Privacy Policy
Effective Date: December 2025
Company: SourceFlow Automation
(“SourceFlow”, “we”, “us”, “our”)
1. Information We Collect
We collect information when you:
• Submit forms on our website
• Book appointments or request services
• Contact us by phone, SMS, or email
• Interact with AI-powered chat, call flows, or automation tools
• Visit our website and allow cookies or analytics tools
This may include:
• Name
• Email
• Phone number
• Business information
• Service requests
• IP address
• Device/browser information
• Interaction logs with our AI receptionist or CRM system
2. How We Use Your Information
We use the information we collect to:
• Provide and improve our automation and CRM services
• Respond to inquiries and support requests
• Run follow-up workflows and appointment reminders
• Analyze website performance and user behavior
• Improve AI receptionist accuracy
• Send transactional or marketing communications (with consent)
3. Cookies & Tracking Technologies
We use cookies to:
• Improve user experience
• Analyze traffic and site performance
• Support AI-driven features
• Measure marketing effectiveness
You can manage cookie preferences through your browser or through the cookie consent banner on our website.
4. Data Sharing
We may share information with:
• Service providers (hosting, analytics, CRM tools, SMS providers)
• AI and automation platforms necessary for our services
• Compliance or legal authorities if required
We do not sell your personal information.
5. Data Security
We use industry-standard security measures to protect your data, including encrypted storage, secure authentication, and controlled access.
However, no system is fully secure, and we cannot guarantee absolute protection.
6. Your Rights
Depending on your location, you may request to:
• Access your data
• Update or correct information
• Delete your data
• Opt out of marketing communications
To make a request, contact us at:
[email protected]
7. SMS & Communications Policy
By submitting your phone number, you agree to receive:
• Appointment reminders
• Service updates
• Follow-up messages
• Marketing messages (if you explicitly opt in)
Message & data rates may apply.
Text STOP to unsubscribe.
8. Changes to This Policy
We may update this Privacy Policy at any time.
The updated version will always be posted on this page.
9. Contact Us
If you have questions, contact us at:
[email protected]
SourceFlow Automation
Cedar Park, Texas

SourceFlow builds automated lead and follow-up systems that make sure no inbound opportunity is ever missed.
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