Executive Summary
Summaries are not generated automatically - you trigger them manually from the Summary tab after a meeting is transcribed.
Select a template, and Marloo generates a structured summary from your transcript and any notes you've added.
You can run multiple templates against the same transcript to produce different summary formats.
Generated summaries are fully editable - click into the text and make changes directly.
How to Generate a Summary
After a meeting is transcribed, you need to go to the meeting and select a template to generate a summary. Marloo does not auto-generate summaries after a meeting ends.
Open the meeting from your meetings list.
Click the Summary tab.
Click the template you want to use. Marloo will generate a summary using that template against your transcript and any added notes.
Note: Marloo does not auto-generate summaries after a meeting ends. You always trigger summary generation manually from the Summary tab.
Running Multiple Templates Against the Same Transcript
You can generate summaries using more than one template for the same meeting. This is useful when you want to compare outputs, or when a meeting covered multiple topics that need separate note structures.
After an initial summary is generated, use the template dropdown in the summary view to select a different template and generate a new version. Each template produces a separate summary - they are stored alongside each other and you can switch between them using the dropdown.
Editing a Generated Summary
You can edit a generated summary directly in the Summary tab. Click into the summary text and make changes as you would in a document editor. Edits are saved automatically.
Editing the summary does not affect the underlying template or the transcript. If you regenerate the summary using the same template, your manual edits will be overwritten - regenerate only when you want a fresh output.
Meeting > Summary > Edit
Tips
Choose the right template before generating. Check the template name carefully - using the wrong template means you'll get a summary structured for a different meeting type.
Add notes before generating. If you have additional context that wasn't captured in the transcript (e.g., pre-meeting prep notes or action items discussed offline), add them to the meeting before generating a summary. Marloo uses both the transcript and your notes.
Try multiple templates if unsure. You can generate summaries with different templates and compare the results to find the best fit for your meeting.
Edit after generating. Treat the generated summary as a strong first draft. Review it, make any adjustments, and finalise before sharing or filing.
Troubleshooting
Problem | Solution |
Summary didn't generate automatically after my meeting | This is expected behaviour. Marloo does not auto-generate summaries. Go to the meeting, click the Summary tab, and click a template to generate one manually. |
The generated summary used the wrong structure for my meeting type | You likely selected the wrong template when generating. Use the template dropdown in the Summary tab to select the correct template and regenerate. Check your template names to make sure they clearly identify the meeting type. |
Related Articles
Meeting Templates - Creating and customising meeting templates
Template Editor - Using the template editor and Marloo AI chat to build and refine templates
Managing Your Templates - Sharing, organising, and controlling access to templates
Introduction to Templates - Overview of all template types in Marloo