1. Information We Collect
What data we gather and how
- Account information: name and email address provided via Google OAuth sign-in
- Business data: customer records, quotes, invoices, job details, and email content you create or import through the service
- Communications: messages you send to us (support requests, feedback)
- Integration credentials: OAuth tokens for Gmail, QuickBooks, and Slack connections you authorize
- Usage data: pages visited, features used, actions taken within the application
- Device information: browser type, operating system, screen resolution
- Log data: IP address, access times, referring URLs, error logs
- Cookies: session authentication cookies (essential) and optional analytics cookies (see Section 8)
- Google: profile information (name, email, profile picture) when you sign in with Google OAuth
- Gmail: email messages when you connect your Gmail account to process quote requests
- QuickBooks: customer records, invoices, and estimates when you connect your QuickBooks account
- Stripe: subscription status and billing events (we never receive or store your credit card number)
2. How We Use Your Information
Why we process your data
- Parse inbound emails to identify quote requests
- Generate, revise, and send quotes using AI
- Create invoices and sync them with QuickBooks
- Manage your job pipeline and customer records
- Send emails on your behalf through your connected Gmail
- Monitor for errors and fix bugs (via Sentry error tracking)
- Analyze usage patterns to improve the product (aggregated, not individual)
- Detect and prevent fraud, abuse, and security threats
- Enforce our terms of service
- Send transactional emails (account confirmation, billing receipts)
- Respond to support requests
- Send product updates and announcements (you can opt out at any time)
3. Legal Basis (GDPR)
Lawful basis for processing
For users in the European Union and European Economic Area, we process personal data under the following legal bases:
4. Sharing
Who we share your data with
We do not sell your personal information. We do not share your personal information for cross-context behavioral advertising. We share data only with the following categories of recipients:
- AWS (hosting and compute)
- Neon (database hosting)
- Stripe (payment processing)
- Anthropic (AI quote generation — does not use your data for model training)
- Sentry (error monitoring)
- Axiom (event logging)
- Google (authentication and Gmail API)
- Intuit (QuickBooks API)
- Emails sent to your customers through your connected Gmail
- Invoices created in your connected QuickBooks account
- Quotes shared via portal link with your customers
- Notifications sent to your connected Slack workspace
5. Retention
How long we keep your data
- Account and business data is retained for the duration of your subscription
- Integration credentials are retained while the integration is connected
- Usage logs are retained for 90 days
- Error logs are retained for 30 days
- Personal data is purged within 30 days of account deletion request
- Integration tokens are deleted immediately upon disconnection
- Backup copies are purged within 90 days
- Anonymized, aggregated analytics may be retained indefinitely
6. Your Rights
Privacy rights under GDPR & CCPA
- Access — request a copy of all personal data we hold about you
- Rectification — correct inaccurate personal data
- Erasure — request deletion of your personal data
- Portability — receive your data in a machine-readable format
- Restriction — limit how we process your data
- Objection — object to processing based on legitimate interest
- Withdraw consent — at any time, without affecting prior processing
- Lodge a complaint with your local supervisory authority
- Know — what personal information we collect, use, and disclose
- Delete — request deletion of your personal information
- Opt-out — of the sale or sharing of personal information (we do not sell your data)
- Non-discrimination — equal service regardless of exercising your rights
- Correct — request correction of inaccurate personal information
- Limit use of sensitive personal information
7. International Transfers
Where your data is processed
- Standard Contractual Clauses (SCCs) approved by the European Commission for transfers from the EU/EEA
- Data Processing Agreements (DPAs) with all sub-processors
- Encryption in transit (TLS 1.2+) and at rest (AES-256)
- All sub-processors maintain SOC 2 Type II or equivalent certifications
8. Cookies
Cookies & tracking technologies
- Session authentication cookie (HttpOnly, Secure, SameSite=Lax)
- CSRF protection token
- Google Analytics via Google Tag Manager
- Page views, session duration, and feature usage only
- IP anonymization enabled
- No personal data included in analytics events
9. Google API Data
Google API Services User Data Policy
Setell's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Specifically:
- We only access Gmail data necessary to provide quoting and invoicing functionality (parsing inbound emails, sending quote drafts)
- We do not use Gmail data for advertising, market research, or to serve ads
- We do not allow humans to read your email content except with your explicit consent, for security purposes (investigating abuse), or as required by law
- We do not transfer Gmail data to third parties except as necessary to provide the service (AI processing via Anthropic, which does not use API inputs for training), with your consent, or as required by law
- You can disconnect Gmail and revoke access at any time from Settings or your Google account — credentials are deleted immediately upon disconnection
10. Security
How we protect your data
We implement industry-standard technical and organizational measures to protect your data. For full details, see our Security Policy. Key measures include:
- Encryption in transit (TLS 1.2+) and at rest (AES-256)
- OAuth 2.0 authentication — we never store your Google password
- Webhook signature verification (HMAC-SHA256) with timing-safe comparison
- Input validation on all API endpoints (Zod schema validation)
- Parameterized database queries (SQL injection prevention)
- Rate limiting on all public-facing endpoints
- Real-time error and security event monitoring
- Formal incident response plan with 72-hour breach notification
11. Children
Children's privacy
12. Changes
Updates to this policy
Questions?
Contact us
If you have questions about this privacy policy, want to exercise your data rights, or have concerns about how we handle your information, reach out to us.
This privacy policy is reviewed and updated at least annually.
Last updated: March 27, 2026.