AI AGENTS

Draft SOC2 questionnaire answers from your policy library

When a vendor security questionnaire is dropped into a Drive folder, an agent reads each question, retrieves the matching policy evidence from Confluence.

CategoryAI Agents
Enginepaperclip
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew questionnaire file in Drive folderGoogle DriveGoogle Drive
  • ActionParse file into discrete questions
  • ActionRetrieve matching policy from ConfluenceConfluenceConfluence
  • ActionDraft grounded answer per question, flag gaps
  • OutputPost drafted Q&A to Slack for reviewSlack

What it does

Turns an incoming vendor SOC2 questionnaire into a fully drafted set of answers, each one grounded in your actual security policies rather than invented. A reviewer gets a clean Slack thread with every question, the proposed answer, and a link to the source policy.

When to use it

Use this when prospects or customers regularly send security questionnaires (SIG, CAIQ, custom spreadsheets) and your team copies answers by hand from a policy wiki. Best for teams that want a human to approve before anything is sent.

How it works

  1. 1A new questionnaire file landing in a watched Google Drive folder triggers the run.
  2. 2The agent parses the file into a list of discrete questions.
  3. 3For each question it searches your Confluence security space for the relevant policy or control narrative.
  4. 4It drafts an answer constrained to the retrieved text, flagging any question with no supporting policy as a gap.
  5. 5The drafted Q&A set, with source links, is posted to a Slack review channel for sign-off.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect Google DriveDocs, sheets, slides, files.
  2. 2
    Connect ConfluenceSpaces, pages, blueprints.
  3. 3
    Connect SlackChannels, DMs, threads, mentions.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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