Planobot

Privacy Policy

Effective Date: June 14, 2026
Last Updated: June 14, 2026

Planobot ("Planobot," "we," "our," or "us") provides tools that help users collect, organize, analyze, and manage communications, documents, tasks, projects, contacts, vendors, properties, payments, and related information.

This Privacy Policy explains how we collect, use, store, share, and protect information when you use our website, applications, integrations, APIs, and related services (collectively, the "Service").

By using Planobot, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect information in the following ways.

1.1 Information You Provide Directly

You may provide information such as:

  • Name
  • Email address
  • Phone number
  • Account credentials or authentication information
  • Company or project information
  • Billing or subscription information
  • Support requests and communications with us
  • Uploaded documents, notes, messages, files, images, or other content

1.2 Communication Data You Connect or Import

Planobot may allow you to connect, forward, upload, import, or sync communications from third-party services or devices, including:

  • Email accounts
  • Text messages or SMS
  • WhatsApp messages
  • Telegram messages
  • Other messaging, collaboration, or communication platforms

Depending on your settings and integrations, this may include:

  • Sender and recipient names
  • Email addresses
  • Phone numbers
  • Message subject lines
  • Message body content
  • Attachments
  • Timestamps
  • Contact details
  • Property addresses
  • Vendor names
  • Tenant or customer names
  • Invoice, payment, receipt, or transaction-related information
  • Other personal information contained in your communications

You are responsible for ensuring that you have the right to provide or connect this information to Planobot.

1.3 Information We Generate From Your Data

Planobot may process your content to identify, extract, classify, summarize, or organize information. For example, the Service may detect or create structured records such as:

  • Tasks
  • Contacts
  • Vendors
  • Properties
  • Projects
  • Documents
  • Notes
  • Payment-related records
  • Message classifications
  • Tags, labels, or categories
  • Relationships between records

This generated information may be stored as part of your account.

1.4 Information From Third-Party Integrations

If you connect Planobot to third-party services, we may receive information from those services based on your permissions and the service's authorization flow. This may include account profile information, message metadata, message content, attachments, labels, folders, or other information required to provide the Service.

For example, if you connect Gmail or Google Workspace, Planobot will access only the data permitted by the scopes you approve.

1.5 Usage, Device, and Technical Information

We may automatically collect technical information such as:

  • IP address
  • Browser type
  • Device type
  • Operating system
  • Pages or features used
  • Log data
  • Error reports
  • Session data
  • Approximate location derived from IP address
  • Cookies or similar technologies

We use this information to operate, secure, debug, improve, and measure the Service.

2. How We Use Information

We use information to:

  • Provide, operate, and maintain the Service
  • Import, process, organize, classify, and display user communications and documents
  • Identify tasks, contacts, vendors, properties, projects, payments, and other records
  • Link messages and documents to relevant objects in your workspace
  • Enable search, filtering, summaries, automation, reminders, and workflow features
  • Authenticate users and protect accounts
  • Provide customer support
  • Debug, monitor, and improve the Service
  • Detect, prevent, and respond to security incidents, abuse, fraud, or misuse
  • Comply with legal obligations
  • Enforce our Terms of Service

We do not use your private message content to advertise to you.

3. AI and Automated Processing

Planobot may use artificial intelligence, machine learning, language models, rules-based systems, or similar technologies to process your content and generate outputs.

Examples include:

  • Extracting invoice details from an email
  • Identifying a vendor, contact, tenant, property, or project
  • Creating a suggested task
  • Summarizing a message
  • Classifying a document type
  • Matching a message to an existing database record

AI-generated outputs may be inaccurate, incomplete, or require human review. You are responsible for reviewing important outputs before relying on them.

Unless we separately ask for your consent, we do not use your private communications or imported message content to train general-purpose AI models.

4. How We Share Information

We do not sell your personal information.

We may share information in the following limited situations.

4.1 Service Providers

We may share information with vendors and service providers that help us operate the Service, such as:

  • Cloud hosting providers
  • Database providers
  • Authentication providers
  • Payment processors
  • Analytics and logging tools
  • AI processing providers
  • Customer support tools
  • Security and infrastructure providers

These providers may process information only as needed to provide services to us and subject to appropriate contractual obligations.

4.2 Third-Party Integrations You Authorize

If you connect Planobot to another service, we may exchange information with that service as needed to provide the integration.

For example, if you authorize an email integration, we may read messages, metadata, labels, folders, or attachments depending on the permissions you grant.

4.3 Legal, Safety, and Compliance

We may disclose information if we believe it is reasonably necessary to:

  • Comply with applicable law, regulation, legal process, or governmental request
  • Protect the rights, property, or safety of Planobot, users, or others
  • Detect, prevent, or address fraud, security, or technical issues
  • Enforce our Terms of Service

4.4 Business Transfers

If Planobot is involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, user information may be transferred as part of that transaction, subject to applicable law.

5. Google API and Gmail Data

If Planobot accesses Google user data, including Gmail or Google Workspace data, our use and transfer of that data will comply with the Google API Services User Data Policy, including the Limited Use requirements.

Planobot's use of Google user data is limited to providing or improving user-facing features that are prominent in the Service. We do not use Google user data for advertising. We do not sell Google user data. We do not allow humans to read Google user data unless:

  • You give us explicit permission;
  • It is necessary for security, abuse, or legal compliance;
  • It is necessary to provide support you requested; or
  • The data has been aggregated and anonymized.

6. Data Retention

We retain personal information for as long as reasonably necessary to provide the Service, maintain your account, comply with legal obligations, resolve disputes, enforce agreements, and protect the Service.

You may request deletion of your account or certain data, subject to legal, security, backup, and operational limitations.

Backups may retain deleted information for a limited period before being overwritten or deleted according to our backup practices.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.

These safeguards may include:

  • Access controls
  • Encryption in transit
  • Encryption at rest where appropriate
  • Logging and monitoring
  • Authentication controls
  • Vendor security reviews
  • Least-privilege access practices

No system is perfectly secure. We cannot guarantee absolute security of your information.

8. Your Privacy Choices

Depending on your location and applicable law, you may have rights to:

  • Access personal information we hold about you
  • Correct inaccurate information
  • Delete personal information
  • Export or receive a copy of your information
  • Object to or restrict certain processing
  • Withdraw permissions for connected integrations
  • Opt out of certain data sharing, where applicable

You may also disconnect third-party integrations through your account settings or through the third-party service's authorization settings.

To make a privacy request, contact us at:

Privacy Contact: Contact Planobot

We may need to verify your identity before fulfilling a request.

9. California Privacy Notice

If you are a California resident, California law may provide additional rights regarding personal information.

Depending on whether Planobot is subject to the California Consumer Privacy Act as amended by the California Privacy Rights Act ("CCPA/CPRA"), you may have rights to know, access, correct, delete, and opt out of certain sharing or selling of personal information.

Planobot does not sell personal information.

Categories of personal information we may collect include:

  • Identifiers, such as name, email address, phone number, account ID, IP address
  • Customer records information
  • Commercial information, such as billing or subscription records
  • Internet or network activity information
  • Geolocation information, such as approximate IP-based location
  • Professional or business information, if included in user content
  • Inferences generated from your messages, documents, projects, tasks, or usage
  • Sensitive personal information if included in user-submitted communications or documents

We use this information for the purposes described in this Privacy Policy.

To submit a California privacy request, contact:

Contact Planobot

10. Children's Privacy

Planobot is not intended for children under 13, and we do not knowingly collect personal information from children under 13.

If you believe a child has provided us personal information, contact us and we will take appropriate steps to delete it.

11. International Users

If you access the Service from outside the United States, your information may be processed and stored in the United States or other countries where we or our service providers operate.

By using the Service, you understand that your information may be transferred to countries that may have different data protection laws than your country.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

If we make material changes, we will provide notice as required by law, such as by updating the effective date, posting a notice, or sending a notification.

Your continued use of the Service after an updated Privacy Policy becomes effective means you accept the updated policy.

13. Contact Us

For questions about this Privacy Policy or our privacy practices, contact us at:

Planobot
Contact: Contact Planobot