HOW-TO GUIDE
Create a playbook
Turn your team’s review criteria into structured rules.
Some labels and available options may vary by interface language and account permissions. Select any screenshot to enlarge it.
In this guide
1. Start a playbook2. Choose how to build it3. Describe the requirements1
Start a playbook
Open “Playbooks,” select “Create playbook,” and enter a descriptive name.
2
Choose how to build it
The interface offers AI-assisted creation from a description or reference contract, and “Start from scratch” for manual rule definition.
3
Describe the requirements
For manual setup, describe the playbook requirements and select “Next.” The rule workspace opens in draft status.
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