AI AGENTS
Security Questionnaire Autofill from Dropbox Policy Library
When a new vendor security questionnaire spreadsheet lands in Dropbox, an agent drafts answers for each question by grounding them in your policy library.
How it runs
The automated pipeline, trigger to output.
- TriggerNew questionnaire file in Dropbox intake folderDropbox
- ActionParse spreadsheet into questions
- ActionRetrieve grounding passages from policy libraryDropbox
- ActionDraft grounded answers with citations
- LogicFlag questions with no supporting evidence
- ActionWrite completed draft back to DropboxDropbox
- OutputNotify reviewers in Slack with summarySlack
What it does
Watches a Dropbox intake folder for incoming security questionnaires (SIG, CAIQ, or a customer's own spreadsheet). For every question it finds, the agent retrieves the most relevant passages from your policy library and drafts a grounded answer plus a citation to the source policy. It saves a completed draft alongside the original and notifies your reviewers.
When to use it
Use when prospects or customers regularly send security questionnaires and your team retypes the same answers from scratch. Best when your policies, SOC 2 report, and prior questionnaires already live in Dropbox.
How it works
- 1A new file in the Dropbox intake folder triggers the run.
- 2The agent parses the spreadsheet into a list of questions and detects which column expects the answer.
- 3For each question it searches the policy library and pulls supporting passages.
- 4It drafts an answer constrained to retrieved evidence, flagging anything it cannot support as "needs human input."
- 5The completed draft is written back to a Dropbox "drafts" folder.
- 6A Slack message posts a summary with the answered/flagged counts and a link to the draft.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.