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

Use Marloo to ask questions across your whole firm. Clients, meetings, tasks, documents, and emails, without opening each record first.

Ask Marloo anything with the Chat tab

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.

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Hardy Michel

Barnie Ollerhead

Navyaa Sharma

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.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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