new
Release 800
AI Playbooks: fallback positions and a new playbook manager:
- Playbooks now have their own item in the left nav, so you can build and edit them without opening a document. A rule is a title plus an ordered list of positions. The top position is your starting position, and everything below it is a fallback, so one rule can say "we want X, we'll take Y, and Z is the floor." Drag a fallback above the starting position to promote it, or add a new fallback at the bottom of the list.
- Running a playbook works the way it always has. Open a document, click Playbooks, pick the playbook, and hit Run in the top right. Aline evaluates your starting position and every fallback, then tells you which rules passed and which need review. Each rule shows the AI's reasoning for the call it made, the citation it relied on, and suggested edits you can accept or reject.
- Review got faster too. A filter at the top of the drawer splits passing rules from the ones that need review, Previous and Next buttons at the bottom walk you through the queue, and clicking the bullseye or the suggested edit scrolls the document to the exact spot.
Under the hood, playbooks now run on the same redlining engine as AI Chat. Playbooks read existing redlines and can redline a redline, which is what multi-turn negotiation on a live document requires.
Workflow insights: cycle time, workload, and status charts:
Workflows has a new Insights view alongside List and Board. It opens with a set of charts your team can use immediately:
- Open workflows by workflow type, by assignee, and by status
- Open high-priority workflows by assignee
- Workflows open more than 90 days, so stale work surfaces on its own
- Workflows created and completed each week, by type
- Typical completion time by workflow type, overall and month by month
- Typical time in each workflow status, overall and month by month
Time in status is the one to reach for when you want to know how long contracts sit with the counterparty versus legal versus finance. Charts drill through to the workflows behind any bar or point, so a number always leads back to the actual contracts.
You can also build your own. Add a custom chart, pick bar, column, line, or area, and choose what to measure and group by. Editing one of the built-in charts is a good shortcut, since it gives you a working starting point to remix. Pin the charts your team watches so everyone lands on the same view, and export any chart as an image for a board deck or a QBR.
Also new:
- Canned fields in signing.Name, title, address, date signed, email, and company fill in automatically from the signer's profile and the signing ceremony instead of being retyped in every document. The same value renders everywhere it appears in the workflow, and name, title, and address write back to the signer's profile so the next workflow starts correct. Date signed and email are read-only, since they come from the signing timestamp and the signer's verified account.
- Microsoft Teams assistant, available to every organization.An admin installs Aline once for the workspace, the way Slack works, and every member can use the assistant right away.
- Real links throughout navigation.Sidebar items, the logo, dashboard tiles, workflow rows, repository activity tiles, the account menu, and version history are proper links now, so command-click and open-in-new-tab work as expected.
- Sync to Salesforce is reliable in version history.The action now shows consistently on launched workflows.
Security
- Replaced the xml2jsDOCX parser with a maintained alternative that doesn't carry a known unpatched vulnerability.