Quick answer: Template refinement is how you improve your document generation outputs over time. Review a generated document, note what's not right, then use Marloo AI's chat to update your template instructions - each iteration gets you closer to perfect.

95% of inaccuracies in generated documents can be traced back to the template. Your template isn't just a structure - it's a set of instructions that tell Marloo how to handle each section, what to include, what to leave out, and how to format everything. The more precise your instructions, the better your outputs.

Think of it this way: the template is your "macro" control (how Marloo handles sections across all clients), while the generation prompt is your "micro" control (specific instructions for this particular client).

Template refinement follows a simple loop:

Most users get to a solid template within 2-3 refinement cycles.

Export your generated document to Word and do a thorough line-by-line review. Note everything:

Tip: Keep your notes in a Word document or the Notes section of the client's profile. You can upload this feedback document directly to Marloo AI later.

You'll see your template with:

This is the most powerful section. Use it to set rules that apply across the entire document.

Mandatory vs. Conditional sections:

Create a table listing which sections must always appear and which are optional:

Add instructions like:

"Omit any section from the final document if there is no relevant content for that section."

Formatting rules:

"Always state percentage and dollar figures to two decimal places."

"State each basis point as a separate paragraph or bullet point."

Each section in your template contains instructions that tell Marloo what content to generate. These can be:

At the top of the template editor, the Instruct Marloo button lets you provide high-level instructions for the entire template. Use this for broad behavioural guidance.

The Marloo AI chat panel on the right side of the template editor is your biggest lever for improvement. You can:

Type precise instructions into the "Ask anything" field:

Click the upload icon in the chat panel to attach a Word document containing all your review notes. Ask Marloo to implement the changes:

"I've uploaded my review notes. Please go through each point and update the template accordingly."

For best results, make one specific change at a time rather than asking for multiple changes in a single message. If the AI doesn't cooperate on the first try, clarify your instruction - tell it exactly which section to modify and what the change should look like.

If financial tables (needs analysis, asset allocation, cash flow) aren't pulling the right data:

Example instruction:

"For the Needs Analysis table: pull Life Cover Required from the insurance needs analysis in Notes. Pull Other Provisions from the client's non-super investments and property value in Uploads. Always include a separate row for Property if the client owns property."

Add conditional rules to Global Instructions:

"Only include the 'Consequences of Replacing Products' section if the client has existing insurance and we are recommending that it be replaced. Otherwise do not include the entire section."

Your template instructions need to be more specific. Instead of:

"Document the client's situation"

Try:

"Document the client's current financial position including income, expenses, assets, liabilities, and any recent life changes. Reference specific figures from the fact-find in Uploads and discussions from tagged meetings. Each point should be a separate bullet point with a specific dollar amount or detail."

If Marloo is paraphrasing text that should appear word-for-word:

Add formatting instructions to Global Instructions:

"Always state percentage figures to two decimal places (e.g. 7.50%, not 7.5%)."

"Always state dollar amounts with commas (e.g. $150,000, not $150000)."

"Use bullet points for the Basis of Advice section, not paragraphs."

Add standard conditional risk wording to your template:

"Standard conditional risks (use where relevant): If the client is taking on additional debt: [your standard debt risk wording]. If recommending the client retains money in an offset account: [your standard offset risk wording]. If moving funds from a government-guaranteed deposit: [your standard guarantee loss wording]."