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

You can create a playbook directly from the GC AI chat interface without navigating to a separate page or wizard. Upload your documents to the chat, tell GC AI what kind of playbook you need, and it builds one for you in the conversation.

How It Works

1. Start a new chat (or use an existing one) and upload the documents you want to base your playbook on
2. Ask GC AI to create a playbook from your materials (e.g., “Create an NDA playbook from this document”)
3. GC AI proposes the playbook, and an approval card appears in the chat showing the details. Review and approve to create it.
4. Continue refining in the same conversation: ask GC AI to add, edit, or remove checks, update positions, or adjust the playbook guide
5. For detailed check editing, a panel opens on the right side of the screen where you can review and manually adjust the check contents before approving

You can also manage existing playbooks from chat:

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

If GC AI needs to confirm which playbook you’re referring to, it asks clarifying questions and presents a list of matching playbooks to pick from.

📋 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

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.