What are Playbooks?
Playbooks tell Spellbook to review the terms that matter to you most. You can even upload your existing playbooks to get started quickly.
When to Use Playbooks?
Creating your own playbooks is a great way to target a document review in Spellbook and has several advantages including:
Running reviews of documents based on specific requirements
Ensuring the team is following the same set of preferred stances for similar document types
Doing a more thorough document analysis
Start With a Clear Goal - Before building your Playbook, define what “good” looks like.
Focus on Reusability - Create Playbooks for documents you review regularly
Be Specific With Your Rules - The more precise your requirements, the more valuable your Playbook will be use
Assign Ownership - We recommend assigning one or two Playbook owners within your organization to create and maintain playbooks
Review & Update Regularly- Your business and risk profile evolve—your Playbooks should too.
Test Before Relying on It
Document Naming - Use a consistent naming convention to keep Playbooks easy to find and manage.
How to Create Your Own Playbook in Spellbook:
1. To go to Playbooks, Click "Review"
2. Click "Playbooks"
3. Click the + Button to create a new playbook
4 Ways to Create Your Own Playbooks:
When you go to add a new Playbook, a wizard will appear with the 4 ways you can create your own Playbooks:
1) Create It From Spellbook's Template Playbooks - use if you want some inspiration to start with
2) Create it from a Template Document (Best practice!)- use if you already have clear requirements in mind and good template documents to use as a jumping off point
3) Create it From Instructions - use if you don't have any example templates, but have a clear vision for what you'd want the playbook to review a document for
4) Create it from Scratch - use if you want to manually add every rule to the playbook, but will be more time intensive
NOTE - only the single creator of the playbook has the ability to edit the playbook. If someone else wanted to edit the playbook, you can either transfer the ownership to them OR encourage them to make a clone of the playbook to make their own edits.
Here's more information on how to manage your playbooks once you've created them:
Have additional questions on Playbooks? Reach out to our Support team at Success@spellbook.legal