Customising Table Templates for Your Specific Needs

Tables in Robin’s Legal Intelligence Platform help you extract clear insights from your contracts at scale. But the platform’s true power comes from customisation—tailoring Table Templates so your review is accurate, consistent, and efficient.

This guide walks you through how to:

1. Modify Table Templates
2. Update questions
3. Adjust answer types
4. Fine-tune outputs for better results

Why Customise Table Templates?

• Adapt analysis to your specific legal or business needs
• Ensure consistency across all contract reviews
• Optimise answer formats for greater usability
• Refine questions for improved accuracy

Rather than starting from scratch, building on existing templates makes every contract review faster and more reliable.

How to Access and Edit a Table Template

Option 1: Start from ‘Run Table’

1. Go to the Tables section in Robin
2. Click Run Table
3. Select a Table Template that matches your use case
4. Click Customise

(Coming soon: Create templates from scratch.)

Option 2: Edit from Manage Templates

1. Navigate to Manage Templates in the Tables tab
2. Select the Table Template you want to edit
3. Click:
   • Edit Info (for title/description)
   • Edit Topics (for structure and questions)

Editing Topics and Questions

Update or Add Topics

• Example topics:
  • Payment Terms
  • Data Protection
  • Termination Rights
• Move, rename, or delete Topics to fit your workflow

Refine Questions for Clarity

Vague: "What are the contract’s renewal terms?"

Better:

• "Does the contract include an automatic renewal clause?"
• "What is the renewal period?"

Adjusting Answer Types for Better Data

Answer Type | Best For | Example Question

Yes/No | Binary questions  | "Is there a liability cap?"

Select/Multi-Select | Predefined options | "What jurisdictions are covered?"

Text (Summary) | Concise explanations | "Summarize the indemnity clause."

Numbers/Dates | Extracting figures & deadlines | "What is the notice period?"

Structured answer types improve sorting, filtering, and accuracy.

Using Answer Previews

• Test custom questions in real time before saving
• Check if results are clear and relevant
• Adjust questions or answer types before running at scale

Eliminate trial and error—preview ensures better outputs from the start.

Saving and Sharing Your Template

1. Click Save Template to keep your changes
2. Share across your team for consistent contract analysis
3. Run Tables with your template for structured, actionable insights

Best Practices

• Be clear and specific – Direct questions yield better results
• Use structured answer types – Enhances sorting & filtering
• Leverage previews – Always test before running at scale
• Standardise across teams – Shared templates save time

Conclusion

Customising Table Templates in Robin means your contract analysis is: tailored to your needs, structured for consistency, fast with optimised workflows.

By refining questions, selecting the right answer types, and testing outputs upfront, you get to the right answers, faster.

For more tips or a video walkthrough, visit Robin AI University.