Privacy Policy

Information processed

The tool processes recipient email addresses, email subjects and message bodies, selected project files, email-thread identifiers, and related job and work-order identifiers. It also records sending results to help track communications and prevent duplicate sends.

How information is used

Information is used to send requested project communications, associate messages with the correct job, and record sending results. The sender accesses existing Gmail threads when preparing replies and can create a Gmail draft as part of sending.

Google permissions

The sender requests permission to read, compose, send, and permanently delete Gmail messages; connect to external services; and run unattended. The permission grant is broader than the tool’s described sending workflow.

Services and sharing

The workflow uses Coda/Superhuman Docs, its Apps Script integration, Google Apps Script, and Gmail. Message content and selected files are transmitted to the intended email recipients and processed by the services involved in delivering and recording those communications.

Custom Plans does not sell client email data or share it with advertisers.

Operational records and retention

In addition to Gmail and Coda records, Google Apps Script stores send-state records and queued email-history updates to help prevent duplicate sends and finish recording communications.

Sent emails and job records are retained until an authorized Custom Plans team member deletes them. Deletion and recovery are subject to the capabilities of the services where records are stored.

Access and requests

This tool is intended for authorized Custom Plans staff. For questions about information handled through the tool, or to request correction or deletion, contact heath.customplans@gmail.com.

Revoking Google access

An authorized user can revoke the tool’s access through their Google Account settings. Revoking access stops further authorized Google operations; it does not automatically delete previously sent messages or stored job records.

Changes to this policy

This policy will be updated when the tool’s data practices change.