Document Generation - FAQ

Document Generation creates advice documents directly inside Marloo. You provide three inputs: a document template, client context (meetings, notes, files, emails), and a brief set of instructions. Marloo combines them into a first draft you can edit and export as Word or PDF.

Not yet. Marloo writes advice documents from the context you give it - it does not research products, compare platforms, or calculate fees.

That research still happens in your existing tools. Once you have it, bring the output into Marloo as context and Marloo will use it:

If the data isn't in the context you select, Marloo won't invent it. The gap will show as a TBC tag or a yellow highlight in Review Mode instead.

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 and click Start 14-day free trial. The Manage Plan button in Settings > Billing goes straight to paid billing, not a trial.

Go to a client's profile, click the Documents tab, then click New document. Select a template, choose your context across the tabs (Meetings, Files, Company, Notes, Emails, Documents), write your instructions, and click Generate document. Generation takes 5–15 minutes.

Only the files that are directly relevant to the case you're working on. There is no strict maximum number of context files, but everything you select has to fit inside the amount of context Marloo can read in one generation, which is roughly 500,000 words. Go past that and the generation fails on the volume of context, not because of a problem with your template or your files. Attaching too many context files can also produce lower-quality output.

The client-specific files worth selecting are the ones that carry the facts for this piece of advice. Common examples: a reverse fact find exported from your CRM, the summary of the relevant meeting, the transcript of that meeting where the detail matters, your product research, and modelling output for the strategy you're recommending.

If generations are failing or the output quality drops, summarise your largest files first, upload the summary to Marloo, and select that in place of the full documents. See Too Many Context Files in Document Generation Tips and Tricks.

If you haven't generated yet, you can upload the file while you're setting the document up. Click New document, select your template, then upload the file straight into the context selector. Make sure it's ticked before you click Generate document, or Marloo won't use it.

If the document has already been generated, add the file from the Ask Marloo chat panel using the + option.

Attaching a file in a template's chat panel is different. That is mainly for when you are building a template from an existing document and also want to use chat: the attachment is reference material for editing the template (for example an example output or a feedback document to implement). It is not the context a generation reads. A generation only reads the files ticked in the context selector after you click New document.

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 > New document template > Upload a file. Processing takes around 15 minutes. Make sure you upload under Templates > Documents, not Templates > Meetings — a common mix-up.

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 Files; the insurance needs analysis is in Notes."

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.

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.

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.

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.

Yes. Open the document and click the clock icon to see its version history. Click a version to open it, then click Restore this version.

Click Export in the top-right corner of the document editor, choose Word or PDF, then pick a document style. Styling is applied at export, so the style you choose here is what you get. If the result isn't what you expected, see My exported document has the wrong fonts and sizes below.

Styling is applied at export. When you export, pick the style you want from the dropdown in the export dialog.

You can't set one style as the default. The dropdown remembers the style you exported with last time, and otherwise lists your styles alphabetically.

Every account has Marloo's three built-in styles - Modern, Minimal and Traditional. If your firm has created its own styles, they appear in the same dropdown alongside them.

If your firm's style isn't in the list, it hasn't been saved yet. Go to Documents > Styles to create it. You can either start from scratch or upload a .docx file and our system will parse the fonts, tables, and layouts.