Privacy Policy
Trientra Automation ("Trientra", "we", "our", or "us") provides business process automation services. This policy explains what information we collect when you visit this website or engage us for services, how we use it, and the choices you have.
Information we collect
We collect information in the following ways:
- Contact form submissions: When you submit our contact form, we collect information such as your business name, location, a description of your automation needs, email address, phone number (optional), and any details about the tools or systems you currently use. This information is securely processed through our automation infrastructure, which may include self-hosted workflow automation systems and related hosting services, and is used only to respond to your inquiry, evaluate your requirements, and communicate with you about potential services.
- Project data: If you engage us for an automation build, we may access information within your business systems (such as CRM platforms, accounting software, calendars, spreadsheets, databases, or other connected applications) only to the extent necessary to design, configure, test, and deliver the agreed automation solution. Access is limited to the project requirements and is governed by our Terms of Service and any applicable project agreement.
- Website analytics: We use analytics tools such as Google Analytics and Plausible to understand website usage, improve our website experience, and measure service performance. These tools may use cookies or similar tracking technologies. Information collected through analytics is generally used in an aggregated or anonymized manner where possible.
How we use your information
- To respond to audit requests and scope potential projects
- To deliver, monitor, and support automations we build for you
- To send you service-related communications (not marketing, unless you opt in separately)
- Automation infrastructure: We use workflow automation tools to process information submitted through our website and support service delivery. These tools are configured to securely transfer and process information needed to respond to inquiries and deliver automation services.
How we share your information
We do not sell your information. We may share it with:
- Third-party tools involved in delivering your automation (e.g. the CRM, accounting, or messaging platforms you've asked us to connect)
- Service providers who help us run our business (e.g. workflow automation providers, hosting providers, analytics providers, and other infrastructure services)
- Where required by law
Data retention
We retain contact form submissions and project-related data only for as long as necessary to fulfill the purpose for which it was collected, maintain business records, comply with legal obligations, resolve disputes, and improve our services.
Contact form submissions from leads who do not proceed with a project may be retained for up to 12 months after the last interaction, after which they will be reviewed and securely deleted unless there is a legitimate business or legal reason to retain them.
Project-related data may be retained for up to 24 months after project completion for support, maintenance, reference, and record-keeping purposes. After this period, the data will be securely deleted or anonymized where applicable.
Your rights
Under Canadian privacy law (PIPEDA), you can ask us what personal information we hold about you, request corrections, or request deletion. Contact us at hello@trientra.com to make a request.
Security
We take reasonable technical and organizational measures to protect your personal information and project data from unauthorized access, disclosure, alteration, or misuse.
Our security practices may include encryption of data during transmission (such as HTTPS/TLS), access controls to limit data access to authorized personnel only, secure authentication practices, and regular reviews of our systems and processes.
While we strive to protect your information using industry-standard security measures, no method of electronic storage or transmission over the internet can be guaranteed to be completely secure.
Changes to this policy
We may update this policy from time to time. The "last updated" date at the top of this page will reflect the most recent changes.
Contact
Questions about this policy? Email hello@trientra.com.