Marloo

Quick answers to the most common questions about creating, managing, and actioning tasks in Marloo.

Tasks — FAQ

Manage your post-meeting action items with AI-generated tasks, customisable workflows, and an intelligent task dashboard — all within Marloo.

Tasks

Jack Allington

Navyaa Sharma

Full breakdown of the Tasks function (in beta) 

Tasks 

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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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