Document Generation Template Refinement

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. Many inaccuracies in generated documents trace back to the template, which means refining your template is the most effective way to improve your outputs.

Think of it this way: - Template = macro control (how sections work across all clients) - Generation prompt = micro control (specific instructions for one client)

The more precise your template instructions, the better every document.

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

When reviewing your generated document, note:

Keep your review notes in a document - you can upload them directly to the template editor later.

The most effective refinement workflow starts with your review notes:

The chat works section by section - always use the exact section name so Marloo knows where to apply your change. One change per message works best.

Examples:

Break the request into smaller, more specific instructions. Tell it exactly which section to modify and what the result should look like.

If the chat stops 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 - the AI has to process the full conversation each time, and too much back-and-forth can reduce the quality of its responses. Clearing and starting with a single clear instruction often works better than continued troubleshooting.

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.

Use explicit wording. "Do not include this section if..." is clearer than "This section is optional."

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:

White text is locked - Marloo will include it exactly as written, every time.

Templates can reference company context files for standard wordings. If you want a specific section to draw from a company context file, add an explicit reference in the template instructions for that section. For example: "Reference the standardised wordings in 'Standard Insurance Advice Wordings.docx' when writing this section."

Without this reference, Marloo won't know to look at that specific file, even if it's selected as context during generation. See Company Context and Global Instructions for setup.

If locked text is being replaced by AI-generated content, check that it's in a white-background (locked) zone, not a blue-background (AI instruction) zone. Select the text and click the Instruct Marloobutton to switch it to white.

If your section headings are being treated as generation instructions (e.g., Marloo tries to "write a summary" because the heading says "Summary of Advice"), use the Instruct Marloo button to mark headings as locked text. Headings should not be phrased as directives.

If a team member's name is appearing across all generated documents, this is usually not a template issue. Check the header and footer settings in Settings > Company Settings, not the template itself.

Add formatting instructions to Global Instructions:

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]

Global Instructions is the most powerful section in your template. Use it for rules that apply everywhere:

Mandatory vs. conditional sections: Create a table listing which sections must always appear and which are optional based on the client's situation.

Omit empty sections:

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

Formatting standards: Set rules for decimal places, dollar formatting, bullet points, and any stylistic preferences that should be consistent throughout.