Document Templates

A document template is the set of rules and structure that tells Marloo how to handle each section of your document. It's your "macro" control - it determines how sections work across every client, every time. (Your generation prompt is your "micro" control - specific instructions for one particular client.)

The more precise your template, the better every document Marloo generates from it.

Before creating your own templates, check the default templates. Marloo includes pre-built document templates that are ready to use and fully editable. You'll find them when you open the document template view. These can save you significant setup time and give you a solid starting point to customise.

This is the recommended approach for client-facing documents like statements of advice, records of advice, suitability reports, and annual reviews.

Marloo analyses your document and converts it into a working template. This takes roughly 15 minutes. Once processing is complete, you'll see your template in the editor.

Important: Upload under Templates > Documents, not Templates > Meetings. Meeting templates are for meeting summaries. This is a common mix-up.

Once your template is processed, you'll see two types of text in the editor:

Text with a white background appears word-for-word in every generated document. This is for compliance disclaimers, standard legal wording, and any text that should never change.

Text highlighted in blue is a prompt for Marloo. Each blue section tells Marloo what to generate for that part of the document. For example: "Document the client's reasons

for seeking advice, including specific goals and concerns discussed in meetings."

Select any text in the editor and click the Instruct Marloo button to switch it: - White to blue: converts locked text into a prompt for Marloo (Marloo will generate this section) - Blue to white: converts a prompt back into locked text (appears verbatim in every document)

This is how you control exactly what Marloo generates vs. what stays locked.

The most powerful section. Rules set here apply across the entire document: - Which sections are mandatory vs. conditional - Formatting rules (e.g., "Always state percentages to two decimal places") - Behavioural rules (e.g., "Omit any section if there is no relevant content")

Each section contains its own instructions telling Marloo what content to generate. These can include: - AI prompts (blue text) - instructions for what to generate - Locked text (white text) - verbatim content that appears exactly as written. Select text and click the Instruct Marloo button to switch between locked and AI-generated. - Placeholders - dynamic fields like [Client Name] or [Adviser Name] that Marloo fills from context - Conditional rules - instructions that apply only in certain situations (e.g., "Only include this section if the client has existing insurance being replaced")

At the top of the template editor, this button lets you provide high-level instructions for the entire template. Use it for broad behavioural guidance that applies to the whole document.

Marloo includes a library of default document templates. You can use one of these as a starting point and customise it to suit your firm's requirements.

If your firm operates under a licensee, you can access compliance-approved templates for generating SOAs and ROAs. Go to Settings > Company Settings, search for your licensee, and select it. After a Marloo team member approves your company, the licensee templates become available. These are used as-is to generate approved compliance documents and cannot be customised.

For templates built from an uploaded file, you can download the original source document. Open the template in the editor and look for the file icon in the dropdown at the top. Click it to download the original Word document.

This is useful when you need to share the source with a team member or make bulk edits outside of Marloo before re-uploading.

Best for internal workflows, comparison reports, or simpler documents where you don't have an existing Word template.

Example prompt:

Create a product comparison template that takes two PDSs from two insurance providers and the transcript of a conversation with the client. It writes up recommendations on which insurance product is most suitable for the client based on their needs articulated in the meeting transcript.

Marloo generates a structured template with headings and blue text instruction blocks that you can then refine.

Use the chat panel on the right side of the template editor to make changes. The chat works section by section - always refer to the exact section name so Marloo knows where to apply your change.

What you can ask:

Changes appear in real-time on the left side of the editor.

Best practice: Make one specific change at a time rather than requesting multiple changes in a single message. If Marloo doesn't get it right on the first try, clarify which section to modify and what the result should look like.

If the chat isn't responding well: Press the trash icon at the top of the chat panel to clear the conversation and start fresh. Long chat histories can cause context overload - too much back-and-forth can reduce the quality of the AI's responses. A single clear instruction in a fresh chat often works better.

You can also upload a document containing your review notes - click the upload icon in the chat panel and ask Marloo to implement the changes. See Template Refinement for a detailed workflow.

Example instructions:

Click the Image icon in the toolbar > Upload image.

Note: an image added to a template appears in every document generated from that template. If you want an image for just one client (like a chart from their modelling software), add it during the document review stage instead.

See Images in Templates for detailed guidance on image formats, conditional images, and troubleshooting.

Place your cursor where you want the break, then click the page break icon in the toolbar. A thin grey line appears in the editor marking the break.