The two-hour questionnaire in fifteen minutes
Answer long, repetitive due-diligence and risk questionnaires from your own documents, with every answer linked to the page it came from.
- For
- Analysts and consultants who answer RFPs, due-diligence or ESG questionnaires
- Based on
- Banks surveyed by McKinsey (unnamed): GenAI in credit risk: climate risk questionnaires and credit memos
- Updated
- 2026-10-17
Measured result, as reported
Banks surveyed by McKinsey (unnamed) · consultant article
“the banks using them have reduced the time required to answer climate risk questions by approximately 90 percent, from more than two hours to less than 15 minutes”
Evidence strength. Consultant article about unnamed banks. The banks cannot be identified or checked.
McKinsey: Embracing generative AI in credit risk (1 Jul 2024) (opens in a new tab)
Planned outline
In preparation. Members get it the day it ships; the outline may still change.
- 01
What was reported, and why an unnamed-bank figure is weak evidence
- 02
Build a document set and a question bank from past answered questionnaires
- 03
Extraction prompt that returns answer, quote and page reference per question
- 04
Spreadsheet workflow: questions in, sourced answers out, reviewer column
- 05
Measuring minutes per question before and after
- 06
Pitfalls, including outdated documents and answers without a source
Get it when it ships
Members receive every new playbook as it ships, alongside the complete ones. Membership covers all 3 complete playbooks and every new one, for €15 a month or €150 a year.
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