Your information and your choices

This policy describes how EPSE Enterprises LLC processes information for Executive Tracking 360, including its optional Gmail, Google Calendar and Zoom connections.

Effective October 21, 2026

Who is responsible

EPSE Enterprises LLC operates Executive Tracking 360. Contact executivetracking@epse2021.org about privacy, access, correction, export or deletion requests.

Information we process

• Account and profile: sign-in identity, connected account labels, organization and contact details, preferences and subscription/access status.
• Workspace content: tasks, notes, follow-ups, uploaded spreadsheets, metric mappings, reports and other records you save.
• Connected sources: only services you authorize. Depending on your chosen connection, this can include email previews, calendar descriptions, meeting notes or transcripts, reporting data and Zoom recording metadata.
• Billing: Stripe processes checkout and payment details. The tracker uses customer/subscription identifiers and status to administer access. Do not send payment-card details to support.
• Operational information: connection state, refresh times and diagnostic information used to maintain and troubleshoot the service.

Google connections: Gmail and Google Calendar

Connecting Google is optional. You authorize Gmail and Google Calendar separately from Connections in your private tracker. Google identifies the account you authorize; it does not replace your tracker sign-in. We receive your Google account identity information to identify and label the connection, and store the authorization tokens needed to maintain it. Do not give us your Google password.

What we access

• Gmail: when you refresh the source, the tracker retrieves up to ten messages from the last seven days. It requests message identifiers, subject, sender and date headers, timestamps and short message snippets. It stores previews with a link back to Gmail. The read-only permission can authorize access to more email information than these previews; the current integration does not download attachments or full message bodies, send mail, or change or delete messages.
• Google Calendar: when you refresh the source, the tracker retrieves up to 25 non-cancelled events from your primary calendar, covering seven days before through fourteen days after the refresh date. It stores event identifiers, titles, descriptions (up to 10,000 characters), dates and source links. The read-only permission covers calendars you can access, but this integration currently queries your primary calendar only. It does not create, edit or delete events.

Purpose, storage and sharing

We use these previews to help you review commitments, deadlines and follow-ups and create work records that you approve. Refreshing a source does not automatically approve a task or send an email. Google data is processed through the tracker’s hosting infrastructure and cached under your signed-in account. OAuth tokens are encrypted before storage; cached previews are not separately encrypted by application code. See Security below for the distinction between application and hosting protections.

If you save information into a shared team workspace, authorized team members can see those saved records. Merely connecting Google does not give other clients your Google credentials or your account’s preview cache. If the optional live AI assistant is enabled and you submit a request, Google preview excerpts may be included in information sent to OpenAI, as described under Optional AI assistance below. This is processing for your requested response; the tracker does not use Google data to train general-purpose AI models.

Limits on use

Google user data is used for the disclosed features you choose, not sold to data brokers, used for advertising, or used to make lending or credit decisions. Staff access to specific Google content is limited to your affirmative permission for support, necessary security investigation, or legal requirements. These limits also apply to information derived from Google data. Our handling of Google data is subject to the Google API Services User Data Policy, including its Limited Use requirements. Publishing this notice does not mean Google has approved or certified the integration.

Disconnecting and deleting Google data

In tracker Connections, choose Disconnect for Gmail or Google Calendar to remove that connection’s saved tokens and cached previews. The tracker also attempts to revoke Google authorization. You can review or remove access in your Google Account connections. Because these integrations use the same Google application, revoking its Google grant can require reconnecting both services. Removing access at Google does not itself erase copies already saved in the tracker.

Cached previews have no automatic age-based expiry: they remain until replaced by refresh, disconnected or deleted. Saved tasks, notes and other work are separate from the connection cache. To request deletion of those records or account data, email executivetracking@epse2021.org. We verify the requester and scope to protect other users’ data. The retention and backup limitations below apply to Google data too; we do not promise immediate erasure from hosting backups.

What the Zoom connection reads

The connection reads your Zoom profile to identify the authorized account and lists up to 10 cloud-recording summaries from the preceding 28 days. Cached summaries include a recording/meeting identifier, topic, date, share link when available, and whether Zoom lists a transcript. This integration does not download recording media or transcript contents, join or record meetings, or change or delete Zoom records.

How information is used

We use information to authenticate users, provide private workspaces, show authorized sources, create user-reviewed work records, provide reporting, administer billing and respond to support requests. A source refresh does not automatically approve tasks or send emails.

Optional AI assistance

When the live AI assistant is enabled and you submit a request, the application can send your question, up to 100 workspace items and excerpts from up to 40 cached connected sources to OpenAI to prepare a response. The request uses the API’s store:false option; this is not a promise of zero provider retention. Review your content before using this feature and do not include information you are not authorized to share. Zoom recording metadata may be included if it is present in the selected cached sources. AI suggestions require human review.

Who may receive information

The service uses hosting and authentication services provided through Sites/ChatGPT and infrastructure running on Cloudflare, Stripe for billing, Microsoft for support email, and the providers of services you choose to connect. OpenAI receives content when the live AI feature described above is used. Support personnel may process information you provide to resolve requests. Shared team workspaces make intentionally shared records available to authorized team members; separately billed private workspaces retain their own content boundaries. We may also disclose information where required by law or to address a security incident.

Security

The application uses HTTPS, authenticated access and user-scoped records. OAuth access and refresh tokens are encrypted before database storage. Account labels and cached source summaries are stored as structured text in the application database and are not separately encrypted by application code. Cloudflare documents automatic encryption at rest for D1 database objects and metadata. No system can guarantee absolute security. Never send passwords, authorization codes or API secrets to support.

Retention and disconnection

Cached connected-source previews remain until refreshed, disconnected or deleted; there is no automatic age-based purge for that cache in the current implementation. Disconnecting in the tracker removes its saved connection credentials and cached previews and attempts provider revocation. Tasks and meeting notes you previously saved remain until you delete them or request account-data deletion. Removing the app only in Zoom stops Zoom authorization; it does not guarantee immediate removal of tracker caches or independently saved work. Use the tracker’s Disconnect control and contact support if you need deletion assistance.

After verifying your identity and request scope, we process deletion requests and explain any records retained for billing, legal obligations, shared-workspace responsibilities or resolving disputes. Minimal identifiers and a deletion case receipt may be retained to prevent deleted account data from being recreated. Backup and recovery copies may remain under the hosting provider’s retention processes. Deletion from the working database does not mean immediate removal from every backup; we do not promise an exact backup-expiry date.

Your rights and requests

Depending on the laws that apply to you, you may have rights to access, correct, delete or export your information, restrict or object to processing, withdraw consent, or complain to a relevant authority. Contact executivetracking@epse2021.org from your account email and describe the request. We may ask for reasonable identity verification; do not send identity documents unless a secure method has been agreed. Withdrawing authorization does not undo earlier lawful processing.

Changes

Material changes will be communicated through the service or an appropriate account communication.

Using Executive Tracking 360

These terms govern the Executive Tracking 360 service provided by EPSE Enterprises LLC.

Accounts and authorized use

Use an account you are authorized to control and provide accurate profile information. Keep sign-in credentials secure. You are responsible for ensuring you have permission to upload records and connect external accounts. Do not bypass access controls, use another person’s credentials, upload unlawful material or interfere with the service.

Service and connected accounts

The tracker supports executive planning, operational oversight, reporting and review of authorized sources. Optional integrations depend on the provider’s availability, account eligibility and consent. You may disconnect them. The Zoom integration reads your profile and recent cloud-recording metadata; it does not record or join meetings or change Zoom records. Connecting an account does not transfer ownership of its content to EPSE Enterprises LLC.

Your content and privacy

You retain rights in content you supply. You authorize us to process it as needed to deliver the requested features, maintain the service and provide support, as described in the privacy policy. Share only content you have permission to use. Team workspace members can access content shared within their organization’s workspace according to its access rules.

Review before action

You are responsible for checking suggested tasks, dates, owners, charts and AI-generated content before relying on them. The service does not replace professional judgment or legal, financial, medical or other regulated advice. Source data can be incomplete, outdated or incorrectly mapped.

Subscriptions and trials

The selected checkout shows the plan, included support, billing interval, price, trial eligibility and renewal terms before enrollment. Eligible plans include a 30-day trial. Unless canceled under the checkout terms, paid billing begins when the trial ends. Use the billing controls available in the service or contact support for help before renewal. Disconnecting Zoom does not cancel a tracker subscription. Cancellation does not by itself request deletion of your saved workspace data.

Contact executivetracking@epse2021.org about billing errors, cancellation or refund requests. Nothing in these terms limits rights required by applicable law.

Availability and changes

We may maintain, update or temporarily interrupt the service. Third-party authorization, review requirements or outages can affect integrations. We may restrict access to address misuse, security risks or unpaid subscriptions, subject to applicable law and the agreed plan. Export important work using available backup features.

Ending use and requesting data

You may stop using the service, disconnect providers and request account closure or data deletion. Contact support from your account email. Removal of a provider connection does not remove tasks or notes already saved independently. See the privacy policy for retention and deletion details.

Support and questions

Contact executivetracking@epse2021.org. The support page describes service hours and response times. These terms do not waive non-excludable consumer rights.

We’re here to help

Get help with account access, billing, connected sources and your Executive Tracking 360 workspace.

What to include

• Your tracker sign-in email and the service affected.
• What you were trying to do, the approximate time, and the exact error message.
• A screenshot with client information, tokens and other confidential details removed.

Do not send passwords, verification codes, API secrets, payment-card details or confidential client records. We will arrange an appropriate method if further information is needed.

Before contacting support

• New account access: use the same email as checkout. After verification, try the workspace immediately; allow up to one hour if access is still pending.
• Connection status: Check connection status reloads the saved status. Refresh source retrieves authorized source previews.
• Expired authorization: use Reconnect / switch account and select the intended provider account.
• Zoom: follow the Zoom setup and troubleshooting guide.

Privacy, deletion and complaints

Email the same support address with “Privacy request,” “Deletion request,” or “Complaint” in the subject. Explain the concern without sending unnecessary personal information. We will verify identity where needed and explain next steps.

Included personal support

For subscribers to the Personal Support plan, the approved service includes one 60-minute virtual session each month and up to two email support requests per month, answered within two business days. Organization support follows the selected add-on terms. Technical account and privacy requests can be sent to the support mailbox.

Your Zoom account, connected to your workspace

Review recent cloud-recording summaries in Executive Tracking 360 and choose what to use in your work.

1. Add the connection

1. Open Connections in your tracker and sign in with your tracker account.
2. Find Zoom and choose Connect your account.
3. Sign in to the Zoom account whose recordings you want to review.
4. Review the requested permissions: view your profile and list your cloud recordings. Authorize only if these match your intent.
5. Return to the tracker and confirm that the Zoom card shows the correct connected email.

2. Retrieve and review summaries

Select Refresh source on the Zoom card. The tracker requests up to 10 recording summaries from the last 28 days. Expand View retrieved sources when available. Summaries show the meeting topic, date, a source link when Zoom provides one and whether a transcript is listed. Open the source in Zoom to access the recording or transcript under Zoom’s permissions.

Refreshing does not create tasks, join meetings or record them. Review any follow-up suggestions before approving work. Check connection status only reloads saved status; it does not retrieve new summaries.

3. Reconnect or switch accounts

Choose Reconnect / switch account on the Zoom card, sign in to the desired account and review consent. Confirm the connected email afterward, then refresh the source. Reconnection replaces that connection’s cached previews; independently saved tasks and notes remain.

4. Remove the connection

1. In tracker Connections, choose Disconnect on the Zoom card.
2. The tracker removes its stored credentials and cached previews and attempts to revoke Zoom authorization. Review the confirmation message.
3. To verify removal at Zoom, open Zoom App Marketplace, choose Manage → Added Apps, find Executive Tracking 360 and choose Remove.

Saved tracker tasks and meeting notes remain after disconnecting. Removing the app only in Zoom does not guarantee immediate deletion of data already held by the tracker. Contact executivetracking@epse2021.org for a deletion request. Removing Zoom does not cancel your tracker subscription.

Troubleshooting

Get help

executivetracking@epse2021.org · Monday–Friday, 9 a.m.–5 p.m. Eastern. Initial response within two business days. See support instructions before sending a screenshot.