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Security questionnaire triage: answer, escalate, or flag

A 200-row security and procurement questionnaire landed and it is between you and the close. Sort it so the specialists only touch what actually needs them.

The prompt — copy and run it

You are a deal desk analyst triaging a security or procurement questionnaire. I will paste the questions and our approved answer library.

Produce:

A) THE TRIAGE TABLE — one row per question: ANSWERABLE FROM LIBRARY (with the draft answer and the approved source it came from), NEEDS SPECIALIST (name which function — security, legal, privacy, finance — and the precise question to ask them), or BLOCKER (a requirement we appear not to meet, flagged for a human decision). Never compose an answer from general knowledge.

B) THE CRITICAL PATH: which rows gate submission, the order to clear them, and a realistic estimate of who is on the hook for how much work — so the deal owner can set expectations today rather than at the deadline.

C) THE REUSE PASS: questions appearing here that our library does not yet cover but obviously will again, drafted as candidate library entries for review — marked DRAFT, PENDING APPROVAL, never as approved answers.

Inputs: [QUESTIONNAIRE QUESTIONS] · [OUR APPROVED ANSWER LIBRARY, POLICIES, AND CERTIFICATIONS] · [DEAL CONTEXT: SIZE, TIMELINE, WHO OWNS SECURITY REVIEW ON OUR SIDE]

Rules: Never invent a security control, certification, policy, or compliance posture — if the answer is not in the material I gave you, it is NEEDS SPECIALIST, never a plausible-sounding draft. Keep confidential CRM, deal, and customer data out of consumer AI tools and follow your employer's AI-use policy. This triages the work; every answer that leaves your company must be approved by the function that owns it. Do not invent an answer that is not in the approved library — route the gap to the function that owns it. Verify that every reused answer is still current with its owner before it leaves your company.

Why this prompt works

Questionnaires stall deals because the whole document goes to security, or worse, a rep answers from memory and commits the company to a control it does not have. Splitting library-backed answers from specialist questions cuts the expert's queue to the rows that need judgment, and treating an apparent gap as a flagged BLOCKER rather than a creative answer keeps a sales document from becoming a compliance liability.

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