Release Date: August 07, 2025

Welcome to the first public release of MacroForge! Version 2.7.8 is a powerful, user-friendly RPA (Robotic Process Automation) lite tool designed to be the ultimate solution for local data transfer and workflow automation. MacroForge closes the loop between PDFs, CSVs, and manual data entry, allowing you to build complex automations as easily as stacking LEGO blocks.

This initial release is packed with a full suite of features to handle your document processing and data management needs.

✨ Key Features at Launch

Main Graphical User Interface (GUI)

A centralized and intuitive dashboard to manage your automation projects (.mforge files).

• Complete Project Control: Run, stop, save, and load entire automation workflows.

• Flow Management: Organize your project into multiple distinct flows (Main Flow, Flow A, B, C, D) and easily navigate between them.

• Dynamic Action List: Visually build your automation sequence by adding and organizing modules in the order of execution.

• Easy Configuration: Manage default pause times and set the number of iterations for your entire workflow.

📂 Data Extraction Modules

These modules are the foundation of your automations, designed to pull data from your documents and spreadsheets.

• 📄 PDF Parse: The perfect tool for extracting text and images from structured PDFs with consistent layouts. Uses high-quality OCR and a visual drag-and-drop interface to define extraction fields.

• ✨ AI: PDF Field Parse: An AI-powered version of PDF Parse, specifically designed to read and extract data from structured documents containing handwritten text.

• ✨ AI: Contextual PDF Parse: Our most powerful extraction tool for unstructured documents. This module uses AI to understand the context of your documents, allowing you to pull data from invoices, reports, or contracts that have varying layouts. Features advanced capabilities like line-item extraction, a powerful Format Selector, and a user-friendly verification process.

• ✨ AI: PDF Batch Folder Parse: An extension of the Contextual Parse module that intelligently combines all PDFs in a folder into a single job, extracting and consolidating the data into one unified output.

• 📊 Spreadsheet Loop: Process CSV or Excel files row-by-row. This module is essential for automations that need to iterate through spreadsheet data, like filling out a unique PDF for each customer in a list.

⚙️ Data Application Modules

Once your data is extracted, these modules put it to work.

• 📊 Transfer to CSV: Seamlessly map and transfer data extracted from any PDF Parse module into a structured CSV file. Intelligently handles new rows and line-item data.

• 📝 PDF Filler: Automate the process of filling out single PDF form templates. Use data from any extraction module to populate text fields, check boxes, and more. Features an advanced calculation builder, conditional logic, and signature placement.

• 📝 PDF Batch Filler: The same powerful features as the PDF Filler, but for an entire folder of different PDF templates, allowing you to manage and fill multiple unique forms in a single automation step.

• 🤖 FlowBuilder: A visual automation builder that lets you record and orchestrate actions on your screen. Take screenshots of your workflow and add actions like clicks, keyboard inputs, and conditional logic. Perfect for automating data entry into web forms or legacy desktop applications. Includes an optional AI-powered verification feature to ensure data accuracy.

• 📊 PDF Grid Generator: Transform extracted text and screenshot data into a clean, grid-based PDF. Ideal for creating catalogs, visual reports, or summary documents from your parsed files.

⏯️ Utility Modules

• Pause: Add timed delays or manual "continue" prompts into your workflow for better control and pacing.

🔒 Enterprise-Grade AI & Data Privacy

Your data privacy and security are our top priority.

• Powered by Google Vertex AI: MacroForge leverages the enterprise-grade infrastructure of Google's Vertex AI for its advanced document processing capabilities.

• Complete Data Confidentiality: Your documents and data are never used to train AI models. All processing is secure, and your information cannot be accessed by anyone, ensuring total privacy.

👤 Account & System

• Effortless, Account-Free Access: No need to create a profile or remember a password. Simply enter your license key once, and MacroForge securely recognizes your device for seamless access.

• AI Credit System: Your access to advanced AI features is managed through a simple credit system. Tiers include Bronze, Iron, and Steel, each with a set number of daily or weekly AI credits.

• Support & Management: Easily access AI Chat Support, report bugs, or manage your license and subscription through the "Manage Account" button.

Flowbuilder Updates:

This update introduces a major enhancement to the Logic Action, significantly increasing its flexibility and improving the user experience during configuration.

🚀 New Features

• "Evaluate All" (Checklist) Mode for Logic Actions: A new "Evaluate All" execution mode has been added to Logic Actions. This allows a single Logic Action to perform multiple tasks, such as checking several boxes on a form based on a single data field (e.g., a 'skills' column in a CSV). The original "First Match" mode is retained for branching logic.

• Custom Value Entry for CSV Conditions: When configuring a Logic Action based on a CSV field, users can now select an "-- Add Custom Value --" option. This allows for entering custom text for conditions, enabling more flexible logic (e.g., using contains or pre-configuring for data values that may not exist in the current spreadsheet).

✨ Improvements & UI/UX Enhancements

• Dynamic Visual Feedback: The Logic Action marker on the main canvas now visually indicates its configured mode, displaying as "🧠 Logic (Evaluate All) #X" when in the new checklist mode for immediate clarity.

• Simplified Logic Action UI: The redundant "Edit" (⚙️) icon has been removed from Logic Action markers, leaving only the single, clear "Configure Logic" (⚙️ Logic Config) button to avoid confusion.

• Improved Layout: The Logic Action configuration window has been refined:

  • The default width has been increased to ensure all controls, including the "Delete" (❌) button for each condition, are fully visible.

  • All bottom-bar controls (Execution Mode, Cancel, Save) are now correctly aligned on a single row for a cleaner, more professional appearance.

🐞 Bug Fixes

• Corrected AI Verification for Checkbox Groups: The verification engine now intelligently handles multi-select checkbox fields, preventing false mismatches. It correctly compares values regardless of capitalization, item order, or delimiters (e.g., spaces, commas, periods, slashes) in the source data.

• Resolved UI Issues in Logic Action Configuration:

  • Fixed a layout bug that created duplicate "Save" and "Cancel" buttons.

  • Removed the redundant "Edit" (⚙️) icon to prevent confusion and improve layout.

  • Increased the default window width to ensure the "Delete Condition" (❌) button is always visible.

• Fixed KeyError on Logic Configuration Load: Resolved an issue that could cause a KeyError and prevent visual connector lines from drawing when opening an existing Logic Action with pre-configured conditions.

Transfer to Spreadsheet Updates:

✨ New Features & Major Enhancements

• Added Support for Microsoft Excel (.xlsx): The module's core functionality has been rebuilt to seamlessly read from and write to both CSV (.csv) and modern Excel (.xlsx) files.

• Upgraded to "Transfer to Spreadsheet": Reflecting its new capabilities, the module has been renamed from "Transfer to CSV" to "Transfer to Spreadsheet". All relevant UI elements, such as buttons and labels, have been updated for consistency.

• Unified File Selection: The "Browse" and "Create New" file dialogs now allow you to select or create either CSV or Excel files from a single, unified "Spreadsheet files" view, simplifying the configuration process.

🎨 UI/UX Improvements

• Intelligent & Dynamic Row Numbering: The "Configure" window is now significantly smarter.

  • It automatically reads the selected spreadsheet and calculates the correct next available row for data entry, preventing confusion and potential overwrites.

  • The displayed row number updates in real-time when you browse for a new file or create one.

  • The UI also updates dynamically when the "Use field names as titles" option is toggled, providing instant visual feedback on where your data will be written (e.g., Row 1 vs. Row 2 for a new file).

• Improved Main Window Layout: We've refactored the module display in the main application window for a cleaner and more stable layout.

  • The spreadsheet file linked to a transfer module now appears neatly on a separate, indented line below the main module.

  • This change permanently fixes the layout bug where long file names would push the control buttons (Up, Down, Edit, Delete) out of alignment.

🐛 Bug Fixes & Stability

• Fixed Stale Row Information: Corrected a major bug where the starting row number in the configuration window was a stale, in-memory value. It now always reflects the true state of the file on disk.

• Accurate File Display: Fixed an issue in the main window where long filenames were truncated incorrectly, sometimes showing the wrong file extension. The display now intelligently truncates the name while always preserving the correct .csv or .xlsx extension.

• Restored Core Functionality: Re-implemented the execute method that was inadvertently removed, resolving a TypeError that prevented the module from being added to a flow.

Server optimizations + Debloated dependencies: 50% reduced file size and faster loading time. Faster loading times.

Enhanced Security & Trust with Digital Code Signing

This update introduces a critical security enhancement: our application installer is now protected with an official digital code signature. This signature acts as an unforgeable seal, guaranteeing the software is genuinely from us and has not been tampered with. This provides a safer, more professional, and trustworthy installation experience from start to finish.

🛡️ Trust & Integrity

Verified Publisher Identity When you run the installer, the Windows User Account Control (UAC) prompt will now display our verified company name. This provides immediate proof of authenticity, assuring you that the software is legitimate and comes directly from us, protecting you from malicious imitations.

Smoother Installation & Fewer Security Warnings Because our installer is now recognized as secure, you will encounter fewer disruptive warnings from security software like Windows Defender SmartScreen. This eliminates alarming messages about an "unrecognized app," ensuring a more straightforward and confident installation.

FlowBuilder Module Overhaul

This update introduces significant new capabilities to the FlowBuilder module, transforming it from a simple data consumer into a powerful data extraction and application tool. Workflows can now be more dynamic, self-aware, and capable of handling complex, multi-system automations.

🚀 New Features

• Expanded Data Extraction Capabilities:

  • FlowBuilder can now extract on-screen text and save it to a shared data space (flow_data) for use by other modules.

  • Added two new actions, Double Click + Copy to FlowData and Triple Click + Copy to FlowData, allowing for more flexible data capture from a wider variety of on-screen elements beyond just selectable fields.

• FlowBuilder Data is now a Source for Logic:

  • Data extracted by any "Copy to FlowData" action is now available for use within the same workflow.

  • This allows FlowData fields to be used in Conditional Branching (⬇️) and Logic Actions (🧠), enabling the creation of self-referential or state-aware workflows where FlowBuilder's own findings can dictate its next steps.

• Chaining FlowBuilder Modules:

  • One FlowBuilder module can now extract data (e.g., a Customer ID from a CRM) and seamlessly pass it to a subsequent FlowBuilder module for use in another application (e.g., an order entry system), enabling complex, multi-system automations.

✨ Enhancements & UI Fixes

• Streamlined Branch Condition Dialogs:

  • The "Create Branch" and "Edit Branch" dialogs have been overhauled for clarity and accuracy.

  • The "Field" dropdown now correctly displays all available data sources, including CSV, PDF, and the newly available FlowData fields.

  • Removed the redundant "Condition Type" dropdown from the "Edit Branch" dialog, simplifying the UI.

  • Fixed an issue where placeholder data (e.g., "CSV: Name") would incorrectly appear in the "Edit Branch" dialog if no other data sources were present

• Improved Action Naming Convention:

  • Renamed the "Type PDF/CSV Field" action to "Type from Data Source" to accurately reflect its ability to use data from PDFs, CSVs, and now FlowData 

PDF Filler Module Portability & UI Overhaul

This update fundamentally revamps the PDF Filler and PDF Batch Filler modules, focusing on complete project portability and a more intuitive user interface. Workflows are now fully self-contained, allowing users to share .mforge projects seamlessly, guaranteeing they work on any machine without reconfiguration.

🚀 Portability & Enhancements

• Complete Project Portability with Template Embedding: Both PDF Filler modules now embed the actual PDF template(s) directly into the .mforge project file. This eliminates broken file paths forever, making your workflows 100% portable. Share a project, and it just works—no more re-linking or re-configuring required.

• Streamlined & Consistent UI: The configuration interface has been polished for a cleaner experience. Confusing file paths are replaced with a clear display of the template filename(s), and UI elements like the "Select" and "Choose" buttons are now perfectly aligned for better visual consistency across modules.

🧠 Contextual Document Parse Modules: Intelligence & Performance Upgrades

• Advanced Parallel Processing Engine: The Batch Document Parse module now features a dynamic analysis engine that intelligently prioritizes and processes documents in parallel. Complex tasks, such as identifying pages for "Deep Scan" fields and extracting regular fields, are now run simultaneously. This dramatically reduces processing time for large, combined documents, getting you to the verification stage faster than ever.

• Enhanced Conceptual Understanding: The AI's core intelligence has been significantly upgraded. It no longer relies on simple text matching but now understands the concept behind your field names. It will automatically recognize and map common synonyms and abbreviations (e.g., 'SSN' -> 'SOC SEC #', 'Invoice Number' -> 'INV #'), drastically improving accuracy on the first pass and reducing the need for manual corrections.

• Expert-Guided Re-Analysis: The "Mark as Invalid" function is now substantially more powerful. When a field is marked for re-analysis, the system triggers a specialized, high-scrutiny process. The AI is instructed to re-evaluate the document from a new perspective, armed with the knowledge that its first attempt was incorrect, ensuring the second attempt is genuinely more intelligent and effective.

• ✨ Intuitive Guided Entry & Validation: The entire template configuration experience has been redesigned for clarity and reliability. All input fields now feature smart preview text that guides you on the best information to provide. For multi-line fields, this system dynamically suggests common column names ('Item Description', 'Quantity', etc.) as you build your table. This new, intelligent interface prevents data entry errors and ensures a smoother, more error-free template creation process.

• 🎯 Precision Control with Expert Context: For challenging fields, you now have a powerful new tool. The optional "Context" field allows you to provide expert hints directly to the AI. Teach it your document's specific terminology (e.g., 'Vendor ID' instead of 'Supplier No.') or guide it to a precise location ('Look for the final due date near the signature line'). This context is intelligently integrated into every stage of the AI's analysis, from finding the right page to extracting the final value, giving you unparalleled control to achieve pinpoint accuracy on your most complex documents.

Document Verification Window Improvements

This update completely revamps the Document Verification Window, focusing on massive performance gains and a more intuitive, powerful user experience. The window now loads instantly, regardless of document size, and navigation is more flexible and user-friendly, ensuring a smoother and more efficient validation workflow.

🚀 Performance & New Features

• Instantaneous Window Loading with Multi-threaded Indexing The verification window now loads instantly by performing an initial "lazy load," searching only the single, most relevant page first. A new multi-threaded background search is automatically triggered on the user's first navigation attempt, complete with a loading popup and progress bar to provide clear feedback while the rest of the document is indexed for subsequent high-speed navigation.

• Bidirectional Page Navigation Users can now navigate both forwards and backwards through the document directly from the main view. Clicking the right side of the document canvas advances to the next page, while clicking the left side goes to the previous page, allowing for much faster review of multi-page documents.

Our servers have been updated to use the new genAI SDK, which enables “native” PDF processing vs. image-based. This significantly increases processing speed and extraction accuracy of AI Document Parsing modules and other AI-enabled features. For reference, “tricky” fields that once required “deep scan” mode can now be extracted as regular fields with ease with Native PDF Parsing. Processing time has now decreased by up to 50%.

This is a mandatory update if you have an older version of MacroForge. This migration will be stable for the foreseeable future.

Please update your software here. If you have a paid version, simply download the “bronze” version and then enter the license key from your original confirmation email.

FlowBuilder Updates:

New action: Drag + Copy to CSV. Requested by some of our clients, this new action allows users to make a selection and transfer this data to a spreadsheet. Another step closer to enabling FlowBuilder to automate any repetitive desktop task that requires a mouse / keyboard.

New Module:➡️ Send to Zapier

MacroForge now connects directly to Zapier’s ecosystem of 7,000+ apps, letting you send parsed data and generated PDFs to CRMs, spreadsheets, email tools, and more — automatically.

• Works seamlessly with upstream modules like PDF Parse, Spreadsheet Loop, FlowBuilder, and PDF Filler.

• Supports Batch Mode (send all PDFs and data in one webhook) or Iteration Mode (send one record per PDF).

• Automatically builds clean, Zapier-ready payloads with line items and file attachments.

• Includes a one-click “Send Sample to Zapier” feature for easy field mapping in your Zaps.

This is a major leap forward — connecting MacroForge automations directly to the broader automation world.

This latest update represents a new epoch for MacroForge users.

New Feature: 🕵️ Watchman – Your Automated Document Inbox

Introducing Watchman, a powerful new automation layer for your entire business. Watchman provides a unique @macroforge.io email address that automatically intercepts, analyzes using AI, and routes all your incoming PDF attachments to the correct MacroForge flow. Just forward your documents and let MacroForge do the rest.

• Get Your Unique Email: Instantly generate a dedicated Watchman email address. Simply forward your team's PDFs (invoices, POs, receipts) and let Watchman take over.

• AI-Powered Categorization: Watchman’s AI reads each PDF and automatically assigns it to a custom category you define (e.g., "Invoice," "Purchase Order," "Receipt").

• Smart Flow Routing: Map each category directly to a specific MacroForge flow. All "Invoice" PDFs can automatically run your "Invoice Processing Flow," while "POs" run a different one.

• Full-Control Dashboard: A new dashboard gives you complete visibility. Review, preview, and manually re-categorize any incoming document from the "Inbox" tab before processing.

• Batch Processing & Recovery: Run jobs one-by-one, in a selected batch, or process your entire inbox with "Run All." New "Completed" and "Failed" tabs let you easily find and re-queue any job with a single click.

• Optional File Archiving: Configure each category to automatically save a copy of the original PDF to a specific local folder for your records.

Main GUI: Seamless Project Continuity with Auto-Load

MacroForge now automatically loads your last opened project file on startup, eliminating the repetitive task of manually loading your .mforge file every time you open the app.

Automatic Project Restoration:

• Your last project loads instantly when you open MacroForge—no more clicking "Load" and navigating to your file every single time.

• Just open the app and your automations are immediately ready to run.

Smart Missing File Handling:

• If your project file was moved or deleted, a simple dialog asks if you want to start fresh or browse for the file.

• No confusion, no crashes—just a clear choice to get you working again quickly.

Engine Stability & Data Integrity (Ghost Data Fixes)

This is a major under-the-hood upgrade to fix data persistence bugs, ensuring your flows are more stable and reliable than ever.

• Fixed "Ghost Data" in Configurations: We fixed a critical bug where data fields from a deleted module (e.g., a Spreadsheet Loop) would "haunt" the configuration windows of downstream modules (like PDF Filler or Zapier).

• Live Configuration Data: Deleting a data-producing module now instantly removes its fields from all other modules. Your configuration windows will always show a live, 100% accurate list of fields from only the modules that currently exist in your flow.

• Clean Runtime Data: The automation engine now performs a "smart reset" of its data before every single run. This ensures each automation starts in a perfectly clean, predictable state and prevents data from one run accidentally "leaking" into the next.

• Automatic Temp File Cleanup: The engine now automatically finds and deletes all temporary files (like PDFs generated by the PDF Filler) at the end of every flow, preventing junk files from accumulating in your temp directory.

Major Update: ➡️ Send to Zapier/Make Module – Enhanced Integration & File Handling

The Zapier module has been significantly upgraded to support Make.com webhooks, handle original source documents, and provide advanced file routing capabilities. This update makes MacroForge a true hub for multi-platform automation workflows.

Key Enhancements:

Make.com Support: The module now works seamlessly with both Zapier and Make.com webhooks. The configuration UI auto-detects your platform and provides platform-specific setup instructions. Make.com users receive guidance on adding the required "HTTP → Get a file" module for file attachments.

Original Document Forwarding: A new "Include Original Source Documents" option lets you attach the source file(s) that were parsed by upstream modules. This works for both manual uploads and Watchman-triggered email attachments. No need to regenerate PDFs if you just want to forward the original – perfect for archiving, filing, or sending documents to clients/vendors exactly as received.

Watchman Metadata Integration: When flows are triggered by Watchman, three contextual fields are automatically included in webhook payloads: Sender Email, Email Subject, and Category. These fields appear in the configuration UI for pre-mapping but only populate during actual Watchman runs, enabling smart routing and conditional logic in your automations (e.g., "if sender is [email protected], file in this folder").

Intelligent File Labeling: All attachments now include a "File Type" property ("Generated" or "Original") in the payload, making it easy to distinguish between PDFs created by MacroForge and source documents. This enables advanced filtering and routing using custom code steps in your automation platform.

Multi-Destination Workaround: New documentation explains how to use multiple module instances to route different file types to different destinations (e.g., invoices to accounting, receipts to finance), plus a code-based filtering approach for advanced users who want programmatic control within a single automation.

Improved Documentation: The module description now includes comprehensive platform-specific notes, file structure examples with JSON schemas, JavaScript filtering code samples, and expanded troubleshooting for common Make.com and Zapier scenarios.

Benefits: This update transforms the module from a Zapier-only tool into a universal webhook integration hub. You can now build sophisticated multi-platform workflows that intelligently route both generated and original documents based on metadata, preserve email context from Watchman runs, and seamlessly integrate MacroForge into Make.com scenarios alongside your existing Zapier workflows.

New Module: The Conditional Block 🚦

We have unlocked the "Brain" of MacroForge. With the new Conditional Block, your automations are no longer forced to run in a straight line. You can now create intelligent, decision-making workflows that adapt dynamically to your data, executing specific actions only when the time is right.

"If This, Then That" Architecture:

• Logic Containers: This isn't just a step; it’s a container. You can nest any number of actions (like PDF Filling, Zapier exports, UI Automations, etc.) inside this block. If your condition is met, the actions run. If not, the bot simply skips the block and moves on.

• Smart Routing: Perfect for complex workflows. Create rules like "Only send this email if the Invoice Total is greater than $500" or "Only process this file if the Vendor is 'Acme Corp'."

Universal Variable Access:

• Auto-Discovery: Forget typing variable names manually. The configuration dropdown automatically detects and lists every available data field from your PDF Parsers, Spreadsheet Loops, and FlowBuilder steps.

• Watchman Integrated: The logic engine has direct access to Watchman metadata. You can now route documents based on the [Sender Email], [Subject Line], or the AI-assigned [Category], turning MacroForge into a powerful email sorting machine.

Robust Logic Engine:

• Flexible Operators: We’ve included a full suite of comparison tools. Beyond simple "Equals", you can use "Contains" to find keywords in descriptions, "Starts With" for standardized codes, and "Is Empty" to catch missing data before it causes errors.

• Context-Aware Math: Just like our filters, the logic engine is smart with numbers. It automatically handles numerical comparisons (Greater Than / Less Than), correctly interpreting values even if they are stored as text.

Visual Runtime Feedback:

• Live Status Indicators: No more guessing if a condition passed or failed. During execution, the block header updates in real-time to show "MATCHED ✅" (Green) or "SKIPPED ⛔" (Red), giving you instant visual confirmation of your logic flow.

• Clean UI: The block visually groups nested actions with a distinct background color and indented layout, making even complex, multi-branch automations easy to read at a glance.

PDF Filler: Universal Compatibility & "Smart Form" Support

We have completely re-architected the PDF engine to handle complex, high-security forms and ensure 100% reliability across all document types.

Unlock High-Security Forms:

• Universal Compatibility: Forms that previously resisted automation or appeared blank after filling (such as complex government, banking, or "Smart" XML forms) now process perfectly. The engine intelligently handles internal security layers to ensure your data is always visible.

True Flattening vs. Editable Output:

• Secure Flattening: When "Flatten PDF" is checked, the engine now reconstructs the document as a locked, vector-perfect image. This creates a secure, non-interactive file that is compatible with absolutely any viewer and prevents further changes.

• Interactive Mode: When flattening is unchecked, the engine now preserves the full structure of the form. This allows you (or your clients) to manually edit or update fields even after the automation has run.

Enhanced Stability:

• Bulletproof Reliability: We replaced the underlying processing logic with a more robust engine, significantly reducing errors when handling corrupted or non-standard PDF templates.

• Smarter Conditional Logic: Field mapping conditions (e.g., "If Vendor contains...") are now case-insensitive. Rules like "Contains 'paper'" will correctly match "Paper", "PAPER", or "paper", making your flows much more forgiving and easier to configure.

Spreadsheet Loop: Advanced Filtering & Precision Control

We have transformed the Spreadsheet Loop from a simple iterator into a smart data orchestrator. You can now filter out unwanted rows, jump instantly to specific data points, and rely on "Quota Fill" execution to ensure your automation hits its targets.

Intelligent Data Filtering:

• Advanced Skip Logic: Click the new "⚙️ Filter Rules" button to define criteria for ignoring specific rows (e.g., "Skip if Status is 'Done'"). The engine supports both "Match Any" (OR) and "Match All" (AND) logic, giving you granular control over what gets processed.

• Smart Number Handling: Filter rules are now context-aware. Numeric comparisons (like "Amount > 500") intelligently ignore currency symbols ($), commas, and percentages, and correctly interpret accounting negatives like (500) as -500.

• Visual Verification: There is no guesswork—rows that match your filter rules immediately turn Red with ~~strikethrough text~~ in the preview window, so you know exactly what will be skipped before you run.

Precision Execution Control:

• Instant "Jump-To" Navigation: You can now define the exact Start Row using a precision input control. This is perfect for error recovery—if a batch fails on Row 50, you can set the bot to resume exactly at Row 50 without re-processing the previous items.

• One-Click Reset: Added a dedicated "Reset Progress" button to instantly return the execution pointer to Row 1. Additionally, the module now detects if you have loaded a new file and automatically resets the index to prevent data contamination.

Enhanced Compatibility & Stability:

• "Quota Fill" Execution: The iteration counter is now result-based. If you request 5 iterations, the bot guarantees 5 processed rows, automatically fast-forwarding through skipped rows without counting them against your limit.

• Downstream Compatibility: Column headers containing dots (e.g., LineItems.Quantity) are now automatically sanitized (e.g., LineItems_Quantity). This prevents "Object/List" confusion in downstream modules like the PDF Filler, ensuring your variables map correctly every time.

FlowBuilder: Single-Monitor Usability Improvements

We've enhanced the screenshot capture and testing experience for users working on a single monitor.

Seamless Screen Capture:

• Instant Capture Mode: MacroForge windows now smoothly fade out, capture your screenshot cleanly, and fade back in - creating a polished, iPhone-style screenshot experience.

• 10-Second Delay Mode: All windows now immediately disappear when you select the delayed capture option, giving you the full 10 seconds to interact with dropdown menus, hover states, or complex UI elements before the screenshot is taken. This ensures you can capture exactly what you need without any MacroForge windows blocking your view.

Unobstructed Test Runs:

• Optional Minimization: A new "Minimize MacroForge during execution" checkbox allows single-monitor users to hide all MacroForge windows during test runs and workflow execution. When enabled, the bot can interact with your target application without clicking on the configuration windows by mistake.

• Instant Sync: The minimize setting applies immediately when you toggle the checkbox - no need to save first. Test as you build with complete confidence.

Designed for Your Workflow: Multi-monitor users can leave minimization disabled to watch real-time logs and progress, while single-monitor users can enable it for distraction-free, accurate automation.

Universal Help System 🧠

We’ve embedded the manual directly into the machine. Every single module now features a dedicated "?" button within its Configuration menu. Click it to instantly summon comprehensive guides, setup tips, and troubleshooting advice specific to that tool—no browser required.

Webhook Automation: Real-Time Triggers & Unattended Execution

Your personal webhook URL connects Zapier, Make, Monday, or any automation platform directly to MacroForge. Configure unlimited triggers with custom routing rules. Map incoming JSON fields to flow variables with auto-suggested names based on the data structure. Create conditional triggers to route identical webhook structures to different flows based on data content (e.g., "Route to Flow A only if Status equals 'Won'").

Universal Data Compatibility

Works with any webhook source regardless of format settings. The engine automatically handles nested data, arrays, and duplicate fields. Smart schema detection recognizes webhook structure automatically. Listen mode captures live samples from your external tool—trigger the service once, and MacroForge shows you exactly what data it's receiving for easy configuration.

Value-Based Routing Logic

Multiple triggers can use the same webhook URL but route to different flows. Conditional matching supports equals, contains, starts with, and other operators. Waterfall evaluation prioritizes specific conditions over catch-all rules, preventing route shadowing.

Organization Shared Webhooks

Admins create webhook templates that entire teams inherit. Team members claim their identity once (e.g., their email or user ID), and all future webhooks automatically route to the right person. The organization endpoint handles distribution—one webhook URL serves the entire team with intelligent per-user routing.

Flow Blueprint Library

Admins publish pre-configured flows as templates that appear in the organization's shared library. Users download and install these Blueprints in one click. When connecting to an organization webhook with a linked Blueprint, the flow is automatically offered for installation. Both admins and users can contribute flows to the library, creating a collaborative template ecosystem.

Auto-Run Mode: Unattended Execution

Server-side event listening enables true unattended automation. When a webhook arrives, MacroForge automatically wakes up, executes the target flow, and returns to standby—no manual intervention required. This transforms MacroForge from an attended automation tool into an always-on bot that responds to external events in real-time.

Seamless Integration with Existing Modules

Webhook data works natively with all downstream modules. The Transfer to Spreadsheet module can write webhook fields directly to Excel. The PDF Filler can populate form fields using webhook data. Example workflow: Press a button in Monday CRM → MacroForge receives the webhook → fills a PDF form with the CRM data → uploads the completed document back to Monday. The entire round-trip happens automatically without touching the keyboard.

Watchman Upgrades: Bulletproof Ingestion & Auto-Configuration.

*If you are currently using Watchman Webhooks, this is a critical update. You must update your softare.

Static Webhook Slots (100% Reliability) We have replaced schema fingerprinting with 5 Dedicated Personal Webhook URLs. Each flow now gets a unique, static address—guaranteeing that every payload is routed correctly, regardless of its structure or complexity. No more guessing; just rock-solid delivery.

Automatic Trigger Injection Stop dragging and dropping. When you map a Category or Webhook in Watchman, the system now automatically injects the correct Trigger Module (Email or Webhook) directly into your flow. Changing a route automatically updates the flow logic for you.

Data-Driven UI Automation Webhook payloads can now be passed directly to the FlowBuilder module. Use real-time data from external tools (like CRMs or forms) to dynamically drive desktop UI automation sequences.

Adaptive User Identity: 100% Login Reliability

We have transitioned from hardware-based identification (HWID) to a Server-Generated UUID system. By decoupling your license from your specific computer ID, we’ve eliminated the common "hardware mismatch" login errors.

• Bulletproof Stability: The new server-side handshake ensures your session is more stable and less prone to local configuration interference.

• Cross-Device Mobility: With the new PIN System, you are no longer confined to a single workstation. Securely log in and access MacroForge from other computers, giving you the freedom to work from the office, home, or on the go.

Rapid-Fire Parsing: Drag-and-Drop Workflow

Parsing documents is now as simple as a flick of the wrist. If your Flow contains a Parser module, you can now drag and drop PDFs directly onto the main GUI.

• Instant Processing: Skip the manual "Open File" menus and trigger your extraction logic immediately.

• Workflow Flexibility: The traditional upload method remains available, but drag-and-drop provides a high-speed alternative for users handling high volumes of documents.

PDF Filler: Visual Quality Control

To ensure your generated documents are never sent out with missing information, we’ve introduced the Highlight Empty Values setting.

• Smart Highlighting: When enabled, any data field assigned to your PDF Filler that arrives empty will be visually flagged in the output.

• Manual Override: This allows you to quickly spot gaps at a glance and manually fill required data, ensuring 100% accuracy and professional results every time.

Precision Data Cleaning: Synced Spreadsheet Transfer

The Spreadsheet Loop and Transfer to Spreadsheet modules are now natively synced to handle complex data migrations.

• Intelligent Skip Logic: Leverage the new skip logic in the Spreadsheet Loop to filter out noise and irrelevant rows.

• Seamless Cleanup: Because the modules communicate, you can effortlessly "wash" a messy spreadsheet, transferring only the cleaned, high-value data into your destination file. This makes MacroForge an essential tool for transforming raw data exports into polished reports.

This update marks a significant milestone in our mission to make automation truly accessible. With the introduction of AI-driven mapping and enhanced data handling, MacroForge 4.7.2 transitions from a manual tool to an intelligent assistant that anticipates your workflow needs.

AI AutoMap: One-Click PDF Configuration

The PDF Filler and PDF Batch Filler modules have received their most powerful upgrade yet. The new AI AutoMap feature allows you to instantly map PDF templates using upstream fields with a single click.

• Instant Setup: Eliminate the tedious manual pairing of data fields to PDF forms. MacroForge now intelligently detects dependencies and handles the heavy lifting for you.

• Smart Logic: AutoMap automatically adds calculation fields and applies conditional logic to checkboxes, ensuring your forms behave exactly as needed without complex manual programming.

• Accessibility First: This is our first step toward fully automated configuration, making high-level document automation available to everyone, regardless of technical background.

PDF Filler Modules: AutoFit

Never worry about overflowing text or unreadable forms again. Both PDF Filler modules now feature the Autofit Fields checkbox.

• Dynamic Scaling: When enabled, MacroForge automatically shrinks text size to ensure every character fits perfectly within the native PDF field boundaries.

• Professional Outputs: Maintain a polished, professional look for every document, regardless of how long the input data might be.

Integrated Intelligence: New Calculator Module

We are introducing the Calculator Module, a dedicated space to apply mathematical operations to your flowdata.

• Dynamic Data Flow: Results from the Calculator are passed seamlessly to downstream modules. Whether you’re calculating tax, totals, or custom metrics, your data remains fluid and usable throughout the entire automation.

• PDF Calculation Persistence: Calculation fields created within the PDF Filler are no longer isolated; they are now passed as standard flowdata fields, allowing them to trigger actions in subsequent parts of your workflow.

Capacity: 8 Flows per Project

To help you stay organized, we have expanded the number of automation flows allowed per .mforge file.

• Centralized Management: You can now create up to 8 flows in a single file, significantly reducing the need to juggle multiple project files and keeping your related automations under one roof.

• Easily switch between flows with one click, or flip through them sequentially.

Refined Experience: GUI & Usability Upgrades

We’ve polished the interface to ensure that your interaction with MacroForge is as smooth as the automations it runs.

• Fixed Shortcuts: File and folder shortcuts for PDF Fillers have been corrected to ensure they open the exact paths for your generated documents every time.

• Beginner-Friendly Navigation: The main GUI dropdown menu now includes descriptive tooltips, providing instant context and guidance for new users as they navigate the interface.

This release introduces the Spreadsheet Lookup module — a new way to enrich your automations with external data. Instead of manually cross-referencing spreadsheets, MacroForge now does the heavy lifting: match, retrieve, and inject values from your data sources directly into your workflow.

Spreadsheet Lookup: Cross-Reference Any Data Source

The new Spreadsheet Lookup module lets you import a CSV or Excel spreadsheet and automatically look up values based on your upstream flowdata.

Instant Data Enrichment: Have an invoice with a vendor name but need their address, phone number, or payment terms? Import your vendor list once, and MacroForge will automatically retrieve the matching row and pass the results to downstream modules — no manual searching required.

Embedded & Portable: Your spreadsheet data is embedded directly into your .mforge project file. Once imported, the automation runs anywhere without needing the original file on disk. Up to 25,000 rows are supported per lookup.

Refresh Anytime: When your source data changes, hit Refresh from Source to re-import the latest version. MacroForge will alert you if any configured columns have been removed, so nothing silently breaks.

Smart Matching That Just Works

Forget about worrying whether your data is formatted consistently. The Spreadsheet Lookup uses intelligent normalization to match values even when formatting differs.

Flexible Input Handling: Currency symbols, extra whitespace, curly quotes, trailing punctuation, and inconsistent capitalization are all handled automatically. "$1,250.00" will match "1250" without any manual cleanup.

Fuzzy Suggestions: When an exact match isn't found, MacroForge suggests the closest alternatives from your spreadsheet so you can pick the right one and keep moving — no need to stop your automation to hunt through data manually.

Duplicate Disambiguation: If multiple rows match your search, MacroForge presents all candidates and lets you choose the correct one on the spot.

Line Item Mode: Bulk Lookups in One Step

Working with invoices, purchase orders, or any document with repeating line items? The Spreadsheet Lookup automatically detects line item fields and performs a separate lookup for every instance.

Per-Row Enrichment: Select a line item field like LineItems.Description, and MacroForge iterates through every instance (_1, 2, 3, ...), looks up each value, and returns the matched data as LineItems.{field}_N — ready for PDF filling, calculations, or any downstream module.

Run-Level Caching: If the same value appears across multiple line items, the lookup result is cached and reused instantly, keeping your automation fast even with large datasets.

This major update introduces the WebFlow Builder, bringing native browser automation to MacroForge. We’ve also overhauled the PDF Batch Filler and Watchman Webhooks to handle more complex data structures and persistent, long-running automations.

WebFlow Builder: Native Desktop Browser Automation

The new WebFlow Builder module allows you to automate tasks within desktop browsers with unprecedented precision. By moving beyond traditional flowbuilding, WebFlow gives you direct control over the DOM.

• Visual Element Tagging: Simply "tag" UI elements directly within a Playwright-powered browser. MacroForge captures the underlying selectors and executes actions or data entry based on your flowdata.

• AI-Assisted Execution: We’ve integrated specialized AI logic to handle "tricky" UI components—such as dynamic date/calendar pickers and complex menus—that typically break standard automations. It intelligently identifies and interacts with these elements to ensure your flow doesn't stall.

• Integrated Setup: While not bundled to keep the core application lean, the module includes a one-click installation button to set up the necessary Playwright environment immediately.

PDF Batch Filler: Dynamic Editing & Logic

The PDF Batch Filler is now more flexible, allowing for real-time adjustments to your document queues without losing your progress.

• Live Batch Management: You can now add or delete PDFs within an active batch. If you realize a document was missed or a mistake was made, you can modify the queue on the fly rather than starting the entire process over.

• Advanced Form Support: The module now natively handles Radio Buttons, Dropdowns, and Listboxes.

• Conditional Mapping: Use visual-based mapping to apply conditional logic to your forms. For example, you can configure the filler to select "Radio Button A" only if a specific flowdata field matches your criteria (e.g., Field_ABC = 123), making your document generation truly dynamic.

Watchman Webhooks: Arrays & Line Items

Watchman is now significantly more powerful when receiving data from external sources, allowing for deeper integration with your existing tech stack.

• Array Handling: Webhook triggers now support flat arrays. This allows you to send multiple line items in a single webhook hit and map that data directly into downstream modules like the PDF Filler or Spreadsheet Lookup.

• Stable Streamlining: Incoming data is processed more efficiently, ensuring that complex payloads are parsed and ready for use in your automation pipeline without manual intervention.

Reliability & Efficiency Improvements

We’ve strengthened the core of MacroForge to support users who need "always-on" automation.

• Strengthened Autorun: The Watchman Autorun feature has been fortified for long-term stability. You can now leave MacroForge running indefinitely; it will reliably process incoming emails and webhooks while you are away, provided the computer remains powered on.

• Performance Optimization: This version features an overall improved UI for smoother navigation and significantly faster startup efficiency, getting you into your workspace and running flows quicker than ever.

This release is all about giving you more ways to shape your data and more destinations to send it. MacroForge now reaches beyond PDFs into live Excel workbooks, cleans up messy data automatically, and lets you compose your own custom text — turning raw extracted information into exactly the format your business needs.

📊 Excel Form Filler: Automation Comes to Spreadsheets

The power of our PDF Fillers, now for Excel. The new Excel Form Filler module maps your flowdata directly into specific cells of any workbook — and it supports every Excel format, including macro-enabled .xlsm files.

Fill Any Workbook: Drop your data into quotes, order forms, invoices, or financial templates by clicking the exact cells you want to populate — no PDF required.

Runs Your Macros for You: If your workbook already has buttons or macros built in (a "Generate," "Calculate," or "Send" button), MacroForge can run them automatically as part of the automation. Your existing spreadsheet tools just become part of the flow.

Let Excel Do the Math: Because it fills a real workbook, your spreadsheet's own formulas recalculate on the fly. MacroForge can then pull those computed results — a total, a generated PO number — right back into your automation to use in later steps.

Send It Anywhere: The finished workbook is treated like any generated file, ready to attach to your Zapier/Make integrations or upload to a web form.

✨ AI: Format Data: One-Click Cleanup

Stop fighting with inconsistent data. The new AI: Format Data module standardizes any field in your flow to exactly the format you need — automatically.

Presets or Your Own Rules: Choose from ready-made formats for dates, currency, and phone numbers, or describe your own transformation in plain language with a quick example (e.g., turn "150 lbs" into "150").

Make Your Data Usable: Clean up messy values from spreadsheets, web data, or scanned documents so they're ready to be calculated, filled, or sent — no manual find-and-replace required.

Effortless by Default: Empty fields are skipped automatically, so you only spend effort (and credits) where it counts.

🔡 Text Builder: Compose Your Own Fields

Combine the data you've extracted into brand-new custom text — perfect for personalized messages, descriptions, filenames, or summary lines.

Plain-Language Templates: Write a sentence and drop in your fields wherever you want them — "Dear [Customer_Name], your order [Order_ID] is confirmed."

Type-to-Insert: Just type @ anywhere in your template to instantly search and drop in any available field, without lifting your hands from the keyboard.

Built for Reuse: Every field you build becomes available to every downstream module, so your custom text flows through the rest of your automation.

Refined Experience: GUI & Usability Upgrades

We've continued polishing the interface so building automations feels effortless.

Cleaner Configuration: Module setup windows have been refined for clearer, more intuitive mapping and editing.

Smoother Navigation: Ongoing improvements across the main interface make it easier to find what you need and move through your flows with confidence.

This release is all about bringing cohesion, speed, and absolute control to your automation workspace. MacroForge 5.8.4 unifies the visual experience across all modules, completely eliminates friction from webhooks and email triggers, and introduces a smarter "Watchman" system that keeps you firmly in the driver’s seat.

🎨 Unified Workspace: Cohesive Style & Smother Onboarding

We’ve overhauled the interface to ensure that every tool feels like it belongs to the same ecosystem, making it easier than ever to build and scale your workflows.

• Cohesive Interface Design: Every module across MacroForge has received a global UI and style update. No matter which tool you open, you get a unified, visually consistent experience that reduces cognitive load and keeps you focused.

• Intelligent Guide Chips: New to MacroForge? Helpful onboarding chips now dynamically surface to guide you through setting up your very first flows. To keep your workspace clean, these tips automatically disappear forever after your seventh launch.

• Dropdown Compatibility Matrix: Stop guessing which module fits where. The action dropdown in the main GUI now automatically filters its options in real-time, showing you only the modules that are compatible with your current upstream data.

⚡ Speed & Visibility: Stateful Triggers & Instantly Visible Paths

Setting up data inputs used to require jumping between screens. Now, everything happens right where you're already working.

• Stateful Email & Webhook Triggers: No more jumping back and forth to a central console just to create a hook. You can now add stateful email and webhook triggers directly from the dropdown menu like any other action. It cuts your setup time dead in half.

• Orange Path Highlighting: Never hunt for a generated document again. When MacroForge finishes generating a file, the local file path link is highlighted in bright orange so you can spot it, click it, and open it instantly.

• Time Saved Calculator: See the immediate ROI of your automations. MacroForge now tracks and calculates an estimated "time saved" metric for every single task execution, letting you see exactly how much manual work you've eliminated.

Out-of-the-Box:"Watchman" Deployment

The Watchman system is now seamlessly integrated into your core installation, giving you instant email-to-flow automation without the setup headache.

• Zero-Config Registration: You no more need to sign up for Watchman manually. Every installation now automatically registers a dedicated MacroForge email address out of the box, alongside 5 designated webhook slots ready to receive raw JSON data from platforms like Make or Zapier.

• Smart Forwarding to Flows: Simply forward emails to your designated MacroForge address. If the content matches your pre-set categories, the system automatically extracts the data and injects it directly into the corresponding flow.

• Human-in-the-Loop "Auto-Run" Safety: Closing the application will no longer result in a jarring cascade of invisible automations when you reopen it. If jobs accumulate while MacroForge is closed, the program will now safely open the Watchman mailbox upon launch. This lets you inspect all pending tasks and run them deliberately, ensuring you always know exactly what your data is doing.

🚀 Future-Proof Maintenance: One-Click Updates

Keeping your software up to date shouldn't require rebuilding it.

• No More Setup Wizards: Moving forward, you can skip the multi-step installation wizard entirely. When a new update drops, a single click handles the entire process automatically in the background, keeping you on the cutting edge with zero downtime.

This milestone release marks our transition into a new Epoch for MacroForge. Powered by a central AI core and unified cloud architecture, v6.3.5 shifts MacroForge from an automation tool into an autonomous building assistant—giving you complete freedom to build, back up, and execute complex flows effortless across your devices.

Omni Chat: AI-Powered Flow Creation & Guidance

Building automations no longer requires wiring together every single node manually. The new Omni Chat serves as a central intelligence layer with complete visibility across your entire workspace.

• Autonomous Building & Editing: Describe what you want to accomplish in plain language, and Omni Chat will directly construct, edit, and reconfigure your flows for you in real time.

• Full Context Awareness: Because Omni Chat holds the complete picture of your entire flow and configuration data, it provides precise troubleshooting, smart configuration guidance, and instant adjustments without you needing to explain your setup.

Seamless Cloud Sync & Backup

Your workflows are no longer tied to a single local machine or vulnerable to local hardware issues.

• Instant Cloud Backups: Save your entire .mforge workspace directly to the cloud with a single click, keeping your mission-critical automations secure.

• Pick Up Anywhere: Moving to a new computer? Simply log in and pull down your cloud files to resume work immediately without manually transferring local files or reconfiguring settings.

Frictionless Multi-Device Access (Email OTP)

We’ve completely retired the legacy PIN system to simplify how you access MacroForge across your workstations.

• Zero PIN Confusion: Forget about tracking or resetting forgotten PIN codes when switching environments.

• Seamless Computer Switching: Transition between up to two authorized computers using quick, secure Email OTP (One-Time Password) verification for a faster, pain-free login experience.

Advanced Conditional Logic

Making complex routing decisions within your automations is now far more powerful and flexible.

• Variable-to-Variable Comparisons: Conditional blocks can now directly evaluate flowdata variables against other flowdata variables in real time, alongside standard fixed values. This lets you build dynamic logic branches based on live runtime data comparisons.

Document Parser & Verification UI Overhaul

Extracting data from documents is faster, clearer, and more accurate than ever.

• Higher Extraction Accuracy: Upgraded parsing logic delivers cleaner, more dependable data extraction across all supported document types.

• Enhanced Verification Window: A redesigned verification UI gives you clear, high-visibility feedback when reviewing and auditing parsed content, reducing manual verification time.

WebFlow Builder Performance & Direct File Uploads

We’ve expanded what native browser automation can handle while making execution significantly smoother.

• Direct flowdata File Routing: You can now pass local file paths stored inside flowdata directly into WebFlow file upload inputs, automating document upload workflows on the web seamlessly.

• Enhanced Execution Stability: Targeted engine improvements ensure your browser flows run consistently without stalling on dense or dynamic web pages.