Marloo

How to use Marloo to record and summarise meetings without connecting a calendar.

How do I use Marloo without connecting my calendar?

Getting Started with Marloo

Setting up your account

A step-by-step walkthrough of recording your first client meeting and generating your first AI summary.

Your First Meeting and Summary

Recorded your first meeting & generated a summary? Here's what more you can do!

Exploring Marloo - What to Do Next?

Live sessions for advisers in Australia, New Zealand and the UK - when each runs, what it covers, and how to register.

Joining a Marloo webinar

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Getting started

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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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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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