Skip to main content
Playbooks let you apply a defined checklist of rules to a contract in a single pass. Instead of writing a prompt each time, you build the rules once and run them against any document. Use Playbooks when you want the AI to enforce consistent positions — such as market-standard benchmarks or client-favorable terms — rather than handle open-ended judgment calls. For complex, multi-document review that requires broader deal context, see Projects.

​
Built-in playbooks

Gavel Exec includes a library of built-in playbooks developed with expert attorneys in corporate and real estate law. You can run these immediately without any setup. Built-in playbooks cover:
  • Market-standard benchmarks — Flag deviations from common market positions across standard agreement types.
  • Client-favorable positions — Apply strong buyer or seller terms, depending on which side you represent.

​
Build your own playbook

You can create a custom playbook by adding rules manually or by generating rules from your existing documents, such as checklists, spreadsheet playbooks, or prior finalized agreements. Custom playbooks can include:
  • Redlines
  • Comments to opposing counsel
  • Comments to your client for internal review
1

Open the Playbooks tab and create a new playbook

Go to the Playbooks tab in the Gavel Exec panel and click + Create new.
2

Name your playbook

Enter a name for your playbook and click +Create.
3

Add rules

Choose one of two methods to populate your playbook:
Click +Add rule. For each rule, enter a description with as much detail as needed, including specific guidance on how the AI should approach redlining for that issue.

​
Running a playbook

Once your playbook is ready, you have two options for how to run it:
  • Run the entire playbook — Apply all rules at once to the open document. Gavel Exec works through each rule and surfaces the results in the chat panel.
  • Run rules individually — Select a single rule and run only that rule against the document. Use this when you want to focus on a specific issue or test a new rule before running the full set.

​
Playbooks vs. Projects

Playbooks work like a junior associate following a checklist: they enforce a consistent set of rules, flag deviations from preferred language, and apply the same positions across every contract. They are best for issue spotting and policy enforcement.Projects work like a senior associate: they bring in broader deal context from multiple documents and standing instructions, and handle more complex judgment calls — such as negotiation strategy, multi-document review, and custom redlines informed by prior drafts.You can use both together. Run a Playbook for consistent rule enforcement, and use a Project in Chat Mode for the nuanced work that requires full deal context.
To learn more about setting up a project, see Projects.