Playbooks help you automate document reviews, apply internal rules, and maintain consistency across your agreements.
Step 1: Upload Your Template or Internal Rulebook
From your Aline workspace, click Documents.
If you already have a template (e.g., an NDA) or an internal rulebook/checklist, upload it here:
Click New Document → Upload Draft.
Open the file you’d like to use — for this example, we’ll use an NDA template.
💡 You can use either a contract template (like an NDA) or a rulebook with internal guidelines. Both work the same way in Playbooks.
Step 2: Generate a Playbook
With your document open, click Playbooks in the toolbar.
Select Generate Playbook.
Choose the party you represent — for example:
Entity Name (e.g., “Aline, Inc.”), or
Role (e.g., “Company,” “Bank,” etc.).
In the prompt, describe your document.
Example: “This is my NDA template. I want to create a playbook for future review.”
You can also include favorable positions or additional guidance if you want the AI to factor in specific preferences — though it’s optional.
Once generated, your Playbook will appear in blue under the document list.
Step 3: Review and Edit Rules
Before using your Playbook for third-party review, always review the rules that were generated:
Click on each rule to open it.
Delete any rules you don’t need.
Edit rules directly by clicking the Edit button.
✅ Pro Tip: Examine each rule carefully the first time you create a Playbook. This ensures the AI understands your preferred positions and review logic.
Step 4: Check Playbook Results
When you run the Playbook on a document:
Clauses will be marked as “Passes” or “Needs Review.”
Click on the gray box to view the original text citation being reviewed.
Clauses that need review may include:
Additions (new clauses suggested by AI)
Redlines (edits suggested within the text)
You can then:
Accept or Reject the suggested changes, and
Adjust categories if needed.
Step 5: Use Suggesting Mode for Redlines
When reviewing redlines:
Switch to Suggesting Mode (redlines will appear as tracked changes).
Avoid Editing Mode, as that will apply changes directly in final form.
Step 6: Finalize and Share Your Playbook
Once satisfied:
Download the reviewed document, or
Collaborate directly in Aline:
Tag internal or external teammates (e.g.,
@Brant Paris) to request feedback.Set collaborator permissions to Read, Comment, or Edit.
Tagged users will receive an email notification for review.
Summary
Building Playbooks in Aline allows you to:
Standardize reviews with your own templates or rules.
Automatically identify key clauses and deviations.
Collaborate seamlessly with your team or third parties.
Once you’ve refined your Playbook, you’ll be able to review new documents quickly and consistently — saving hours of manual work.