Marloo

<a href="https://help.gomarloo.com/en/articles/14332907-calendar-integration">Read the full guide</a>

Quick flowchart: connect your calendar in 5 steps

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<a href="https://help.gomarloo.com/en/articles/14344172-create-and-use-meeting-templates">Read the full guide</a>

Quick flowchart: build a meeting template in 5 steps

<a href="https://help.gomarloo.com/en/articles/14041098-create-and-upload-document-templates">Read the full guide</a>

Quick flowchart: build a document template in 6 steps

<a href="https://help.gomarloo.com/en/articles/16208456-set-up-your-first-document-style">Read the full guide</a>

Quick flowchart: brand your exports in 6 steps

<a href="https://help.gomarloo.com/en/articles/16844571-understanding-the-knowledge-tab-in-marloo">Read the full guide</a>

Quick flowchart: teach Marloo your firm's way in 5 steps

<a href="https://help.gomarloo.com/en/articles/16838881-get-marloo-into-your-meeting">Read the full guide</a>

Quick flowchart: get Marloo into a call in 5 steps

<a href="https://help.gomarloo.com/en/articles/13512237-upload-a-recording-or-record-a-meeting-yourself">Read the full guide</a>

Quick flowchart: record it yourself in 5 steps

<a href="https://help.gomarloo.com/en/articles/14328248-generate-edit-and-export-a-meeting-summary">Read the full guide</a>

Quick flowchart: meeting to summary in 5 steps

<a href="https://help.gomarloo.com/en/articles/14316343-tasks">Read the full guide</a>

Quick flowchart: from summary to done in 5 steps

<a href="https://help.gomarloo.com/en/articles/15396009-upload-find-and-organise-files-on-a-client">Read the full guide</a>

Quick flowchart: add documents to a client in 5 steps

<a href="https://help.gomarloo.com/en/articles/14625207-fill-a-client-form-with-marloo">Read the full guide</a>

Quick flowchart: fill a form in 6 steps

<a href="https://help.gomarloo.com/en/articles/14026340-document-generation-quickstart">Read the full guide</a>

Quick flowchart: generate an advice document in 6 steps

<a href="https://help.gomarloo.com/en/articles/16820563-universal-chat">Read the full guide</a>

Quick flowchart: ask Marloo anything in 5 steps

<a href="https://help.gomarloo.com/en/articles/16588965-create-and-use-skills-in-marloo">Read the full guide</a>

Quick flowchart: run a Skill in 5 steps

Every part of Marloo as a one-page flowchart. Open the one you need, print it, and keep it by your desk.

Marloo in flowcharts: every feature in 5 steps

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Marloo in flowcharts: every feature in 5 steps

Getting set up (do once)

Quick flowchart: connect your calendar in 5 steps

Every meeting

Every client

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