Playbooks

How to create, edit and move playbooks

• Overview of Playbooks How playbooks work: the positions the AI screens a contract against, and why every review needs one.
• AI Chat based playbook builder Build a playbook through a guided chat that tells you which documents to upload, and asks how to handle whatever they do not cover.
• Fill in a form to build a playbook - Third party paper playbooks Four ways to generate a playbook for the other side's paper: from your template, an example markup, an existing playbook, or a description.
• Fill in a form to build a playbook -playbook to review redlines on your own template Create a playbook tied to your own template, so the AI knows what good looks like when a customer edits your paper.
• Adding fallbacks Pre-approve compromise positions in a playbook, either while the AI builds it or afterwards through Refine Playbook.
• How do I edit a playbook? Enter edit mode to change entries by hand or with Refine Playbook, and what it means when the Edit playbook button is missing.
• Playbook Refiner: How to use AI Chat to edit playbooks Update a playbook by talking to it: adapt to a new regulation, fill in missing entries, or sanity-check the guidance you already have.
• How do I rename a playbook? Rename a playbook from the three-dot menu beside it on the Playbooks page.
• How to add internal notes and traditional playbook content using Team Notes Add internal guidance, escalation paths and pre-written internal comments to a playbook, visible to your team but hidden from the AI.
• Exporting playbooks Export any playbook to PDF or Excel from the three-dot menu on the playbook overview.
• How to translate Playbooks in DraftPilot Reviews work across 58 languages, but translating a playbook into the contract's language gives smoother drafting suggestions.
• Formatting a playbook entry (incl stars) The formatting options for playbook entries, including bold, italics, bullets, highlights and stars, all for human readers rather than the AI.