Marloo

Welcome to Marloo video

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

Using Marloo Without Integrating your Calendar

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

Shakeel Lala

Janaya Ravji

Liam McGuire

Getting started

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Create your workspace and invite the people you work with.

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

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

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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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