What is 'Clients' View?
A centralised hub for all client information—past meeting summaries, notes, and documents—making your archive an instantly searchable knowledge base. Ask Marloo AI can now query across a client's entire history, not just individual meetings.
How to Use It
Access: Click "Clients" in the left sidebar to see everyone you've met with since calendar integration (listed alphabetically).
View Meetings: Select a client to see all summarised meetings. Click any meeting to read the full summary.
Add Notes: Use the "Notes" section for client-specific info (text only). Click "Add Note" to create one.
Upload Files: Drag and drop documents (including entire folders) onto the "Files" tab, or click "Upload Document."
Ask Marloo AI: Click the blue button in the top right to query across all meetings, documents, and notes for that client. Example prompts:
"What did we discuss last meeting?"
"What was their biggest concern in January?"
"How is their mortgage structured?"
Marloo provides direct answers when clear, explains its reasoning when inferring, and always cites which meeting, document, or note the information came from.