Marloo's Document Generation feature lets you create advice documents — SOAs, ROAs, annual reviews, suitability reports — by combining your template, client context, and a brief set of instructions. It's available on the Pro plan, with a free two-week trial.
What is Document Generation?
What is Document Generation?
Document Generation creates advice documents directly inside Marloo. You provide three inputs: a document template, client context (meetings, notes, uploads, emails), and a brief set of instructions. Marloo combines them into a first draft you can edit and export as Word or PDF.
What plan do I need?
What plan do I need?
Document Generation is a Pro plan feature. If you're on Plus, you can start a free two-week trial yourself — open Documents in the left navigation, click New document, and generate your first document. That activates the trial. The Manage Plan button in Settings > Billing goes straight to paid billing, not a trial.
How do I start a document generation?
How do I start a document generation?
Go to a client's profile, click the Documents tab, then click + New document. Select a template, choose your context across the tabs (Meetings, Uploads, Company, Notes, Emails, Documents), write your instructions, and click Generate document. Generation takes 5–15 minutes.
What templates are available?
What templates are available?
Marloo includes pre-built default templates for common document types including SOAs and ROAs. You can also upload your own Word document as a template — go to Templates > Documents > + Add document template > Upload a file. Processing takes around 15 minutes. Make sure you upload under Templates > Documents, not Templates > Meetings — a common mix-up.
How do I write good generation instructions?
How do I write good generation instructions?
Think of it like briefing a paraplanner. Be specific: state what you're recommending, who the advice is for, and where key information lives in the context you've selected. Example: "Generate the SOA for John and Sarah. I recommend consolidating their super and updating their insurance. The fact-find is in Uploads; the insurance needs analysis is in Notes."
What does Review Mode do?
What does Review Mode do?
Review Mode highlights your generated document in four colours: green for verified citations from source material, blue for AI calculations or inferences, yellow for information gaps where Marloo couldn't find the required data, and red for conflicting data across sources. Click any highlight to see the source or reasoning. Focus your review time on blue and red.
Why are there TBC tags in my document?
Why are there TBC tags in my document?
TBC tags mean Marloo couldn't find the information it needed. Either the relevant context wasn't selected during generation, or the template instruction is too vague. Fix this by regenerating with the correct context selected, or by adding more specific guidance in your template.
How do I refine my template after generation?
How do I refine my template after generation?
Open the template in Templates > Documents. Use the Marloo AI chat panel to make changes one section at a time — always reference the exact section name. Upload your review notes as a Word file and ask Marloo to implement them. If the chat stops responding well, click the trash icon to clear it and start fresh with a single clear instruction.
Can I edit the generated document after it's created?
Can I edit the generated document after it's created?
Yes. Open the document and click into any section to edit directly. Use the Ask Marloo chat panel for section-level rewrites, find and replace across the whole document, or to add/remove content. The undo button reverses any changes Marloo makes.
How do I export the final document?
How do I export the final document?
Click Export in the top-right corner of the document editor, choose Word or PDF, and select a document style. Your firm's branding (fonts, colours, cover page, headers, footers) is applied automatically from Settings > Company Settings > Customise Document Styles.