Not set up yet? Start with Setting up your Emails integration on Marloo.
Ask Marloo anything about a client's email history
Ask Marloo searches across synced emails and gives you the answer with a link back to the source:
"When was the financial review meeting organised with Jane?"
"What did the client say about their Q3 priorities?"
"Which email did we send the engagement letter in?"
It reads attachments and images in the email body too, so information sent as a PDF or screenshot is searchable alongside the rest.
Generate documents with richer context
Synced emails feed into Marloo's Document Generation workflow as additional context, alongside your notes, client uploads, documents, meeting transcripts and summaries. The more context Marloo gets, the better outputs it generates.
Draft emails faster without losing your voice
Ask Marloo to draft an email and it uses the full client context, past emails, notes, documents, meeting; to write something that sounds like you. Click Compose to open the draft pre-populated in Outlook or Gmail, then review and send from there.
After a meeting, send quick follow-ups summarising what was agreed or send notes to colleagues for internal.
Share context across your team
Sharing is per client, so you can share emails for the clients that you want your whole team visibility on, and hide emails for sensitive ones. If just one teammate that is part of an email chain chooses Share emails for the client, the whole team gets visibility, nobody has to re-share the thread.