How is Marloo different from other AI note-taking tools?
Three key differentiators make Marloo unique:
Custom meeting templates: Generate notes in your exact format and tone, virtually eliminating post-meeting edits
Ask Marloo anything: Query across all stored information - every meeting transcript, document, and note you've ever made
Built for teams: Secure collaboration features designed specifically for financial advice practices
How quickly can I get started?
You can sign up and start using Marloo in just 2 minutes. The registration process is simple, and you get 10 free meetings to try the full experience with no credit card required.
What types of meetings work best with Marloo?
Marloo works with any client interaction:
Virtual meetings: Zoom, Teams, Google Meet, and all major platforms
In-person meetings: Record using web app or mobile apps
Phone calls: Mobile app recording for any conversation
All meeting types: Initial consultations, annual reviews, insurance discussions, mortgage meetings
How accurate is the transcription?
Marloo uses enterprise-grade transcription technology specialised for financial terminology. Transcripts are typically very accurate, and you can easily edit any errors using our find/replace tools or direct editing.
Can I try Marloo before purchasing?
Yes! You get 10 free meeting summaries with no credit card required. This gives you a complete experience to evaluate how Marloo fits your practice.
Do I need to change how I conduct meetings?
Not at all. Marloo works in the background, allowing you to focus entirely on your client. You retain complete control - you always manually admit Marloo to meetings and can remove it anytime.
How does Marloo handle different languages?
Marloo supports transcription in over 30 languages. You can set your transcription language in settings and change it on a case-by-case basis for meetings conducted in different languages.
Can I use Marloo without connecting my calendar? Yes, while calendar integration provides the best experience, you can manually add meetings and upload recordings or transcripts directly to Marloo.
Which video conferencing platforms does Marloo support?
Marloo works with all major platforms including Zoom, Microsoft Teams, Google Meet, Hangouts, and many others. If you have a meeting link, Marloo can likely join it.
Why isn't Marloo joining my meeting automatically?
Check these common issues:
Auto-join settings: Ensure auto-join is enabled in Settings > Meetings
Calendar integration: Verify your calendar is properly connected
Meeting format: Ensure the meeting has a video conferencing link
Waiting room: Marloo waits in the waiting room until you manually admit it
My transcript has errors. How can I fix them?
You can improve transcript accuracy several ways:
Speaker identification: Name speakers once and Marloo applies it throughout
Find and replace: Fix recurring errors across the entire transcript
Direct editing: Click anywhere in the transcript to edit text directly
Audio quality: Ensure good microphone placement and minimal background noise
Why can't I see some clients in Clients' View?
Common causes and solutions:
Calendar integration: Ensure calendar is connected and syncing
Client tagging: Manually tag clients to meetings if email addresses don't match
Hidden clients: Check if clients are hidden using the filter options
Team settings: Verify your team view settings (own clients vs. all firm clients)
Ask Marloo AI isn't finding information I know exists. Why?
Try these troubleshooting steps:
Processing time: Wait a minute after uploading documents before querying
Question specificity: Make questions more detailed (e.g., "What was Q3 performance?" instead of "Tell me about performance")
File quality: Ensure PDFs are text-based rather than scanned images
Upload location: Verify documents are uploaded to the correct client's file
How can I improve audio quality for recordings?
Best practices for better recordings:
Microphone placement: Position your device appropriately for balanced audio
Background noise: Choose quiet locations and minimize interruptions
Device quality: Use devices with good microphones when possible
Distance management: Keep recording device reasonably close to the conversation
My calendar isn't syncing properly. What should I do? Try these solutions:
Reconnect calendar: Disconnect and reconnect your calendar in settings
Check permissions: Ensure Marloo has proper access to your calendar
Sign-in refresh: Re-authenticate with your calendar provider
Multiple calendars: Verify you're syncing the correct calendar if you have several
Can I recover a meeting if the recording failed?
Options for recovery:
Re-upload: If you have a backup recording, upload it manually
Transcript paste: Paste existing transcripts directly into Marloo
Manual creation: Create meeting records manually and add notes
Team recordings: Check if team members recorded the same meeting