How to use a sample playbook in ContractSafe

Use one of our sample playbooks as your starting point, or build your own from scratch. For the fastest setup, see How to create a playbook from a contract in ContractSafe [LINK].

Before you start

• Role: Only Admins can create and edit playbooks.
• Plan: AI Contract Review is available on the Maximize plan.
• Turn it on: Go to Settings > AI Contract Review and switch the toggle to Enabled.

Create a playbook from a sample

Watch the tutorial: Create a playbook from a sample

1. In Settings > AI Contract Review, find the Create From Existing option and click Playbook.
2. On the Samples tab, select a sample playbook and click Next. To copy one your team already has, use the Your Library tab instead.

1. A copy of the sample is added to Your Library. Open it and click the pencil icon to edit.
2. Give the playbook a new name. You can also choose a Contract Type so it’s suggested automatically for those contracts.
3. Look through the rules and remove any you don’t need by clicking the X next to them.
4. Click Save Playbook.

Create a playbook from scratch

1. In Settings > AI Contract Review, find the Create From Scratch option and click Playbook.
2. Manually build rules or select individual rules from your Rule Library.
3. Give your playbook a name, and choose a Contract Type (optional) so it’s suggested automatically for those contracts.
4. Click [CONFIRM: save button label].

You’re set. Your playbook is ready to use on every contract of that type. Next, see How to run an AI Contract Review playbook in ContractSafe.

Notes for creating a playbook

• Only Admins can create and edit playbooks.

• Copied rules are named “Copy 1 of [rule name].” You can rename them to keep your library tidy.

• There is no limit on the number of playbooks you can create.