Introduction to Templates

Templates are the reusable structures that tell Marloo how to handle your meetings, documents, and tasks. Instead of defining what you want each time, you set it up once in a template and Marloo applies it consistently across your workflow.

There are three types of templates in Marloo, each serving a distinct purpose.

A meeting template defines what appears in your meeting summary: which sections to include, what questions to answer, and how to structure the output. When a meeting is processed, Marloo uses the selected template to generate the summary from the transcript and any notes you've added.

Different meeting types often need different templates. For example, a fact-find meeting summary might need a section capturing goals and financial position, while a review meeting might need a section summarising progress against recommendations.

A document template is the structure and rules that control how Marloo generates advice documents. It tells Marloo what to include in each section, what to write verbatim, and what to generate from client context.

Document templates are used when generating documents from the Documents section, not triggered directly from the Templates section. See the note below on this common point of confusion.

A task template is a pre-defined task structure you can apply to a client. Each template includes task names, due dates, priorities, and optional subtasks. You build the template once and apply it whenever that workflow applies to a client.

Task templates are useful for repeatable processes like onboarding, annual reviews, or insurance applications; anywhere you follow the same sequence of steps.

When you complete the Marloo sign-up flow, you select the type of advice your practice provides. Based on that selection, Marloo automatically creates a set of default meeting and document templates suited to your advice type.

These defaults are ready to use straight away. You can edit them to match your firm's style, use them as a starting point for new templates, or replace them entirely.

When you open the Templates > Documents tab, you will see default document templates pre-loaded based on your advice type, alongside any templates you create yourself.

Both meeting and document templates can be created three ways. You'll see these options when you click + Add template.

Templates is where you build and manage your templates. Documents is where you actually generate advice documents for clients.

When you're ready to generate a document for a client, go to Documents in the left sidebar, not Templates. From there, you select a document template, choose the client context, write your instructions, and generate.

If you're looking for where to upload or edit your document template structure, that's in Templates > Documents. If you're looking to generate an actual document for a client, that's in Documents.

If your firm operates under a licensee, you can access compliance-approved templates for generating statements of advice and records of advice. Go to Settings > Company Settings to search for and select your licensee. Once Marloo approves the association, the licensee templates become available in your template library.