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Privacy Policy

Last updated: March 2026

1. Introduction

Equity Flow AI ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at equityflowai.com and use our custom business automation services.

By accessing our website or using our services, you consent to the data practices described in this policy. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.

2. Information We Collect

We collect the following categories of information:

Account Information: When you create an account or subscribe to our services, we collect your name, email address, business name, and billing information (such as payment card details processed through our payment provider).

Business Data: In the course of providing automation services, we process data on your behalf through automated workflows. This may include client records, CRM data, communications, and other business information as configured by you. We process this data solely to deliver the services you have requested.

Usage Data: We automatically collect certain information when you interact with our website and services, including pages visited, features used, browser type, device information, IP address, and interaction timestamps.

Cookies & Tracking Technologies: We use cookies, web beacons, and similar tracking technologies to collect usage data, remember your preferences, and improve your experience. You can control cookie settings through your browser preferences.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • Provide & maintain services: To deliver, operate, and maintain our business automation platform and the custom automations built for you.
  • Process automations: To execute the automated workflows you configure, including data routing, transformations, and integrations with third-party services.
  • Billing: To process payments, manage subscriptions, and send transaction-related communications.
  • Communicate updates: To send you service announcements, technical notices, security alerts, and support messages.
  • Improve services: To analyze usage patterns, troubleshoot issues, and develop new features and functionality.
  • Comply with legal obligations: To fulfill our legal and regulatory requirements, respond to lawful requests, and protect our rights.

4. Data Sharing & Third-Party Integrations

Third-Party Integrations: A core part of our service involves connecting to third-party services on your behalf. These integrations may include services such as Salesforce, HubSpot, Google Workspace, Slack, and many others. Data flows through these integrations as configured by you, the client. We facilitate these connections but do not control the data practices of third-party services. We encourage you to review the privacy policies of any third-party services you connect.

We do not sell personal data. Equity Flow AI does not sell, rent, or trade your personal information to third parties for marketing purposes.

Service Providers: We may share information with trusted service providers who assist us in operating our business, including:

  • Payment processing providers to handle billing and transactions.
  • Hosting providers to store and serve our platform infrastructure.
  • Analytics providers to help us understand and improve our services.

These service providers are bound by contractual obligations to protect your data and use it only for the purposes for which it was disclosed.

5. Data Security

We take data security seriously and implement industry-standard measures to protect your information, including:

  • Encryption in transit and at rest: All data transmitted between your browser and our servers is encrypted using TLS/SSL. Data stored on our servers is encrypted at rest.
  • Access controls: We restrict access to personal and business data to authorized personnel who need it to perform their job functions.
  • Regular security reviews: We conduct periodic security assessments and audits to identify and address potential vulnerabilities.

While we strive to protect your data, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security but are committed to maintaining robust safeguards.

6. Data Retention

We retain your information according to the following schedules:

  • Account data: Retained while your account is active and for 30 days following account deletion to allow for recovery or address any outstanding issues.
  • Automation workflow data: Retained according to your configuration preferences. You may configure retention periods for your workflow execution data within your account settings.
  • Usage data: Retained for 12 months from the date of collection, after which it is anonymized or deleted.

7. Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal data we hold about you.
  • Correction: Request that we correct inaccurate or incomplete personal data.
  • Deletion: Request that we delete your personal data, subject to certain legal exceptions.
  • Portability: Request your data in a structured, commonly used, and machine-readable format.
  • Opt-out of marketing: Unsubscribe from marketing communications at any time using the link provided in our emails or by contacting us.

To exercise any of these rights, please contact us at legal@equityflowai.com. We will respond to your request within 30 days.

8. Children's Privacy

Our services are not directed at children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal data from a child under 13 without parental consent, we will take steps to delete that information promptly. If you believe we have inadvertently collected information from a child under 13, please contact us at legal@equityflowai.com.

9. International Data Transfers

Our services are primarily hosted and operated in the United States. If you access our services from outside the United States, your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your jurisdiction.

We implement appropriate safeguards for international data transfers, including standard contractual clauses and other legally recognized transfer mechanisms, to ensure your data receives an adequate level of protection.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make material changes, we will notify you by updating the "Last updated" date at the top of this page and, where appropriate, sending you a notification via email.

We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

11. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Equity Flow AI
Email: support@equityflowai.com
Website: equityflowai.com