Marloo keeps every client meeting in one place: your meetings dashboard shows what is coming up and what has already happened, and each meeting holds its own recording, transcript and summary. This article explains the dashboard, then points you to the article for each job.
Managing your meetings dashboard
Your meetings dashboard shows all your meetings in one organised view.
Once you've completed onboarding and integrated your calendar, you'll see your Marloo meetings dashboard with all your client meetings displayed chronologically.
Today's meetings: See all meetings scheduled for today
Upcoming meetings: View future scheduled meetings
Past meetings: Access previously held meetings
What you can do from the dashboard
View meeting details: Click on any meeting to see details
Add Marloo to meetings: Toggle recording on/off for individual meetings
Join meetings: Use the direct join button to access video links
Access transcripts: Create or view meeting transcripts and summaries
Quick meeting actions:
Join button: Takes you directly to Zoom, Teams, Hangouts, or other video platforms
Toggle switch: Turn Marloo recording on/off for specific meetings
Meeting status: See if Marloo is set to join or not
How a meeting becomes a summary
Every meeting follows the same three steps in Marloo:
Marloo captures the meeting. The bot joins your virtual meeting, or you record or upload the audio yourself.
Marloo transcribes it. A transcript appears on the meeting's Transcript tab.
You generate a summary. Open the Summary tab and pick a template. Summaries are never automatic.
What you can do with a meeting
Get Marloo into your meeting - auto-join, admitting the bot, Send Marloo now, and meetings that aren't on your calendar.
Upload a recording or record a meeting yourself - upload an audio file, record in person, or paste a transcript.
Add or remove clients on a meeting - add or remove a client so the meeting appears in their profile.
Generate, edit and export a meeting summary - generate, edit, export, email or copy a summary.
Control who can see a meeting - make a meeting private, share it, or hide it from your dashboard.
Set your notetaker name, auto-join and transcription language - auto-join, notetaker name and logo, transcription language, and Dictionary.
Edit, download or delete a transcript - speaker labels, text corrections, downloads, and deletion.
Marloo didn't join or record your meeting - what to check when the bot can't get in or leaves early.
Related articles
Getting Started with Marloo - from a new account to your first recorded meeting and summary
Calendar Integration - connecting the calendar Marloo joins meetings from
Meetings FAQ - short answers to the questions we get most