Paste a vendor security questionnaire, and the AI Security Questionnaire Agent drafts an answer for each question from your own policies and past answers. It cites the source for every answer and lists the questions that need your security lead, so a sales deal does not wait a week on a spreadsheet.
Build this agent in Taskade or browse more legal agents.
What does an AI security questionnaire agent do?
Draft each answer: writes a reply per question from your policies and earlier questionnaires.
Cite the source: names the policy or past answer behind each reply.
Mark low confidence: flags answers that the documents do not fully support.
List open questions: collects the items a person must answer.
Write a cover note: drafts a short note to the buyer that sums up the return.
Agent vs an answer spreadsheet vs questionnaire software
| Need | Answer spreadsheet | Dedicated questionnaire software | Taskade agent |
|---|---|---|---|
| Draft from your policies | Copy and paste by hand | Yes | Yes, from attached files |
| Source per answer | Kept by hand | Yes | Yes |
| Fills a buyer portal | No | Some tools | No, you paste the answers back |
| Best for | A few questionnaires a year | High volume | A few to a steady stream |
Try it: three prompts to paste
"Do you encrypt customer data at rest, and with what standard?"
"How often do you review user access to production systems?"
"How fast do you notify customers after a security incident?"
Common questionnaire formats it can draft
Buyers send security questions in a few standard shapes. The agent drafts answers for each one from the same knowledge project:
SIG: the Standardized Information Gathering questionnaire from Shared Assessments.
CAIQ: the Consensus Assessments Initiative Questionnaire from the Cloud Security Alliance.
VSAQ: the open Vendor Security Assessment Questionnaire format.
Custom spreadsheets: a buyer's own sheet. Ask for the output in the buyer's column order so you can paste it back.
How to set it up in Taskade
Step 1: Upload your policies and past questionnaires
Put your security policies, past questionnaires, and any audit summaries in one project.
Step 2: Create the agent
Create a custom agent and attach that project as knowledge.
Step 3: Add a confidence rule
Tell the agent: "Answer only from the attached files. Mark any answer the files do not support as Needs review."
Step 4: Paste the questionnaire
Paste the questions or upload the sheet. Ask for a table with Question, Draft answer, Source, and Status.
Step 5: Review and send
Your security lead reviews the Needs review rows. You send the final answers through your own process.
What it needs from you
Current security policies and procedures.
Past questionnaires with approved answers.
A named reviewer for answers marked Needs review.
What it does not do
It does not certify your company or replace an audit.
It does not fill in a buyer's portal for you.
It marks unsupported answers instead of guessing.
Connect it to the rest of your workspace
Track supplier risk with the vendor risk register template.
Start from the security questionnaire prompt kit.
Send the contract itself to the contract review agent.
Learn more: custom agents, agent knowledge, public agents, and agent widgets.
Frequently asked questions
Does the security questionnaire agent invent answers?
It is told to answer only from your attached files. When the files do not support an answer, it marks the row Needs review instead of writing a guess.
Which questionnaire formats can I paste?
Paste the questions as text, or upload a spreadsheet or document. Ask for the output as a table so you can copy it back into the buyer's format.
Can it reuse last year's answers?
Yes. Attach past questionnaires as knowledge. The agent reuses approved wording and points out answers that your current policies no longer match.
Is my data used to train models?
See the Taskade privacy and security articles for how Taskade handles your data before you attach sensitive files.
What are SIG and CAIQ questionnaires?
SIG is the Standardized Information Gathering questionnaire from Shared Assessments. CAIQ is the Consensus Assessments Initiative Questionnaire from the Cloud Security Alliance. Both are standard sets of security questions that buyers send to vendors, and the agent drafts answers to either one from your files.
Can it find answers that conflict with each other?
Yes. Ask it to compare its drafts with your current policies and past questionnaires. It lists answers where two sources say different things, so your security lead picks the right one.
Which plan do I need for the security questionnaire agent?
The Free plan includes 1 agent. On Free, you earn free AI credits with referrals and invites, and you can upgrade any time.