Privacy Policy

Effective Date: April 22, 2026 · Last Updated: April 2026

1. Introduction

Automaate LLC ("Automaate," "we," "our," or "us") is a Texas limited liability company providing managed AI automation services to small and medium businesses in the Houston, Texas area and surrounding communities. Our website is automaate.io. This Privacy Policy explains how we collect, use, store, share, and protect personal information — including mobile phone numbers and SMS opt-in data — when you visit our website, contact us, or engage with our services. By using our website or providing your information through any of our forms or intake processes, you agree to the practices described in this Privacy Policy.

2. Information We Collect

We collect the following categories of personal information:

2a. Information You Provide Directly

• Full name and business name
• Business and personal phone numbers (including mobile numbers)
• Email address
• Business address and service area • Business hours, services offered, and related operational details
• Payment information (processed securely through Stripe. We do not store card data)
• Communications you send to us by email, phone, or contact form

2b. Information Collected Automatically

• IP address and browser type
• Pages visited and time spent on our website
• Referring URLs and device information
• Cookie and tracking data (see Section 7)

2c. Information From Third-Party Platforms

To deliver our services, clients grant Automaate access to third-party business accounts including Google Business Profile, Facebook, and Instagram. Information from these platforms is used solely to perform the services described in your service agreement.

3. SMS and Text Messaging

This section contains disclosures required by The Campaign Registry (TCR), mobile carriers, and the TCPA for A2P 10DLC SMS messaging programs. Please read this section carefully.

3a. How We Collect Mobile Phone Numbers

We collect mobile phone numbers through the following methods:

• Website contact forms and audit request forms on automaate.io
• In-person sales agreements and onboarding documentation
• Verbal consent documented by a sales representative
• On behalf of our clients: review request sequences, appointment confirmations, and customer follow-up messages sent to their customers who have opted in through the client's own consent process

3b. Purpose of SMS Communications

Automaate sends SMS messages for the following purposes:

• Responding to inbound inquiries from prospective clients
• Onboarding communications with new clients
• Service notifications, updates, and support messages
• On behalf of clients: automated review requests following customer visits, appointment reminders, and customer qualification messages

3c. Consent

By providing your mobile phone number on any Automaate form or during any intake process, and checking the consent box where provided, you expressly consent to receive text messages from Automaate LLC at the mobile number provided. Consent is not a condition of purchasing any product or service. For clients using Automaate's review request and customer communication services: it is the client's responsibility to obtain proper prior express written consent from their own customers before those customers' phone numbers are entered into Automaate's automated messaging system. Automaate provides the technology and management — consent collection is the client's obligation.

3d. SMS Opt-Out Instructions

You may opt out of receiving SMS messages from Automaate at any time by replying STOP to any message we send. After opting out, you will receive a single confirmation message and no further messages will be sent. To re-subscribe, reply START.

For HELP, reply HELP to any message or contact us at hello@automaate.io.

3e. Message Frequency

Message frequency varies based on your engagement with Automaate and the services in use. For prospective clients, you may receive up to 4 messages per inquiry. For active clients, messages are sent as needed for service delivery and support. Message and data rates may apply.

3f. Critical SMS Data Sharing Restriction

Mobile information, including mobile phone numbers and SMS opt-in consent data, will NOT be shared with third parties or affiliates for marketing or promotional purposes. All categories of personal information described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. SMS opt-in and opt-out records are kept private and will never be transferred to third-party marketers under any circumstances.

We may share mobile phone numbers only with subcontractors or service providers who assist in the technical delivery of our SMS program (such as GoHighLevel and telecommunications providers), under strict confidentiality obligations, and only as necessary to operate the messaging service.

4. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and provide requested services
• Onboard and configure automation systems for clients
• Send service notifications, updates, and performance reports
• Process payments and maintain billing records
• Improve our website, services, and customer experience
• Communicate by phone, email, or SMS as described in this policy
• Comply with legal obligations and enforce our agreements
• Protect against fraud, abuse, and unauthorized access

5. How We Share Your Information

We do not sell personal information. We do not share personal information with third parties for their own marketing purposes. We may share information in the following limited circumstances:

5a. Service Providers

We share information with trusted service providers who assist us in operating our business, including:

• GoHighLevel - CRM and automation platform (white-labeled as Automaate)
• Stripe - payment processing
• Telecommunications providers - for SMS and voice delivery
• Zapier - for CRM integrations where applicable

All service providers are contractually required to maintain the confidentiality of your information and use it only to perform services on our behalf.

5b. Legal Requirements

We may disclose information if required by law, court order, or government authority, or to protect the rights, property, or safety of Automaate, our clients, or the public.

5c. Business Transfer

In the event of a merger, acquisition, or sale of assets, personal information may be transferred to the acquiring entity, subject to the same privacy protections described in this policy.

6. Data Retention

NextSaaS reserves the right to suspend or terminate any user account without prior notice for reasons including but not limited to

We retain personal information for as long as necessary to fulfill the purposes described in this policy, maintain our business relationship with you, and comply with legal obligations. Client business information is retained for the duration of the service agreement and for a reasonable period thereafter for recordkeeping purposes. SMS opt-in and opt-out records are retained for a minimum of 4 years to demonstrate compliance with TCPA and TCR requirements.

Upon request, we will delete or anonymize personal information unless we are required by law to retain it.

7. Cookies and Tracking

Our website uses cookies and similar tracking technologies to improve user experience and analyze site traffic. We use:

• Essential cookies - required for the website to function
• Analytics cookies - to understand how visitors use our site (e.g., Google Analytics)

You may disable cookies through your browser settings. Disabling cookies may affect certain website functionality. We do not use cookies to collect mobile phone numbers or SMS opt-in data.

8. Data Security

We implement reasonable technical and organizational measures to protect personal information from unauthorized access, disclosure, alteration, or destruction. Our automation infrastructure operates on enterprise-grade platforms. Payment data is processed through Stripe and is never stored on Automaate systems. No method of transmission over the internet is completely secure. While we take data protection seriously, we cannot guarantee absolute security.

9. Children's Privacy

Automaate's services are intended for business owners and their representatives. We do not knowingly collect personal information from individuals under 18 years of age. If we become aware that we have collected such information, we will delete it promptly.

10. Texas Residents

Texas residents have certain rights regarding their personal information under the Texas Data Privacy and Security Act (TDPSA), including the right to:

• Know what personal information we collect and how it is used
• Request access to or a copy of their personal information
• Request correction of inaccurate personal information
• Request deletion of personal information, subject to legal exceptions
• Opt out of the sale of personal information (we do not sell personal information)

To exercise these rights, contact us using the information in Section 12.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify clients directly. Your continued use of our website or services after any update constitutes acceptance of the revised policy.

12. Contact Us

If you have questions about this Privacy Policy, wish to exercise your rights, or need to opt out of SMS communications, please contact us:

• Automaate LLC
• Houston, Texas
• Email: hello@automaate.io
• Phone: 877-542-8304
• Website: automaate.io