AGENT SKILL
Questionnaire agent skill: answer from your own documents
Four prompts for a security questionnaire, DDQ or ESG questionnaire: list the questions, answer from your policies, chase what is open and check consistency.
- The steps
- 4 steps
- Works with
- ClaudeChatGPTMicrosoft CopilotGemini
- For
- Security and complianceSubject-matter expertsBid coordinators
- Works on
- Security questionnaireDDQESG questionnaireRFI
The steps
Open the prompts
Leave your business email once and every prompt in the library opens on this device. Nothing else to fill in.
The prompts open as soon as you send the form, on this page and on every prompt page.
Install the agent skill
One skill file, for Claude, ChatGPT, Copilot or Gemini. It runs the steps on the documents you upload and stops after each one for you to check.
In the package
questionnaire-from-your-documents/ └─ SKILL.md
Leave your business email to copy or download the skill. Open the prompts
How to install it
- Claude
- Download the .zip. In Claude, open Settings, then Capabilities, and upload it under Skills. Attach the tender documents and ask Claude to run the skill by its name.
- ChatGPT
- In ChatGPT, open GPTs and choose Create. Under Configure, paste SKILL.md into Instructions.
- Gemini
- In Gemini, open the Gem manager, create a new Gem and paste SKILL.md into its instructions.
- Microsoft Copilot
- In Microsoft 365 Copilot, create an agent (or use Copilot Studio) and paste SKILL.md into its instructions.
Step 1
Question extraction and assignment
Every question the buyer asks, direct or hidden in the specifications, grouped by section, with a suggested owner, word limit and linked criterion.
Show the promptHide the prompt
Leave your business email to see this prompt.
Open the promptsCarry forward: Keep the question IDs exactly as the buyer numbers them.
Step 2
Questionnaire answers from your own documents
Answers a security questionnaire, DDQ or ESG questionnaire from your own policies and reports only, with the source for every answer and a list of what is left open.
Show the promptHide the prompt
Leave your business email to see this prompt.
Open the promptsCarry forward: Attach your policies and certificates. Leave open what they do not cover.
Step 3
Open questions and owners for a questionnaire
For a security, DDQ or ESG questionnaire: the questions your documents cannot answer yet, who should answer each and the evidence the buyer expects.
Show the promptHide the prompt
Leave your business email to see this prompt.
Open the promptsCarry forward: Send each owner their open questions with a deadline.
Step 4
Cross-document consistency check
Finds the contradictions between the documents of your response: numbers, names, dates, commitments, prices and terms that do not match.
Show the promptHide the prompt
Leave your business email to see this prompt.
Open the promptsCarry forward: Run it on the full set, with your past answers to the same buyer.
Where prompts stop, see the whole response.
A prompt gives you a solid first pass, one document and one question at a time. A demo shows SEQUESTO working across the full tender pack with your approved content.