Marloo

Frequently asked questions about Marloo and how it works

Three key features that make Marloo the first AI-assistant that truly fits how your business works

How Marloo Differs from Competitors

What to do when your calendar shows as disconnected, isn't syncing, or got connected with the wrong account.

How to disconnect or reconnect your calendar

Fix duplicate bots and stop Marloo from joining a specific meeting. Per-meeting opt-out steps for advisers, support staff, and meetings you didn't want recorded.

Why did two Marloo bots join my meeting?

Understand "phantom speakers" in Marloo transcripts, the environmental causes, and how to fix or escalate them.

Why are there extra speakers in my transcript?

Step-by-step guide to exporting Marloo meeting summaries and generated documents as Word or PDF.

How to export a meeting summary or generated document

Audio download and transcript-only export are off by default and require enablement by the Marloo team. How to request it.

Downloading meeting audio or the raw transcript

Marloo transcripts can show five distinct speaker issues. Identify which one you're seeing and find the right fix.

Speaker labelling issues in transcripts: which one am I seeing?

Import your existing client list into Marloo with an XLSX upload. File format, who can upload, and where to start.

How to bulk upload your client list to Marloo

Where to find Marloo's pricing for your region, and what's covered on the pricing page.

Marloo pricing and your region

The Pro trial is two weeks, self-activated by generating your first document. No staff approval needed.

How the Marloo Pro trial works

How to remove a client tag from a meeting. Depends on whether the meeting came from your calendar or was manually tagged.

Removing a client tag from a meeting

Marloo bills based on role. Support staff are free; advisers, admins, and managers are billed.

Which Marloo roles are billed?

Hardy Michel

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FAQs

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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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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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