Creating a Playbook in GC AI

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💬 Option A: Create a Playbook in Chat (Recommended)

The fastest way to create a high-quality playbook. Upload your documents, describe what matters to you, and GC AI’s Playbook Builder Agent creates a structured playbook while you watch. Every playbook automatically goes through a quality review before it’s finalized.

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How It Works

1. Start a conversation and upload your documents. Drop in your template, standard agreement, existing playbook document, or any combination. You can add supplementary materials too: redlined versions, counterparty examples, negotiation guides, or policy memos.
2. Describe what matters. Tell GC AI about your priorities, non-negotiables, and negotiation strategy in your own words. For example: “IP ownership is non-negotiable. We have flexibility on liability caps above 2x annual fees. Always require 60-day termination notice.”
3. Watch it build in real time. Checks appear in a panel on the right side of the screen as the Builder Agent processes your documents. Each check includes positions, fallback language, and guidance derived from your materials and instructions.
4. Automatic quality review. Once the draft is complete, the Playbook Review Agent audits every check for issues:
   • Contradictions between checks (e.g., one check caps liability at fees paid while another implies uncapped indemnification)
   • Concessions hiding in a standard position that should be fallbacks
   • Missing negotiation middle ground between your strongest and weakest positions
   • Gaps in coverage for provisions expected in your agreement type
   • Guidance too vague for clear pass/fail during contract review
   • Missing fallback positions for commonly negotiated provisions
   Every check receives a grade (A, B, or C) with a rationale visible in the builder panel.
5. Answer only what needs your judgment. Issues that require a business decision are surfaced as specific questions, each linked to the relevant check. Click a question to jump directly to that check in the panel. You answer, GC AI applies the changes.
6. Refine through conversation. After the playbook is ready, keep editing in the same chat. Ask GC AI to update specific checks, add new ones, or adjust positions. Each change shows an approval card before it takes effect.

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What You Can Upload

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Managing Playbooks in Chat

Beyond creation, you can manage existing playbooks from any conversation:

• Review for issues: Ask GC AI to audit a playbook and surface inconsistencies or gaps
• Edit: Ask GC AI to update a playbook’s title, description, guide, or individual checks
• View: Ask GC AI to list your playbooks or show details of a specific one
• Duplicate: Ask GC AI to copy a playbook as a starting point for a new one
• Delete: Ask GC AI to delete a playbook you no longer need (requires your approval)

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📋 Option B: Start from a GC AI Playbook

Start quickly with one of four GC AI foundation playbooks. For the fastest way to create a playbook from your own materials, see Option A above.

• 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.

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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 C: 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

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Check-Level Fields

Fields that apply to individual checks