Marloo connects directly with Outlook (Microsoft 365) and Google Calendar to automatically detect and join your meetings. Email integration with Outlook or Gmail syncs client correspondence as context across Marloo. Gmail email integration is being rolled out gradually. This can be enabled by Marloo on request.
How do I connect my calendar?
How do I connect my calendar?
Go to Settings > Integrations, click Connect next to the calendar tile, choose Outlook or Google, and sign in with your own work account. Don't use an IT admin account or shared mailbox - each person must connect using their own credentials. Your meetings appear on the dashboard and auto-join is on by default.
Can I connect a calendar that's already connected on someone else's Marloo account?
Can I connect a calendar that's already connected on someone else's Marloo account?
Yes. The same Outlook or Google account can be connected to more than one Marloo login at your firm. Meetings from that calendar appear for everyone who has it connected, and Marloo only sends one bot per meeting, so you won't get duplicate recordings. Each person still needs their own Marloo login.
Can I connect two Outlook accounts (or two Google accounts) to one Marloo login?
Can I connect two Outlook accounts (or two Google accounts) to one Marloo login?
No. Each Marloo login holds one Outlook connection and one Google connection, and connecting a second Outlook account replaces the first rather than adding to it.
To add another calendar or email address, bring it in through the account you've already connected - see Adding another calendar or email address.
Microsoft shows a "Need admin approval" screen. What do I do?
Microsoft shows a "Need admin approval" screen. What do I do?
Your organisation restricts third-party app authorisation. Ask your IT admin to grant consent for the Marloo OAuth app. They can grant consent using the admin consent URL in the Connecting Microsoft Outlook to Marloo article. Once granted, all users in the org can connect without seeing this prompt.
My calendar is connected but meetings aren't appearing. What do I check?
My calendar is connected but meetings aren't appearing. What do I check?
Disconnect and reconnect from Settings > Integrations, making sure to sign in with the correct account. (Tip: open Marloo in an incognito window to reconnect, otherwise Microsoft tends to auto-pick the wrong account if you have multiple.) Meetings added very close to the start time may take a few minutes to sync. Also check that the meeting is on a calendar you've enabled - go to Settings > Integrations, click the calendar tile, and switch on Show hidden calendars to check.
How does the email integration work?
How does the email integration work?
Connect your Outlook or Gmail account in Settings > Integrations. Marloo syncs new emails and matches them to clients based on email address. Emails are private by default - only you can see them. To share with your team, open the client's Emails tab, click the privacy dropdown, and select Share emails. Sharing is per client and you can change it at any time. Some firms also have an Automatically share client emails toggle on the email card under Settings > Integrations; emails with contacts at your own firm's domain are never shared automatically. See Work smarter with Marloo Email integration.
You can review which clients you have shared emails for by opening the email card under Settings > Integrations.
The email import button isn't appearing on a client's profile. Why?
The email import button isn't appearing on a client's profile. Why?
After connecting your email integration, the Import past emails button appears once your inbox has finished its initial setup.
My calendar keeps disconnecting. What causes this?
My calendar keeps disconnecting. What causes this?
This is usually caused by IT security policy changes at your organisation. Check with your IT team. Reconnect from Settings > Integrations using an incognito window to avoid browser auto-selecting the wrong account.
A team member has left. What happens to the emails they shared?
A team member has left. What happens to the emails they shared?
Emails they had set to shared stay visible in the client's Emails tab, even after the account is deactivated. Only emails set to shared are visible to the rest of the team, so before someone leaves make sure the emails you need are set to shared - otherwise no one else will be able to use them.