Marloo

Marloo roles & permissions: what each role can see

How to videos - full bank

Connect Calendar, record a meeting and generate your first summary

How to get started with Marloo

How to invite your team to Marloo

How to upload audio for meeting transcripts

How to apply promo code at checkout

How to monitor advisers’ workflows as an admin

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

How to create client list and upload context

How to supercharge client relationships

How to upload a template and use chat-to-edit

How to lock templates

How to upload a template

How to navigate the template interface

How to re-generate a summary

How to add Marloo to a virtual meeting by pasting a meeting link

How to send Marloo to a meeting now

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

How to add documents to a meeting

How to make meetings private

How to merge meetings

Connect your Microsoft 365 or Google calendar in Settings &gt; Integrations so Marloo can detect and join your meetings.

How to Integrate your calendar

How to re-sync your calendar integration

Intro and Maximising Marloo - 29th Dec 2025

Webinar - Full Marloo overview

Insurance policy comparison in Marloo

If you see a "Need admin approval" prompt when connecting your Microsoft 365 calendar, here's what to send to your IT administrator.

How to connect your calendar and resolve admin issues

How to upload and chat-to-edit templates

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 add images to templates

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.

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.

{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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