AI & RAG
Agent-run end-to-end completion of a security questionnaire
An autonomous agent works a full questionnaire from a Google Drive upload: it retrieves policy evidence across Confluence and Drive, drafts every answer with citations.
How it runs
The automated pipeline, trigger to output.
- TriggerNew workbook in intake Drive folderGoogle Drive
- ActionAgent clusters questions by topicOpenAI
- ActionRetrieve evidence from Confluence and DriveConfluence
- LogicMark unsupported questions as gaps
- OutputDeliver completed workbook to Drafts folderGoogle Drive
What it does
Hands an entire questionnaire to an agent that plans its own work: clustering related questions, deciding what evidence each needs, pulling from both Confluence policies and supporting Drive documents, and assembling a fully drafted, cited response workbook. Questions with no supporting evidence are explicitly marked as gaps rather than fabricated.
When to use it
Use it for large, messy, or non-standard questionnaires where rigid row-by-row retrieval underperforms and you want judgment about how to group and source answers. Good fit when answers must draw from more than one knowledge source.
How it works
- 1A new workbook in the intake Drive folder triggers the agent.
- 2The agent parses and clusters questions by topic.
- 3For each cluster it retrieves from the Confluence policy space and relevant Google Drive evidence files.
- 4It drafts grounded answers with inline citations, marking unsupported items as gaps.
- 5It self-reviews for unsupported claims before finalizing.
- 6The completed, cited workbook is written back to a "Drafts" Drive folder for human approval.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect OpenAIModels, embeddings, 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
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.