Running your first Robin AI Report

Robin AI Reports makes it easy to extract structured insights from your contracts—whether you’re reviewing a handful of documents or managing a large-scale project. In just a few steps, you can generate comprehensive reports that give your team the information they need to make faster, better decisions.

This guide walks you through the process of running your first report and shows you how to review and manage it directly in the platform.

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1. What You’ll Need Before You Start

Custom templates allow you to:

• A Template: Use one of your existing templates or customize a new one based on the questions and topics you need to cover.
• Your Documents: Upload the contracts or files you want to analyze.

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2. Step-by-Step: How to Run Your First Report

Step 1: Navigate to the Reports Tab

• Log in to Robin AI.
• Click on the Reports tab in the dashboard.
• Select Create Report.

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Step 2: Name Your Report and Upload Documents

• Give your report a clear, descriptive name—something that helps your team identify the purpose (e.g., Vendor Contracts Review Q3).
• Upload your documents directly from your local files. You can add, remove, or reorder documents as needed.

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Step 3: Select a Template

• Choose the template that fits your review process—whether it’s Due Diligence, Supplier Onboarding, or a custom workflow you’ve created.
• Review the topics and questions in the template. If needed, edit, add, or remove topics or questions to align the report with your objectives.

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Step 4: Confirm Report Settings

• Review your setup: documents, topics, and questions.
• Choose an export format for your final report:
  • Excel for multiple contracts
  • Word for single contracts
• You can also choose to include URLs to cited clauses for easier verification.

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3. Running the Report

• Click Run Report to begin processing.
• You’ll see the status in the dashboard. Depending on the number and size of the contracts, reports typically complete in a few minutes.

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4. Reviewing Your Report

Once complete, your report is available directly in the Robin AI platform.

• Click on the report name in the Reports tab to open it.
• You can show or hide citations, making it easy to verify where information came from in the source documents.
• You can also show or hide the questions that were used to generate the answers—helpful for clarity when sharing with stakeholders.
• If you prefer offline review or need to share with others, you can download the report in Word or Excel formats.

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5. Managing and Sharing Reports

Robin AI makes it simple to manage your reports once they’re complete:

• Duplicate the report to create variations or rerun with additional documents.
• Save it as a template if you plan to reuse the same questions and structure for future reports.
• Rename or delete reports directly from your dashboard as needed.
• Share reports securely with colleagues by granting access in-platform.

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6. Best Practices for Running Reports

✔ Use clear, descriptive names for reports and templates to stay organized.

✔ Review and refine template questions to ensure you’re capturing the right data.

✔ Leverage citations for quick source verification.

✔ Export when needed, but take advantage of in-platform review for efficiency.

✔ Save reports as templates to speed up future projects.

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Conclusion

Running your first report in Robin AI Reports is fast, flexible, and intuitive. From uploading contracts to reviewing insights, you’ll be able to generate clear, actionable reports that support better decision-making—without the manual effort.

For more tutorials and guidance, visit Robin AI University.

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