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Privacy Policy

We believe in clear, honest language, not legalese. Here's exactly what data we collect, why we collect it, and how we protect it.

Last updated: September 20, 2026Effective: August 13, 2026

RouteWrk ("we", "us", or "our") operates the RouteWrk workflow automation platform. This Privacy Policy describes how we collect, use, store, and share information when you use our website and services. By using RouteWrk, you agree to the practices described here.

Two roles: your account data vs. the data you put into RouteWrk

For information about you and your account (your name, email, billing details, and how you use the app), RouteWrk is the controller, and this policy governs how we handle it. For the content you enter into the platform (tickets, contacts, files, and any personal data about your own customers or vendors), you are the controller and RouteWrk acts as your processor (a "service provider" under US state privacy laws). We handle that content only on your instructions to provide the Service, as described in our Terms of Service and, where applicable, a Data Processing Addendum. If you are an individual whose data was entered into RouteWrk by one of our customers, please contact that customer directly to exercise your privacy rights; they control that data, and we will assist them as their processor.

1. Information we collect

Information you provide directly

When you create an account, subscribe to a plan, or contact support, you provide us with information including your name, email address, company name, billing information, and any content you enter into the platform (workflow configurations, ticket data, contacts, and files).

Information collected automatically

When you use RouteWrk, we automatically collect certain technical data, including:

Usage data: pages visited, features used, actions taken, and timestamps

Device & browser data: IP address, browser type, operating system, and device identifiers

Log data: server logs recording requests, errors, and performance metrics

Cookies & local storage: session tokens and user preferences (see Section 7)

Information from third parties

If you connect a third-party service (such as an email provider or payment processor), we receive data from that service only as needed to provide the integration you requested. We do not purchase data from data brokers.

Categories of personal information (CCPA)

Category

Examples

Identifiers

Name, email address, IP address, account ID

Commercial information

Subscription plan, billing history, payment method type

Internet / network activity

Pages visited, features used, session logs, browser type

Professional / employment info

Company name, job role (if provided)

Customer records

Workflow data, ticket content, contacts you store in the platform

Inferences

Product usage patterns used to improve the service

We do not collect sensitive personal information as defined by CCPA (e.g. Social Security numbers, financial account credentials, precise geolocation, health data).

2. How we use your information

We use the information we collect to:

Provide and operate the platform: run your workflows, route your tickets, and deliver the core service

Improve the product: understand how features are used and identify areas to improve

Communicate with you: send transactional emails (receipts, password resets), product updates you opt into, and respond to support requests

Ensure security: detect and prevent fraud, abuse, and unauthorized access

Comply with legal obligations: meet our obligations under applicable laws and respond to lawful requests

We do not sell or share your data. We never sell, rent, trade, or share your personal information or your customers' data with third parties for cross-context behavioral advertising or marketing purposes. This applies to all users, including California residents under CCPA/CPRA.

3. How we share your information

We share data only in the limited circumstances described below:

Service providers

We use trusted subprocessors (hosting, email delivery, analytics, error monitoring) who process data on our behalf under strict confidentiality agreements. Key providers include Supabase (database & authentication), Vercel (application hosting), Cloudflare (network security & bot protection), Google (the Gmail API, used to send email through the account you connect), Microsoft (the Microsoft Graph API, used to send and receive email through the Outlook or Microsoft 365 account you connect), Resend (transactional email, e.g. contact-form and account notifications), PostHog (product analytics), and Sentry (error monitoring; when something in the app fails, it receives the technical details of that failure, which include your IP address and approximate location). A current list of subprocessors is available on request.

Legal requirements

We may disclose data when required by law, court order, or governmental authority, or when we believe disclosure is necessary to protect the rights, property, or safety of RouteWrk, our users, or the public.

Business transfers

If RouteWrk is involved in a merger, acquisition, or sale of assets, your data may be transferred. We will notify you before your data becomes subject to a different privacy policy.

With your consent

We share information with third parties when you explicitly direct us to do so, for example when you connect an integration or invite a team member.

Google user data (Gmail connection)

When you connect a Gmail account, RouteWrk requests only the access needed to send email on your behalf and to match replies back to your tickets. RouteWrk's use and transfer of information received from Google APIs adhere to the Google API Services User Data Policy, including the Limited Use requirements. We do not use Gmail data for advertising, do not sell it, do not transfer it except to provide or improve the features you request, and do not use it to train generalized AI or machine-learning models. You can disconnect your Google account at any time from Settings.

Microsoft user data (Outlook connection)

When you connect an Outlook or Microsoft 365 account, RouteWrk requests only the access needed to send email on your behalf, read your inbox to route messages and match replies back to your tickets, and see your email address. We do not use this data for advertising, do not sell it, do not transfer it except to provide or improve the features you request, and do not use it to train generalized AI or machine-learning models. You can disconnect your Microsoft account at any time from Settings.

4. Data retention

We retain your data for as long as your account is active, or as long as needed to provide the service. Specifically:

Data type

Retention

Account data

30 days after you ask us to delete it (cancellable during that window)

Ticket & workflow data

Held by your organization, not your individual account, so deleting your account does not delete your team’s records. If you are the organization’s only member, it is deleted along with you

Your name on ticket history

Kept with the entry it belongs to, for as long as your organization keeps that ticket. Your name only, never your email address

Unsubscribe & abuse records

Indefinitely, the minimum needed to keep honoring an opt-out

Billing & payment records

7 years (legal requirement)

Server logs

Retained for a short period (typically no more than 30 days)

Anonymized analytics

Indefinitely (no personal data)

When you delete your account we hold it for 30 days, so you can change your mind and so a stolen session can’t erase you, then purge your personal data. Three things deliberately outlive it. Your organization keeps the work you created (tickets, workflows, contacts): those are the organization’s business records, and requests about them go to whoever runs it. But if you are its only member there is no one to keep them for, so the organization and everything in it is deleted along with your account. Your name also stays where it records something you did (a note you wrote, an approval you gave), because a history that quietly loses its author is no longer an accurate account of what happened; this is your name only, never your email address. And if someone has unsubscribed or reported a message, we keep that record indefinitely, because it is the only thing that stops us contacting them again. We also retain what the law requires, such as billing records.

5. Security

We take the security of your data seriously and implement appropriate technical and organizational measures, including:

Encryption in transit & at rest

All data is encrypted via TLS 1.3 in transit and AES-256 at rest.

Access controls

Role-based access and least-privilege principles within our team.

Hosted on Supabase

SOC 2 Type II compliant infrastructure with automated backups.

Incident response

We notify affected users without undue delay after confirming a breach that affects them.

No method of transmission or storage is 100% secure. If you have reason to believe your account has been compromised, contact us immediately through our contact form.

6. Your rights & choices

Depending on your location, you may have the following rights regarding your personal data:

Access

Request a copy of the personal data we hold about you.

Correction

Ask us to fix inaccurate or incomplete data. You can change your name, login email and password yourself at any time in Settings → Account.

Deletion

Delete your account and your personal data yourself, from Settings → Account. We hold the account for 30 days first (sign back in during that window and choose "Keep my account" to cancel), then purge it. You can also ask us to do it for you through our contact form. Deleting your account does not delete your organization's tickets, workflows or contacts, which belong to the organization rather than to you, and your name stays on the entries recording what you did to them; if you are its only member, the organization is deleted along with you.

Portability

Receive your data in a structured, machine-readable format.

Objection

Object to processing of your data for direct marketing or on grounds relating to your particular situation.

Opt-out

Unsubscribe from marketing emails at any time via the link in any email, or by contacting us directly. California and other state residents may also opt out of the "sharing" of personal information for cross-context behavioral advertising.

Limit use

California residents may request that we limit our use and disclosure of sensitive personal information to what is necessary to provide the service. (We do not collect sensitive personal information as defined by CPRA, so this right has limited practical scope.)

Appeal

If we deny your privacy request, you may appeal by replying to our denial notice. We will review your appeal within 60 days and provide a written explanation. If your appeal is denied, you may contact your state attorney general.

Authorized agents

California residents may designate an authorized agent to submit requests on their behalf. We will require written proof of authorization and may verify your identity directly to protect against fraudulent requests.

Deletion and the corrections listed above are self-service; for anything else, submit a request through our contact form. We will respond within 45 days; where permitted by law we may extend this by an additional 45 days with notice. If you are in the EEA or UK, we will respond within one month, extendable by up to two further months for complex or numerous requests, as Article 12(3) GDPR requires; see Section 10. We may need to verify your identity before fulfilling your request.

7. Cookies & tracking

We use a minimal set of cookies and browser storage:

Name & type

Purpose

Duration

sb-…-auth-token (local storage)

Keeps you signed in

Until you sign out

flowos_… (local storage)

Your interface preferences: theme, sidebar, layout

Until you clear browser storage

PostHog (cookie + local storage)

Product analytics & session replay

Up to 1 year

We do not use third-party advertising cookies. You can control cookies through your browser settings, though disabling essential cookies may affect the platform's functionality.

Our analytics provider (PostHog) may also record anonymized session replays, a reconstruction of your interactions with the app, to help us diagnose issues and improve usability. Text you type and customer content displayed in the app are masked in these recordings.

Do Not Track & Global Privacy Control. Some browsers can send a "Do Not Track" (DNT) signal. There is no industry-standard for how to respond to it, and because we do not track you across third-party websites for advertising, we do not behave differently when a DNT signal is present. We do, however, honor the Global Privacy Control (GPC) as a valid request to opt out of the "sale" or "sharing" of personal information, though, as noted above, we do not sell or share your data in the first place.

8. Children's privacy

RouteWrk is not directed to children under the age of 16, and we do not knowingly collect personal data from children. If we become aware that a child under 16 has provided us with personal data, we will take steps to delete that information promptly. If you believe a child has provided us data, please contact us through our contact form.

9. California & US state privacy rights

California (CCPA / CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA) grants you additional rights. In the past 12 months, we have not sold or shared personal information as defined by the CCPA. You have the right to:

Know what personal information we collect, use, disclose, and share

Delete personal information we have collected about you

Correct inaccurate personal information

Opt out of the sale or sharing of personal information (we do not sell or share)

Limit use and disclosure of sensitive personal information (we do not collect sensitive PI as defined by CPRA)

Non-discrimination: we will not deny service, charge different prices, or provide a different level of quality because you exercised your privacy rights

Virginia, Colorado, Texas, Connecticut & other states

Residents of Virginia (VCDPA), Colorado (CPA), Texas (TDPSA), Connecticut (CTDPA), and other states with comprehensive privacy laws have similar rights: access, correction, deletion, portability, opt-out of targeted advertising, and the right to appeal a denied request. We honor these rights for all US residents regardless of state. Submit requests through our contact form.

Do Not Sell or Share My Personal Information

We do not sell or share your personal information with third parties for cross-context behavioral advertising. No opt-out action is required. If you believe your data has been handled in a way inconsistent with this statement, contact us through our contact form.

10. EEA & UK residents (GDPR)

This section applies to residents of the European Economic Area (EEA) and United Kingdom. If you are not based in the EEA or UK, it does not apply to you.

Data controller

RouteWrk is the data controller of your personal information. Our contact details are in Section 12. We do not currently have an establishment in the EEA or UK; once we begin actively serving EEA/UK users, we will appoint a local representative as required by Article 27 GDPR.

Lawful basis for processing

Legal basis

Processing activity

Examples

Contract performance

Providing the service you signed up for

Running workflows, storing tickets, sending transactional emails

Legitimate interests

Improving the product and securing the platform

Usage analytics, fraud detection, error logging

Legal obligation

Complying with applicable laws

Retaining billing records, responding to lawful requests

Consent

Marketing communications

Product newsletters and updates you opted into

Additional rights for EEA & UK residents

Restriction

Request that we restrict processing of your data (e.g. while a dispute is resolved) without deleting it.

Withdraw consent

Where we rely on consent (e.g. marketing emails), you may withdraw it at any time. Withdrawal does not affect the lawfulness of prior processing.

Supervisory authority

You have the right to lodge a complaint with your local data protection authority, such as the ICO (UK), CNIL (France), or BfDI (Germany), if you believe we have not handled your data lawfully.

Automated decisions

We do not make solely automated decisions (including profiling) that produce legal or similarly significant effects on you.

Response time

We respond to your requests within one month of receipt, as required by Article 12(3). Where a request is complex or you have made several, we may extend that by up to two further months and will tell you why within the first month. The 45-day window in Section 6 is the US state-law figure and does not apply to you.

International data transfers

RouteWrk is based in the United States. If you are located in the EEA or UK, your personal data will be transferred to and processed in the US. We rely on the EU Standard Contractual Clauses (SCCs) and the UK International Data Transfer Addendum (IDTA) as the lawful transfer mechanism. You may request a copy of the applicable SCCs by contacting us through our contact form.

EU/UK representative

We do not currently have an EU or UK establishment. Once we actively serve users in those regions, we will designate a local Article 27 representative and update this section with their contact details.

11. Changes to this policy

We may update this Privacy Policy from time to time. When we make material changes, we will notify you by email (to the address associated with your account) and update the "Last updated" date at the top of this page at least 14 days before the change takes effect. Your continued use of RouteWrk after the effective date constitutes acceptance of the updated policy.

12. Contact us

If you have questions, concerns, or requests regarding this Privacy Policy or how we handle your data, please reach out:

Contact us

General & data requests

Use our contact form

Security vulnerabilities

Use our contact form