Prepare responses to customer questionnaires
Upload the questionnaire and select the policies and service sheets. ActaFlow prepares the documented responses and assigns colleagues the questions to confirm.
The request
Prepare the responses to the client questionnaire from our policies and service sheets, and ask contacts to confirm them.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload the questionnaire and policiesSelect the updated documents and specify which colleagues need to check the answers.
- Prepare documented answersActaFlow searches for relevant passages and prepares draft answers with references and open questions.
- Check the assigned sectionsThe contacts correct the answers and confirm the data and statements within their remit.
- Approve the statements to the clientThe manager checks the answers, documents and declared commitments, and approves the version to be prepared.Manager check
- Prepare the answers documentActaFlow gathers the approved answers and separates the internal notes for the team.
Answers with reference documents
Each draft refers to the policy or service sheet selected for that question.
Open questions assigned to contacts
Points without a documented answer remain to be confirmed by the relevant colleague.
Statements checked before delivery
The final document uses the approved answers and keeps the internal notes separate.
How you set up the automation
ActaFlow searches for relevant passages and prepares draft answers with references and open questions. The manager checks the answers, documents and declared commitments, and approves the version to be prepared.
What you need
- Client questionnaire in readable format
- Approved policies and service sheets in Knowledge
- Previously selected answers and verification contacts
Upload the questionnaire and policies
Select the updated documents and specify which colleagues need to check the answers.
Prepare documented answers
ActaFlow searches for relevant passages and prepares draft answers with references and open questions.
Check the assigned sections
The contacts correct the answers and confirm the data and statements within their remit.
Approve the statements to the client
The manager checks the answers, documents and declared commitments, and approves the version to be prepared.
Prepare the answers document
ActaFlow gathers the approved answers and separates the internal notes for the team.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
How does it respond when a policy is missing?
It indicates that the answer requires confirmation or a document and submits it to the contact. The absence of a match does not become a positive statement.
Can I reuse answers from a previous questionnaire?
Yes, by selecting them together with the updated documents. The contact must verify that they are still correct and relevant to the current question.
Which sources should I select to prepare the answers?
Use the readable questionnaire and the updated company documents in Knowledge. You can add previously selected answers, to be checked for the current request.
Who must confirm the statements to the client?
Specify the section owners and the delivery contact. They are the ones who check that policies, certifications and declared capabilities are correct before the draft is used.
Prepare answers to a questionnaire
Upload the questions and choose the company documents to consult.