We don't store your data.
That's the point.
Our zero-storage architecture means your CRM data never persists on our servers. We read, process, and discard—keeping your information secure while automating presentations.
Zero-storage promise
See how our approach differs from traditional platforms
Real-time data journey
See how your data flows through our zero-storage architecture
Connect
Salesforce
Authenticate with your CRM or data source
Read
Fetch data in real-time via API
Process
Generate presentations using your data
Store output
Only generated presentations saved
Discard
Source data immediately discarded
What we actually store
Transparency about our data storage practices
- Generated presentations (Google Slides, PPTX, PDF)
- Manually created Smart Insights
- Workflow configurations
- User account information
- Encrypted at rest on AWS S3
- Uploaded data (Google Sheets, Excel, CSV)
- Customer data from CRMs
- Related records and fields (e.g. Deals, opportunities)
- Account information from your CRM
- Any raw data from integrations
Integration details
See how each integration's data is handled with our zero-storage architecture
Presentation storage on AWS
Secure, encrypted storage for your generated presentations using Enterprise cloud
Your data, your control
You're always in control of your data. Delete at any time
Data from data source is discarded immediately after presentation generation completes.
You can delete any generated presentation at any time from your dashboard. Yes, bulk deletion is available on all plans.
Upon account deletion, all stored presentations are permanently removed within 30 days.
Why zero-storage matters
Benefits of our zero-storage architecture for you
Transparency promises
Our commitment to transparency and control
Frequently Asked Questions
Everything you need to know about our data handling
Automate your content
Autoscale your business
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