Table of Contents:
When to Use Playbooks for Document Reviews:
Playbooks are intended to run a set of automated checks against the document. You can set up specific things you want Spellbook to review documents for and use your existing document specific playbooks as a guide for what you want Spellbook to do.
You can use Playbooks for:
Running reviews of documents based on very specific requirements you want to check for
To ensure the team is following the same set of rules/preferred stances for similar document types
Do a more thorough document analysis
How to Use Playbooks in Spellbook:
1. When you first open Playbooks, you'll see that Spellbook will automatically generate it's own Playbook for you based on the type of document you have open. This is a series of checks we recommend based on industry standards.
2. If you click on the pre-generated playbook you'll see it will tell you if the document "Passes" or "Fails" the requirement with a checkmark for when it passes and a red circle for if it fails.
3. You can click into each of the sections and see an explanation for why it "Passed" or "Failed" by clicking AI Reasoning.
4. If it has failed, Spellbook will propose changes you can make to correct it. Click on Add Language to see the suggestion Spellbook has made.
5. To add the suggested change, click "Insert Change" and it will apply as a redline in the document.
6. To generate your own custom Playbook, under the Playbook tab (found under Review) click New Playbook.
7. Give it an appropriate title and select who should have access to it. If you want it to remain personal, select Personal, if you want to share it with your team select Organization.
8. Start adding to your Playbook.
Use a rule for validating that the contract meets some criteria and can generate a suggestion when it doesn't
Use a question for data extraction i.e. finding something in the document
Use Preferred Language for adding specific examples or language you want to include in a document if a criteria is or isn't met.
Use Reviewer's Note for an internal reference/check. Basically for a quick reference of operating instructions.
Use Suggested Comments as an
Add Commentbutton that can apply suggestions to the relevant text.
9. To add a rule to your playbook, click "Add Rule"
10. Type in your rules in plain language and click "Done" to save each individual rule.
11. To see if the rule would work, click "Test" and it will run in the document and give you an example output which can help you understand if it works for your Playbook.
12. To add a question, click "Questions"
13. Click "Add Question"
14. Type in the question you want the Playbook to check/answer. For example, "is the jurisdiction New York?"
15. You can also get Spellbook to auto-generate a Playbook for you. Click on the Start Playbook Wizard icon.
16. Type in any instructions for how you want Spellbook to build the Playbook for you. Then click Generate Playbook.
17. It will then generate some rules for you based on your instructions. Click on the rules tab to review what has been generated and make any changes required.
18. Edit the auto-generated rules by clicking on the rule and clicking on the pencil icon to the right of the rule. Or remove it by clicking the garbage icon.
19. Edit the rule by typing in the changes you'd like made and click Done when complete.
20. To save your custom generated Playbook, click "Save"
21. You can always see some default Playbooks Spellbook has by clicking Starter under the Playbooks tab.
22. To find and repurpose your saved Playbooks, click "Yours"
Have additional questions? Reach out to Spellbook's Support team at Success@spellbook.legal