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Using Ask Marloo in Documents and Summaries

See how Ask Marloo AI can change how you build your meeting summaries and advice documents

Written by Barnie Ollerhead

Executive Summary

  • Be specific with your instructions and tell Marloo exactly where in the document you want changes applied.

  • Use the undo button in the document or summary editor to reverse any changes Marloo makes if needed.

  • Find and replace works across an entire document in a single command.

  • Select any word or phrase in a document and give Marloo a URL to turn it into a hyperlink.

  • Ask Marloo where a piece of information came from and it will reference the source in the chat.

Editing Summaries with Ask Marloo

Open the Ask Marloo chat alongside your summary to request changes. Ask Marloo understands the meeting transcript, notes, and current summary content.

Targeted Corrections

Use specific instructions to fix individual details:

  • "Update the retirement date in paragraph 3 to March 2028."

  • "Change all references to [incorrect term] to [correct term]."

  • "Update the superannuation balance to reflect the figure discussed in the meeting."

Structural Changes

Reorganise content without regenerating:

  • "Rewrite the action items as a numbered list."

  • "Shorten the introduction to two sentences."

  • "Move the risk profile discussion above the insurance section."

Tone and Voice

Adjust how the summary reads:

  • "Rewrite the summary in first person."

  • "Make the language more formal throughout."

  • "Adjust the tone to be suitable for a client-facing email."

Editing Documents with Ask Marloo

When editing a generated document, Ask Marloo can access the context files used for generation, the template, and the generated content itself.

Find and Replace Across Entire Document

You can replace terms across all sections at once. Be explicit in your request:

  • "Replace all instances of [term A] with [term B] throughout the entire document."

This works across all sections in a single command, saving you from editing each section individually.

Section-Level Edits

Make changes to specific parts of your document:

  • "Rewrite the risk profile section to emphasise the conservative stance."

  • "Expand the superannuation section to include the employer contribution details discussed in the meeting."

Fixing Generated Content

If a table or a single figure has come out wrong, you do not need to regenerate the document. Open the document, open the Ask Marloo chat panel beside it, and describe the change:

  • "Add a row to the cash flow table for rental income."

  • "Replace the government subsidy figure with the reduced rate."

Marloo updates the document in place.

Adding Content

Insert new sections or paragraphs:

  • "Add a disclaimer paragraph at the end of the document."

  • "Add a section summarising the agreed next steps."

  • "Include a paragraph on the client's insurance needs after the risk profile section."

Adding Hyperlinks

You can turn any text in a generated document into a link without leaving the editor.

  1. Select the word or phrase you want to link.

  2. Type your instruction into the box that appears, including the full URL - for example "Add a hyperlink to this PDF: https://example.com/pds.pdf".

  3. Press enter. Marloo applies the link to the text you selected.

This is handy for linking out to product disclosure statements, fund fact sheets, or your firm's financial services guide rather than pasting long URLs into the body text. Hyperlinks carry through to the exported Word document and PDF, so your client can click straight through from the document you send them.

Checking Sources

In documents and summaries, you can ask Marloo where a specific piece of information came from. Ask "Where did you get the figure in the assets section?" and Marloo will reference the source document in the chat.

This is useful for verifying that generated content accurately reflects your meeting transcripts and uploaded files.

Frequently Asked Questions

My edits did not save.

Edits save automatically. If changes appear to have reverted, refresh the page. If the issue persists, contact support.

Find and replace only changed one instance.

Be explicit in your request. Use phrasing like "Replace all instances of [X] with [Y] throughout the entire document" to ensure every occurrence is updated.

Ask Marloo in a document cannot see meeting notes or client history.

When you open Ask Marloo inside a document, it can only access the files used to generate that document. Meeting notes, client emails, and other client-level context are not available from within a document. To use Ask Marloo across all client data, open it from the client profile instead.

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