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Video: Playbook Creation (general)

First steps within the Playbook Creator

It is possible to create your own Playbooks.

Creation can be done with the help of AI by clicking on "Create with AI" in the "Playbooks" section.

Steps for AI-assisted Playbook creation:

  • Select the Contract Type for which the Playbook is to be created.

  • Select the Language.
    The default language of the browser is pre-set but can be changed. Other languages can be added.

  • Select the Creation Method. There are 3 options:

    • "Build from the ground up": Requirements are defined and narrowed down in a dialogue with the Playbook Agent.

    • "Learn from your documents": Up to 5 PDF and DOCX documents can be uploaded.
      The AI immediately begins extracting the content and formulating the review requirements.

    • "Use a pre-made file": A requirement matrix that already contains guidelines is used. Permitted formats are XLSX, PDF, or DOCX.

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