---
sidebar_label: Transaction Playbooks
sidebar_position: 2
description: What Transaction Playbooks are in DocJacket — reusable, per-deal-type bundles of a checklist, required documents, and automations that you apply to a transaction in one click.
---

<!-- Canonical: https://help.docjacket.com/docs/templates/transaction-playbooks -->
<!-- Source: docs/templates/transaction-playbooks.md -->

# 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](./timeline-templates.md)** — the key dates and tasks for that deal type (the dates & tasks part of the Playbook).
- A **[Required Documents List](./required-documents-lists.md)** — 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](../ai-access/index.mdx) 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.