Knowledge and Skills in Marloo, with Jack | Marloo webinar

About this session

Every output in Marloo is only as good as the context behind it. Jack shows you how to get the most out of the Knowledge tab, then introduces Skills so you can run your weekly prompts with one click. You'll see how to: - Set firm-wide standards with company instructions, files, web links and a dictionary of your terms - Layer your own preferences on top so every output sounds like you - Draw on that knowledge across Ask Marloo, meeting notes, client files and documents - Save your weekly prompts as Skills and run them with one click Register for the next webinar: Marloo is the AI partner for financial advisers.