How we protect your data
When you let someone into how your business runs, you are trusting them with your clients, your money and your reputation. Here is exactly how we treat that trust. Every point below is a rule we follow, not marketing.
Your data stays yours
Everything we build runs inside your own accounts: your email, your calendar, your payment processor, your CRM. You can switch off our access at any time, and the systems keep running in your name.
We never ask for your passwords
You grant our account access through each tool's own sharing or permission settings, and you can revoke it in one click. We never ask you to send a password by email or text.
We never touch card or bank details
Payments run entirely through the processor you choose, such as Stripe, Square or PayPal. Payment requests can accept card, Apple Pay, Cash App Pay or Venmo, and Zelle, check or cash payments get marked paid by your team. Our systems only ever know "paid" or "not paid".
Messages carry logistics, not secrets
Automated texts and emails contain times, links and reminders. They never contain health information, case details or financial account information.
Medical and legal businesses
- Medical, dental and med spa: we automate the business side (booking, reminders, reviews, payments) and leave patient records inside your existing secure systems. We do not move protected health information through our automations.
- Law firms: we never place case details or client confidences into automations or notes, and we do not record conversations with attorneys.
Texting only with permission
We text only people who opted in, every message honors STOP, and texts are not sent at night.
Tested before it touches your business
Every system is built and tested on sample data first, then switched on in your business only when you approve it. Every automated action is logged, so you can always see what happened and when.
Written agreements
Every client engagement includes a written agreement covering what data is used, why, who can access it, and what happens to it when we stop working together.
Straight answers
Ask us anything about how your data is handled and you will get a direct answer from the person who built the system: michael@realautomationagent.com.