Add your firm's professional branding to Marloo, creating a cohesive client experience across virtual meetings and exported documentation.
Document template branding
Create professionally branded meeting summaries with custom headers and footers using your firm's document template.
Understanding document templates: Document templates allow you to apply your firm's branding to all exported meeting summaries, ensuring consistent presentation of client documentation.
Step 1: Prepare your template (you can watch a video tutorial on this step here)
Download our pre-prepared template or create a Microsoft Word (.docx) file.
Replace the placeholder logos in our pre-prepared template with your own company logos and make any other changes to the custom headers and footers that you see fit.
Apply your preferred text styles to headings and body text. Replace the nine nine heading levels, titles, subtitles, quotes, and various emphasis styles (normal, strong, intense) with your desired formats in your .docx template using Word's style options, and they'll automatically apply to all exported meeting summaries with consistent formatting.
Include any required regulatory disclaimers or standard text
Save the file with your preferred formatting styles
Step 2: Upload your template
In the Company section, locate Document Exports
Click to upload your prepared .docx template file
The system will confirm successful upload
How it works:
Your custom headers and footers automatically apply to all exported meeting summaries
The template preserves your firm's visual identity across all client documentation
Updates to the template will apply to future exports (existing exports remain unchanged)
Best practices for document templates:
Keep headers concise with key firm information
Include regulatory disclaimers in footers if required
Test your template with a sample export before firm-wide implementation
Ensure fonts used are standard to maintain compatibility
Meeting assistant name
Customise how your Marloo assistant appears in virtual meetings to align with your firm's professional identity.
Step 1: Access company settings
Log in to your Marloo account
Navigate to Settings in the main menu
Click on the Meetings tab (NOTE: not the Company settings tab)
Step 2: Configure your assistant name
Locate the "Meeting Assistant Name" field
Enter your preferred display name
Examples: "Marloo Assistant," "[Firm Name] Meeting Recorder," or "[Firm Name] Note Taker"
Why naming matters:
Client comfort: A clear, professional name helps clients understand the tool
Meeting transparency: Participants know exactly what the assistant is and does
Brand alignment: Consistent naming reinforces your professional image
Team consistency: Coordinate naming across your firm for brand consistency
Company logo for meeting bots
Display your firm's logo on your virtual meeting bot to maintain professional branding during client meetings.
Step 1: Upload your company logo
In the Company section in Settings, locate Company Logo
Click to upload your firm's logo or branding image
Supported formats: PNG, JPG (recommended dimensions: 200x200px minimum)
Once uploaded, your logo will automatically display when Marloo joins your virtual meetings.
Managing your branding
All branding elements in one place: The Company section now consolidates all customisation options for easy management.
Updating branding elements:
Meeting assistant name: Edit the text field and save changes
Company logo: Upload a new image to replace the existing one
Document template: Upload a new .docx file to update formatting
Team considerations:
Branding changes apply firm-wide for all users
Coordinate updates with your team to ensure consistency
Consider version control for document templates
Notify team members of any naming convention changes
Note: Previously, meeting bot customisation options were located in the Meetings section. These have been consolidated into the Branding section alongside document templates for streamlined brand management.