Playbooks

How to create, edit and move playbooks
Creating, editing and exporting playbooks
How to generate third party paper playbooks
Here's a demo video on the different ways to generate a playbook within DraftPilot: If you already have a template for a contract type, you can use it...
How do I edit a playbook?
If you have 'edit' access to a playbook, you'll see the below "Edit playbook" button. By clicking it, you'll enter "edit mode" and you can add and edi...
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...
How do I rename a playbook?
You can rename a playbook on the 'Playbooks' page. To get back to the Playbooks page, click the 3 bars in the top left hand corner, and then click "Pl...
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 ...
Exporting playbooks
If you'd like to export a DraftPilot playbook, simply navigate to the playbook overview and click the three dots: You'll then see the option to export...
How to translate Playbooks in DraftPilot
DraftPilot works seamlessly across more than 58 languages. This means you can review, for example, a German-language contract using an English playboo...
Formatting a playbook entry (incl stars)
We have different formatting options to make it easier to read as a human (not necessarily for the AI!)  allows for bold  for italics  bulleted list  ...