Sales
On demand
Security Questionnaire Assistant Agent
Answer with approved evidence.
Fill in a customer's security questionnaire using your current approved answers and documents.
Draft these security questionnaire answers and flag anything our security owner must confirm.
- Read the request and supporting information
What it does
Reuse current answers and flag what needs security review.
Fill in a customer's security questionnaire using your current approved answers and documents. Built for security assurance and presales teams.
Match questions to evidence
Provide the questionnaire and security information your team is allowed to share. A reviewed answer library and control evidence can make answers more consistent.
Identify assurance gaps
Draft supported answers and flag questions with missing, outdated or restricted information.
Prepare controlled responses
Get a questionnaire draft and a focused checklist for your security reviewer.
How it works
Fill in a customer's security questionnaire using your current approved answers and documents. Built for security assurance and presales teams.
- Approved documents and context
- Distinguish unsupported control from expired evidence; neither permits a confident yes. Apply document-sharing permissions separately from permission to state an approved summary. Links to the original information and the date it was checked Optional: security answers tagged with control owner, applicable service and expiry, to locate reusable approved responses. Optional: current control evidence and assurance-report scope summaries, to distinguish implemented controls from planned improvements.
- Reuse current security information
- Review draft answers drawn from information your team can share, cutting the time spent assembling responses.
- Focus specialist review on the gaps
- Highlight unsupported answers, expired documents and disclosure decisions so the security reviewer knows what needs attention.
- Google Drive · Read approved assurance evidence (read)
- Use current authorized control material.
- Confluence · Read approved security answer guidance (read)
- Maintain owner-approved language.
- Jira · Prepare security-owner gap review (draft)
- Assign unknown controls without inventing compliance.
- Human review and permissions
- Security assurance and presales teams review the questionnaire draft and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Google Drive, Confluence, Jira.
02Check what matters
Draft supported answers and flag questions with missing, outdated or restricted information.
03Prepare the result
Answers drawn from current security information that your team can share. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Security assurance and presales teams review the questionnaire draft and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
Documents
Google Drive
Microsoft OneDrive
Knowledge
Confluence
Notion
Projects & tasks
Jira
Asana
ClickUp
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Reduce the effort of answering security questionnaires while keeping uncertain answers with the security owner.
- Reuse current security information
- Review draft answers drawn from information your team can share, cutting the time spent assembling responses.
- Focus specialist review on the gaps
- Highlight unsupported answers, expired documents and disclosure decisions so the security reviewer knows what needs attention.
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Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.