Robin | Building Templates

Help with… Help → Building Templates

What is a Template?

A Prompt Set template is a reusable set of structured questions and topics that can be applied across multiple documents for consistent analysis and data extraction.

Template Building: Step-by-Step Guide

1. Accessing Template Creation

  • Navigate to the Reports tab in Robin.
  • Click "manage templates".
  • Click the “Create template” button in blue on the top right corner of the page.

2. Structuring Your Template

  • Organise content into clear topics (e.g., "Indemnities," "Termination," "Payment Terms").
  • Add relevant questions or prompts under each topic.
  • Arrange topics in a logical order for review flow.
  • Note that Topics are the headers that appear in your report output.

3. Writing Effective Questions

  • Be specific and direct.
  • Use clear, unambiguous language.
  • Break complex queries into multiple simple questions.
  • Consider the answer type needed (Yes/No, Date, Text, etc.).
  • Question Example:
    • Poor: "What does the contract permit or require after termination?"
    • Better: "Does the contract include any specific rights or obligations post termination?"

Naming Conventions

Template Naming

Follow these conventions for template names:

  • [Document Type] + [Purpose] + "Template".
  • Example: "NDA Risk Review Template".
  • Example: "Supplier Agreement Compliance Template".

Table Naming

Use this structure for table names:

  • [Project Name] + [Document Type] + [Date].
  • Example: "Q1 Vendor Contracts Review 2025-03".
  • Example: "Project Alpha Due Diligence 2025-03".

Template Management Best Practices

  • Review and test templates before sharing with team.
  • Update templates regularly based on user feedback.
  • Archive outdated templates to maintain clarity.
  • Document any special instructions or use cases in the template description.

Pro Tips:

  • Start with a small set of essential questions and expand as needed.
  • Preview answers before finalizing template structure.
  • Consider creating separate templates for different document types or review purposes.

Common Template Types

Still need help?

support@robinai.com