Security questionnaire response
Customer security questionnaires answered from the record
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the questionnaire and the answer library
Answers each customer security questionnaire from the policy library, the certifications and the approved answers to earlier questionnaires
Drafts each answer with the source
Flags the questions with no approved answer for the security team
Routes the gaps and files the approved set
Delivers the completed questionnaire and files the new answers for the next one
Works in
Box, ServiceNow, Salesforce
Box, ServiceNow, SalesforceWhat it does
- Answers each customer security questionnaire from the policy library, the certifications and the approved answers to earlier questionnaires
- Flags the questions with no approved answer for the security team
- Delivers the completed questionnaire and files the new answers for the next one
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.