Marloo

How to get started using the Marloo Document Generation feature

Document Generation - Quickstart

Quick answers to the most common questions about generating advice documents in Marloo.

Document Generation - FAQ

Turn any Marloo document into a client-ready slide deck, generate from the Documents tab, choose a style, edit in the canvas or with Ask Marloo, then present or export to…

Create slide decks from any document in Marloo

Setting instructions and files to be used across your Marloo instance.

Company Context and Global Instructions

Document Generation Template Refinement

Document Generation Tips and Tricks

Using the citations feature in Marloo to accelerate document review

Review Mode

Liam McGuire

Janaya Ravji

Jessica Zhan

Everything you need to know about Doc Gen

Document Generation

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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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