How do I use Auto-complete?

Auto-complete is a feature powered by AI which takes a first-pass at answering questionnaires based on data gathered from your resources, imported questionnaires, and other content within your Trust Center.

Auto-complete is currently an early-stage product. By providing early access our goal is to refine the experience to ensure the product is valuable for you. Any feedback or bug reports you send us are greatly appreciated! Send feedback to

Is auto-complete available on my plan?

All of our plans allow for you to trial auto-complete. Full use of the feature is available on our Collaborate plan or higher.

Requirements when using auto-complete

  • Please provide only Excel files with extension .xlsx or .xls
  • We will accept a maximum file size of 2 MB, however we recommend keeping files under 1MB for optimal processing speed.
  • We support files with one or many sheets. Within each sheet we accept a single question column; if multiple question columns are found the sheet will not be processed.
  • If yes|no|n/a is in one column and comments/description in another, both will be imported.
  • We currently do not support selecting drop-downs in answer columns; if your questionnaire has these we recommend converting them to a text value.

Suggestions to increase your likelihood for success

  • The more content and resources you add your Trust Center, the better auto complete becomes. To maximize your results we recommend having at minimum 500 imported items in your answer library. Bolster your results even further by uploading your company’s policy docs to the Resources tab in your Trust Center.
  • Clearly denote a title-cased or all caps column header near the top of your sheets for any question/answer columns.
    • E.g. have a single header row with cell content:
      • Question
      • Answer
      • Additional Comments
    • Another format for yes|no|n/a answer checkbox may look like…
      • Question
      • Yes
      • No
      • Not Applicable / N/A
      • Additional Context
  • Trim file size by removing unnecessary trailing rows and columns, and potentially deleting unnecessary formulas/sheets. These can always be re-added after auto-complete has finished.

How do I use auto-complete?

How do I start auto-complete?

  • First you will need to create a review, click here to learn how.
  • Once you have a review created, upload a questionnaire or have your customer or vendor upload theirs.
  • Click the Auto-complete button with the magic wand.

How do I know when it's complete?

  • When auto-complete is processing, you will see a loader icon to show it is in progress.
  • Once the auto-complete has finished you will be notified by email.

How do I share the completed questionnaires with my customers?

  • Once auto-complete has finished processing, the questionnaire is kept as a private file within the review, only visible to internal team members not external review participants such as customers or vendors.
  • Once you verify that the auto-complete is ready to share, you can change the visibility to Shared by clicking the drop down menu in the three dot menu.
  • Please see this article for more information on reviews and resource sharing.

What is the difference between Strict and Flexible?

  • Strict mode will only pull information from the answer pairs located in your Answer Library with a 95% question-question match. Therefore, you will likely get fewer results with more accuracy. 
  • Flexible mode looks at the information in your Answer Library as well as the information throughout the rest of your Trust Center (topic statements, resource descriptions, FAQs, roadmap items, and the content within your resources). Therefore, you will likely get more results and we recommend you review them for accuracy.

Who can use auto-complete?

Any team member in your Trust Center can start auto-complete. Participants invited to a review do not have access to use auto-complete.