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How to Generate Questionnaires from Email or Text Using AI

Emmanuel Winkler
Updated

Avallone’s AI-powered questionnaire generator helps you smoothen inbound KYC requests by transforming raw email content or text into structured, editable questionnaires, saving time and reducing manual effort. This feature is ideal for teams managing inbound KYC or due diligence requests via email. Instead of manually copying and structuring information, you can quickly convert emails into actionable questionnaires, helping you centralize communication, reduce manual work, and ensure consistent data capture across cases.

This guide walks you through how to use the feature, whether forwarding an email directly into the platform or pasting content manually.

Generate a Questionnaire from Email

  1. Go to the Cases Section under Responder
    Navigate to the relevant case

  2. Forward or CC the Email in the Email Section of the Case
    Each case has a unique email address. Forward or CC the relevant inbound KYC email to this address.
    ➤ The forwarded message and any attachments will appear in the case automatically.

  3. Open the Email Inside the Case
    Click on the email to view its contents and verify it has been received correctly.

  4. Click “Generate Questionnaire”
    Avallone’s AI will scan the email body and extract key questions and data fields.

  5. Review & Edit the Questionnaire

    • Edit the questionnaire title

    • Rephrase questions

    • Remove or adjust any AI-generated fields as needed

  6. Answer Manually or Use AI Suggestions
    Open the questionnaire to fill it in manually or use AI-generated suggested answers to assist.

Generate a Questionnaire from Text

If you don’t have an email or prefer to work directly from raw text:

  1. Go to the Questionnaires tab

  2. Click Generate Questionnaire

  3. Paste the email or text content

  4. Follow the same steps to review, edit, and complete the form

 

Best Practices

  • Use clear, structured language in forwarded emails to help the AI extract relevant fields accurately.

  • Always review and refine AI-generated content to ensure correctness and clarity.

  • Use AI suggestions to assist with responses—but validate sensitive or compliance-critical data manually.

 

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