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  3. Playbooks

Playbooks

  • Overview of Playbooks
  • AI Chat based playbook builder
  • Fill in a form to build a playbook - Third party paper playbooks
  • Fill in a form to build a playbook -playbook to review redlines on your own template
  • Adding fallbacks
  • How do I edit a playbook?
  • Playbook Refiner: How to use AI Chat to edit playbooks
  • How do I rename a playbook?
  • How to add internal notes and traditional playbook content using Team Notes
  • Exporting playbooks
  • How to translate Playbooks in DraftPilot
  • Formatting a playbook entry (incl stars)

Exporting playbooks

Last updated: 10 March 2025

If you’d like to export a DraftPilot playbook, simply navigate to the playbook overview and click the three dots:

You’ll then see the option to export to PDF or to XLS (Excel), we recommend PDF for more integrate playbooks:

The playbook export will then download to your computer.

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