Best Practices for Creating Your Own Playbooks

Here are some best practices for creating and managing your custom Playbooks in Spellbook:

Before building your Playbook, define what “good” looks like. Ask:

Playbooks are most effective when they’re purpose-built to enforce these expectations.
​

Create Playbooks for documents you review regularly. These might include:

Aim to build modular Playbooks that can be adapted for similar use cases or tailored per client.
​

The more precise your requirements, the more valuable your Playbook will be use:

Avoid vague prompts like “Check termination clause”—instead, guide users toward the expected structure or red flags.

We recommend assigning one or two Playbook owners within your organization to:

This helps ensure your Playbooks stay consistent, current, and aligned with your goals.
​

Your business and risk profile evolve—your Playbooks should too. Set a quarterly or biannual reminder to:

Frequent review ensures your Playbooks remain relevant and helpful.

Before rolling out a new Playbook across your team:

Getting feedback from reviewers who actually use the Playbook is essential.

Use a consistent naming convention to keep Playbooks easy to find and manage. For example:

If you work across multiple jurisdictions or clients, consider adding location or client names to your titles.