How to Add Risk Factors to Playbooks

You can improve the efficiency of your document review by using Spellbook's Playbook feature to run a targeted analysis of a document against your specific requirements and needs.
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You can add risk factors to these playbook rules to flag certain rules if they have a low, medium, or high risk, and depending on their risk level, if they need to be escalated.

Use Spellbook's risk factors in Playbooks to help:

1. Click the "Review" tab.

2. Click "Playbooks."

3. Start a new Playbook by clicking "New Playbook."

4. Click on one of the four options to get started. For the purposes of this tutorial, we will start from scratch.

5. Click "Add Rule" or click into an existing rule you'd like to edit.

6. Type in the rule title and rule you'd like to include.

7. Click "Risk Levels."

8. Three text boxes will appear, labelled Low, Medium, and High. In each one, type in your risk factors for the existing rule.

Example: If payment terms must be Net-30, if the document indicates a Net-30, that would be a low risk, Net-45 a medium risk, and Net-60 a high risk.

9. Click "Save."

10. Click "Run this Playbook" to run your customized rules.

11. Once loaded, you can click into the rule to see what Spellbook has flagged.

12. Spellbook will flag the risk level of the rule.

13. Click "AI Reasoning" to see why it was associated with that risk level.

14. Spellbook will give you it's reasoning, as well as provide references (listed as numbered bubbles) for you to click on to see where in the document it's getting the information from.

15. You can also download a report of these risk levels by clicking "Export" in the bottom right corner.

16. Click "Download."

17. Here is an example of the report Spellbook will generate for you.