Smarter Week

How to automate it

How to automate “fill in customer and vendor security questionnaires”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

120 min
typically, once a week
70%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Answer security questionnaires with AI from your approved answers

Vanta, Drata, SafeBase, Conveyor and Loopio fill in questionnaires from a library of approved answers and policies. A public trust centre stops many questionnaires arriving at all.

Typically saves about 60% of the time3 h to set up
  1. 1Load your policies, SOC 2 report and past answered questionnaires into the tool.
  2. 2Upload new questionnaires and let it draft answers with sources.
  3. 3Review only the low-confidence answers.
  4. 4Publish a trust centre page and send it before customers send a questionnaire.

Tools: Vanta · Drata · SafeBase · Conveyor · Loopio

Quick wins

Have you tried…

Do you use a tool that fills in security questionnaires from your past approved answers?
Vanta, Drata, SafeBase and Conveyor read the questionnaire and draft answers from your policies and earlier responses. You review only the ones it is unsure about.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Security analyst

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Security analysts