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Policies

At Automatingly, we believe that high-velocity automation is only as strong as the security architecture supporting it. We don’t just move data; we protect your digital ecosystem with a “security-first” engineering mindset. We are proud to operate under the EU Data Privacy Framework, ensuring that your scaling efforts are backed by global compliance standards. Our role as a data processor is defined by transparency, giving you full control as the data controller over every byte we touch

Terms of Services

IMPORTANT: THIS AGREEMENT CONTAINS A MANDATORY ARBITRATION CLAUSE AND CLASS ACTION WAIVER. PLEASE READ CAREFULLY.

These Terms of Service (“Terms”) govern your access to and use of the Automatingly platform, website, software, and services (collectively, the “Platform”).

By accessing or using the Platform, creating an account, or purchasing a subscription, you agree to be bound by these Terms.

If you do not agree to these Terms, do not use the Platform.

These Terms form a legally binding agreement between you (“User,” “you,” or “your”) and Automatingly, Inc. (“Automatingly,” “we,” “us,” or “our”).

These Terms are incorporated with our Privacy Policy, Data Processing Agreement (where applicable), and Acceptable Use Policy.

1. Eligibility

You must be at least 18 years old to use the Platform.

By using the Platform you represent that you are legally able to enter into a binding contract, the information you provide is accurate, and you are authorized to bind any organization you represent.

2. Platform Access and Accounts

To use certain features of the Platform you must create an account.

You agree to provide accurate registration information, maintain the security of your login credentials, and notify us immediately of unauthorized access.

You are responsible for all activity under your account.

3. Permitted Use of the Platform

You may use the Platform only for lawful purposes and in accordance with these Terms.

You agree not to:

  • violate applicable laws or regulations
  • send spam or fraudulent communications
  • reverse engineer the Platform
  • attempt unauthorized system access
  • distribute malware
  • interfere with the Platform

Automatingly may suspend or terminate accounts violating these rules.

4. User Content

You retain ownership of the content you upload to the Platform.

You grant Automatingly a limited license to process and display your content solely to operate the Platform.

You are responsible for ensuring your content complies with applicable laws and does not infringe third party rights.

5. Communications Compliance

If you send communications through the Platform, you must comply with all applicable laws including TCPA, CAN-SPAM, CCPA, CPRA, and other privacy regulations.

Automatingly provides the technology but does not control or initiate your communications.

6. Third Party Services

The Platform may integrate with third party services such as payment processors or email providers.

Your use of these services is governed by their own terms. Automatingly is not responsible for their operation.

7. Fees and Billing

Certain Platform features require payment of subscription fees.

Subscriptions automatically renew unless cancelled. Fees are generally non refundable unless required by law.

Automatingly may modify pricing with reasonable notice.

8. Taxes

You are responsible for any taxes associated with your use of the Platform.

9. Intellectual Property

All software, content, trademarks, and technology within the Platform are owned by Automatingly or its licensors.

You may not copy, modify, distribute, or reproduce any part of the Platform without written permission.

10. Feedback

If you provide feedback regarding the Platform, you grant Automatingly a perpetual license to use it without restriction.

11. Privacy

Your use of the Platform is subject to our Privacy Policy.

12. Disclaimers

THE PLATFORM IS PROVIDED “AS IS” AND “AS AVAILABLE.”

Automatingly disclaims all warranties including merchantability, fitness for a particular purpose, and non infringement.

13. Limitation of Liability

Automatingly shall not be liable for indirect, incidental, or consequential damages including loss of profits or data.

Total liability shall not exceed the amount paid for the Platform during the three months preceding the claim.

14. Indemnification

You agree to indemnify and hold Automatingly harmless from claims arising from your use of the Platform or violation of these Terms.

15. Termination

Automatingly may suspend or terminate your account if you violate these Terms or fail to pay required fees.

Upon termination your access to the Platform will end.

16. California Consumer Rights Notice

California residents may have rights under the CCPA and CPRA. See our Privacy Policy for details.

17. Arbitration and Dispute Resolution

Disputes will be resolved through binding arbitration administered by the American Arbitration Association.

Disputes must be resolved individually and not through class actions.

18. Governing Law

These Terms are governed by the laws of the State of California.

19. Changes to Terms

Automatingly may update these Terms periodically. Continued use of the Platform constitutes acceptance of changes.

20. Contact Information

Automatingly, Inc.
https://www.automatingly.com
legal@automatingly.com

PRIVACY POLICY

1. Overview

Automatingly, Inc. (“Automatingly,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through compliance with this Privacy Policy (“Privacy Policy”). This Privacy Policy explains how we collect, use, disclose, and safeguard your Personal Information when you visit our website at https://www.automatingly.com, use our software platform, or otherwise interact with us (collectively, the “Platform”).

This Privacy Policy applies to Personal Information we collect as a data controller when you use our website, create an account, communicate with us, or otherwise interact directly with Automatingly.

Customers Using Automatingly

Automatingly provides automation, marketing, and customer relationship tools that our customers use to manage their own contacts and clients.

When Automatingly processes Personal Information on behalf of our customers, we act as a data processor or service provider. In those situations, the privacy policy of the relevant Automatingly customer governs how your Personal Information is used.

2. Information Automatingly Collects

Information You Provide Directly
You may provide Personal Information when you:

  • Create an account
  • Subscribe to communications
  • Purchase services
  • Request a demo
  • Contact support
  • Participate in webinars or events

This information may include:

  • Name
  • Email address
  • Phone number
  • Company name
  • Billing and payment information
  • Account login credentials
  • Business information
  • Communication preferences

Information From Third Parties
We may receive Personal Information from third parties including:

  • Marketing and advertising partners
  • Affiliate partners
  • Social media platforms
  • Data providers and public databases
  • Event partners or webinar hosts

Information Collected Automatically
When you interact with the Platform, we automatically collect certain information such as:

  • IP address
  • Browser type
  • Device identifiers
  • Operating system
  • Platform usage data
  • Pages visited and features used
  • Referring websites
  • Cookie identifiers

3. Categories of Personal Information Collected

In the last 12 months, Automatingly may have collected the following categories of Personal Information:

  • Identifiers (name, email address, phone number, IP address)
  • Commercial Information (products or services purchased or considered)
  • Internet Activity Information (website interactions, browsing activity)
  • Professional Information (company name, job title)
  • Account Information (login credentials, account settings)
  • Inferences (preferences and usage patterns)

4. How We Use Personal Information

Automatingly uses Personal Information for the following purposes:

  • Platform operation and maintenance
  • Customer support
  • Billing and business operations
  • Communications and marketing
  • Security and fraud prevention
  • Analytics and product improvement
  • Legal compliance

AI and Automation Features

Certain platform features may incorporate artificial intelligence technologies to provide automation or analytics capabilities. Automatingly does not use customer data to train public AI models.

5. Legal Basis for Processing (GDPR)

For users in the European Economic Area (EEA), United Kingdom, or similar jurisdictions, Automatingly processes Personal Information under the following legal bases:

  • Performance of a contract
  • Legitimate interests
  • Legal obligations
  • User consent where required

6. How We Share Personal Information

We may share Personal Information with:

  • Service providers (hosting, analytics, payment processors)
  • Business partners and integrations
  • Advertising providers
  • Corporate affiliates
  • Legal authorities when required

7. Data Retention

We retain Personal Information only as long as necessary to fulfill the purposes described in this Privacy Policy or as required by law.

8. California Privacy Rights (CCPA / CPRA)

California residents may have the right to:

  • Know what Personal Information we collect
  • Request deletion of Personal Information
  • Correct inaccurate Personal Information
  • Opt out of sale or sharing of Personal Information
  • Limit use of sensitive Personal Information
  • Not be discriminated against for exercising privacy rights

Automatingly does not sell Personal Information for monetary value.

9. U.S. State Privacy Rights

Residents of certain U.S. states may have rights to access, correct, delete, or obtain a copy of their Personal Information, and to opt out of targeted advertising.

Appeal Rights
If we deny a privacy request, you may submit an appeal by contacting us.

10. Authorized Agents

You may designate an authorized agent to submit privacy requests on your behalf where permitted by law.

11. International Data Transfers

Automatingly may transfer Personal Information to countries outside your jurisdiction, including the United States. We implement safeguards to protect transferred data.

12. Information From Children

Our Platform is not intended for children under 16. If we learn that Personal Information from a child has been collected, we will delete it promptly.

13. Third Party Websites

Our Platform may link to third party websites. Automatingly is not responsible for the privacy practices of those sites.

14. Do Not Track Signals

Our Platform currently does not respond to browser-based Do Not Track signals.

15. Updates to This Privacy Policy

We may update this Privacy Policy periodically. The “Last Updated” date will reflect the most recent changes.

16. Contact Information

Automatingly, Inc.
Website: https://www.automatingly.com
Email: privacy@automatingly.com

Automatingly Subprocessor List

Automatingly may use trusted third-party service providers (“Subprocessors”) to support the operation of the platform.

Examples of subprocessors may include providers of:

  • Cloud Infrastructure (e.g., AWS, Google Cloud)
  • Payment Processing (e.g., Stripe)
  • Analytics Services (e.g., Google Analytics)
  • Email Delivery Services
  • Messaging Providers
  • Customer Support Tools
  • Monitoring and Security Services


Automatingly requires subprocessors to maintain appropriate data protection and security measures.

Automatingly remains responsible for the protection of personal data processed by subprocessors.

COOKIE POLICY

1. Overview

This Cookie Policy explains how Automatingly, Inc. (“Automatingly,” “we,” “us,” or “our”) uses cookies and similar technologies when you visit https://www.automatingly.com or use our platform.

2. What Are Cookies

Cookies are small text files placed on your device to help websites recognize users, maintain sessions, and analyze usage.

3. Types of Cookies

Essential Cookies – Required for login authentication, security, and platform operation.

Analytics Cookies – Help us understand platform usage and performance.

Functional Cookies – Store user preferences such as language or settings.

Advertising Cookies – Help measure marketing effectiveness and may support advertising services.

4. Cookie Consent

Automatingly uses Concord to manage cookie consent. Users may accept, reject, or customize cookie preferences through the cookie banner or cookie settings.

5. Managing Cookies

Users may manage cookies through browser settings. Disabling certain cookies may affect platform functionality.

6. California Privacy Rights

Under the California Privacy Rights Act (CPRA), certain cookie identifiers may be considered personal information. California residents may request access, deletion, or opt-out of sharing of personal information.

7. Contact

privacy@automatingly.com
Home

Data Processing Agreement

1. Purpose

This policy governs acceptable use of the Automatingly platform.

2. Prohibited Activities

Users may not:

  • Violate laws or regulations
  • Send spam or unsolicited communications
  • Send SMS messages without consent
  • Distribute malware
  • Attempt unauthorized access
  • Scrape platform data
  • Disrupt platform infrastructure

3. Marketing Compliance

Users must comply with CAN-SPAM, TCPA, CCPA/CPRA, and other applicable privacy laws.

4. Intellectual Property

Users may not upload content that infringes intellectual property rights.

5. Enforcement

Automatingly may suspend or terminate accounts that violate this policy.

6. Reporting Violations

legal@automatingly.com

Automatingly Acceptable Use Policy​​

1. Parties

This Data Processing Agreement (“DPA”) forms part of the Terms of Service between Automatingly, Inc. (“Automatingly”) and the Customer.

2. Roles

  • Customer is the Data Controller.
  • Automatingly is the Data Processor.

3. Scope

Automatingly processes personal data solely to provide the Platform services.

4. Types of Data

  • Contact information
  • Account information
  • CRM data
  • Usage data

5. Customer Responsibilities

Customer is responsible for lawful collection of personal data and compliance with applicable privacy laws including CCPA/CPRA, TCPA, and CAN-SPAM.

6. Processor Obligations

Automatingly will:

  • Process data only per Customer instructions
  • Maintain appropriate security measures
  • Assist with data subject requests where required
  • Notify Customer of data breaches where legally required

7. Subprocessors

Automatingly may use subprocessors such as cloud infrastructure providers, payment processors, and analytics services.

8. International Transfers

Data may be processed in the United States or other jurisdictions.

9. Termination

Upon termination of services, Automatingly will delete or return personal data unless retention is legally required.