Playbook Assistant

Upload employer benefit documents — AI reads them and pre-fills your Annual Benefits Playbook worksheet (like resume parsing for job apps).

Educational tool only — verify everything with HR

AI-suggested fields are best-effort guesses — not verified facts or advice.
Your employer's official plan documents, SPD, and SBC prevail over any output here.
Documents are processed by an AI provider for extraction only — do not upload confidential info you are not permitted to share.
This is not personalized financial, tax, legal, insurance, or medical advice.
Always confirm details with your HR or benefits administrator before making elections.

1 Upload 2 AI reading 3 Questions 4 Review

Step 1 — Upload benefit documents

Upload SPDs, open enrollment guides, SBCs, or benefits spreadsheets. Supported: PDF, Word (.docx), Excel (.xlsx / .xls).

Drop files here or click to browse

Text-based PDFs work best. Scanned/image-only PDFs may extract little text.

I understand extracted text will be sent to an AI service for field mapping. I will verify all results with my employer.

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Preview extracted text

AI found ambiguous information. Answer one question at a time so we can finish filling your worksheet.

Edit any field before applying. AI-suggested and low-confidence fields are highlighted — double-check with official plan documents.

Open blank worksheet