USE CASES · RFPS AND SECURITY QUESTIONNAIRES
Use an AI RFP tool with your existing answers and security documentation. Draft responses in your AI tools with cited sources.
Do you encrypt data at rest?
The security response library contains the encryption statement and its supporting policy. Both sources are linked in the draft. 1
Security questions
Do you support SSO?
The product matrix lists the plans that include SSO. The current product documentation explains the setup. 1
Product questions
How did we answer Reed Works's data residency question?
The past questionnaire records the approved data residency response. The processing terms provide the source wording. 1
Reuse past RFPs
Can the proposal team read the product response and our discount limits?
The product response is available to the proposal team. Discount limits remain restricted to the deal desk. 1
Pricing kept to the right people
Your sales engineers and proposal teams share answers with sources.
Sales engineers
Do you encrypt data at rest?
On request
Which policy supports the encryption statement in this draft?
Before deciding
Source answer: The security response library contains the encryption statement and its supporting policy. Both sources are linked in the draft.
Sources: Security questions (Google Drive); Reed Works · Supporting notes (Notion).
Proposal teams
Do you support SSO?
Weekly
Which plan includes SSO, and which setup documentation applies?
Before deciding
Source answer: The product matrix lists the plans that include SSO. The current product documentation explains the setup.
Sources: Product questions (Notion); Reed Works · Supporting notes (Google Drive).
Security
How did we answer Reed Works's data residency question?
On request
Which processing terms support the approved data-residency response?
Before deciding
Source answer: The past questionnaire records the approved data residency response. The processing terms provide the source wording.
Sources: Reuse past RFPs (Google Drive); Reed Works · Supporting notes (Notion).
Legal
Can the proposal team read the product response and our discount limits?
Weekly
Which product responses can the proposal team use without deal-desk discount limits?
Before deciding
Source answer: The product response is available to the proposal team. Discount limits remain restricted to the deal desk.
Sources: Pricing kept to the right people (Notion); Reed Works · Supporting notes (Google Drive).
Sales engineers
Where is the current contract wording, and who owns it?
On request
Who owns the current contract-response wording?
Before deciding
Source answer: The legal response library holds the contract wording. The policy owner is named beside the current version.
Sources: Legal and compliance answers (Google Drive); Reed Works · Supporting notes (Notion).
Proposal teams
Can I get a draft proposal answer with a citation?
Weekly
Which approved source should our team check before submitting each answer?
Before deciding
Source answer: Each draft answer includes a citation to the approved response or policy. Your proposal team reviews the final submission.
Sources: Paste-ready drafts with sources (Notion); Reed Works · Supporting notes (Google Drive).
Search the security response library and supporting policy before drafting the encryption answer.
Find the encryption statement and its supporting policy, with both sources linked in the draft.
Read the product matrix and current documentation separately to answer the SSO question.
Find the plans that include SSO in the product matrix and the setup explanation in current product documentation.
Search the past questionnaire and processing terms to reconstruct the approved data-residency response.
Find the approved response recorded in the past questionnaire, with source wording in the processing terms.
Check proposal-team product access separately from deal-desk discount limits.
Use the product response available to the proposal team while discount limits remain restricted to the deal desk.
ONE CONNECTED BRAIN
Bring Google Drive, Notion and your uploads into one cited answer.
FOLLOW THE SOURCE
Open the citation. Read the original wording and surrounding detail.
PERMISSIONS IN EVERY ANSWER
Same question, different permissions. Review the request and sources in the access record.
Answers respect source access.
Set its scope. Revoke its key.
Review requesters, sources and access decisions.
Check provider data use and retention.
Connect your model to governed knowledge.
Review data handling, providers and international transfers.
Read the privacy policyLESS CONTEXT. LOWER COST.
HeyBrain sends only the context a task needs.
FAQ
The security response library contains the encryption statement and its supporting policy. Both sources are linked in the draft. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.
The product matrix lists the plans that include SSO. The current product documentation explains the setup. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.
Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.
People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.
Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.
HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.
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