Build and manage playbooks
Create, edit, translate and export the playbooks that guide every review.
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Overview of Playbooks
How playbooks work: the positions the AI screens a contract against, and why every review needs one.
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Build a playbook with the AI Playbook Builder
Create a playbook from your existing materials with the AI Playbook Builder, then set how it handles fallbacks, uncovered issues and escalations.
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Edit and refine a playbook
Edit playbook entries by hand, add a missing rule during a review, or use Refine Playbook to have the AI propose changes across the playbook and approve them.
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Use comments to improve a playbook
Comment on a playbook entry or on the whole playbook when the guidance needs to change, reply to add context, and work through the comments so the playbook keeps pace with how your team negotiates.
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How do I rename a playbook?
Rename a playbook from the three-dot menu beside it on the Playbooks page.
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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.
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Exporting and copying playbooks
Export any playbook to PDF or Excel from the three-dot menu, or copy a playbook into your personal workspace to edit.
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How to translate Playbooks in DraftPilot
Reviews work across 58 languages, but translating a playbook into the contract's language gives smoother drafting suggestions.
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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.