Here's a demo video on how you can generate a playbook to review redlines you receive on your own template within Draftpilot.

The video also covers how you can then use that playbook.

Before you can review redlines on your own contracts, you’ll need a playbook that’s linked to your own template.
This tells DraftPilot what “good” looks like for each clause, so the AI knows how to respond when customers make edits.

In Word:

1. Open the DraftPilot add-in.

2. Go to Playbooks → New Playbook.

In Browser:

1. Log in to app.draftpilot.ai.

2. Go to Playbooks → New Playbook.

You’ll see two options:

• Third-party contracts – for reviewing other people’s paper.

• Own template contracts – for redlines on your own paper.

Choose Own Template Contracts.

1. Upload your contract template (e.g. MSA, SaaS terms, DPA).

2. Optional: Attach your internal playbook or negotiation guidelines (with positions, fallbacks, escalation rules).

Select which AI model you want DraftPilot to use:

• GPT-4.1 (fast, reliable)

• GPT-5 (slower, deeper accuracy)

You can change this later when running reviews.

Click Create. DraftPilot will:

• Parse your contract template.

• Extract each clause.

• Combine your internal rules and fallbacks.

• Generate a structured playbook aligned with your own paper.

For any clauses in your contract where the AI didn't spot any fallbacks, it'll include a placeholder that says "For any changes not covered by fallbacks, do what you think is reasonable".

This means that when we use the playbook, the AI will still be able to come up with useful suggestions for any redlines where it can't find an explicit fallback rule.

Once it’s ready, it appears in your Playbooks list.

You can now use this playbook to review redlines you get on your own templates.