Why add notes and context?
The formula for comprehensive meeting summaries is: Notes + Transcript = Enhanced Summary
When you add context through notes or documents, Marloo incorporates this information into its analysis and summary generation, creating richer, more complete meeting records.
Types of notes and context you can add
Text notes
Pre-meeting context: Client background, previous discussions, preparation notes
Post-meeting additions: Details you remembered after the meeting, follow-up thoughts
Compliance notes: Regulatory considerations, file note requirements
Personal details: Family updates, life changes, preferences
Voice notes
Quick dictation: Speak your thoughts directly into the system
Mobile convenience: Add voice notes on the go using mobile apps
Natural capture: Sometimes speaking is faster than typing
Document uploads
Client documents: Factfinds, previous statements, policy documents
Research materials: Market reports, product information, analysis
Forms and applications: Completed forms, application documents
External correspondence: Emails, letters, third-party communications
How to add notes to meetings
Step 1: Access the notes section
Open your meeting record
Navigate to the "Notes" section
Choose your preferred input method
Step 2: Add your content
Text notes: Type directly into the notes field
Voice notes: Click the microphone icon and speak
Documents: Upload PDFs, Word documents, or other files
Step 3: Regenerate summary (optional)
If you want the new context included in your summary
Go to the summary section
Click "Regenerate" or "Update Summary"
The new notes and documents will be incorporated
Best practices for adding context
Before the meeting:
Upload relevant client documents
Add preparation notes about discussion topics
Include background information that might be relevant
During the meeting:
Let Marloo capture the conversation naturally
Focus on the client interaction rather than note-taking
After the meeting:
Add any missed details or clarifications
Include follow-up thoughts or insights
Upload any documents shared during the meeting
Strategic note-taking:
Compliance focus: Include regulatory considerations
Team communication: Add notes for paraplanners or support staff
Future reference: Include details that will be valuable later
Impact on AI responses
When you use Ask Marloo AI, it can reference:
The original meeting transcript
All your added notes
Uploaded documents
Combined analysis across all sources
This creates a comprehensive knowledge base for each client interaction.