AI vendor questionnaire evidence packet
Prepare an AI vendor questionnaire evidence packet with cited answers for data training, retention, DPA, SOC 2 evidence, and reviewer follow-up.
Review question
What should we attach before answering a customer questionnaire about AI vendors?
Scope for this review
Use this when your founder, security, privacy, or sales team needs cited vendor evidence before answering customer AI vendor questions.
What it does
Map each customer question to vendor, product path, data category, and source evidence.
What it does
Keep training, retention, DPA, and SOC 2 evidence together instead of rewriting from memory.
What it does
Route legal, privacy, security, and founder decisions before sending the answer.
Direct answer
When to use this packet
Attach a packet that maps the customer question to vendor sources, data categories, product paths, limitations, and reviewer decisions. The goal is not to generate a legal conclusion; it is to make the evidence and unresolved questions easy to review before the answer goes out.
What the packet gives you
Use the free scanner to check scope. Buy the $199 one-time packet when you need the result ready for security, privacy, legal, or founder review.
- Packet section
- Question mapping table
- How to use it
- Connects customer wording to vendor sources, product paths, and internal commitments.
- Decision needed
- Confirm what the customer is actually asking before answering.
- Packet section
- Evidence and limitation table
- How to use it
- Shows official links, reviewed dates, source coverage, and unknown applicability questions.
- Decision needed
- Decide which limitations must stay with the response.
- Packet section
- Response approval trail
- How to use it
- Routes answer approval to security, privacy, legal, or a founder before external reuse.
- Decision needed
- Hold the answer until the assigned reviewer has approved it.
| Packet section | How to use it | Decision needed |
|---|---|---|
| Question mapping table | Connects customer wording to vendor sources, product paths, and internal commitments. | Confirm what the customer is actually asking before answering. |
| Evidence and limitation table | Shows official links, reviewed dates, source coverage, and unknown applicability questions. | Decide which limitations must stay with the response. |
| Response approval trail | Routes answer approval to security, privacy, legal, or a founder before external reuse. | Hold the answer until the assigned reviewer has approved it. |
Start the scanner with the right scope
A focused review should start with the vendors, data categories, and commitments most likely to matter. This page starts the scanner with a matching context, then lets the reviewer remove anything that does not apply.
- Review area
- Question-to-source mapping
- Why it matters
- A customer may ask one broad question that spans several vendors and source paths.
- Scanner action
- Start with the common AI vendor set and add the customer's wording.
- Review area
- Evidence packet
- Why it matters
- Source links, reviewed dates, and limitations help prevent unsupported questionnaire answers.
- Scanner action
- Generate the packet before drafting or reusing external language.
- Review area
- Reviewer approval
- Why it matters
- Security may gather evidence, but legal or privacy may own final DPA or commitment wording.
- Scanner action
- Use the review action list before submitting the customer response.
| Review area | Why it matters | Scanner action |
|---|---|---|
| Question-to-source mapping | A customer may ask one broad question that spans several vendors and source paths. | Start with the common AI vendor set and add the customer's wording. |
| Evidence packet | Source links, reviewed dates, and limitations help prevent unsupported questionnaire answers. | Generate the packet before drafting or reusing external language. |
| Reviewer approval | Security may gather evidence, but legal or privacy may own final DPA or commitment wording. | Use the review action list before submitting the customer response. |
Official source examples
Vendor facts must be checked against official vendor documentation before they appear in customer-facing answers.
Official-source review
Start with official sources. Keep the review in one packet.
For packet evidence, critical AI and SaaS vendor sources should show a recent reviewed date. Material vendor notices, Trust Center updates, DPA changes, subprocessor notices, and customer-reported changes should be checked before the packet is reused externally.
Freshness operating model reviewed: May 22, 2026
How sources are used
- Area
- Training and data-use evidence
- Official sources
- Data controls in the OpenAI platformIs my data used for model training?Data, privacy, and security for Models sold by Azure in Microsoft Foundry
- Packet use
- Attach these sources when the questionnaire asks about AI training or data use.
- Area
- Workspace AI evidence
- Official sources
- Security for AI features in SlackData, Privacy, and Security for Microsoft 365 Copilot
- Packet use
- Include workspace AI sources when customer content may live in collaboration tools.
- Area
- DPA support
- Official sources
- OpenAI Data Processing AddendumAnthropic Data Processing AddendumMicrosoft Products and Services Data Protection AddendumSlack Data Processing Addenda
- Packet use
- Use DPA sources for reviewer follow-up before contract language is reused.
| Area | Official sources | Packet use |
|---|---|---|
| Training and data-use evidence | Data controls in the OpenAI platformIs my data used for model training?Data, privacy, and security for Models sold by Azure in Microsoft Foundry | Attach these sources when the questionnaire asks about AI training or data use. |
| Workspace AI evidence | Security for AI features in SlackData, Privacy, and Security for Microsoft 365 Copilot | Include workspace AI sources when customer content may live in collaboration tools. |
| DPA support | OpenAI Data Processing AddendumAnthropic Data Processing AddendumMicrosoft Products and Services Data Protection AddendumSlack Data Processing Addenda | Use DPA sources for reviewer follow-up before contract language is reused. |
Last reviewed: May 22, 2026. AI Vendor Packet organizes official-source review evidence and suggested next steps. It does not provide legal advice.
Turn this question into a review packet.
Run the scanner with this context already selected, inspect the sample report, then buy the one-time packet when you need exportable evidence.