Building Report Templates

Last Updated:

April 15, 2025

What is a Report Template?

A report template is a reusable set of structured questions and topics that can be applied across multiple documents for consistent analysis and data extraction.

Benefits of Using Templates

Standardises your contract review process
Saves time by reusing common question sets
Ensures consistency across team reviews
Streamlines workflow for repetitive contract analysis

Template Building: Step-by-Step Guide

1. Accessing Template Creation

Navigate to the Reports tab in Robin AI
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"

Report Naming

Use this structure for report 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Archive outdated templates to maintain clarity.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.

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Pro Tips:

Start with a small set of essential questions and expand as needed.
Preview answers before finalising template structure.
Consider creating separate templates for different document types or review purposes.

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