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?"
