Macro

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Privacy-first AI workspace for deep document analysis and seamless team collaboration.

Last updated Aug 29, 2025

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What is Macro?

Macro is a privacy-centric, AI-powered workspace that unifies document management, deep PDF analysis, collaborative editing, and workflow automation in one secure platform. Built for technical research and high‑stakes teams, Macro delivers accurate, traceable outputs with inline citations, connects Markdown notes and ideas across an infinite canvas, and streamlines communication with threaded chat. With zero data retention, SOC 2 Type II and ISO 27001 certifications, and enterprise-grade controls, Macro helps organizations move faster without compromising security or auditability.

Macro's Top Features

Key capabilities that make Macro stand out.

AI-powered PDF reader with inline, traceable citations

Smart Documents for summarizing and analyzing complex files

Fine-grain text selection with instant definitions

Connected Notes with Markdown and backlinks

Infinite Canvas for visual mapping and diagrams

Real-time multiplayer collaborative editing

Threaded chat with @mentions and document sharing

Automatic file syncing across teams

Zero data retention with model providers

SOC 2 Type II and ISO 27001 certified security

Privacy-first: no training on user data

Workflow automation to reduce context switching

Support for PDFs, DOCX, Markdown, images, and diagrams

Enterprise-proven with adoption by 200,000+ users

Use Cases

Who benefits most from this tool.

Legal teams

Review, summarize, and compare long contracts with AI citations for auditability.

Research analysts

Ingest technical papers and generate traceable summaries and term definitions.

Financial analysts

Analyze earnings reports and filings, extract insights, and collaborate in real time.

Compliance officers

Centralize policies, cross-link procedures, and document evidence with source traceability.

Product managers

Plan projects, map ideas on the infinite canvas, and connect specs to research notes.

Consultants

Build client workspaces, analyze PDFs, and co-edit deliverables with threaded discussions.

Academic researchers

Annotate literature, link notes in Markdown, and maintain citation-backed summaries.

Operations teams

Automate document-heavy workflows and keep conversations contextual to files.

Security & IT

Manage audits with privacy-first controls, SOC 2/ISO documentation, and compliant collaboration.

Sales & BD

Compile RFP responses by analyzing source docs, coordinating contributors, and tracking changes.

Explore Top AI Use Cases

Tags

privacy-centricAI-poweredworkspacedocument managementdeep PDF analysiscollaborative editingworkflow automationtechnical researchhigh-stakes teamsaccurate outputstraceable outputsinline citationsMarkdownideascommunicationthreaded chatzero data retentionSOC 2 Type II ISO 27001securityauditability

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Frequently Asked Questions

What is Macro and what does it offer?
Macro is a privacy-centric, AI-powered workspace for teams, combining diagramming, project management, smart document analysis, internal messaging, and collaborative editing to streamline workflows.
What features make Macro unique compared to other productivity platforms?
Markdown-compatible interlinked files, an infinite canvas, in-depth analysis and summarization of large documents, built-in conversational AI, traceable citations, and a frictionless, integrated workflow.
How does Macro handle document analysis and AI outputs?
It transforms complex PDFs into concise summaries, supports fine-grained text selection with instant definitions, and provides AI-generated inline source citations for auditability and traceability.
Is Macro secure and private?
Yes—Macro enforces zero data retention with model providers, never views or trains on user data, and is SOC 2 Type II and ISO 27001 certified.
Who typically uses Macro?
Over 200,000 users at leading institutions—legal, finance, research, and technical teams—who require efficiency, auditability, and privacy for high-stakes work.
How does collaboration work in Macro?
Macro supports real-time collaborative editing, threaded internal messaging with mentions, and automatic file syncing so multiple teammates can work together seamlessly.
What platforms and file types does Macro support?
Macro supports common file types including PDFs, DOCX, Markdown, images, and diagrams within a modern, integrated workspace.
What are the age requirements for using Macro?
Users must be at least 13 under U.S. law or 16 under E.U. law to access Macro independently.
Can I use Macro for educational purposes?
Yes—Macro offers an education version that collects only the minimal information required from participating schools and eligible students.
How does Macro ensure compliance with privacy regulations?
Macro participates in the EU–U.S. Data Privacy Framework, its UK extension, and the Swiss–U.S. Data Privacy Framework to safeguard data and support compliance.