Create a playbook

Building a playbook is mostly a matter of writing down decisions your team has already made. You can do that from a blank structure, or let the AI produce a first draft you then correct — which is usually faster, because editing a wrong rule is easier than inventing a right one.

Two ways to start

Open Library → Playbook and select Create playbook. The first choice is how you want to begin:

Create manually

An empty playbook with the four default sections, ready for you to add rules yourself. Best when you already have a written policy to transcribe.

Generate with AI

A first draft built from your contract type, jurisdiction and negotiation preferences. Best when you are starting from nothing, or want to see what a thorough playbook looks like before writing your own.

Source screenshots show the Turkish interface.

Create manually

1. Select Create manually.
2. Enter a playbook name and choose the contract type. Name it after the agreement type and the side you are on — “Supplier MSA — we are the customer” beats “MSA v2”.
3. Optionally set a jurisdiction, and choose the workspace scope: Company-wide, or a single workspace.
4. Create it. The editor opens with your default sections ready to fill.

Generate with AI

AI generation asks for more context than the manual path, because it is writing rules rather than an empty structure. Every field it asks for changes what it produces.

1. Select Generate with AI.
2. Enter a playbook name and choose the contract type. Leave the name blank and it will be built from the contract type and jurisdiction.
3. Fill in the description / goal — describe the negotiation goal for this playbook — and set the jurisdiction, company position and depth. Add optional notes for risk preferences, industry context or deal policy.

   Source screenshots show the Turkish interface.

4. Select Generate playbook and wait. The editor opens with the generated sections and rules in place.

The three options that shape the draft

Jurisdiction

Sets the legal system the AI drafts against. United States, Türkiye and Sweden are available here.

Company position

The negotiating stance to take: Vendor-friendly, Customer-friendly or Balanced. Choose the side you actually negotiate from — this is what makes the rules yours rather than generic.

Depth

How much to write. Focused gives a concise draft of the most important rules, Standard covers common negotiation issues, and Comprehensive produces broader coverage with more depth per rule.

Common questions

• Edit sections and rules →