A playbook is the set of rules that tells Gerri how to evaluate an agreement - what to accept, reject, counterpropose, or escalate. Playbooks apply to both redline reviews and clean agreement reviews. You can create multiple playbooks for different deal types or contract categories, set one as the default, and choose which one to use each time you start a review. This article covers how to create and manage playbooks and the rules inside them.
Your Playbooks
The Playbook page is your central hub for managing all playbooks. Each playbook card shows the name, the number of rules it contains, and when it was last used in a review. Click any playbook to open it and view its rules and settings.
To create a new playbook, click + New playbook in the top right corner.
Creating a Playbook
Click + New playbook from the Playbook page.
Enter a name in the Playbook name field.
Optionally, add a Description to note when this playbook should be used - for example, "All sales agreements over $20k" or "All NDAs." This is for your reference only and does not affect how Gerri applies the rules.
Under Choose how to get started, select one of two options:
Duplicate an existing playbook - copies all the rules from an existing playbook as a starting point. Use the dropdown to select which playbook to copy.
Start from scratch - creates a blank playbook with no rules.
Click Create this playbook.
You'll land directly in the playbook's rule list, where you can start adding rules right away.
Playbook Settings
To update a playbook's name, description, or other settings, open the playbook and click Edit next to the Settings section.
Field | Description |
Playbook name | The display name for this playbook. |
Description | Optional. A note on when this playbook should be used. Visible only to your team. |
Default playbook | When checked, this playbook is automatically applied to any agreement Gerri receives via email or the Gmail integration. The playbook created for you when you signed up is automatically the default playbook. You can change this at any time by checking this box on a different playbook. |
Click Save settings to apply your changes.
The settings page also gives you two additional options:
Duplicate this playbook - creates a new playbook using this one as a starting point. This is useful when you want a variation of an existing playbook without rebuilding it from scratch.
Archive this playbook - removes the playbook from use. Archived playbooks are no longer available for new reviews.
You can also click Download as PDF from the playbook detail page to export the full list of rules as a PDF - useful for sharing with your legal team or keeping an offline record.
NOTE: The default playbook is only used when agreements are ingested automatically via email or the Gmail integration. When you start a review manually and have more than one playbook, Gerri will prompt you to choose which one to apply. If you only have one playbook, Gerri uses it automatically.
Managing Rules
Rules define Gerri's positions on specific legal topics - how it should handle changes to things like liability, assignment, or auto-renewal. Each rule has a name, an optional description to help Gerri understand its scope, and one or more positions that tell Gerri what to do when it encounters a related change.
Rules are not applied in any particular order - Gerri evaluates each change against all applicable rules in the playbook regardless of how they're listed.
Adding a Rule
Open the playbook and click Add rule.
On the Add a rule about... screen, choose how to proceed:
Browse or search the suggested topic list and click Add rule next to a topic. Gerri will pre-populate the rule form with the topic name, a description, and a suggested position to get you started.
Click Add rule next to Custom rule to start with a completely blank form.
Fill in the rule fields (see below) and click Save changes.
Field | Description |
Name or topic | The legal topic this rule covers - for example, "Governing Law" or "Limitation of Liability." |
Description | Optional. Helps Gerri understand the scope of the rule and when to apply it. |
Positions | Plain-language instructions for what Gerri should do when it encounters a change related to this topic. Using words like ACCEPT, REJECT, COUNTERPROPOSE, and NEEDS REVIEW leads to the most consistent results. |
Escalate review to | The team member Gerri should notify when a change requires human review. Defaults to your organization's default reviewer. |
For guidance on writing effective positions, see Writing Rules for Gerri.
Getting Help Writing a Rule
If you're not sure how to write a rule, click Help me write this rule in the rule form to open the Drafting assistance panel. For a new rule, Gerri walks you through three questions:
What is your standard or ideal position on this topic?
What changes are you willing to accept?
What changes are you never willing to accept?
Based on your answers, Gerri drafts a complete rule you can use as-is or edit before saving.
When editing an existing rule, Help me write this rule opens the same panel and asks how you'd like to change the rule - Gerri will then suggest updated language.
Editing a Rule
Click any rule in the playbook's rule list to open its detail view, then click Modify rule. Make your changes and click Save changes.
Deleting a Rule
Open the rule's detail view and click Delete rule. Deleting a rule removes it from the playbook permanently and it will no longer be applied to future reviews.