Privacy Policy

1. Introduction

Automatify (“Automatify,” “we,” “us,” or “our”) is committed to protecting the privacy of nonprofits, partners, and visitors who interact with our websites, products, and services (collectively, the “Services”). This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or use our Services.

By accessing or using our Services, you agree to the terms of this Privacy Policy. If you do not agree with this Policy, please do not use our website or Services. We may update this Policy from time to time; when we do, we will revise the “Last updated” date above and, where appropriate, provide additional notice.

This Policy is intended to be transparent and easy to understand. If you have any questions, please contact us using the details in the Contact Information section below.

2. Information We Collect

We collect information in order to provide and improve our Services, communicate with you, and meet our legal and contractual obligations. The types of information we may collect include:

2.1 Information you provide to us

• Contact details: such as your name, organizational role, email address, phone number, and mailing address when you submit forms, request a demo, or contact us.
• Account and onboarding information: such as organization name, tech stack details, workflow descriptions, and preferences shared during discovery calls, consultations, or implementation projects.
• Content you submit: such as messages, feedback, survey responses, support requests, and any files or documentation you choose to provide in connection with our Services.

2.2 Information collected automatically

When you visit our website or use our online tools, we may automatically collect certain information about your device and interaction with our Services, including:

• Log and usage data such as IP address, browser type, device type, operating system, pages visited, timestamps, and referring/exit URLs.
• Analytics data such as aggregated usage patterns, session duration, and navigation paths, collected through cookies, pixels, or similar technologies.

This information is generally collected in a way that does not directly identify you and is used to understand how visitors use our site, diagnose issues, and improve performance.

2.3 Information processed on behalf of clients

As part of our nonprofit automation Services, we may process information (including personal data) on behalf of our clients that is stored in their systems (such as CRM, finance, or HR platforms). In these cases, we act as a service provider or processor and process such information solely in accordance with our clients' instructions and applicable agreements. This Policy does not override any data processing agreements in place with individual clients.

3. How We Use Your Information

We use the information we collect for the following purposes, to the extent permitted by applicable law:

• Providing and maintaining the Services: to operate our website, deliver consulting and implementation work, configure automations, and support your organization.
• Responding to inquiries: to respond to your requests, questions, and support tickets, and to communicate about demos, proposals, or projects.
• Improving and securing our Services: to analyze usage, monitor performance, enhance functionality, and protect against fraud, abuse, or security threats.
• Marketing and communications: to send you newsletters, updates, invitations to webinars or events, and other information that may be of interest to you, in accordance with your communication preferences and applicable consent requirements.
• Legal and compliance purposes: to enforce our terms, comply with legal obligations, resolve disputes, and protect our rights, privacy, safety, and property or that of our clients and partners.

Where required by law, we rely on your consent, our legitimate interests in operating and improving our Services, or the necessity of processing for the performance of a contract as the legal bases for processing your personal data.

4. Cookies and Similar Technologies

We may use cookies and similar tracking technologies (such as pixels or local storage) to collect and store information when you visit our website. Cookies are small text files placed on your device that help us recognize you and remember certain information about your visit.

4.1 Types of cookies we may use

• Strictly necessary cookies: required for the website to function properly and to enable basic features such as page navigation and secure areas.
• Performance and analytics cookies: used to understand how visitors interact with our site so we can measure and improve its performance.
• Functional cookies: used to remember your preferences and choices (such as language or form data) to provide a more personalized experience.

4.2 Your choices

Most web browsers allow you to control cookies through their settings, including blocking or deleting them. If you choose to disable cookies, some features of our website may not function as intended. For more detailed information about cookies and how to manage them, you can refer to your browser's help documentation.

5. Data Sharing and Retention

5.1 How we share information

We do not sell your personal information. We may share information in the following limited circumstances:

• With trusted service providers who perform services on our behalf (such as hosting, analytics, or communication tools) under appropriate confidentiality and data protection obligations.
• With our professional advisors (such as legal, accounting, or security experts) where necessary for legitimate business purposes.
• If required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of Automatify, our clients, or others.
• With your explicit consent or at your direction, for example when collaborating with other vendors in your technology stack.

5.2 Data retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, to comply with our legal obligations, resolve disputes, and enforce our agreements. Retention periods may vary based on the type of data and the context in which it was collected. Where we process data on behalf of clients, retention is governed by our agreements with those clients.

6. Your Privacy Rights

Depending on your location and applicable law, you may have certain rights in relation to your personal information, which may include:

• The right to access and obtain a copy of the personal data we hold about you.
• The right to request correction of inaccurate or incomplete information.
• The right to request deletion of your personal data, subject to certain exceptions.
• The right to object to or restrict certain processing activities.
• The right to withdraw consent where we rely on consent for processing.

To exercise any of these rights, please contact us using the details provided below. We may need to verify your identity before responding to your request. If you are an end user of a nonprofit client, please direct your request to that organization, as we typically act as a processor of their data.

7. Data Security

We implement reasonable technical and organizational measures designed to protect personal information from unauthorized access, use, alteration, or disclosure. These measures may include access controls, encryption in transit where appropriate, least-privilege permissions, and logging of key actions. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. If you believe your interaction with us is no longer secure, please contact us immediately.

8. Contact Information

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

We will review and respond to your inquiry within a reasonable timeframe, consistent with applicable laws and our contractual obligations.