Feature guideGuide 4 of 6 in Analyse with AI
How questionnaires and templates work
Templates hold the questions your firm asks about every company; a questionnaire applies one to a project and has the AI answer each question from the documents, with sources.
Updated 29 Sep 20262 min read
Chat answers one question at a time. A questionnaire asks all of them at once, in a fixed structure, and keeps the answers with their sources as a document you can review, re-run and export. Templates are where the questions live; questionnaires are where the answers do.
Essential concepts
- Template. A reusable set of questions, grouped in sections, kept in the Templates library that every project in your organisation shares. New accounts start with a set of default templates, and you can add your own by writing questions or by importing a due diligence checklist you already use.
- Questionnaire. A template applied to one project, listed on the project's Analysis page. It is a document in its own right: each question becomes a statement the AI answers from the project's documents, with a citation on every fact.
- Evaluate. The run that answers the questions. You choose which statements to run, add instructions if you like, and the AI researches each one in the background. A statement can be re-run alone, with new instructions, without touching the others. Every run first saves a snapshot, so earlier answers stay in the version history.
- Settings. Each questionnaire has a Research Lens (Balanced, Risk Focused, Opportunity Focused), a default Output Style from Executive to Comprehensive, and a default Research Depth from Quick to Exhaustive, plus custom instructions and rules. A single statement can override the style and depth.
- Tasks. When the AI cannot answer a question from the documents, it can raise a task, for example a document request, on the project's Tasks board, linked to the statement that needs it.
Settings, Export, Versioning, Graph, Tasks and Evaluate sit in the toolbar above the document; each opens a panel on the right.1.Export2.Versioning3.Evaluate4.Settings
Who can do what
- Templates are shared with the whole organisation as editors by default, so any member can improve them. Manage Access on a template restricts that to named people or teams.
- A questionnaire inherits its access from the project: whoever can edit the project can edit and evaluate it. Guests cannot run evaluations.
- Evaluations spend credits; an empty balance blocks the run with Insufficient balance.
Availability and limitations
- A questionnaire exports as a Word document; for a PDF or a deck, ask the assistant to build one from the findings. See Export a questionnaire or an artifact.
- Templates are imported from one file at a time: Word, PDF, PowerPoint or Excel.
- Very long templates slow the run and the review. Beyond about fifty questions the AI's template editing is refused; split into two templates instead.
- A statement's research can take several minutes; exhaustive depth noticeably longer. Runs continue if you close the page.
Next actions
- Run an analysis with a questionnaire creates a questionnaire and evaluates it.
- Create a template from an existing document turns your own checklist into a template.
Up nextRun an analysis with a questionnaireCreate a questionnaire from a template, evaluate its questions against the project's documents, read the answers with their sources, and re-run what needs more work.
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Related guides
Create a template from an existing documentTurn a due diligence checklist you already have, as Word, PDF, PowerPoint or Excel, into a reusable questionnaire template, and control who can edit it.Run an analysis with a questionnaireCreate a questionnaire from a template, evaluate its questions against the project's documents, read the answers with their sources, and re-run what needs more work.