AI AGENTS
Emailed Questionnaire Attachment Intake and Draft Reply
Monitors a security-questionnaires inbox, extracts SIG/CAIQ spreadsheet attachments, drafts answers from the Confluence trust center.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email with spreadsheet attachmentGmail
- ActionExtract and parse attachment into questions
- ActionRetrieve evidence and draft answers from ConfluenceConfluence
- LogicSeparate confident answers from review rows
- ActionArchive completed draft to DriveGoogle Drive
- OutputReply to sender with draft and open questionsGmail
What it does
Handles questionnaires that arrive by email end to end. It detects inbound mail with a spreadsheet attachment, drafts answers grounded in your Confluence trust center, and sends a reply that attaches the completed draft and clearly lists which questions still need a human answer.
When to use it
Use it when prospects email questionnaires directly to a shared inbox and you want a fast, consistent first-pass reply without a rep manually downloading, filling, and re-attaching files.
How it works
- 1A new email with a spreadsheet attachment in the monitored inbox triggers the run.
- 2The attachment is extracted and parsed into question rows.
- 3The agent retrieves matching evidence from Confluence and drafts each answer with a citation and confidence.
- 4A logic step separates confident answers from rows needing review.
- 5The completed draft is archived to Google Drive for the deal record.
- 6A reply email is sent to the original sender with the draft attached and the open questions listed in the body.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
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Run this workflow in your colony.
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