How does zero-storage architecture work?

When you trigger a presentation, we connect to your CRM via API, fetch the necessary data in real-time, generate your presentation, and immediately discard the source data. Only the generated presentation file is stored on our servers. This security model supports automation at scale.

How does access for triggers and scheduling work?

When you set up triggers, we listen for events in your data source—but we don't store the data itself, just notifications that new records match your criteria. For scheduled workflows, we connect at your preset times. In both cases, we use read-only OAuth 2.0 access to fetch data in real-time, process it instantly, and discard it immediately. Nothing is stored or cached between runs.

Where are my generated presentations stored?

Generated presentations are stored in encrypted AWS S3 buckets. All files are encrypted at rest using AES-256 encryption with AWS Key Management Service (KMS).

What happens to my data if I delete my account?

When you delete your account, all stored presentations are permanently removed within 30 days. Since we don't store your source CRM data, there's no additional data to delete.

How do I know my data isn't being stored?

Our architecture is designed to process data in memory only. We have logging systems and incident response services to monitor our systems, and we're transparent about our data handling practices. Users on our Pro and Enterprise plans can also review our Activity Logs to see that data is fetched and discarded immediately.

What about GDPR and CCPA compliance?

Our zero-storage model means we process minimal personal data. Since we don't store your CRM records, maintaining GDPR and CCPA compliance is simpler—for both you and us.

Can I export my data?

Yes, you can export your generated presentations at any time. Since we don't store your source CRM data, there's no additional data to export—your CRM remains your source of truth.

How secure are the API connections?

All API connections use OAuth 2.0 authentication and TLS 1.2+ encryption. We follow industry best practices for secure API communication and never store API credentials in plain text. Secure automation without storing your data.

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.

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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

What we store

Only the outputs you generate

Generated presentations (Google Slides, PPTX, PDF)
Manually created Smart Insights
Workflow configurations
User account information
Encrypted at rest on AWS S3

What we don't store

Your source data never persists

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

Connect your Attio workspace to automatically sync data for personalized presentations

Data protection:

Attio API integration
OAuth 2.0 secure authentication
Zero data replication or storage
Manual, trigger-based, or scheduled workflows

Data Flow:

When you trigger a presentation, we fetch the required records from Attio via API, generate your presentation, and immediately discard the fetched data.

Integrate with HubSpot to pull contact, company and other data for automated presentation generation

Data protection:

HubSpot API integration
OAuth 2.0 secure authentication
Zero data replication or storage
Manual, trigger-based, or scheduled workflows

Data Flow:

We connect to HubSpot's API to read records on-demand. Data is processed in memory and never stored on our servers.

Connect Salesforce to access standard and custom records for presentation automation

Data protection:

Salesforce API integration
OAuth 2.0 secure authentication
Zero data replication or storage
Manual, trigger-based, or scheduled workflows

Data Flow:

Salesforce data is accessed via secure API calls. We read the necessary records, generate presentations, and discard source data immediately after processing.

Sync Google Sheets to use your existing data for presentation generation

Data protection:

Google Sheets API integration
OAuth 2.0 secure authentication
Zero data replication or storage
Manual, trigger-based, or scheduled workflows

Data Flow:

We connect to Google Sheets via API to read the data in files you give temporary access to. Data is processed in memory and used to generate presentations.

Connect or upload Microsoft Excel files to use data for custom presentations

Data protection:

Microsoft Excel 365 API integration or Excel file upload
OAuth 2.0 secure authentication
Zero data replication or storage
Manual, trigger-based, or scheduled workflows

Data Flow:

Uploaded Excel files are processed once to extract data for presentation generation. Files are not stored—only the generated presentations are saved. API access is limited to the files you choose.

Upload CSV files to quickly make personalized presentations

Data protection:

CSV file upload
Zero data replication or storage
One-time processing

Data Flow:

Uploaded CSV files are processed once to generate presentations. Files are not stored on our servers.

Presentation storage on AWS

Secure, encrypted storage for your generated presentations using Enterprise cloud

AWS S3 storage

Generated presentations stored in encrypted S3 buckets on SOC-2 certified infrastructure.

Encryption at rest

All stored data encrypted using AES-256 encryption with AWS Key Management Service.

HTTPS/TLS

All data in transit protected with TLS 1.2+ encryption for secure API communications.

Access controls

Role-based access control (RBAC) and AWS IAM policies ensure only authorized access.

Your data, your control

You're always in control of your data. Delete at any time

Immediate

Source data discarded

Data from data source is discarded immediately after presentation generation completes.

On Demand

Delete presentations

You can delete any generated presentation at any time from your dashboard. Yes, bulk deletion is available on all plans.

30 Days

Account deletion

Upon account deletion, all stored presentations are permanently removed within 30 days.

Why zero-storage matters

Benefits of our zero-storage architecture for you

Enhanced security

With no data persistence, there's less attack surface. Your CRM data never becomes a target for breaches.

Simplified compliance

Minimal data storage means easier GDPR and CCPA compliance. Less data to manage, less risk.

Faster setup

No complex data processing agreements needed. Connect and start automating in minutes.

Transparency promises

Our commitment to transparency and control

Transparent architecture

We're transparent about our zero-storage model. No hidden data collection or storage. Not now, not in the future.

Regular audits

Our infrastructure is regularly audited to ensure compliance with our zero-storage promise.

Your control

You control what gets generated and stored. Delete presentations anytime, export your data when needed.

We don't store your data.That's the point.

Zero-storage promise