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- Archive outdated templates to maintain clarity.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
