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Last Updated: 2026-09-18
Friday, 18th September

Friday, 18th September

Playbook Generation Skill for Contract Negotiation Agent

With this release, we introduce Playbook Generation. This skill uses AI to automatically extract text from your uploaded playbook documents and generate a structured draft playbook configuration in minutes.
Business Benefits
By translating negotiation standards that live in old contracts, policy documents, or institutional knowledge into executable digital playbooks, Playbook Generation reduces drafting hours while maintaining human oversight.
Changes
We introduce an automated setup method within the playbook creation workflow that allows you to upload source files for draft generation.
  • You can upload 1 primary playbook document (PDF or DOCX, up to 32MB) and 1 optional contract template per generation to provide additional language context.
  • The AI Playbook automatically pre-populates the playbook name, playbook description, contract type, and up to 200 unique requirements including suggested risk levels, sample wording, and document comments.
  • Administrators can review and edit requirements, as well as add new requirements or remove ones that don’t reflect current standards.
Setup Effort
Setup Required
What Do I Need to Do?
To generate a playbook configuration using AI, complete these steps:
  1. Click the
    Library
     tab and select the
    Playbooks
     subtab.
  2. Click
    Create Playbook
    .
  3. Select
    Create with AI
    .
  4. Upload 1 primary playbook document. Optionally, upload 1 contract template file to provide supplemental context.
  5. 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.
  6. Review the generated draft configuration within the playbook edit view, verifying the requirements against the provided source citations.
  7. Manually link any existing
    Clause Library
     variations to your requirements if applicable.
  8. Edit any names, instructions, or risk levels as needed, and select Publish to activate the playbook.
What Happens if I Do Nothing?
You can continue building and configuring your contract negotiation playbooks manually.