Marloo

Frequently asked questions about Marloo and how it works

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

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

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

Which Marloo roles are billed?

What happens to your meetings, transcripts, and documents when a Marloo trial lapses or ends.

What happens to my data when my Marloo trial ends?

How do I get started with Marloo

How does Marloo support advisor judgment

How does Marloo work?

Who is Marloo built for

What difference does Marloo make day to day

How is pricing structured

What does Marloo actually help with?

How to eliminate Post-Meeting Note Anxiety

Clear cached files in Google Chrome when Marloo shows a blank page, stale data or fails to load.

How to clear your Chrome cache for Marloo

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FAQs

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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.

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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.

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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.

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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