Fill in a form to build a playbook - Third party paper playbooks

Last updated: 8 July 2026

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

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?”).

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.

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 (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.

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.

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.

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.

✅ Tip: 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.