New in Marloo: Tasks, Emails and Forms

About this session

In this webinar, Andy shows how Marloo's new PDF Forms and Email Integration kill the two biggest time-wasters in advice admin: retyping client details into forms and hunting through your inbox. Upload a fillable PDF once - Marloo fills it for any client, every time, pulling from meetings, notes, files, and emails. Connect your inbox and every message and attachment feeds Ask Marloo, document generation, and meeting prep. Less admin. More advice.