| Account and identity: name, email address, password hash, language, workspace memberships and roles; if you sign in with Google, the account identifier and authentication data provided by Google | Creating and managing your account, applying permissions | Art. 6(1)(b) (contract) |
| Authentication: session cookie, sign-in and sign-out events, IP address and user agent at sign-in, password reset tokens | Signing you in, securing your account, preventing abuse | Art. 6(1)(b) and 6(1)(f) (legitimate interest) |
| Workspace and organisation data: file and folder names, table structure, activity and change history; organisation profile provided during setup or retrieved from public sources | Operating the service and displaying its history | Art. 6(1)(b); for individuals named in customer content, see section 2 |
| Uploaded documents, extracted values and the associated AI processing records | Extraction, matching, document generation and search | Art. 6(1)(b) towards the customer; processor role towards the individuals concerned |
| Email sent to a workspace address: sender address, headers, content and attachments | Providing the inbound email feature; rejecting and recording email from unrecognised senders | Art. 6(1)(b) and 6(1)(f) |
| Correspondence with our support, legal, privacy and security addresses | Answering your requests and keeping a record of them | Art. 6(1)(b) and 6(1)(f) |
| Billing: name, billing address, VAT number, plan, invoices, payment status | Invoicing and accounting | Art. 6(1)(b) and 6(1)(c), with Article 958f of the Swiss Code of Obligations (CO) |
| Product analytics (planned, not yet active): pseudonymous usage events keyed to user and workspace identifiers, collected on our servers only, without document content, file names or email addresses | Understanding how the service is used and improving it | Art. 6(1)(f) (legitimate interest) |
| Security and audit events: access, changes, exports, permission changes and staff access | Demonstrating that data was processed as intended; investigating incidents | Art. 6(1)(f), recital 49; Article 4 of the Swiss Data Protection Ordinance (OPDo) where applicable |
| Infrastructure logs: IP address, request path, response times, error traces | Operating and protecting the service | Art. 6(1)(f), recital 49 |
| Marketing emails: email address and record of consent | Sending the information you requested | Art. 6(1)(a) (consent); Article 3(1)(o) UCA |
| Waiting list: email address, the account and workspace from which you signed up, where the sign-up came from, any note you add, your language and the date | Telling you when paid plans become available to your workspace | Art. 6(1)(b) (steps taken at your request before entering into a contract) |
| Cookie preferences: the random identifier in the consent cookie, the categories accepted or refused, the date, the policy version, the language and the page | Applying your choice and being able to demonstrate it | Art. 6(1)(c) in conjunction with Art. 7(1) |