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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
Updated over 2 weeks ago

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.

  • 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."

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

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

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."

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.

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