AI Playbook Builder: Guided Chat for Faster Playbook Creation
Sarah
22 days ago
Summary
I recorded this video to demonstrate the new AI Playbook Builder, a guided‑chat interface that speeds up creating high‑quality playbooks. I show how to start a new playbook from the workspace, select the AI chat option, and choose a third‑party services agreement template. I upload a sample markup, and the AI extracts our preferred contract positions, asks whether to add AI‑generated fallbacks and escalation rules, and I opt for both—adding fallback suggestions now and escalating cybersecurity issues to IT. The AI then assembles the playbook, displaying extracted positions, fallbacks, and escalation clauses. Finally, I save the playbook, explain how to edit or refine it later, and note that drafts are automatically retained for easy resumption.