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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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.