Privacy policy

Privacy Policy – Formata.io

Effective Date: June 10, 2025

Formata Inc. ("Formata," "we," "our," or "us") respects your privacy. This Privacy Policy describes how we collect, use, share, and protect your personal information when you use our website and services at https://formata.io and https://app.formata.io ("Services").

By using our Services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with this policy, do not use our Services.

1. Information We Collect

We collect the following categories of personal information:

• Contact information such as name and email address
• Usage data (e.g., session duration, feature usage)
• Customer data entered by users into the Formata platform including data collected by integrated services and uploaded files

Data collected from third-party integrations, including but not limited to:

• Google Calendar
• Gmail
• Google Drive
• Google Meet
  
• Vitally
  
• Hubspot
  
• Slack
  
• Salesforce
  

We do not collect sensitive categories such as health, precise location, financial information, or biometrics.

2. Tracking & Cookies

We use cookies and similar technologies to enhance user experience, analyze trends, and administer the site. We use Google Analytics to collect aggregate, non-identifiable data on site usage. EU-based users will be asked to consent to cookie tracking in compliance with GDPR. Users can manage their cookie preferences by emailing us at info@formata.io.

3. How We Use Your Information

We use your information to:

• Provide, maintain, and improve our Services
• Process transactions and manage user accounts
• Communicate with users and provide customer support
• Analyze usage to improve performance and features
  
• Ensure legal compliance and data integrity
  

4. Sharing of Information

We do not sell personal data. We share information only with:

• Google Analytics (for usage analytics)
• Stripe (for payment processing)
• Anthropic (for language model functionality)
• Webflow (for website hosting)

Data shared with Anthropic and Google Analytics is anonymized where possible. These parties are contractually bound to protect your data, are GDPR-compliant, and may only use it for service delivery purposes.

We share anonymized analytics with Google Analytics for product improvements. No user data is sold.

5. Data Hosting

All personal data is securely hosted on Google Cloud. Your data may be stored or processed in the United States or other jurisdictions in accordance with applicable laws.

6. User Rights

You have the right to:

• Access your personal data
• Request correction or deletion
• Restrict or object to processing
• Request data portability (EU residents)
• File complaints with regulatory authorities

To exercise these rights, please contact us via the contact information below.

California residents have additional rights under the CCPA, including the right to request specific information about our data practices.

7. Data Retention

Customer data is retained until account deletion, then permanently removed within 30 days, unless a longer retention period is required or permitted by law.

8. Contact Us

To exercise your data rights to access, correct, delete, or restrict use of your data, or if you have any questions, contact us via:

• Email: info@formata.io
• Contact form: https://formata.io/contact-us

9. Security

Security procedures are in place to protect the confidentiality of your data. These include:

• Encryption: All data is encrypted in transit (TLS) and at rest. Security procedures protect confidentiality. Users can opt out via app settings or email.
• Access Controls: We limit who can access sensitive data internally.
  
• Data Minimization: We only collect and retain the minimum data necessary to provide our services.
  
• Infrastructure Security: Our systems are hosted on secure, industry-leading infrastructure with regular vulnerability scans and monitoring.
  
• Subprocessor Vetting: All subprocessors undergo security and compliance reviews.
  
• Ongoing Review: We regularly audit our security practices to ensure compliance with evolving standards.
  

Security is core to our product. We are committed to protecting your information and maintaining your trust.

10. Third-Party Providers

Our website is hosted by Webflow and may be subject to their privacy policies. We encourage you to review the privacy practices of any third-party service providers you interact with through our Services.

11. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with an updated effective date.

12. Legal Review Disclaimer

This Privacy Policy is for informational purposes only and does not constitute legal advice. Users are encouraged to consult legal counsel for full compliance with applicable laws and regulations.