Autofill

Autofill is designed to help you generate accurate answers for security questionnaires, RFPs, and more by utilizing your knowledge and content libraries. Follow this guide to quickly set up and make the most out of Autofill.

1. Upload Documents

Before you begin, make sure you upload relevant documents. Autofill pulls answers from these sources to minimize hallucinations and provide accurate responses. If you don't upload a doc, we will simply be unable to answer questions. Be sure to upload these in the Knowledge Documents tab!

Supported Sources

• Other Formats Supported: We support .doc/docx, .pdf, .xls/.xlsx, .ppt/.pptx, and .txt files.

• Coming soon: public web pages, Notion, Google Drive, Confluence, and mor

2. Upload an RFP or security questionnaire

Steps to Upload

• Navigate to the "My Autofill Documents" tab

• Select Your RFP File: Choose the questionnaire or RFP you want to upload. Make sure it's in .xlsx, .xlsm, .xls, .csv, or .pdf formats

• For XLSX and CSV files: For each tab, specify the columns where the questions are located and where you want the answers to appear

• Process Document: Autofill will appear in the "Processing" kanban column and start filling out the document based on your specifications. The questionnaire should be ready in under an hour

3. Review and Edit

Once ready, Autofill will automatically move the questionnaire into the “Reviewing” section. Then, you can edit and finalize responses in-app

Fill in the questions Quilt wasn't able to answer based on the docs, check the references to see how the answers were generated, and feel free to download the results

4. More functionality

References and Confidence

Autofill provides a confidence score that assess how well it was able to answer given the knowledge documents you have shared. It also provides numbered references (1-6) show the snippets in your knowledge documents that were used to come up with the response.

Collaboration

Having more team members will let you collaborate on questionnaires and proposals together. You can assign ownership of responses to other team members, as well as tag them in comment threads. You can also track approvals via the toggle in the upper right of each question.

Expand your integrations

For an improved experience, integrate Autofill with other tools you use. Reach out to us and we will set those up for you! Here are some of the upcoming integrations.

• Slack: Add knowledge from your top subject-matter experts into Quilt.

• Content libraries: We can connect to and auto-sync to your Confluence, Notion, OneDrive, or SharePoint pages.

• Password-protected help centers: Contact us for a personalized setup.

5. Download

Downloads can come in multiple forms:

• The original document (for CSV/XLSX only) - this will write the responses back in the cells you tagged

• CSV/XLSX - this will record the questions in one column and the responses in another

• DOCX - same as above, but sequentially in a word doc.