---
sourceDocument: Brazil Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/employee-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a playbook

# Create a contract analysis playbook {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a contract analysis playbook that provides the negotiation guidance an external AI tool uses to propose redlines for a contract type. Add the playbook content by uploading a file or by entering it manually.

## Before you begin

* The Contract Management Pro MCP server must be enabled. The Contract Analysis Playbooks menu appears only when the MCP server is enabled. For more information, see [Set up the Contract Management Pro MCP Server](https://www.servicenow.com/docs/PucOt5DjyGQJ7gmuxQfEcg "Activate the Contract Management Pro MCP Server to enable contract analysis playbook driven document analysis and redlining.").
* The application must be in Global or ServiceNow Otto for Contract Management Pro scope.

Role required: sn_cm_gen_ai.ai_contract_admin or sn_cm_gen_ai.ai_contract_config

## About this task

A contract analysis playbook defines the policy with clause level organizational positions guidance for a contract type. When an external AI tool requests guidance for a contract, the MCP server returns the active playbook that
matches the contract type and conditions. Create one playbook to define the guidance that you want the AI tool to apply.  
Note:  
Contract Management Pro includes a sample playbook named Sample Non disclosure agreement playbook. This playbook is active, uses the Non Disclosure Agreement contract type.The sample content is for testing and
does not constitute legal advice.

## Procedure

1. Navigate to AllContracts CoreContract AdministrationContract Analysis Playbooks.  
2. Set the application scope to ServiceNow Otto for Contract Management Pro or Global.
3. Select New.
4. On the Contract Analysis Playbook form, fill in the fields.  
   For a description of the fields, see [Contract Analysis Playbook form](https://www.servicenow.com/docs/oB6nOQtGetG_72i0S0JJIQ "Fields on the Contract Analysis Playbook form define the negotiation guidance for a contract type and the conditions that determine when an external AI tool retrieves it.").
5. In the Content source field, select how to provide the playbook content.

   | Content source | Description |
   | Upload file | Attach a document that contains the playbook content. After you select this option, the Document field appears so that you can attach the file. Supported formats are PDF, Word, Excel, PowerPoint, and Markdown, with a maximum file size of 800 KB. |
   | Enter manually | Enter the playbook content directly. After you select this option, the Playbook content field appears so that you can enter the guidance. |
   |-|-|

   {#cmpro-create-negotiation-playbook__choicetable_content_source}
6. Select Submit.

## Result

The playbook is created. If the playbook is active, the MCP server can return it to an external AI tool when a contract matches the contract type and conditions.  
Note:  
To activate or deactivate the playbook later, open the playbook record and select or clear the Active check box. The playbook tool returns only active playbooks. Deactivating a playbook removes it from
playbook tool selection.

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