Playbooks
How to create, edit and move playbooks
General overview of playbooks
Creating, editing and exporting playbooks
How to create playbooks
The below video sets out: how to generate draft playbooks for any contract type using AI how to generate draft third party playbooks by submitting you...
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...
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...
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 ...