1. To go to Playbooks, Click "Review"
2. Click "Playbooks"
3. Click the + Button to create a new playbook
3. To create a playbook from an existing template document OR existing playbook document you have, click "Upload a File"
4. You can choose from either a model document or an existing Playbook option if you want to use a Playbook that has already been generated in Spellbook.
5. If you choose to upload an existing playbook, you will be prompted to upload the Playbook Excel template to create your playbook.
6. If you opt to create a playbook from a model document or template document, click "Model document". This will then translate any document you provide into a set of rules and requirements for a playbook to analyze future documents against the standards of the template document you provided.
7. Select the document you want to upload. You can select any Word doc or PDF format documents for this model/template document.
8. Once you've uploaded the model document you want to use, you can provide details on how you want Spellbook to create a playbook based on this model document.
You can define if you want the Playbook to be favourable for a certain party or even the jurisdiction it should be applicable under.
9. Click "Create Playbook" to create the playbook from your model/template document.
10. Spellbook will then generate a playbook for you based on the document you provided and you can add a Title and description to clearly label the playbook you're creating.
11. You can select if you want this playbook only visible for you by adjusting the access to be Personal, or make it available for your colleagues to see and use by selecting Organization.
12. Review any of the rules that have been generated for you and make edits by clicking on the rule
13. Some preferred language will be pre-generated for you based on the model document you provided. But you can always edit and add more by clicking Add Another
14. To add fallback positions to your rules, click on the Add Fallback position button
15. To enhance any of the rules generated, click on the Enhance rule button and the AI will improve the rule
16. You can also add internal "Reviewer Notes" which are helpful for outlining any internal messages you'd want the team to see when reviewing this rule. For example if certain criteria will require additional approval or escalation.
17. You can also add suggested comments, by clicking on the 3 dots under a rule and selecting Suggested Comment to add in specific language you'd want to use for comments based on the rule.
18 Once you're happy with all the rules, click "Save"
Have additional questions about how to use Playbooks? Reach out to our Support team at Success@spellbook.legal