Marloo has three template types — Meeting, Document, and Task — each serving a distinct purpose. Templates are managed from the Templates section in the left sidebar.
What are the three template types?
What are the three template types?
Meeting templates control the structure of your meeting summaries. Document templates control how Marloo generates advice documents. Task templates define pre-built task workflows you can apply to clients. All three are managed from Templates in the left sidebar.
How do I create a meeting template?
How do I create a meeting template?
Go to Templates > Meetings and click New meeting template. You have three options:
Start from an existing template in the library. The fastest option, because customising a template that already works is quicker than building from zero.
Start from Scratch to build a new structure with the AI chat panel. You describe the summary you want and Marloo drafts it. You can also feed a file into that chat as a reference - for example a compliance rubric your summaries need to follow - and the result is the template you shaped in the chat rather than a copy of that file.
Upload a file (.docx, .doc, or PDF) to convert the document itself into a template that mirrors its structure.
How can I reuse content from a document template in a meeting template?
How can I reuse content from a document template in a meeting template?
Copy the text across yourself:
Go to Templates > Meetings and click New meeting template.
Choose Start from Scratch.
Open the document template you want to reuse.
Select all of its text and copy it.
Paste it into the new meeting template, then save.
What's the difference between white text and blue text in the template editor?
What's the difference between white text and blue text in the template editor?
White (non-highlighted) text is static — it appears verbatim in every output. Blue blockquote text is an instruction to Marloo — it tells Marloo what to generate for that section and doesn't appear in the output itself. Use the Instruct Marloo button in the toolbar to toggle selected text between the two.
Can I share templates with my team?
Can I share templates with my team?
Yes. Open the template and click Share with team. Shared templates appear in the Company tab and are visible to all team members. Once shared, templates are locked by default — team members can use them but not edit them. Turn on Allow Team Edits under Options to permit editing.
How do I delete a template?
How do I delete a template?
Click the three-dot menu, and select Delete. Deletion is permanent.
My template is stuck in 'analysing'. What do I do?
My template is stuck in 'analysing'. What do I do?
Wait up to 15 minutes and refresh the page — complex documents take time to process. If it's still stuck after that, contact support to have the entry cleared, then re-upload.
Why is my static text being rewritten by Marloo?
Why is my static text being rewritten by Marloo?
The text is inside a blue AI instruction zone, so Marloo is treating it as a prompt. Highlight the text and click Instruct Marloo to switch it to white (static). White text appears verbatim in every output and will never be changed.
Can I use the same template for different clients?
Can I use the same template for different clients?
Yes — that's the point. A well-refined template works across all clients. Use the generation prompt for client-specific differences (what to recommend, where to find key info). If you find yourself wanting a separate template for different scenarios, add conditional rules to your template instead.
How do I save a copy before editing a shared template?
How do I save a copy before editing a shared template?
Open the template, click the three-dot menu (⋯) in the top right of the editor, and select Save a Copy. The copy saves to your personal templates. Always use Save a Copy before experimenting — changes to a shared template affect everyone using it.