Creating a Playbook in GC AI

Learn how to create playbooks in chat, from GC AI templates, or from your own materials

💬 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.

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.

You can also run the Review Agent on any existing playbook at any time. Ask GC AI to review a playbook for issues, and it will audit every check and surface anything that needs attention.

What You Can Upload

Document type	Role
Your contract template or standard form	Base document: the primary source for checks and positions
Existing playbook document (Word, PDF)	Base document: digitizes your current playbook into structured checks
Redlined contracts (your paper or third-party)	Supplementary: refines positions based on real negotiation patterns
Counterparty examples	Supplementary: helps define what you’ll encounter and where fallbacks are needed
Negotiation guides or policy memos	Supplementary: adds nuance about escalation paths and risk tolerance

Start with one base document. You can add supplementary documents in the same conversation to refine the playbook further.

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)

📋 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.

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

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

🚀 Option C: Easy Playbooks

For the best experience creating playbooks from your own documents, we recommend Option A: Create a Playbook in Chat above. The Playbook Builder Agent offers real-time creation, automatic quality review, and conversational refinement.

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.

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.

📝 Playbook Field Definitions

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

General Playbook Fields

Fields that apply to the full playbook

Field	What It Does	What to Include
Title	Helps identify the playbook for users.	Enter a descriptive title for your playbook.
Additional context for AI	Provides 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.
Description	Explains the playbook’s purpose and relevance to users.	Brief summary of what this playbook covers and when to use it.
Guide	Provides instructions that apply to all checks in the playbook.	General guidance and instructions that GC AI should follow when reviewing contracts against this playbook.

Check-Level Fields

Fields that apply to individual checks

Field	What It Does	What to Include
Title	Helps identify the check for users.	Enter a descriptive title for your check.
Internal Description	Describes the specific provision or issue this check evaluates.	For internal reference only - A clear explanation of the specific provision or issue this check addresses.
Importance	Provides 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 terms	Directs 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 reference	Provides 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 Guidance	Provides 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 playbook	Allows you to copy a specific check, and include it in another playbook.	Select the other playbooks in which you want to include this check.