Answer an RFP or a security questionnaire
A draft answer for each question from your own documents, with the source and the gaps marked.
- You start it: When you start it
What it does
The task
Open the questionnaire at questionnaire url. For each question, find the answer in our documents at docs url and in the approved past answers at past answers url. Write a draft answer of 60 words or fewer in the answer column, and put the source in the next column. When no document answers a question, write Needs input and do not guess. Do not submit anything. Send me the number of answered questions and the list of questions that need input.
- It works in Google Sheets, Confluence and Google Drive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
- It runs once, when you start it.
What you give it
| Blank | What to give | Example |
|---|---|---|
| questionnaire url | A link to the RFP or the questionnaire sheet | https://docs.google.com/spreadsheets/d/1Rf2kLp9Xc/edit |
| docs url | Where your security, product and policy documents are | https://tallyhq.atlassian.net/wiki/spaces/SEC |
| past answers url | A sheet of past answers that you approved | https://docs.google.com/spreadsheets/d/1Pa6tYw3Hn/edit |
What you get back
An example run with the example values above. Your run uses your own data.
Questionnaire: Corvid Bank vendor security review, 184 questions
Answered: 161, from 14 documents and 96 past answers
Needs input: 23
- Q4.7: How often do you test backups by restoring them?
- Q6.2: List your sub-processors in the EU
- Q9.11: How many days do you keep data after the contract ends?
Sources used most: Security policy v3.2, SOC 2 report 2026, Data processing agreement
Nothing submitted.
Run it in Cuiar
- 01
Open it
Click Use in Cuiar on this page. The side panel opens with the task in the composer.
- 02
Fill in 3 blanks
Type questionnaire url, docs url and past answers url. Tab moves to the next blank.
- 03
Run it
Run sends it to the agent. Follow each step in the panel, and stop it at any time.
From the terminal
cuiar exec "Open the questionnaire at https://docs.google.com/spreadsheets/d/1Rf2kLp9Xc/edit. For each question, find the answer in our documents at https://tallyhq.atlassian.net/wiki/spaces/SEC and in the approved past answers at https://docs.google.com/spreadsheets/d/1Pa6tYw3Hn/edit. Write a draft answer of 60 words or fewer in the answer column, and put the source in the next column. When no document answers a question, write Needs input and do not guess. Do not submit anything. Send me the number of answered questions and the list of questions that need input."Run it from your AI agent
Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.
1. Add Cuiar to Claude Code
claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp2. Ask your agent
Use the Cuiar tool run_task to run my "Answer an RFP or a security questionnaire" template with questionnaire url = https://docs.google.com/spreadsheets/d/1Rf2kLp9Xc/edit; docs url = https://tallyhq.atlassian.net/wiki/spaces/SEC; past answers url = https://docs.google.com/spreadsheets/d/1Pa6tYw3Hn/edit.Setup for other agents: AI agents.
The tool call
{
"name": "run_task",
"arguments": {
"task": "Open the questionnaire at https://docs.google.com/spreadsheets/d/1Rf2kLp9Xc/edit. For each question, find the answer in our documents at https://tallyhq.atlassian.net/wiki/spaces/SEC and in the approved past answers at https://docs.google.com/spreadsheets/d/1Pa6tYw3Hn/edit. Write a draft answer of 60 words or fewer in the answer column, and put the source in the next column. When no document answers a question, write Needs input and do not guess. Do not submit anything. Send me the number of answered questions and the list of questions that need input."
}
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