Marloo

How to customise the meeting bot's display name and the logo shown on the meeting bot. For logos and styling on exported documents, see Documents > Styles.

Firm Branding

Quick answers to the most common questions about customising your meeting bot, document styling, company context, and global instructions in Marloo.

Branding & Customisation — FAQ

Get your firm's branding onto Marloo exports: upload one existing document, add your cover page, export.

Set up your first document style

How to create beautiful Marloo outputs that look and feel like your own

Customise your document styling

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

Company Context and Global Instructions

Liam McGuire

Hardy Michel

Jessica Zhan

How to customise the look and feel of your Marloo bot and exported outputs

Branding & Customisation

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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