Your contract, marked up against your rules.
Upload a contract and get your own Word document back, with tracked changes and a comment on every change saying which of your rules it applied. One skill, ready for Agent Builder and Copilot Cowork.
- ✓Real tracked changes in Word. You accept or reject each one, just like a colleague's markup. The agent never retypes your contract.
- ✓Your own rules. A short interview turns your positions into a playbook the skill checks every contract against.
- ✓Three ways to review. A full redline, comments only, or a quick risk check with no markup at all.
- ✓Build it once, run it anywhere. The same zip works in an Agent Builder agent and in Cowork, where it can mark up the original file in SharePoint.
A whole process, packaged in one skill.
Most skills are a page of instructions. This one packages the instructions, the rules it checks against, and the code that does the exact work, so you can see how far a skill can go and take the pattern into your own processes.
The method
The steps, the judgement calls, and when to change a clause, leave it alone or ask a question.
Your playbook
Your positions on payment, renewal, liability, data and more, in one file you can update any time.
The exact work
Python that writes the tracked changes and comments into the Word file, the part that has to be right every time.
Build your playbook in about 15 minutes.
The skill ships with an example playbook so you can try it straight away. To make it yours, paste this prompt into Copilot Chat. It interviews you one topic at a time and writes your playbook.md file, ready to drop into the skill.
You're helping me write a contract review playbook for a skill that marks up contracts in Word. The playbook is the set of rules the skill checks every contract against. The positions are mine to decide. Don't invent any, and don't present your suggestions as legal advice. Interview me one question at a time and wait for my answer before moving on. First, ask which country we're in, whether we're usually the customer or the supplier, and what kind of contracts we review. Use my answers to tailor your suggestions and your spelling. Then work through these topics, in order: 1. Payment terms 2. Fee increases 3. Renewal 4. Termination for convenience 5. Limitation of liability 6. Intellectual property 7. Data, privacy and security 8. Insurance 9. Subcontracting 10. Governing law For each topic: - Say in one sentence what it covers. - Suggest a common starting position I can accept, change or skip. If I skip it, leave it out. - Ask for my standard (what we ask for), my fallback (what we'll accept without a fight) and my red flags (what we always change). - Ask whether a contract with no clause on this topic at all should be reported as high risk. After the ten topics, ask if there's anything else we always check, such as publicity, non-solicitation or service levels, and add a rule for each one I give you. Then read me a one-line summary of each rule and let me confirm or correct it. When I confirm, create a downloadable Markdown file called playbook.md. If you can't create a file, put the whole thing in one code block. Use exactly this format, numbering the rules R1, R2, R3 in the order we covered them, and writing suggested wording for every rule in plain contract language using "the Customer" and "the Supplier": # Contract review playbook [One line: the kind of contracts this covers and which side we're on.] Not legal advice. These positions are our own, and a person reviews and signs off every change the skill suggests. Each rule has a standard position (what we ask for), a fallback (what we accept without a fight) and red flags (what we always change). If a clause already meets the standard or the fallback, leave it alone. Clauses no rule covers are left alone too. A rule marked "If missing: high risk" is reported as high risk when the contract has no clause for it at all. ## R1 [Topic] - Standard: [our position] - Fallback: [what we'll accept, or "none. This rule is not negotiable."] - Red flags: [what we always change] - Suggested wording: "[clause text the reviewer can drop in]" - If missing: high risk. Only include the "If missing: high risk." line on rules where I said yes.
This is not legal advice
The skill gives a first-pass markup against rules you set. It doesn't know your business, your risk appetite or the law that applies to you, and the example playbook is a sample, not a recommendation. A person needs to review and accept or reject every change. The skill is provided as is, with no warranty.
From Daniel Anderson, Microsoft MVP
I've spent 20+ years in SharePoint and Microsoft 365, and these days I help organisations get Copilot and AI working on their own content. I built this skill to show what a skill can carry when you package a real process, and I run the same zip in Agent Builder and Cowork in the video.
Questions
What do I need to use it?
Microsoft 365 Copilot with Agent Builder or Copilot Cowork turned on. Skills are new in both, so check what's available in your tenant first.
Do I need to code?
No. The scripts are already written. You upload a zip, and your playbook is a plain-English file the prompt above writes for you.
What files does it work on?
Word documents (.docx). Save PDFs and older .doc files as .docx first, and run it on a clean copy without earlier tracked changes.
Can I use it if we're the supplier?
Yes. The playbook interview asks which side you're usually on and what kind of contracts you review, and the skill follows that.
Does it replace a legal review?
No. It's a consistent first pass against your own rules, so the people who review your contracts start from a marked-up draft. Every change still needs a person to accept or reject it.