Knowledge base
Playbooks
How to create, edit and move playbooks
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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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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.
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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.
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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.
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Adding fallbacks
Pre-approve compromise positions in a playbook, either while the AI builds it or afterwards through Refine Playbook.
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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.
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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.
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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 playbooks
Export any playbook to PDF or Excel from the three-dot menu on the playbook overview.
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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.