Marloo

<a href="https://help.gomarloo.com/en/articles/11092979-welcome-to-marloo-video">Welcome to Marloo</a>

<a href="https://www.loom.com/share/74c7837fccea48e8a8007ed1278d326e" target="_blank" rel="nofollow noopener noreferrer">Connect Calendar, record a meeting, generate your first summary</a>

<a href="https://www.loom.com/share/74c7837fccea48e8a8007ed1278d326e" target="_blank" rel="nofollow noopener noreferrer">Save time with Marloo</a>

<a href="https://www.loom.com/share/8dd606bfbe7042d99f58589b2023ec63" target="_blank" rel="nofollow noopener noreferrer">Uploading Audio for Meeting Transcripts</a>

<a href="https://www.loom.com/share/bb99d50a88034a939c35a9925e41c516" target="_blank" rel="nofollow noopener noreferrer">Apply promo code at checkout</a>

- <a href="https://help.gomarloo.com/en/articles/11092979-welcome-to-marloo-video">Welcome to Marloo</a>
- <a href="https://www.loom.com/share/74c7837fccea48e8a8007ed1278d326e" target="_blank" rel="nofollow noopener noreferrer">Connect Calendar, record a meeting, generate your first summary</a>
- <a href="https://www.loom.com/share/74c7837fccea48e8a8007ed1278d326e" target="_blank" rel="nofollow noopener noreferrer">Save time with Marloo</a>
- <a href="https://www.loom.com/share/8dd606bfbe7042d99f58589b2023ec63" target="_blank" rel="nofollow noopener noreferrer">Uploading Audio for Meeting Transcripts</a>
- <a href="https://www.loom.com/share/bb99d50a88034a939c35a9925e41c516" target="_blank" rel="nofollow noopener noreferrer">Apply promo code at checkout</a>

<a href="https://www.loom.com/share/fe5981564c9d4e43ad0820f7167267c1" target="_blank" rel="nofollow noopener noreferrer">Invite your team to Marloo</a>

<a href="https://www.loom.com/share/09997636a36a46d19f469a5f465fb158" target="_blank" rel="nofollow noopener noreferrer">Monitoring advisers’ workflows as an admin in Marloo</a>

<a href="https://www.loom.com/share/a419b2ea7edf4d44b5e3beec7c14cb05" target="_blank" rel="nofollow noopener noreferrer">Access your advisors calander (Support/ admin staff)</a>

- <a href="https://www.loom.com/share/fe5981564c9d4e43ad0820f7167267c1" target="_blank" rel="nofollow noopener noreferrer">Invite your team to Marloo</a>
- <a href="https://www.loom.com/share/09997636a36a46d19f469a5f465fb158" target="_blank" rel="nofollow noopener noreferrer">Monitoring advisers’ workflows as an admin in Marloo</a>
- <a href="https://www.loom.com/share/a419b2ea7edf4d44b5e3beec7c14cb05" target="_blank" rel="nofollow noopener noreferrer">Access your advisors calander (Support/ admin staff)</a>

<a href="https://www.loom.com/share/672432ee%20%20a7a843bfa15ae131f766ba35" target="_blank" rel="nofollow noopener noreferrer">Tag a client to a meeting</a>

<a href="https://www.loom.com/share/92d804a5e4dc43f7bb09abce06713565" target="_blank" rel="nofollow noopener noreferrer">Upload client list</a>

<a href="https://www.loom.com/share/80d0411f792b46a69f4eec703d5a70c3" target="_blank" rel="nofollow noopener noreferrer">Create client list and upload context</a>

<a href="https://www.loom.com/share/78f168f942c04c1a8a75adeaad2f33ff" target="_blank" rel="nofollow noopener noreferrer">Supercharge client relationships</a>

- <a href="https://www.loom.com/share/672432ee%20%20a7a843bfa15ae131f766ba35" target="_blank" rel="nofollow noopener noreferrer">Tag a client to a meeting</a>
- <a href="https://www.loom.com/share/92d804a5e4dc43f7bb09abce06713565" target="_blank" rel="nofollow noopener noreferrer">Upload client list</a>
- <a href="https://www.loom.com/share/80d0411f792b46a69f4eec703d5a70c3" target="_blank" rel="nofollow noopener noreferrer">Create client list and upload context</a>
- <a href="https://www.loom.com/share/78f168f942c04c1a8a75adeaad2f33ff" target="_blank" rel="nofollow noopener noreferrer">Supercharge client relationships</a>

<a href="https://help.gomarloo.com/en/articles/11093216-modifying-your-first-template">Modify template (manually)</a>

<a href="https://www.loom.com/share/b8aa5efb99a34ca2857870abc004db9a" target="_blank" rel="nofollow noopener noreferrer">Uploading template and using chat-to-edit </a>

<a href="https://www.loom.com/share/683d8a023e554f78a4120589d3d64566" target="_blank" rel="nofollow noopener noreferrer">Lock templates</a>

<a href="https://www.loom.com/share/bce4c8ecab8f4a549e3b214e44bc6f27" target="_blank" rel="nofollow noopener noreferrer">Upload template</a>

<a href="https://help.gomarloo.com/en/articles/11067913-using-templates-in-marloo">Use templates</a>

<a href="https://www.loom.com/share/bd1857183c834ec08eb73ecad496492f" target="_blank" rel="nofollow noopener noreferrer">Navigate the template interface</a>

- <a href="https://help.gomarloo.com/en/articles/11093216-modifying-your-first-template">Modify template (manually)</a>
- <a href="https://www.loom.com/share/b8aa5efb99a34ca2857870abc004db9a" target="_blank" rel="nofollow noopener noreferrer">Uploading template and using chat-to-edit </a>
- <a href="https://www.loom.com/share/683d8a023e554f78a4120589d3d64566" target="_blank" rel="nofollow noopener noreferrer">Lock templates</a>
- <a href="https://www.loom.com/share/bce4c8ecab8f4a549e3b214e44bc6f27" target="_blank" rel="nofollow noopener noreferrer">Upload template</a>
- <a href="https://help.gomarloo.com/en/articles/11067913-using-templates-in-marloo">Use templates</a>
- <a href="https://www.loom.com/share/bd1857183c834ec08eb73ecad496492f" target="_blank" rel="nofollow noopener noreferrer">Navigate the template interface</a>

<a href="https://www.loom.com/share/d359eb52a592435cafd40118693eb183" target="_blank" rel="nofollow noopener noreferrer">Re-generate a summary</a>

- <a href="https://www.loom.com/share/d359eb52a592435cafd40118693eb183" target="_blank" rel="nofollow noopener noreferrer">Re-generate a summary</a>

<a href="https://www.loom.com/share/4bbbf793aab04312817297e78f32620f" target="_blank" rel="nofollow noopener noreferrer">Add Marloo to a virtual meeting by pasting a meeting link</a>

<a href="https://www.loom.com/share/daa8aa1c22fc4d1daf1c7bfcbd1c875f" target="_blank" rel="nofollow noopener noreferrer">Send Marloo to a meeting now</a>

<a href="https://www.loom.com/share/55be4f8384e046d7befaf4600d7ade3b" target="_blank" rel="nofollow noopener noreferrer">Customise your virtual meeting bot (logo/ name)</a>

<a href="https://www.loom.com/share/c0e0b6126042475c9ab187de30b8a43a" target="_blank" rel="nofollow noopener noreferrer">Add documents to a meeting</a>

<a href="https://www.loom.com/share/fc2431e989184c0ab44b2e7b5050e59d" target="_blank" rel="nofollow noopener noreferrer">Make meetings private</a>

<a href="https://help.gomarloo.com/en/articles/11631435-recording-phone-calls-on-iphone">Recording phone calls on iPhone</a>

<a href="https://help.gomarloo.com/en/articles/11969740-recording-phone-calls-on-android">Recording phone calls on Android</a>

<a href="https://www.loom.com/share/8d6e39732222496c87eb86cf53a8b82d" target="_blank" rel="nofollow noopener noreferrer">Merge meetings</a>

- <a href="https://www.loom.com/share/4bbbf793aab04312817297e78f32620f" target="_blank" rel="nofollow noopener noreferrer">Add Marloo to a virtual meeting by pasting a meeting link</a>
- <a href="https://www.loom.com/share/daa8aa1c22fc4d1daf1c7bfcbd1c875f" target="_blank" rel="nofollow noopener noreferrer">Send Marloo to a meeting now</a>
- <a href="https://www.loom.com/share/55be4f8384e046d7befaf4600d7ade3b" target="_blank" rel="nofollow noopener noreferrer">Customise your virtual meeting bot (logo/ name)</a>
- <a href="https://www.loom.com/share/c0e0b6126042475c9ab187de30b8a43a" target="_blank" rel="nofollow noopener noreferrer">Add documents to a meeting</a>
- <a href="https://www.loom.com/share/fc2431e989184c0ab44b2e7b5050e59d" target="_blank" rel="nofollow noopener noreferrer">Make meetings private</a>
- <a href="https://help.gomarloo.com/en/articles/11631435-recording-phone-calls-on-iphone">Recording phone calls on iPhone</a>
- <a href="https://help.gomarloo.com/en/articles/11969740-recording-phone-calls-on-android">Recording phone calls on Android</a>
- <a href="https://www.loom.com/share/8d6e39732222496c87eb86cf53a8b82d" target="_blank" rel="nofollow noopener noreferrer">Merge meetings</a>

<a href="https://www.loom.com/share/94b9610abfe7436caee9ea2ae45b28a4" target="_blank" rel="nofollow noopener noreferrer">Connect your calendar</a>

<a href="https://www.loom.com/share/a232b2b277c3427e830db98945bbc90a" target="_blank" rel="nofollow noopener noreferrer">Re-sync your calendar</a>

<a href="https://www.loom.com/share/be9d4c25192a45e6b3031a9b04067452" target="_blank" rel="nofollow noopener noreferrer">Disconnect and reconnect calendar</a>

- <a href="https://www.loom.com/share/94b9610abfe7436caee9ea2ae45b28a4" target="_blank" rel="nofollow noopener noreferrer">Connect your calendar</a>
- <a href="https://www.loom.com/share/a232b2b277c3427e830db98945bbc90a" target="_blank" rel="nofollow noopener noreferrer">Re-sync your calendar</a>
- <a href="https://www.loom.com/share/be9d4c25192a45e6b3031a9b04067452" target="_blank" rel="nofollow noopener noreferrer">Disconnect and reconnect calendar</a>

<a href="https://www.loom.com/share/e6c04cfd8c49439494eb52e62b57a450" target="_blank" rel="nofollow noopener noreferrer">Customise text styles</a>

<a href="https://www.loom.com/share/cff0709bfaa941f18cc71e87f321a892" target="_blank" rel="nofollow noopener noreferrer">Automate Document Styling</a>

- <a href="https://www.loom.com/share/e6c04cfd8c49439494eb52e62b57a450" target="_blank" rel="nofollow noopener noreferrer">Customise text styles</a>
- <a href="https://www.loom.com/share/3ddd586c1fb94346a73046d80c19436d" target="_blank" rel="nofollow noopener noreferrer">Use Doc Gen</a>
- <a href="https://www.loom.com/share/cff0709bfaa941f18cc71e87f321a892" target="_blank" rel="nofollow noopener noreferrer">Automate Document Styling</a>

<a href="https://vimeo.com/1145447281/35713f9b48?share=copy&amp;fl=sv&amp;fe=ci" target="_blank" rel="nofollow noopener noreferrer">Marloo full overview (11 December 2025)</a>

<a href="https://vimeo.com/1157044613?fl=tl&amp;fe=ec" target="_blank" rel="nofollow noopener noreferrer">Document generation webinar (22 January 2026)</a>

- <a href="https://vimeo.com/1145447281/35713f9b48?share=copy&amp;fl=sv&amp;fe=ci" target="_blank" rel="nofollow noopener noreferrer">Marloo full overview (11 December 2025)</a>
- <a href="https://vimeo.com/1157044613?fl=tl&amp;fe=ec" target="_blank" rel="nofollow noopener noreferrer">Document generation webinar (22 January 2026)</a>

<a href="https://www.loom.com/share/df3980e297f9404190251d323e4b1cbf" target="_blank" rel="nofollow noopener noreferrer">Insurance policy comparison</a>

- <a href="https://www.loom.com/share/df3980e297f9404190251d323e4b1cbf" target="_blank" rel="nofollow noopener noreferrer">Insurance policy comparison</a>

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