What is Macro?
Macro is an open-source unified workspace that combines email, chat, documents, tasks, CRM, and coding agents into a single interface. It targets teams seeking to consolidate multiple productivity tools while allowing AI agents to read and edit work across modules. The vendor states the platform holds ISO 27001, SOC 2, and CASA Tier 2 certifications.
What are the features of Macro?
- Unified inboxCombines emails, agent messages, tasks, and chat into a single view where live email threads can be shared in channels.
- Collaborative documentsSupports CRDT-based documents with live editing by both humans and AI agents.
- Built-in CRMCreates companies and contacts from email data and allows agents to update deal stages or draft follow-ups.
- Coding agent integrationLets users operate coding agent subscriptions within channels to review diffs and track tasks through pull requests.
- Sheets and databasesEnables live collaboration on spreadsheets and databases, including imports from Google Sheets and Notion.
- Cross-workspace searchProvides one search with bidirectional links across emails, documents, booking links, and other stored content.
What are the use cases of Macro?
- Sales follow-up draftingAn agent drafts a customer follow-up email using a call transcript, linked sales PDFs, and rollout plans directly from a channel message.
- CRM pipeline updatesA user instructs an agent in chat to update deal stages for specific accounts based on notes from a recorded sales sync meeting.
- Project task trackingTeam members create tasks from chat messages, assign owners, and link them to a specification document for centralized tracking.
