AI Agent Overview / Problem Definition
Upsonic helps sales, security, legal, finance, and product teams complete RFPs, security questionnaires, and due diligence questionnaires using approved institutional knowledge.
The Agent parses incoming RFP and DDQ files, categorizes each question, retrieves relevant information from current internal documents and previously approved responses, and prepares source-backed draft answers.
Instead of coordinating responses across multiple teams through email and repeatedly recreating answers from old documents, the Agent centralizes the process, routes unresolved questions to the right subject matter experts, and turns validated responses into reusable institutional knowledge.
Capabilities
Question Extraction & Classification:
Parses RFP, security questionnaire, and DDQ files and automatically categorizes questions by areas such as security, legal, compliance, finance, product, infrastructure, and operations.
Approved Knowledge Retrieval:
Uses current institutional documents and previously approved answers to generate draft responses for each question.
Source-Linked Answer Generation:
Links every proposed response to the documents or previously validated answers used as evidence.
Exception & Owner Routing:
Flags questions where sufficient evidence cannot be found and automatically assigns them to the relevant internal expert or department.
Reusable Answer Library:
Stores human-approved answers in a structured institutional response library.
Original Format Export:
Writes completed responses back into the original Excel, Word, or questionnaire format while preserving structure.
Case Study
Traditional Workflow
Incoming questionnaires are distributed across sales, security, legal, finance, product, and other teams by email. Each team searches previous questionnaires, policy documents, security documentation, contracts, product materials, or old email responses.
Different employees may use different versions of information, and validated responses often remain trapped in individual files rather than becoming reusable knowledge.
Workflow with Upsonic AI
Question: Do you encrypt customer data at rest?
Category: Information Security
Assigned Knowledge Sources: Security Policy + Infrastructure Documentation
Previous Approved Answer: Available
Draft Answer: Customer data is encrypted at rest using the institution’s approved encryption controls.
Source: Information Security Policy, Section 6.2
Previous Approval: Security Team
Status: READY FOR REVIEW
If evidence is insufficient, the Agent does not invent an answer.
Question: What is your current cyber insurance coverage limit?
Evidence Found: Insufficient
Responsible Team: Finance / Legal
Status: SUBJECT MATTER EXPERT INPUT REQUIRED
As reviewers approve or edit drafts, validated answers are added to the institutional response library. Once complete, answers are written back into the original customer file.
Input: Customer Security DDQ.xlsx
Questions: 286
Answered from Approved Knowledge: 241
Expert Review Required: 45
Final Status: READY FOR SUBMISSION
Impact
Upsonic reduces the manual coordination required to complete RFPs, security questionnaires, and due diligence requests across multiple internal teams.
Teams spend less time searching for previous responses and coordinating through email, while validated knowledge becomes reusable for future RFP and DDQ processes.