Template Editor

Executive Summary

Use the Ask Marloo chat pane on the right side of the editor to build and refine your template - describe what you want and Marloo generates or edits it for you.
White text is static and appears verbatim in every output. Blue blockquote text is an AI instruction - it tells Marloo what to generate, not what to output directly.
A good starting pattern is uploading an existing template, then using chat to refine it to match your needs.
Attach files in the chat (the + button, bottom left) to give Marloo reference material or a feedback document to implement.
Use the Instruct Marloo button to toggle text between white (static) and blue (AI instruction).
If chat responses degrade, clear the conversation with the trash icon and start fresh. Use the Undo button to reverse any changes Marloo makes.

Understanding White and Blue Text

The template editor uses two types of text, each with a different role in the output:

White text - static, locked content. This text appears verbatim in every output, exactly as written. Use it for fixed headings, standard paragraphs, disclaimers, and anything that should never change.
Blue blockquote text - AI instructions. This text tells Marloo what to generate in that section. It does not appear in the output - it is a directive, not content.

Use the Instruct Marloo button in the toolbar to toggle selected text between white (static) and blue (AI instruction).

Common mistake: If a heading is phrased as a directive (e.g., "Summarise the client's goals here"), Marloo will interpret it as an AI instruction and try to act on it rather than displaying it as a heading. Highlight the text and click Instruct Marloo to convert it to blue - or rewrite it as a plain heading if it should be static.

Common mistake: If static text is being overwritten or changed in outputs, it's likely inside a blue AI instruction zone. Move the text to a white section, or highlight it and use Instruct Marloo to convert it to static.

Using the Chat Pane to Build and Edit Templates

The Ask Marloo chat pane sits on the right side of the template editor. This is your primary tool for building and refining templates - you don't need to edit the template body manually unless you want to.

Describe what you want your template to do. Be specific about the sections, content, and structure you need. Here are some examples of the kinds of instructions you can give:

"Create a product comparison template that includes columns for provider, premium, cover amount, and exclusions"
"Add a section for capturing the client's current financial position including assets, liabilities, and cash flow"
"Restructure this template so the recommendations section comes before the risk profile"
"Add a table for recording the client's existing insurance policies with columns for insurer, policy type, sum insured, and premium"
"Make the action items section a numbered list instead of bullet points, and add a column for who is responsible"

Marloo may ask clarifying questions before it generates or edits the template. Answer them, then Marloo will update the template directly.

Attaching files in the chat

Click the + button in the bottom left of the chat pane to attach a file. Use this to give Marloo reference material - for example, an example meeting summary, a previous output, or a feedback document.

To implement written feedback, export or prepare a document with your notes, attach it in chat, and ask Marloo to make the changes. For example: "I've attached a feedback doc - please implement all of the changes marked in it."

Iterating until it matches your style

Chat is iterative. You don't need to get everything right in one message - keep refining until the output matches what you want.

One change per message works best. If you ask for multiple changes in a single message, Marloo may miss some. If you have several changes to make, ask Marloo to create a plan first, then have it make the changes one by one. Use the exact section name when targeting a specific part of the template.

Common mistake: Asking for many changes in one message often leads to partial results. Send one instruction at a time and review the output before sending the next. If you have a list of changes, ask Marloo to plan them out first.

Clearing chat and undoing changes

If Marloo's responses start to degrade - becoming less accurate or less relevant - it's usually a sign of context overload. The AI processes the full conversation history each time, and long threads reduce quality. Click the trash icon at the top of the chat pane to clear the conversation and start fresh with a single clear instruction.

To reverse a change Marloo made to the template, click the Undo button in the editor toolbar. This steps back one change at a time.

Training Marloo on Your Writing Style

You can teach Marloo to write in your voice by pasting example emails or writing samples directly into the chat, then asking it to emulate that style going forward.

For example: "Here's an example of how I write to clients. Please use this style in all sections of this template." Marloo will incorporate the style as an instruction stored inside the template - it applies every time the template is used, not just during this session.

Each adviser can have their own personal template with their own personalised style instructions. This means two advisers on the same team can produce outputs in their own distinct voices from the same base template structure.

Important: Style instructions saved in a template only apply to that one template. They do not affect other templates or Marloo globally. If you want to set a consistent writing style across all of Marloo, go to Company Settings and configure your style preferences there - this applies to all templates and outputs.

Tip: The more specific your style instruction, the better the result. Instead of "write more casually", try: "Use short sentences. Address the client by first name. Avoid jargon. Keep paragraphs to two sentences."

Writing in First Person

By default, Marloo may refer to the adviser by name in generated outputs. You can change this to first person by adding a directive in the chat.

For example: "Write all outputs in first person - use 'I' instead of the adviser's name throughout." Marloo will add this as a standing instruction in the template.

This is particularly useful for email templates or summary introductions where the adviser sends the output directly to clients.

Toolbar

The toolbar runs along the top of the template editor and provides standard formatting controls.

Control	What it does
Undo / Redo	Steps back or forward through changes, including changes made by Marloo AI.
H1 / H2 / H3 / Body	Sets the heading level or body text style for selected text.
Bold / Italic / Underline	Standard inline text formatting.
Bulleted list	Inserts an unordered list.
Numbered list	Inserts an ordered list.
Text alignment	Left, centre, or right alignment.
Horizontal line	Inserts a divider. When page breaks are enabled in settings, this acts as a page break in exported documents.
Insert table	Adds a table to the template.
Insert image	Adds an image to the template. See Images in Templates for full details.
Instruct Marloo	Toggles selected text between white (static) and blue (AI instruction).

Tips

A good starting pattern is uploading an existing template file, then using the chat pane to refine it to match your needs.
Use exact section names when asking Marloo to edit a specific part of the template (e.g., "Update the Recommendations section to also include a risk summary").
Paste a real output you're happy with into the chat and ask Marloo to reverse-engineer a style instruction from it.
Clear the chat and start fresh whenever you switch to a new type of edit - this prevents earlier instructions from interfering.
Review the template after each chat session by scrolling through and checking that white and blue text are correctly assigned.

Troubleshooting

Problem	Solution
A heading is being treated as an AI instruction and disappearing from outputs	The heading is in a blue instruction zone. Highlight it and click Instruct Marloo to convert it to blue explicitly, or move it to a white static section.
Static text is being rewritten or overwritten in every output	The text is inside a blue AI instruction block. Highlight it, click Instruct Marloo to toggle it to white (static), or move it outside the blue zone.
Chat responses are becoming vague, repetitive, or off-topic	Context overload. Click the trash icon to clear the chat, then send a single focused instruction to continue.
Marloo made a change to the template that you want to reverse	Click Undo in the editor toolbar to step back through changes one at a time.

Introduction to Templates - Overview of all template types in Marloo
Meeting Templates - Working with meeting note templates
Images in Templates - How to add and manage images in the template editor
Managing Your Templates - Sharing, organising, and controlling access to templates
Template Troubleshooting - Common template issues and fixes
Document Generation: Creating and Uploading Templates - Setting up templates for document generation