Smarter Week

How to automate it

How to automate “fill in RFPs and security questionnaires”

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

180 min
typically, once a month
65%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Answer RFPs from an approved answer library with AI

Loopio, Responsive, Inventive and similar tools match questions to your past approved answers and draft the rest. A Claude Project or ChatGPT Project loaded with past RFPs is a cheaper version.

Typically saves about 55% of the time3 h to set up
  1. 1Collect your last five completed RFPs and security questionnaires.
  2. 2Load them into Loopio, Responsive, Inventive or your company's trust center tool, or into a Claude Project, ChatGPT Project or Copilot agent if you have no RFP tool.
  3. 3Upload the new questionnaire and let it draft answers from the library.
  4. 4Have the owner of each section check only the new or changed answers.

Tools: Loopio · Responsive · Inventive · Vanta or Drata trust center · Claude Projects or ChatGPT Projects

Quick wins

Have you tried…

Have you answered an RFP or security questionnaire using a library of past answers with AI?
Tools like Loopio or Responsive, or a Claude Project or ChatGPT Project loaded with past RFPs, draft answers from what you have already approved. People only review the new parts.

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.

Account Executive

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 Account Executives