A response desk for RFPs and security questionnaires
Point it at the questionnaire, get cited draft answers from your own approved documents, and approve them back into the file and a reusable answer library.
Build me a questionnaire response desk that my security and sales teams work out of when an inbound RFP, security questionnaire, or vendor due diligence form arrives. Today we copy paste answers out of old spreadsheets, which is slow and gives inconsistent wording. I want one screen where every question in the questionnaire has a drafted answer, the approved source document that answer came from, and a status a reviewer can move.
When I open the app I pick the questionnaire I am working on, or set up a new one. Setup takes the Google Sheets spreadsheet ID of the questionnaire, the tab and range where the questions live, the column to write approved answers back into, the Google Drive folder ID of our approved source material, and the spreadsheet ID of our answer library sheet. Save these per questionnaire so several can be in flight at once and I can come back to any of them.
An import handler reads every question using Google Sheets Get Values for a single range, and Batch Get Values when the questionnaire spans several tabs or column ranges. Questionnaires arrive in different shapes, so before the import runs let me map which column holds the question, which holds the answer, and which holds any section or category label. Each imported question becomes a row in the desk.
For each question, a drafting handler finds relevant approved source material in Google Drive with List Files scoped to the approved folder, then pulls the document content: Export Google Workspace File to PDF for Google Docs, Sheets, and Slides, and Download File Content for PDFs and other uploaded files. It passes those documents straight into AI Generation Generate Completion as file inputs rather than pre-summarizing them, and asks for a drafted answer, the specific document and section the answer is based on, and a confidence rating. Before drafting from scratch, check the answer library sheet with Get Values for an already approved answer to a near identical question and reuse that wording when there is a strong match.
The main view is a question by question review table. Each row shows the question, the drafted answer, the source document it came from with a link to open it in Drive, the confidence rating, and a status of draft, approved, or needs expert review. Selecting a row opens a detail panel with the full draft, the passages it was drawn from, and three actions: approve as written, rewrite and approve, or escalate to an expert with a note. Reviewers can filter by status and by section so two people can split a long questionnaire. Persist statuses, edited wording, reviewer notes, and escalations in the app so work in progress survives a reload and a second reviewer sees the same state.
Low confidence answers must be flagged, never silently filled in. If the model is not confident, or no approved document actually covers the question, the row lands as needs expert review with an empty answer and a short note saying what is missing. A wrong security answer is worse than a blank one, so nothing is written back to the questionnaire until a person approves it.
Approving writes the answer into the original questionnaire spreadsheet with Update Values for a single row, and Batch Update Values when a reviewer approves several rows at once. Every approved answer is also appended to the reusable answer library sheet with Append Values, recording the question, the approved wording, the source document, the questionnaire it came from, who approved it, and the date. Show a progress summary across the top of the desk: total questions, drafted, approved, and awaiting expert review.
Give me a second view for the answer library itself, read with Get Values, so the team can browse and search everything we have already approved and see which answers keep getting reused. This library is the point of the app: each questionnaire we finish should make the next one faster because we start from our own approved wording instead of a blank sheet.
What does this prompt do?
- Reads every question out of the questionnaire spreadsheet you point it at, whichever tabs and columns the form happens to use.
- Drafts an answer for each question from your approved policies, compliance reports, and past responses in Google Drive, and shows the source document it used right next to the draft.
- Gives every row a status of draft, approved, or needs expert review, so your team accepts, rewrites, or escalates question by question instead of trusting a bulk fill.
- Writes approved answers back into the original questionnaire and adds them to a reusable answer library, so the next questionnaire starts from wording you already trust.
What do I need to use this?
- A Google account that can open the questionnaire spreadsheet and the Drive folder holding your approved source material.
- A folder of material you are happy to quote from: security policies, compliance reports, product documentation, and past completed questionnaires.
- A blank Google Sheet to hold the growing answer library.
- Reviewers who can sign off on security wording, and someone to escalate to when a question needs a real expert.
How can I customize it?
- Set the confidence bar for what gets flagged as needs expert review rather than drafted.
- Choose which Drive folders count as approved source material and which are off limits.
- Match the answer style to the questionnaires you receive most often, from short yes or no responses to longer narrative answers.
FAQs
Does it fill in the questionnaire automatically?
What happens when it is not confident about an answer?
Where do the answers come from?
Do we need to prepare or summarize our documents first?
What is the answer library and why does it matter?
Related templates
Stop buying stale lists. Reps run a saved search, work the results like an inbox, and only the accounts they approve ever reach your CRM.
Drag creators through Sourced to Wrapped on a board grouped by campaign, with audience stats on every card and a one-click brief for each creator.
Pick a repricing rule, send an assistant out to check competitor pages, then approve the new prices that clear your margin floor.
See the projected bounce rate for any outbound send before it goes out, and keep the launch button locked until the list is clean enough to be safe.
Pick any date range and see what each device in your home actually cost to run, not just how many kilowatt-hours it used.
Search three months of global coverage on your topic, rank the outlets actually writing about it, and draft a tailored pitch for each one.
Stop copy pasting security answers out of old spreadsheets.
Give your security and sales teams one desk where every answer is drafted from an approved document, reviewed by a person, and saved for the next questionnaire.