it goes to the customer.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- When a rep adds a questionnaire or RFP to the deal.
- Works in
- Your library of past answers, your policies and product docs, your CRM, and the spreadsheets and Word documents buyers send.
- Waits for a person
- Every answer. A person on your team signs off the full response.
- How you know it works
- Hours per questionnaire, the share of answers drafted from approved content, and days to return.
What it does
- Reads the questionnaire, whatever the format, and splits it into questions.
- Finds the closest approved answer for each question in your library and documentation.
- Drafts the answer in the buyer's format and cites where it came from.
- Flags questions with no approved answer and sends them to the right expert, such as security or legal.
- Adds each answer your experts approve to the library, so the next questionnaire goes faster.
What it hands your team
Security questionnaire from Harbor Health, 186 questions
- Drafted
- 164 answers from your approved library, each with its source.
- Flagged
- 22 new questions: 15 for security and 7 for legal.
- Status
- Waiting for review. Due back to Harbor Health in nine days.
Example output. The companies and people are made up.
Questions about the questionnaire drafter agent
Does it guess when it doesn't know?
No. If there's no approved answer, it says so and sends the question to an expert instead of writing something that sounds right.
Where does the answer library come from?
Your past questionnaires and RFPs, your policies and your product docs. We build the first version when we set the agent up, and it grows with every response your team approves.
Who should review the answers?
The people who sign off today: security for security questions and legal for contract terms. The agent sends each person the questions in their area.
More agents for deals
- Meeting prepBriefs each rep before every call from CRM, email and call history.
- Call notesWrites the call summary and next steps into the CRM.
- Pipeline reviewerScores every open deal against your qualification method, twice a week.
- Next-step nudgerFinds deals with no next step and drafts one.
- Proposal drafterAssembles a first-draft proposal from the deal's notes.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.