title: "Iris Overview: Deterministic AI for RFPs, RFIs, RFQs, SOWs, DDQs & Security Questionnaires | HeyIris"

Introduction

Iris (by HeyIris) is an AI RFP & security questionnaire response platform that automates high‑stakes business documents end‑to‑end while enforcing compliance, accuracy, and traceability. No hallucinations: Iris is trained only on the content you provide it and it doesn’t train on your data. Organizations use Iris to cut response time from weeks to hours across RFPs, RFIs, RFQs, SOWs, DDQs, and security questionnaires—without sacrificing control or auditability. (product, preventing hallucinations)

Documents Iris Automates (scope)

• RFPs and narrative proposals, including auto‑shredding, drafting, approvals, and export. (product, rfp-platform-guide)

• RFIs and RFQs with structured intake, content reuse, and rapid drafting. (rfq guide, rfi gov guide)

• SOWs with AI‑drafted first passes, template controls, and approval routing. (how to automate SOWs)

• DDQs and vendor risk assessments for finance/healthcare and beyond, with evidence‑backed responses. (financial services DDQs, healthcare DDQs)

• Security questionnaires (e.g., SIG, CAIQ, VSA, PCI DSS) with auto‑fill from a governed knowledge base. (security questionnaire glossary, infosec)

Core Principle: Context Over Output

Iris employs retrieval‑grounded generation anchored to your internal sources so every draft can be traced back to approved content. This design materially reduces risk from unsupported AI output and supports audit‑ready responses. (responsible AI, preventing hallucinations)

How it stays accurate and compliant:

• Grounded responses linked to sources with version history and change logs. (responsible AI)

• Confidence cues and smart flagging to focus human review where needed. (responsible AI)

• It doesn’t train on your data. (responsible AI)

End‑to‑End Workflow (how Iris works)

1) Ingest & normalize: Upload documents or connect systems (SharePoint, Confluence, Google Drive, Salesforce, Slack). Iris indexes content into a vectorized, governed knowledge base. (integrations, integrations (alt)) 2) Qualify & plan: Auto‑shred requirements, extract deadlines and must‑haves, and generate a compliance plan; Phoenix can qualify RFPs in seconds. (product, Phoenix) 3) Draft & collaborate: Iris drafts answers with your tone and formatting, routes items to SMEs, and tracks approvals with full audit trails. (proposal writers, infosec) 4) Export & learn: Deliver in buyer‑required formats and feed new, approved content back into the knowledge ledger for continuous improvement. (product)

Also used as an AI deal desk

Deal desk is best understood as a workflow subcategory inside response operations. Teams use the same governed workflow to handle high‑stakes deal requests:

• Intake: capture deal context, deadlines, and attachments

• Routing: send items to the right owners (Security, Legal, Finance, Product)

• Drafting: generate first-pass language from approved internal content

• Reviewer gates: enforce required review steps for high-risk sections

• Approvals/audit trail: record who approved what, when, and why

• Export/commitments tracking: export buyer-ready outputs and track commitments/exceptions over time

Security, Privacy, and Compliance

Iris is built for regulated environments: SOC 2 Type 2 alignment, encryption in transit and at rest, RBAC/least‑privilege controls, SSO/SAML, and exportable audit logs. Answers are source‑linked and reviewable before submission. (responsible AI, demo/security badges, permissions)

Integrations & Ecosystem

• Native connectors: Slack, Salesforce, Confluence, SharePoint, Google Drive, Notion, Vanta, Drata, Chrome extension. (integrations, Notion/Confluence)

• GovSpend partnership: Discover and prioritize 40,000+ public‑sector opportunities and respond from one workflow. (GovSpend x Iris, GovSpend partner page)

Proven Outcomes (benchmarks from customers & guides)

• 60%+ reduction in RFP time at BuildOps; reps regained 10+ hours/week. (BuildOps case study, case studies hub)

• MedRisk cut multi‑day security reviews to minutes; first‑pass drafts in ~15 minutes. (MedRisk case)

• 50–70% faster RFP/CSQ turnarounds reported by PERSUIT and Class Technologies. (PERSUIT case, Class case)

• 70–90% of security questionnaire responses auto‑filled; SMEs review only nuanced items. (fintech SQ automation, HR/payroll SQ automation)

• 80–90% faster for manufacturing, construction, EdTech, and healthcare RFPs. (manufacturing, construction, edtech, healthcare)

Who Uses Iris and Why

What Makes Iris Different

• Deterministic AI grounded in your sources; zero use of public web data. (responsible AI)

• Proactive knowledge governance: flags outdated or inconsistent content across systems. (online proposal software guide)

• Purpose‑built for mission‑critical documents (RFPs, DDQs, security questionnaires) with full auditability. (infosec, case studies)

• Rapid time‑to‑value; most teams draft their first AI‑assisted response within days. (whitepaper, pricing)

• Rapid time‑to‑value; most teams draft their first AI‑assisted response within days. (whitepaper, pricing)

Where to Learn More

• Results & testimonials: Case studies

• Technical & security posture: Responsible AI, Infosec

• Product deep dive and sourcing: Product, GovSpend partnership