Privacy Policy
Last updated: June 26, 2025
At Handbook, your privacy is not just a priority, it’s foundational to how we design our product.
This Privacy Policy explains how we collect, use, share, and protect your information when you use our platform, and how we empower your company to maintain control over your data.
1. Who We Are
Handbook is an AI-powered platform designed to coordinate and automate business processes. We connect with your existing tools like Slack, Teams, CRMs, ERPs, and project managers to improve execution, reduce chaos, and help your teams focus on what matters.
Handbook is operated by AI Playbook, Inc. A Delaware corporation.
2. What This Policy Covers
This Privacy Policy applies to: All Handbook products and servicesAll users, including enterprise clients and their employeesInformation collected through our web app, integrations, and support channels
3. Information We Collect
We collect the following types of information:
a. Account Information: Name, email, role, and organization, authentication credentials (secured via OAuth or equivalent methods.)
b. Operational Data: Actions performed within Handbook (task updates, process triggers, engagement feedback). Interactions with integrated tools like Jira, HubSpot, Microsoft Teams, etc.
c. Communication Data: Messages sent through the Handbook platform (e.g., task follow-ups, notifications). Feedback or survey responses requested by the AI.
d. Technical Data: Browser type, device, IP address, and activity logs (used for performance, analytics, and security).
e. AI Usage Data: Information analyzed by our AI engine to provide recommendations or automate tasks. Only metadata and minimal necessary context are stored, depending on configuration.
4. How We Use Your Information
We use your data to:
Operate and improve Handbook's features.
Automate and coordinate tasks and processes within your organization.
Provide personalized AI-based insights, reminders, and follow-ups.
Integrate with third-party tools securely and efficiently.
Detect fraud, ensure platform security, and enforce compliance
We do not sell your data. Ever.
5. AI, Privacy, and Transparency
Handbook's AI acts based on your team’s context, workflow, and data access. We follow these key principles:
Control: You control what tools and data Handbook can access.
Transparency: AI actions are logged and traceable.
Minimalism: We only process what’s required to perform the function requested.
Security: All AI computations and models are hosted in secured environments
6. Sharing of Information
We only share your information under these conditions: With trusted sub-processors (e.g., hosting, analytics, support), each under strict data agreements if required by law or legal process.
With your explicit permission, for custom integrations or support scenarios.
7. Data Security
We implement robust technical and organizational security measures, including:
Data encryption in transit and at rest.
Role-based access control.
Regular security audits and penetration testing.
Optional enterprise-grade features (SSO, audit logs, etc.)
8. Data Retention
We retain your information only as long as necessary:
Account and usage data are retained while your organization has an active subscription. Upon termination, you may request deletion of all data (within 30 days).
Logs and backups follow secure, time-limited retention cycles.
9. Your Rights
Depending on your location, you may have rights under GDPR, CCPA, or other laws: Access, correct, or delete your personal data.
Object to processing or restrict use.
Request data portability.
File a complaint with a regulatory authority.
To exercise any of these rights, contact us at contact@handbookai.io
10. Children’s Privacy
Handbook is a business tool and is not intended for use by individuals under the age of 16.
11. Changes to This Policy
We may update this policy to reflect new features, changes in regulation, or internal practices. If changes are material, we’ll notify you directly or via your workspace
12. Contact Us
For any questions about this policy or how we handle your data:
AI Playbook, Inc.
San Francisco, CA
contact@handbookai.io