1. To create a playbook with a premade template as your base, click "Clone a Starter Playbook". This is a good option if you're not sure where to start and would like some inspiration from the market. These starter playbooks have been generated by legal experts and are usually a good starting point.
2. Spellbook will then generate a list of Starter Playbooks that are relevant to the document you have open.
You can select the best starter option based on what you're looking for.
3. It will then generate a playbook based on the starter playbook rules. You can then go through and adjust the Title, description and change the access to be Personal - just for you or Organization - to share with others in your organization who have Spellbook.
4. You can then add or edit the rules to your preferences by clicking on the rule and starting to make changes.
5. You can also add fallback positions to the rule - click on the Fallback position button and type in the fallback position for the rule.
6. If you have added your own rule language or adjustments, you can use the AI to enhance it to give you better results by clicking on Enhance Rule.
7. When you add your own rules, you can also add your own preferred language which will allow Spellbook to input your preferred language when reviewing and adjusting the document based on your rule sets.
8. Click "Save"
Want to create Playbooks in another way? Here are more ways to create playbooks.
Have additional questions? Please reach out to Spellbook's Support team at Success@spellbook.legal