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To review a contract using Playbooks:
  1. Open the contract you want to review in Microsoft Word
  2. Open the GC AI add-in and confirm the document information
  3. Click on the “Playbooks” tab
  4. Select the playbook you want to run
  5. Click “Run playbook”
  6. A window will appear where you can provide additional context for GC AI, including:
    • Whose paper - Select whether this is your company’s paper (First-party) or the counterparty’s paper (Third-party)
    • Additional context - Optionally include details such as deal value, negotiation leverage, or specific concerns
  7. Click “Run”

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📊 Playbook Summary

The very top of your playbook results is a visual dashboard showing a snapshot of the status of your checks. Below the dashboard, GC AI provides you with a summary of the contract review with the following sections:

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🔍 Smart Checks

Smart Checks are provisions detected in the document you are reviewing that aren’t covered by your playbook. They help identify unexpected clauses or counterparty additions.
To save a Smart Check to your playbook for future reviews, click the “Save Check” button. This allows you to build out your playbook over time based on issues you encounter during contract review.

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🏷️ Understanding Output Categories

Each check that GC AI analyzes is categorized as one of the following:

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🤖 Reading the AI’s Analysis

For each check in your playbook, GC AI provides you with:
  • The check category (Pass, Fallback, or Flag)
  • An analysis of why the check was categorized that way
  • Suggested redlines (if needed) to amend the contract to reflect your playbook’s position
  • You can also click “View Check” to see more detail about the check in your playbook

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✏️ Working with Suggested Redlines

When GC AI identifies a provision that deviates from your playbook, it will suggest redlines to amend the contract language to reflect the position outlined in your playbook.