You've recorded your first meeting and generated a summary — here's how to turn Marloo into your firm's day-to-day system.
Executive Summary
Bring in your existing book: upload your client list and link each client's SharePoint or OneDrive folder so Marloo has their history. You can also import data from your previous CRM to maximise the context Marloo has available — see How to bulk upload your client list to Marloo.
Customise meeting templates to match your firm's format — and remember a meeting's tasks are only created when you generate a summary.
Try document generation with a free two-week Pro trial, and set up firm-wide context, styling, and branding so every output looks like yours.
Use Ask Marloo
Ask Marloo is an AI assistant built into the platform. You can ask it questions about your clients, meetings, and documents — and it responds with answers drawn from the data in Marloo.
Use it to:
Find specific details across meetings ("What insurance did John mention in our last meeting?")
Draft emails — then use the Compose button to push the draft (subject and body) straight into your connected email, ready to review and send
Use it as a thought partner for advice work — for example, a para-advice strategy note or a paraplanning request — and treat the output as a draft to refine
Get a quick snapshot of a client's situation before a review, or work through a scenario ("David wants to claim on his income protection — check the file for anything he should be aware of")
Dictate instead of typing — click the microphone button, or hold option + space to dictate anywhere in Marloo
Ask Marloo is available in universal chat, and within meetings, clients, documents, summaries, tasks, slides, and templates — it adapts based on where you use it. Expand the chat window when you're working through something longer, and reopen previous chats from your chat history (your chats are private to you — teammates can't see them). Previous chats only appear in the surface where you had them — for example, a Client View chat is only available when you open Ask Marloo on that same client again.
Tip: Save a file note of your Ask Marloo chat to the client's profile — you can come back to it later when producing advice documents.
See What is Ask Marloo AI for the full guide.
Build Your Client Profiles
Client View gives you a centralised profile for each client — pulling together their meetings, transcripts, summaries, notes, files, and emails in one place.
Individuals vs groups — which to use?
Every person, company, or trust should be an individual client record — that's what Marloo matches meeting invites and emails against, and where files, notes, widgets, and email import live. Create a group when you advise people together — a couple, a family, or directors alongside their company or trust — so shared meetings and context sit in one place. A client can belong to more than one group. Context on an individual who belongs to a group also rolls up to that group.
Keep personal material on the individual and genuinely shared material on the group: files uploaded to a group don't appear on members' individual profiles, widgets and the overview summary are generated per record, and past-email import runs per individual.
To start building a client profile:
Tag clients to meetings — open a meeting and use the + Add client panel to link it. This is especially important for mobile recordings, which don't auto-link.
Upload context — go to a client's profile and add fact-finds, research and modelling (like performance reports), previous advice documents, or any other reference material under the Files tab. You can drag and drop multiple files at once.
Add notes — use the Notes tab for anything not captured elsewhere. You can type, paste tables, or record a voice note.
Bring in your existing book — export your client list from your CRM and upload it as a spreadsheet (Clients > Upload client list). Include client names, email addresses, and an optional tags column, and Marloo creates all your clients — with their tags — in one go. Then link each client's SharePoint or OneDrive folder from their Files tab so their existing documents sync into Marloo automatically. See How to bulk upload your client list to Marloo and Connecting Microsoft365 (SharePoint).
The more context a client profile has, the better Marloo performs when generating documents or answering questions about that client.
See Understanding Clients View for the full guide.
Try Document Generation
Document generation lets you create statements of advice, records of advice, suitability reports, and annual reviews from within Marloo. You provide three things:
A template — your firm's document structure (upload your SOA template, or use a default). If you can upload multiple examples of a completed SOA from the same template, you'll get a better result because Marloo will have more info to work from and average across — select multiple files when you click Upload Files.
Client context — meetings, files, notes, and emails from the client's profile.
Instructions — a brief describing what to recommend and where to find key information.
Marloo synthesises everything and produces a first draft you can edit, refine, and export as Word or PDF.
Go to a client's profile, click the Documents tab, and click New document to try it.
Free trial: Document generation is part of the Pro plan. Every account can activate a free two-week Pro trial — see How the Marloo Pro trial works.
See Document Generation - Quickstart for the full walkthrough.
Customise Your Meeting Templates
Marloo generates meeting summaries using templates. The defaults are a good starting point, but customising them to match your firm's format makes the output far more useful.
When you generate a summary, Marloo can also automatically generate tasks. If you don't generate a summary, Marloo won't generate tasks — so make it a habit after every recorded meeting. You can also run several templates against the same transcript; each summary is stored separately.
You can:
Edit an existing template — adjust sections, headings, and what Marloo extracts from each meeting.
Create a new template — start from scratch, copy an existing one, or upload a Word document.
Use different templates for different meeting types — a fact-find template, a review template, a general meeting template.
Go to Templates > Meetings in the left sidebar to get started.
See Introduction to Templates and Template Editor for full details.
Set Up Your Firm
A few firm-wide settings make Marloo work better across your team:
Company context — upload the standard material you'd want referenced in every document: fee schedules, compliance checklists, standard disclosure wordings, and pre-drafted strategy wordings. Marloo uses these when generating documents, and you can also reference them in Ask Marloo chats. Go to Settings > Company Settings > Context. See Company Context and Global Instructions.
Connect your email — link Outlook (or Gmail, once support has enabled it) so client emails sync into Marloo as context. Go to Settings > Integrations. See Setting up your Email Integration on Marloo.
Document styling — set your fonts, colours, cover page, and header/footer so exports match your firm's branding. Go to Documents > Styles, then choose a style when you export. See Customise your document styling.
Firm branding — customise the name and logo of the Marloo meeting bot that appears in your client meetings. See Firm Branding.
Invite your team — add advisers, support staff, and admins. Support staff are free, can open any adviser's calendar, and can generate summaries and documents on their behalf — so the follow-up can start the moment a meeting ends. Go to Settings > Team. See Invite and manage team members.
Get the Mobile App
The Marloo mobile app lets you record in-person meetings and phone calls from your iOS or Android device. Recordings sync to the web app where you can generate summaries and tag clients.
Download the app from the App Store or Google Play and sign in with your Marloo credentials.
See Get Started with the Mobile App for setup tips and best practices.
Related Articles
Getting Started with Marloo — Overview of what Marloo can do
Setting up your account — Account creation and calendar connection
Your First Meeting and Summary — Record a meeting and generate your first summary
Introduction to Templates — Meeting, document, and task templates explained
Document Generation - Quickstart — Create advice documents step by step
Understanding Clients View — How client profiles work
How to bulk upload your client list to Marloo — Import your book from a CRM export
What is Ask Marloo AI — AI-powered insights across your client data
Frequently Asked Questions — Common questions about Marloo