# 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.

Here's a demo video on the different ways to generate a playbook within DraftPilot:

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## **Summary:**

## 1\. Upload Your Own Contract Template

If you already have a template for a contract type, you can use it to guide DraftPilot:

1.  Select the **workspace** where you want the playbook to live.
    
2.  Click **New Playbook**.
    
3.  Choose **Upload my own contract template**.
    
4.  Upload your template file. You can also add supporting materials, such as an existing playbook.
    

DraftPilot will:

-   Analyze every clause in your template.
    
-   Identify your preferred positions.
    
-   Highlight positions you won’t accept in third-party paper.
    
-   Store your preferred template wording for use when a clause is missing.
    

👉 Example: Uploading your SaaS MSA allows DraftPilot to create a playbook that reflects your standard terms for customer contracts.

Once generated, you can:

-   **Edit provisions manually**, or
    
-   Use **Refined Playbook** to chat with the AI and make adjustments (e.g., “Are there any clauses missing?”).
    

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## 2\. Upload an Example Markup

If you don’t have a template but do have a heavily marked-up contract:

1.  Choose **Upload an existing markup**.
    
2.  Upload your Word file with tracked changes and comments.
    

DraftPilot will:

-   Read all insertions, deletions, and comments.
    
-   Generate rules and rationale based on your edits.
    

👉 Example: Uploading a customer-side markup of a SaaS MSA will produce a playbook that reflects your negotiation positions.

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## 3\. Upload an Existing Playbook

If you already have a playbook, you can import it directly:

1.  Choose **Upload playbook**.
    
2.  Upload your document (you can add multiple files).
    
3.  If there are conflicts between documents, specify which should take priority.
    

DraftPilot will:

-   Import your positions and preferred wording.
    
-   Capture internal [**team notes**](/knowledge-base/how-to-add-internal-notes-and-traditional-playbook-content-using-team-notes) (like escalation rules), which are not shared with the AI during reviews but remain visible to your team.
    

You can also **combine approaches** by uploading both a playbook and an example markup to enrich your AI-generated rules.

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## 4\. Describe What You Need (Catch-All Option)

If you don’t have a template, markup, or playbook, you can simply tell DraftPilot what you need:

1.  Choose **Describe playbook**.
    
2.  Enter a short prompt (e.g., “Influencer agreement – we are the brand”).
    
3.  Optionally, provide more context or attach supporting materials.
    

DraftPilot will:

-   Generate a playbook from scratch based on your description.
    
-   Adapt existing DraftPilot playbooks to new contexts (e.g., convert a German-law playbook to U.S. law).
    

This option is powerful for quickly generating a **starting point** when you don’t have other resources at hand.

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## Editing and Refining Your Playbooks

After creation, every playbook can be refined:

-   **Manual edits**: Adjust specific provisions.
    
-   **Refined Playbook (chat)**: Ask the AI questions, request new clauses, or fine-tune positions.
    

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## Summary

With DraftPilot, you can generate third-party paper playbooks in four ways:

1.  **Upload your own contract template** – AI extracts your positions.
    
2.  **Upload an example markup** – AI learns from tracked changes.
    
3.  **Upload an existing playbook** – Import and adapt your current materials.
    
4.  **Describe what you need** – Generate from scratch with minimal input.
    

This flexibility allows you to start from wherever you are, whether you have robust templates or just an idea of what you need.

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✅ **Tip**: [Team notes](/knowledge-base/how-to-add-internal-notes-and-traditional-playbook-content-using-team-notes) are kept internal and are never shared with counterparties.  
💡 **Pro Tip**: Mix and match approaches (e.g., upload both a markup and a playbook) for the richest results.