Getting started with Marloo is quick and simple - you can be up and running in just two minutes!
Step 1: Go to the signup page
Visit app.gomarloo.com to begin the signup process
Step 2: Enter your email and password
Enter your email address
Create a strong password
Note: Marloo requires strong password requirements. If you see an error saying "your password is known to be weak and easy to guess," simply choose a stronger password with a mix of letters, numbers, and symbols.
Step 3: Tell us about yourself This helps us personalise your Marloo experience:
Enter your first name and last name
Tell us how you heard about Marloo
Check the box if you'd like to receive product updates and offers (you can unsubscribe anytime)
Click "Next"
Need help? Click the blue help button in the bottom right corner to chat with our team directly!
Tell us about your firm so we can customise your Marloo experience
Why we ask for firm details
We use these details to show you the most relevant meeting templates and customise Marloo to fit your specific type of advice business.
Step 1: Enter your firm information
Firm name: Enter the name of your firm
Location: Tell us where your firm is based
Type of advice: Select the type of advice you provide
Step 2: Choose your advice type(s) You can select one or multiple:
Wealth - Investment and wealth management advice
Mortgage - Home loan and mortgage advice
Insurance - Life, income, and general insurance
Other - Other types of financial advice
Why this matters Selecting your advice type(s) helps us:
Display the most relevant meeting templates
Customise document formats for your industry
Show appropriate compliance sections
Tailor the overall Marloo experience to your practice
Connecting Your Calendar
Sync your calendar to see upcoming client meetings and enable automatic transcription
Why connect your calendar?
Connecting your calendar is a powerful feature that lets you:
See upcoming client meetings in Marloo
Automatically attend meetings (online or in-person) for transcription
Streamline your workflow with seamless integration
Step 1: Choose your calendar provider
Outlook - For Microsoft Outlook users
Google Calendar - For Google Workspace users
Don't connect my calendar - You can still use Marloo manually
Step 2: Complete the integration
Click on your chosen calendar provider (Outlook or Google)
You'll be taken to a new screen to sign in
Sign in to your calendar account
Approve the integration when prompted
Troubleshooting calendar connections If you run into any issues:
Try the connection process again
Ensure you're signed in to the correct calendar account
Click the blue help button in the bottom right to chat with our team
What happens next? Once connected, your calendar meetings will appear in Marloo, and you can choose to have Marloo automatically join and transcribe your client meetings.
Configuring Auto-Join Settings
Set up Marloo to automatically join your virtual meetings
Understanding auto-join
Auto-join means Marloo will automatically attend your scheduled virtual meetings to record and transcribe them, without you having to add it manually each time.
Choose your preference:
Option 1: Yes, auto-join my meetings
Marloo will automatically join your virtual meetings
Set and forget - no need to add Marloo case-by-case
You retain complete control - always admit Marloo manually and can remove it anytime
Marloo joins the waiting room first, so you decide when it enters
Option 2: No thanks, I'll add Marloo manually
You'll add Marloo to meetings on a case-by-case basis
More control over which meetings get recorded
Good option if you only want to record specific meeting types
Important notes:
You always have control: Even with auto-join enabled, you must manually admit Marloo to each meeting
Waiting room behavior: Marloo always joins the waiting room first
You can change this setting anytime in Settings > Meetings
Best practice tip: Most advisers find auto-join saves significant time, especially for busy meeting schedules.
Choosing Your Onboarding Path
Select the option that best fits your experience with AI and meeting tools
Choose your path:
Option 1: Jump right in - Skip the demo and start recording
Best for: Users familiar with AI tools or Marloo
What happens: You'll go straight to your dashboard and can start recording meetings immediately
Good if: You prefer to learn by doing
Option 2: Get a tour in 2 minutes
Best for: Users who want a quick overview first
What happens: You'll see a demo of how Marloo transforms client meetings into perfect notes
Good if: You want to understand the value before diving in
Option 3: Book a guided demo
Best for: Users who want personalised guidance
What happens: 30-minute session with the Marloo team
What you get: Personalised demo, see how it fits your firm, understand benefits firsthand
Good if: You want to see specific use cases for your practice
Remember:
You can always watch the introduction video later
The 2-minute demo is available anytime in the app
You can book a team demo whenever you need additional support
Getting help anytime Click the blue help button in the bottom right corner to chat with our team directly - we're here to help!