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Last Updated: 2026-09-04
Set Up AI Playbooks

Set Up AI Playbooks

  • Configure the
    Clause Library
     with approved variations if you intend to reference them in your Negotiation Requirements.
  • Ensure you have
    Library: Manage
    role-based access.
Administrators create Playbooks to ensure AI guidance and suggested redlines are specific to the organization’s legal requirements rather than generic best practices.
  1. Click the
    Library
     tab and select the
    Playbooks
     subtab.
  2. Click
    Create Playbook
    .
  3. Choose a creation method:
    Option Description
    Start from an Example
    Select a pre-configured template for Non-Disclosure Agreements (NDAs), Software License Agreements (SLA/EULA), or Master Services Agreements (MSAs).
    Best for: New customers, trials, or teams that don't have a documented Playbook to start from.
    Examples are only available in Sandbox accounts by request.
    Create with AI
    Upload an existing playbook document and let AI generate a draft playbook configuration in minutes.
    Best for: Customers who have existing negotiation standards in any form, a manual playbook, a contract template document, or a mix of both, and want to move them into Contract Management without manual data entry.
    1. Upload 1 primary playbook document. Optionally, upload 1 contract template file to provide supplemental context. Workday doesn’t require a specific format, template, layout, or section order for the source document. However, AI generates the richest, most reviewable drafts when the source document incorporates clear clause topics, negotiation positions per topic, a sense of priority or risk, reviewer guidance, conditional logic, and standard language sample wording.
    2. Wait for the AI extraction process to complete.
      This can take up to 20 minutes. You can navigate away and return to complete the configuration process when it’s ready.
    3. Review the generated draft configuration within the playbook edit view, verifying the requirements against the provided source citations.
    4. Manually link any existing
      Clause Library
       variations to your requirements if applicable and edit any names, instructions, or risk levels as needed.
    Input Requirements Manually
    Build a Playbook from scratch for specific, non-standard requirements.
    Best for: Teams with specific, non-standard negotiation requirements or those who want complete control over every Playbook input.
    1. Enter a unique name and description. Playbooks and Requirements require unique names; you can’t reuse names from deleted items.
    2. In
      Scope
      , define the specific workflows or contract types you want to target.
    3. Add or create
      Requirements
       for the playbook:
      1. Clause Name
        : enter the clause name.
      2. Review Criteria
        : enter the prompt instructions for the AI.
      3. (Optional) Select
        Suggest Redlines
         and click
        Add Existing Clause Variation
         to link language from your Clause Library.
    4. Click
      Create
      .
  4. Open the playbook and click
    Publish
     to change the state from Draft to Published and make the playbook available for reviewers in workflow tickets.
For manually created playbooks, Workday adds the clause requirements to the
Negotiation Requirements
 subtab located under the
Library
 tab. You can modify these clause requirements as many times as you need and reuse them across other playbooks.
If you need a variation that applies only to a specific playbook, without affecting shared instructions, create a new clause requirement with a distinct name and link it to that playbook only.