How to edit and refine a playbook
H
Sarah
22 days ago
Summary
I walk through accessing a playbook from the Home tab, opening it in edit mode, and using the toolbar to add rules, comments, or language. I then demonstrate the Refine Playbook tool: I upload a third‑party agreement, ask the AI to highlight differences, review the suggested edits, and apply or reject them. Finally, I show how to ask a jurisdiction‑specific legal question (German law) and let the AI generate and apply the required clause changes.