Marloo

What is Ask Marloo AI

Quick answers to the most common questions about Ask Marloo AI — what it can access, how to get the best results, and how to troubleshoot it.

Ask Marloo AI — FAQ

Turn repeated Ask Marloo workflows into reusable skills, then run, manage, import, and share them with your team. Skills are in early access and must be enabled by Marloo support.

Create and use skills in Marloo

Ask Marloo anything, from general questions to your clients, meetings, tasks, documents and emails, all from one chat.

Universal Chat

How Marloo's three-tier Knowledge Base - regional, company and user - keeps meeting notes, documents, client records and Ask Marloo accurate and shaped around how your firm works.

Understanding the Knowledge tab in Marloo

Use Voice Transcription to Speak Instead of Type in Marloo

Voice Transcription

Using Ask Marloo in Client View

See how Ask Marloo can help you make your client meetings more efficient.

Using Ask Marloo in Meetings

Enhance your meeting records with additional context and information

Adding Notes and Context to Meetings

See how Ask Marloo AI can change how you build your meeting summaries and advice documents

Using Ask Marloo in Documents and Summaries

A quick view of your day. Start a new chat, see your next meetings and check your open tasks, all from one place.

Get started from the Home tab

Hardy Michel

Barnie Ollerhead

Jessica Zhan

Ask Marloo AI

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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.

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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