📅 Join the upcoming webinar this week to see a live demo
We have shipped a lot since our last update! Here’s what’s ready for you:
Tasks: Auto-generate tasks and sub-tasks that follow set templates. You can manage directly or via Ask Marloo.
Outlook email integration: Use your client emails as input context for Documents, Forms, and Ask Marloo
PDF Forms: Auto-fill in any PDF Form automatically with information from the Clients tab in Marloo
The next unlock isn't just faster, it's smarter. Three new features that feed directly into the intelligence layer Marloo builds around every client.
✅ Tasks: Your to-do list, built before you've closed your laptop.
When a meeting ends, Marloo surfaces every action item. You can set templates for common workflows, auto-assign and set reminders.
Every task connects back to Ask Marloo. If you're unsure about a follow-up, just ask. Marloo surfaces the exact moment it came from.
Tasks supports multi-step workflows via templates. Set up an advice journey once and Marloo runs it the same way every time. Learn more about tasks.
📧 Outlook Email integration: Deeper context. Better advice.
Marloo syncs Outlook emails to each client's profile. Every email becomes context that feeds into all features of Marloo. Learn more about Outlook Emails.
Tip: You can backfill older emails by hitting Import past emails on any client's Emails tab. Gmail will follow soon!
📝 Forms: Your client forms, auto-filled in seconds
To get started, head to a client profile and find the Forms tab. Once you upload a Form, Marloo will auto-fill the form based on available client data. Learn more about forms.
Cheers,
Marloo Team