How to add internal notes and traditional playbook content using Team Notes

Team Notes enables:

• Smart Playbook Organization: Team Notes lets you add internal guidance, internal escalation paths, and negotiation strategies to your playbooks, without affecting AI performance. Just click the book icon 📖 when in edit mode, to add notes that are visible to your team but hidden from the AI review.

• Pre-canned Internal Comments: Our AI already creates comments to the counterparty. But sometimes you just want to add an internal comment instead. You can now add these to your playbook so you can one-click insert whenever relevant!

• Template Language: Store extra clauses from your clause library directly in your playbooks. Access them instantly when you need them during negotiations, without confusing the AI from its main task.

• Why we built this:

  • Many of you told us your historic playbooks contain valuable context beyond just initial positions - like escalation paths, internal guidance, and fallback options.

  • Including all that extra context in the playbook entry used to confuse the AI and reduced quality. Team Notes lets you maintain these rich playbooks while keeping the AI focused on your core requirements. All in one place.