Document Generation Tips and Tricks

Click the microphone icon next to the instruction prompt box to dictate your instructions instead of typing. Many advisers find this is the fastest way to brief Marloo, especially for detailed prompts with multiple recommendations.

Speak naturally, as if you were briefing a paraplanner on the phone. Marloo handles the transcription and uses your full dictation as the instruction.

After generating a document, your instruction prompt appears under Your prompts below the prompt box. Click the three dots menu on any prompt and select Favourite to save it for reuse.

Favourited prompts appear at the top of the list, so you can select them with one click for similar clients. This is especially useful if you have standard recommendation patterns (e.g., super consolidation, insurance review, retirement planning) - write a great prompt once, then reuse and tweak it.

Getting this balance right is one of the most important things for good output.

Rule of thumb: If it applies to every client, put it in the template. If it applies to this client only, put it in the generation prompt.

If your generated document contains "TBC" (to be confirmed) tags, it means Marloo couldn't find the information it needed. This usually happens for one of two reasons:

A few TBC tags in your first generation is normal - they're a signal telling you where to tighten up either your context or your template.

The Marloo AI chat panel (in both the template editor and the document editor) works section by section. Here's how to get the most out of it:

Always use the exact section name. "Make it more detailed" is vague. "Make the Reasons for Seeking Advice section more detailed, including specific financial goals and life events" is actionable.

Ask for one thing at a time. Multiple requests in a single message often result in some being missed.

If the chat stops giving good responses after several back-and-forth messages, press the trash icon to clear the conversation history and start fresh. AI models process the full chat history with every message - when that history gets long and messy, responses get worse. A clean slate with one clear instruction often works better than continuing to troubleshoot.

If you have detailed review notes or reference material, use the upload icon in the chat panel to attach a Word document rather than pasting large blocks of text into the chat.

When refining a template, always test with a client who has comprehensive context - plenty of meetings, uploads, and notes. This gives Marloo the best raw material and makes it easier to evaluate the template's quality versus issues caused by missing context.

A well-refined template works across all your clients. You shouldn't need a different template for each client - the generation prompt is where you handle client-specific differences. If you find yourself wanting a separate template for different advice scenarios, consider using conditional rules in your template instead (e.g., "Only include this section if the client has existing insurance").

When generating a document for a client who already has Marloo-generated documents, you can select those previous documents as context in the Documents tab. This is useful for follow-up advice or annual reviews where you want Marloo to reference what was previously recommended.

Check that you've provided the correct inputs and review your template instructions to see what information is being pulled in.

If locked text is being replaced by AI-generated content, move it to a white-background (locked) zone. Select the text and click the Instruct Marloo button to switch it from blue to white.

Check your template structure and simplify the formatting. Complex table layouts with merged cells or conditional formatting can cause issues. Add explicit instructions about where to source each value.

Go to Settings > Company Settings > Customise Document Styling > Layout to toggle page breaks on and off. You can also check your template for horizontal lines, as these trigger page breaks in the exported document. Remove any unnecessary horizontal lines from your template to reduce unwanted page breaks.

Keep to relevant files only. Attaching too many context files can cause generation to fail or produce lower-quality output. Select only the files directly relevant to the current case.

Go to Settings > Company Settings > Customise Document Styling to configure your cover page.

Re-upload your logo in Settings > Company Settings > Customise Document Styles. This text appears when the logo has not been uploaded or a settings change has reset your branding.

Make sure you upload under Templates > Documents, not Templates > Meetings. Meeting templates are for meeting summaries.

If your generated document isn't using your standard wordings or fee schedules, check that you ticked the relevant files in the Company tab during generation. Even if the files are uploaded, you need to select them each time.

The in-app editor and the exported document use different styling. Set up your fonts, colours, and spacing in Settings > Company Settings > Customise Document Styles. These settings control how your exports look, not the editor view.