⏰ When to Update Your Playbook
You may want to update your playbook when:- You start from a GC AI Playbook and want to customize it to your company’s specific positions
- Your company’s standard position changes over time on a particular issue
- As you review contracts, you notice provisions that aren’t addressed in your current playbook
- Note: Smart Checks can help with these playbook updates
🔧 What Can Be Edited
Everything inside a playbook can be updated, including:- Playbook description
- Guide
- Individual checks, positions and fallbacks:
- Check description
- Position or Fallback title
- What are the scenarios in which GC AI should apply this position
- Describe the rule, preference, or acceptable terms
- Example language for GC AI to reference
📝 How to Edit Your Playbook
- Navigate to the Playbooks home page (either in the web app or from the Word add-in)
- Select the playbook you want to edit
- If you started in the MS Word add-in, click the three vertical dots (⋮) in the top right corner and select “Edit Playbook”
- Note: This will automatically open the Playbook editor in the GC AI web app.
- Click into each check to update any of the Playbook fields, as needed
- Click “Save” to apply your changes