Macro

Claim Tool

Last updated: August 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.

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Category

Macro's Top Features

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

Frequently asked questions about Macro

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    Use Cases

    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.

    Learn to use AI like a Pro

    Get the latest AI workflows to boost your productivity and business performance, delivered weekly by expert consultants. Enjoy step-by-step guides, weekly Q&A sessions, and full access to our AI workflow archive.

    Canva Logo
    Claude AI Logo
    Google Gemini Logo
    HeyGen Logo
    Hugging Face Logo
    Microsoft Logo
    OpenAI Logo
    Zapier Logo
    Canva Logo
    Claude AI Logo
    Google Gemini Logo
    HeyGen Logo
    Hugging Face Logo
    Microsoft Logo
    OpenAI Logo
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