Privacy Policy

Last updated: 5/13/2026

1. Information We Collect

We collect information you provide directly to us, including when you create an account, use our services, or communicate with us. This may include your name, email address, and any other information you choose to provide.

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process and complete transactions
  • Send you technical notices and support messages
  • Respond to your comments and questions
  • Protect against fraudulent or illegal activity

3. Integration Data

When you connect third-party services (Google Calendar, HubSpot, Notion), we only access and store the data necessary to provide our services. This data is encrypted and stored securely. We never sell or share your integration data with third parties.

4. AI-Generated Content

Our service uses AI to generate content such as meeting game plans, daily briefings, and chat responses. These are created based on your CRM data and calendar information. The AI processes your data to provide personalized insights but does not store conversation history beyond what is necessary for service functionality.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption of sensitive data and secure authentication methods.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide services. You may request deletion of your account and associated data at any time.

7. Third-Party Services

Our service integrates with third-party platforms (Google, HubSpot, Notion). Your use of these integrations is subject to their respective privacy policies. We recommend reviewing their policies before connecting these services.

8. Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information
  • Disconnect third-party integrations at any time
  • Export your data

9. Cookies

We use essential cookies to maintain your session and authentication. We do not use third-party tracking cookies or advertising cookies.

10. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

11. Contact Us

If you have any questions about this privacy policy, please contact us at sciara_tom@aipfinancial.net