Questionnaire automation

Automate the work. Preserve the document.

Move from intake to reviewed export without losing the structure customers expect or the evidence reviewers need.

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Multiple formatsExcel, Word and PDF questionnaire intake.
Cited proposalsSuggested answers carry supporting source context.
Controlled exportOnly reviewed work reaches the final document.
Citeply questionnaire review showing cited answer proposals and review states
Safe intake

Start with the customer file

Validate content, scan uploads and preserve a durable import state before processing begins.

  • File-type verification
  • Malware scanning
  • Idempotent import jobs
Mapping

Find the questions that matter

Map question, answer and context fields instead of forcing every workbook into one rigid template.

  • Worksheet and column mapping
  • Preview before processing
  • Clear missing-field blockers
Answering

Propose from approved knowledge

Use the answer library and evidence corpus to surface relevant, explainable material.

  • Tenant-scoped retrieval
  • Evidence citations
  • Confidence and review cues
Review

Keep humans on the critical path

Separate drafting, review and publishing responsibilities with capability-based access.

  • Approve, hold or revise
  • Reviewer accountability
  • Audited status changes
Delivery

Return a usable document

Complete the review without turning the customer file into a disposable intermediate format.

  • Document-safe writes
  • Versioned export history
  • No charge for failed processing
Reuse

Make the next review faster

Promote approved work into reusable answer knowledge without copying unreviewed drafts forward.

  • Versioned answer library
  • Evidence links preserved
  • Future matching with provenance
Continue exploring

Go deeper.

Interactive demo

Open a complete synthetic questionnaire and inspect every state.

Open the live demo

Pricing

Compare annual capacity without per-seat charges.

Compare plans
A bounded way to begin

Bring one questionnaire.
Leave with an answer operation.

Apply for a guided 30-day pilot using synthetic or anonymized material. No payment or Microsoft 365 connection is required to begin.

Apply for the pilot Open the synthetic demo
30 daysOne bounded use caseHuman-reviewed outcome