Help with…
Tables in Robin

Robin’s Legal Intelligence Platform streamlines legal analysis by letting you extract structured insights from your documents, all within a unified workspace.

Create a Table from Scratch

1. Navigate to Workspaces and click Create Table in the top-right corner.
2. On the Create Table page, select New Table from Scratch.
3. Ask a question or an instruction in the Prompt field.
4. Give your prompt a Name which describes the prompt.
5. Select an Answer Type for the prompt.
6. Click Add Prompt to add the prompt to your Prompt Set. Repeat to create as many prompts as required for the Table.
7. Click on any prompt in the Prompt Set to edit if required.
8. Once satisfied with the Prompt Set. Click Add Documents to select files from your Library.
9. Search for the required documents by using the filters in the right hand panel.
10. Use the checkboxes to select the required documents.

Create a Table Using Templates

1. Navigate to Workspaces then browse for a Template by either clicking View All to access the Template Library or by clicking Create Table in the top right.
2. Select a template to review the description and prompt sets.
3. If you wish to alter the Template directly click Edit set to add, remove or edit prompts in the Template as desired. Note that any changes will alter the prompt set available in the Template for all users.
4. Click Use This Template to proceed with building your Table. Customise the Table (add, edit or remove prompts) as desired. Note that these changes do not alter the original template.
5. Click Add Documents to select files from your Library.
6. Use the checkboxes to select the required documents.

Preview Answers

You can Preview answers to your prompts to test and refine your questions before building a table. Note this is only available when documents have been added to the table.

• Click Preview when creating or editing a prompt. There must be a question or instruction in the Prompt.
• Select a document from the list of documents in your Table.
• Robin will show a preview of the answer it would have provided in the completed Table.
• Refine your question if required and run a preview again until satisfied with output.

Building a Table

• All draft and completed Tables in Robin are autosaved and accessible from Workspaces. Give your Table a name so they are easily retrievable. Click on the edit button in the top left. Rename the Table and click Update.
• To add more documents to the Table click the + in the top right. Search for the additional document(s) then add the document(s) to the Table to continue.
• To remove documents from the Table click the Documents count in the top right. Use the checkboxes to select the documents to remove and click Remove Documents.
• Click Build Table to complete.
• Click View Results to review the extracted citation backed answers in your Table. Robin will also send an email with the structured answers in your Table in CSV format.

Build a Table from Legal Library

• Navigate to document library and filter by group, status or type to get the desired list of documents.
• Use the checkboxes to select the required documents.
• Click Add to in the top right of the dashboard then click New Table to create a table from scratch or select a Template.

Build a Table from Search

• Click the search bar or cmd-k on your keyboard.
• Do a keyword search or advanced search to locate your required document(s).
• Use the checkboxes to select the required documents.
• Click Add to in the top right of the dashboard then click New Table to create a table from scratch or select a Template.