Playbook Refiner: How to use AI Chat to edit playbooks

The Playbook Refiner lets you talk to your playbook. Whether you want to adapt to a new regulation, brainstorm missing entries, or sanity-check your current guidance, this feature makes updating a playbook faster and more intuitive than ever.

🎥 Watch the 2-min demo video

In either the Word add-in or the web app, open any playbook you want to refine.

This opens a new AI-powered chat window.

Examples:

• Ask it to brainstorm missing entries

• Check if any playbook entries are going beyond market

• Get help adapting to new laws or internal policies

• Ask it to make a playbook more suitable for a different jurisdiction

• Describe any performance issues you are having with a playbook entry, and the AI will suggest improvements

Just attach to add them into the chat — e.g., a PDF or Word version of a new law.

• Changes are shown in track changes

• If you're happy, click Apply

• Want to undo? One click is all it takes

• Adapting to new laws or guidance

• Syncing playbooks with internal policy changes

• Keeping playbooks in line with market standards

• Continuous improvement without the admin burden