AI at Work Playbook

🛠️ IT/Admin

Summarize a vendor security questionnaire

🛠️ IT/AdminClaudeIntermediate

Task · Vendor review
Time saved · 1-2 hrs per vendor (estimate, not measured)

Steps

  1. Open Claude (or a Project with your reference docs uploaded)
  2. Paste the prompt and wrap inputs in tags as shown
  3. Ask for a revision if tone or format is off
  4. Review before sharing

Prompt / template

<questionnaire>[paste]</questionnaire> Summarize the vendor's answers on data storage, encryption, SSO, retention and sub-processors. List red flags and missing answers.

Source · https://docs.anthropic.com/en/docs/build-with-claude/prompt-engineering/use-xml-tags
Last checked · 2026-10-16

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