Build evidence for audits
An audit, a security questionnaire, and an RFP all ask the same thing: for each requirement, show the proof. The slow part is never the answer — it’s matching each requirement to the right document. This walkthrough does that mapping in one pass and shows you where the gaps are.
1. Index the evidence
Section titled “1. Index the evidence”Add your product documentation to a knowledge collection. Link it from the Knowledge dropdown, or use a pre-configured Audit assistant that already has it attached.
Having the material indexed is what lets the assistant cross-reference requirements against specific documentation instead of answering from general knowledge.
2. Bring in the requirements
Section titled “2. Bring in the requirements”Open a new chat and upload the RFP, audit checklist, or product audit file directly with the + menu. Both the knowledge collection and the uploaded file are available as context in the same conversation — one holds the evidence, the other holds what you’re being asked for.
3. Map requirements to evidence
Section titled “3. Map requirements to evidence”Ask for a capability matrix mapping each requirement reference number to the specific documentation that evidences it. Include the audit context and any parameters that matter — scope, framework, product version — in the request itself.
Anything the assistant can’t evidence is your gap list.
4. Package it
Section titled “4. Package it”Ask it to convert the mapped results into an audit-ready evidence summary or packet. Copy the final output into an external document, or export the conversation, and share it through the relevant folder for review and submission.