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Transaction Playbooks

A Playbook is a reusable, ready-to-go setup for a deal type — think of it as a smart digital folder that bundles everything a transaction of that type needs into one process you apply in a single click. Set it up once, reuse it on every deal.

What's in a Playbook​

A Playbook combines the Workflow Building Blocks for a given deal type:

  • A Checklist — the key dates and tasks for that deal type (the dates & tasks part of the Playbook).
  • A Required Documents List — which documents are required, including conditional "required if…" rules (the documents part).
  • Automations — the rules and reminders that run for that deal type.

So instead of hand-adding tasks, key dates, and a document list to every new deal, the Playbook stamps all of it on at once.

Where to find them​

Open Templates → the Transaction Playbooks section. The building blocks a Playbook is made of — Checklists, Required Documents Lists, and the Key Date Library — live in the same Templates area under Workflow Building Blocks.

Creating a Playbook​

  1. Go to Templates → Playbooks and create a new Playbook (or use Create Playbook from this checklist on a Checklist to seed one from an existing setup).
  2. Choose the Checklist (tasks + key dates) and the Required Documents List for that deal type.
  3. Save it — it's now reusable across deals.

Applying a Playbook to a deal​

Apply a Playbook to a transaction and DocJacket sets up the whole deal at once — its tasks, key dates, and required documents — in a single click. Two conveniences:

  • Auto-setup: a new deal can be set up automatically from a matching Playbook.
  • Save what you built: when you set a deal up by hand (applying a checklist and a required-documents list), DocJacket offers to save that combination as a Playbook for next time — so the manual setup becomes one-click from then on.

Not the same as AI "playbooks"​

If you use DocJacket's AI Access features, you may see the AI slash commands (e.g. /docjacket:morning-briefing) referred to as "playbooks." Those are a separate, developer/power-user thing — pre-written AI command recipes. Transaction Playbooks on this page are the reusable deal-setup bundles under Templates, and are what most people mean by "playbooks" in DocJacket.