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How to Create a Rulebook

Natali Petras avatar
Written by Natali Petras
Updated over 2 months ago

A Rulebook lets you define structured rules to review documents systematically and flag discrepancies.

Once you set a rule, Zeno will check the document and highlight:

  • If the rule is passed

  • If the document needs to be reviewed

  • If the information is missing

Zeno reviews with visible reasoning and detailed citations, so you see not only the outcome but the rationale behind it.

Create your own Rulebook:

  1. From the home page, click Rulebooks.

  2. Click Add Rule.

  3. Enter a title and a requirement for your rule. The requirement is a prompt that tells Zeno what to look for.

  4. Click Save. The rule will save, so you an apply it to your document. You will see your saved list of rules on the left side of your screen.

  5. To add more rules, click Add Rule in the top left and repeat the process.

  6. Click Select Document to choose an existing file or to upload a new one to run the Rulebook on.

  7. After confirming to run the Rulebook on the document Zeno shows:

    • Which rules passed.

    • Which require review.

    • Which were not found.

    Results include Zeno’s reasoning and citations to specific pages in the document.

  8. To run the same rulebook on another file, click Change Document in the top right and select or upload a new document.

Starting a Rulebook from a Preset

Presets are saved sets of rules that can be applied to documents. Here's how to use Rulebook Presets:

  1. Click Rule Presets.

  2. Browse presets by category:

    • All Presets: Every preset available to you.

    • Personal: Presets you created.

    • Organization: Presets shared by your organization’s admins.

    • Curated by Zeno: Ready-to-use templates built by Zeno.

  3. Select a preset and preview the included rules as shown below. Then, click the Play button in the top right to apply your preset.

  4. Zeno will show the rulebook and the list of rules, and you just have to select the document you want to apply these rules to.

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