Step-by-Step: Setting Up Your First Automated Security Questionnaire in Procurize

Why Automate Security Questionnaires?

Manual questionnaire responses:

✖ Waste 10+ hours per response
✖ Introduce inconsistencies (copy-paste errors)
✖ Slow down enterprise deals

Procurize’s AI-powered automation helps you:

✅ Answer 80% of questions instantly using approved content
✅ Maintain version-controlled responses
✅ Free up security teams for strategic work

Step 1: Create Your Centralized Knowledge Base

What to Upload:

  1. Compliance docs (SOC 2 reports, ISO 27001 certificates)
  2. Security policies (encryption, access control, incident response)
  3. Past questionnaires (SIG Lite, CAIQ, custom forms)

Step 2: Train Your AI Engine (5 Minutes)

  1. Tag documents by:
    • Framework (SOC 2, ISO 27001, GDPR)
    • Control reference (e.g., “SOC 2 CC6.1”)
  2. Link related content:
    • Connect your Encryption Policy to both SOC 2 and ISO 27001 requirements

Example:

When AI sees “Describe data encryption standards”, it pulls from:

  • Security Policy v3.2 (Section 4.1)
  • SOC 2 Report (CC6.1)

Step 3: Configure Auto-Response Rules

Set up smart defaults:

Question TypeAction
“Do you encrypt data?”Auto-respond with policy snippet
“Describe BC/DR plan?”Flag for legal review
Custom questionsSuggest similar past answers

Step 4: Test with Real Questionnaires

  1. Import a questionnaire (PDF, Excel, or SaaS security form)
  2. Review AI suggestions:
    • Green check = auto-approved response
    • Yellow flag = needs human verification
  3. Tweak confidence thresholds:
    • “Only auto-answer when 95%+ match confidence”

Pro Tip: Run test exports to Word/Excel to verify formatting.

Step 5: Deploy & Monitor

  1. Share with teams:
    • Sales: Direct prospect questions to Procurize
    • Security: Review only flagged responses
  2. Track metrics:
    • Time saved per questionnaire
    • Most frequently auto-answered questions

Real-World Result:

“We went from 8 hours to 22 minutes per questionnaire while improving accuracy.”
— Security Team, FinTech Scale-Up

Start Automating Today

🚀 Try Procurize Free for 30 Days – Implement Steps 1-5 in under 1 hour.

See Also

TO TOP