Managing Your Meetings Dashboard
Your meetings dashboard shows all your meetings in one organised view
Accessing your meetings dashboard
Once you've completed onboarding and integrated your calendar, you'll see your Marloo meetings dashboard with all your client meetings displayed chronologically.
Understanding the dashboard view
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
Adding Marloo to Online Meetings
Enable Marloo to record and transcribe your virtual meetings
For upcoming online meetings:
Step 1: Find your meeting
Go to your meetings dashboard
Navigate to "Upcoming" meetings
Find the virtual meeting you want to record
Step 2: Toggle Marloo on
Click on the meeting
Toggle the switch to "ON" to send Marloo to the meeting
Toggle to "OFF" if you don't want Marloo to join
Supported platforms Marloo works with all major video conferencing platforms:
Microsoft Teams
Zoom
Google Meet/Hangouts
Auto-join vs manual selection
Auto-join enabled: Marloo will automatically be set to join all your virtual meetings
Manual selection: Choose which meetings to record on a case-by-case basis
Change anytime: Update your auto-join preference in Settings > Meetings
Important reminders
You're always in control: Even with Marloo set to join, you must manually admit it to the meeting
Waiting room behavior: Marloo joins the waiting room first and waits for your approval
Remove anytime: You can kick Marloo out of any meeting at any time
Recording In-Person Meetings
Capture and transcribe face-to-face client meetings
Using the web app for in-person meetings
Step 1: Open your meeting
Go to your meetings dashboard
Click on the in-person meeting you want to record
Or create a new meeting by clicking the meeting and selecting the relevant client
Step 2: Start recording
Click "Start Recording"
Marloo will begin capturing audio through your device's microphone
A recording indicator will show that the session is active
Step 3: Stop recording
Click "Stop Recording" when your meeting is finished
Marloo will process the audio and create a transcript
Using Marloo Mobile Apps
Download the Marloo mobile app for iOS or Android
Open the app and start a new recording
Perfect for meetings away from your desk
All recordings sync back to your main Marloo account
Processing time
Transcripts usually appear within 1-2 minutes after the meeting ends
You'll see the transcript automatically populate in the meeting
Best practices for in-person recording
Ensure your device microphone has good access to the conversation
Minimise background noise where possible
Test your setup with a short recording first
Starting Meetings Early with "Send Marloo Now"
Begin recording when clients arrive early or you want to start ahead of schedule
Understanding the "Send Marloo Now" feature
When you have auto-join enabled, Marloo waits until the official meeting start time to join. But what if your client arrives early or you want to start recording immediately?
Use “Send Marloo Now:”
Step 1: Go to your meeting
Navigate to the meeting in your dashboard
Click on the meeting details
Step 2: Click "Send Marloo Now"
You'll see a blue "Send Marloo Now" button
Click this button to send Marloo to the meeting immediately
Marloo will join the waiting room right away, rather than waiting for the scheduled start time
Step 3: Admit Marloo
Marloo will appear in your meeting's waiting room
Manually admit Marloo to begin recording
Continue with your meeting as normal
Why this matters
Client flexibility: Handle early arrivals professionally
Complete capture: Don't miss important pre-meeting conversations
Control: You decide exactly when recording begins
Remember: You're always in control - Marloo waits in the waiting room until you admit it to the meeting.
Adding Marloo to a Meeting by Pasting a Link
Go to your meeting in the Marloo dashboard
Click into the meeting details
Look for the option to paste a meeting link
Copy your virtual meeting link (Zoom, Teams, Google Meet)
Paste it into Marloo
Marloo will join the meeting automatically at the scheduled time
This method is useful when you need to manually add Marloo to meetings that weren't automatically picked up from your calendar.