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📋 Option A: Start from a GC AI Playbook

Start quickly with one of four GC AI foundation playbooks, or jump to Option B below to create a playbook from your own materials.
  • SaaS Master Service Agreement
  • Mutual Non-Disclosure Agreement
  • Commercial Master Services Agreement (Non-SaaS)
  • Data Processing Agreement
Built and fine-tuned by GC AI’s solution attorneys with in-house legal experience, each GC AI Playbook offers contextual reasoning and redline suggestions. This is the quickest way to get started with Playbooks. Animated demo of creating a Playbook in GC AI

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Customizing a GC AI Playbook in Microsoft Word

  1. Open the GC AI Playbook you would like to customize
  2. Click the three vertical dots (⋮) in the top right corner and select “Copy to My Playbooks”
  3. Click the three vertical dots (⋮) again and select “Edit Playbook”
    • This will automatically open the Playbook editor in the GC AI web app. This is a dedicated space in the GC AI web app to create, edit, and organize your Playbooks.
  4. Follow the steps in Editing & Maintaining Your Playbook to customize the playbook to your preferred positions

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Customizing a GC AI Playbook in the Web App

  1. Click on your Organization Profile in the top left corner of the GC AI web app
  2. Click into Playbooks
  3. Open the GC AI Playbook you would like to customize
  4. Click on “Copy and Customize”
  5. Follow the steps in Editing & Maintaining Your Playbook to customize the playbook to your preferred positions

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🚀 Option B: Easy Playbooks

You can create a playbook by importing your company’s existing playbook documents. GC AI will convert your materials into a structured playbook format. You can also import your contract templates to include your preferred language to your playbook.

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Creating from Your Own Materials

  1. On the Playbooks home page in either the GC AI Word add-in or the Playbook editor in the GC AI web app, click ”+ Create Playbook”
    • Note: If starting from Word, this will automatically open the Playbook editor in the GC AI web app. This is a dedicated space in the GC AI web app to create, edit, and organize your Playbooks.
  2. Tell GC AI your starting point - whether you’re creating a playbook from:
    • (a) an existing playbook document your team already uses, or
    • (b) your standard contract template
  3. Tell GC AI the additional documents that you have, which can be used for the playbook creation process, including:
    • (a) redlines on your paper
    • (b) redlines on third-party paper
    • (c) other reference materials
  4. Upload your playbook and/or other relevant documents (if any)
    • For best results, limit your upload to 3-5 documents.
  5. Click “Create Playbook” in the bottom right corner
GC AI will generate a structured playbook based on your uploaded materials. From there, you can review and refine your new playbook using the steps in Editing & Maintaining Your Playbook.

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📝 Playbook Field Definitions

When creating or editing a playbook, you’ll encounter the following fields:

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General Playbook Fields

Fields that apply to the full playbook
FieldWhat It DoesWhat to Include
TitleHelps identify the playbook for users.Enter a descriptive title for your playbook.
Additional context for AIProvides GC AI with the overall context of the playbook being created.This field appears as you create a new playbook. Provide general context about the uploaded documents that applies to all files.
DescriptionExplains the playbook’s purpose and relevance to users.Brief summary of what this playbook covers and when to use it.
GuideProvides instructions that apply to all checks in the playbook.General guidance and instructions that GC AI should follow when reviewing contracts against this playbook.

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Check-Level Fields

Fields that apply to individual checks
FieldWhat It DoesWhat to Include
TitleHelps identify the check for users.Enter a descriptive title for your check.
Internal DescriptionDescribes the specific provision or issue this check evaluates.For internal reference only - A clear explanation of the specific provision or issue this check addresses.
ImportanceProvides users with a visual cue to the importance of the check.High / Medium / Low
What are the scenarios in which GC AI should apply this position?Tells GC AI when to consider this position or fallback.The conditions or scenarios where this check should apply or when this position is applicable.
Describe the rule, preference, or acceptable termsDirects GC AI on what to do when reviewing this position.Guidance - Specific instructions on how GC AI should evaluate and respond to this provision.
Example language for GC AI to referenceProvides sample language for GC AI to reference.Preferred contract language for this position; GC AI will consider the substance rather than replacing text wholesale.
Comment GuidanceProvides GC AI with pre-defined language to use when generating comments for a specific position.Sample internal or external comments you want GC AI to reference when generating comments for this check.
Copy to another playbookAllows you to copy a specific check, and include it in another playbook.Select the other playbooks in which you want to include this check.