For responding to client assessments / questionnaires, anyone out there found success in leveraging .md files? I鈥檓 in the early stages of trying to understand how to setup AI agents and welcome any thoughts from those also trying to scale their processes.
hey Andrew K.: Centralizing + tagging is one approach. you could store all your .md files, policies, and past responses in one searchable library with tags for product/region/framework. The key is applying tags at upload time, then filtering by tag when generating responses. in vanta, you can create tag categories in the Knowledge Base, apply them to content, then select relevant tags when starting each questionnaire鈥擵anta auto-filters what the AI uses.
i also wonder if this would be a good Q to post to our Questionnaire Automation Product Manager, coming here later this month to answer Qs on this and similar topics? if you want, submit your Q here, couldnt hurt to have a Vanta PM pov too! ![]()
Jacob G. We鈥檝e tried tagging but that looks like it鈥檚 done at the questionnaire level and it would be great to have the routing done at the question level. As an example, if a questionnaire has a question is related to GDPR, it is routed to a data privacy team. Having the ability to crate markdown files with specific routing rules would help distribute the workload rather than requiring manual assignment. Maybe this is in the Vanta platform and I鈥檓 missing it
