Marloo

Marloo roles & permissions: what each role can see

How to videos - full bank

How to upload audio for meeting transcripts

Upgrade to Plus or Pro from Settings > Billing and enter your promotion code on the Stripe checkout page.

How to apply promo code at checkout

Support staff, admins, and managers can view another adviser's calendar from their own Marloo login.

How to access another adviser's calendar

How to tag a client to a meeting

Change the name your meeting notetaker shows in Zoom, Teams and Google Meet, and set the logo it displays once it joins the call.

How to customise your virtual meeting bot (logo/ name)

How to merge meetings

If meetings are missing or out of date in Marloo, trigger a manual calendar sync from Settings > Integrations.

How to re-sync your calendar integration

Upload a branded cover page to Marloo and use dynamic field placeholders to personalise every exported document.

How to add cover pages to Marloo exports

How to Merge Clients

Janaya Ravji

Liam McGuire

Jessica Zhan

How to Videos

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Create your workspace and invite the people you work with.

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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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