Get up and running with Macro by creating your first document, sending messages, and exploring the unified workspace.
Account Setup
Create your account
Visit macro.com and sign up with your email address or Google account. Set up your workspace
Choose your workspace name and customize your profile settings.
Invite team members (optional)
Add colleagues to your workspace by entering their email addresses. They’ll receive an invitation to join.
Create Your First Document
Open the command menu
Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) to open the command menu.
Create a new document
Type “new document” or press Cmd+N and select Document.
Start writing with @links
Begin typing your content. Use @ to mention:
- Team members (
@username)
- Other documents (
@document name)
- Tasks, emails, or files
When you @mention content, Macro automatically creates bidirectional links and manages permissions. Example Document
Try creating a project plan:
# Q1 Project Plan
## Overview
This document outlines our goals for Q1. Related tasks are tracked in @Q1 Tasks.
## Key Stakeholders
- @alice - Project Lead
- @bob - Engineering
- @charlie - Design
## Resources
See the design files in @Design Assets folder.
All @mentions create two-way links. Click any mention to navigate, and see backlinks to find what references this document.
Send Your First Message
Create or join a channel
Press Cmd+K and type “new channel” to create a team channel, or browse existing channels in the sidebar.
Compose a message
Click in the message field or press C to start composing.
Use rich formatting and @links
- Format text with markdown (
**bold**, *italic*, `code`)
- @mention team members to notify them
- @mention documents to share context
- Add files by dragging or clicking the attachment icon
Example Message
Hey team! 👋
I've created our project plan in @Q1 Project Plan.
Please review and add your feedback in the comments.
cc @alice @bob
When you @mention a document in a channel, everyone in that channel automatically gets access to it.
Search Across Everything
Macro’s unified search lets you find anything across emails, messages, documents, tasks, and files.
Basic Search
Type Filters
Date Filters
Combined Queries
Press Cmd+K and start typing to search everything. Filter by content type:type:email quarterly review
type:doc project plan
type:task priority:high
type:file budget.xlsx
Find content from specific time periods:type:email from:[1 week]
type:doc updated:[today]
type:task due:[next week]
Combine multiple filters:type:email inbox:true from:[3 days] has:attachment
type:doc author:alice updated:[1 month]
type:task assignee:me status:open due:[2 weeks]
Press Cmd+K from anywhere to search. The search bar is context-aware and will suggest filters based on what you’re viewing.
Essential Keyboard Shortcuts
Macro is keyboard-first. Here are the most important shortcuts to get started:
| Shortcut | Action |
|---|
Cmd+K | Command menu / Search |
Cmd+N | New document |
C | Compose message (in channel) |
E | Archive email |
R | Reply to email |
F | Forward email |
Cmd+/ | Show all shortcuts |
All shortcuts are customizable. Press Cmd+/ to see the full list and configure your own.
Next Steps
Explore Features
Learn about email, messaging, canvas, AI chat, and more
Keyboard Shortcuts
Master keyboard navigation for maximum productivity
Permissions Guide
Understand how permissions work with channels and @links
Developer Setup
Set up your local development environment