Privacy Policy

Last Updated: April 21, 2026

  1. Introduction

Welcome to PMGAutomation ("we," "our," or "us"). We respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website (pmgautomation.com) or engage our services.

Because we operate from Portugal, this Privacy Policy complies with the General Data Protection Regulation (GDPR).

  1. Our Role: Data Controller vs. Data Processor

Under the GDPR, we act in two different capacities depending on the context:

  1. Data Controller: When you, as a prospective or current client, provide us with your information (e.g., filling out our discovery form, paying an invoice), we are the Data Controller of your personal data.

  2. Data Processor: When we build automations or AI systems for your business, those systems may process the personal data of your end-users or customers. In this scenario, you are the Data Controller, and we act purely as the Data Processor.

  1. Information We Collect

We intentionally limit the data we collect to only what is absolutely necessary to deliver our services.

  1. Information You Provide to Us: When you fill out our discovery form or communicate with us, we collect your name, email address (specifically to send you a customized business proposal or Statement of Work), company details, and any project requirements you share.

  2. Payment Information: When you pay for our services, your payment is processed directly and securely by our third-party payment processor, Stripe. We do not collect, store, or have access to your full credit card numbers or sensitive banking details.

  3. No Analytics or Tracking: We respect your digital privacy. We do not use Google Analytics, Meta Pixels, or any similar tracking software to monitor your behavior on our website.

  4. No Marketing Data: We do not collect your information to send unsolicited marketing emails or newsletters. Your email address is only used for direct communication regarding your inquiry, proposals, and project work.

  1. How We Use Your Information

We use the personal information we collect strictly to:

  1. Review your project requirements and respond to your discovery form inquiries.

  2. Prepare and email you a customized business proposal or Statement of Work (SOW).

  3. Provide, operate, and maintain our custom automation and AI services.

  4. Process your payments and issue invoices.

  5. Communicate with you regarding project updates, technical support, and administrative matters.

  6. Comply with legal and tax obligations.

  1. Third-Party Services and Data Sharing

We do not sell, rent, or trade your personal information. We only share data with essential third-party service providers required to run our business operations:

  1. Google Workspace (Google Sheets): We use Google Sheets to securely store and organize the answers submitted through our website's discovery form.

  2. Stripe: Used exclusively for secure payment processing and invoicing.

These providers are bound by strict data protection agreements and are only permitted to process your data according to our instructions and legal requirements.

  1. Special Clause: Client End-User Data (Data Processing)

As part of our services, we build and deploy automated systems and integrations. During the development, testing, or maintenance phases, we may have access to the personal data of your customers or end-users.

Regarding this data:

  1. We process this data strictly on your documented instructions as outlined in our Statement of Work (SOW).

  2. We do not claim ownership over this data, nor do we use it for our own purposes.

  3. You, as the Client, remain solely responsible for obtaining the necessary consent from your end-users and ensuring your own privacy policy covers the data processing performed by the automations we build for you.

  1. Cookies Policy

Because we do not use website analytics or marketing trackers, our website uses only "Strictly Necessary" cookies. These are basic, essential cookies required for the website to function correctly (for example, keeping the website secure or allowing embedded features like forms to load). Because these cookies are strictly necessary for the site to operate, they do not require user consent under GDPR.

  1. Data Security and Retention

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, loss, or alteration.

We will retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including satisfying any legal, accounting, or tax requirements in Portugal.

  1. Your GDPR Data Protection Rights

Under the GDPR, you possess specific rights regarding your personal data:

  1. Right to Access: You can request copies of your personal data.

  2. Right to Rectification: You can request that we correct any inaccurate or incomplete data.

  3. Right to Erasure (Right to be Forgotten): You can request that we erase your personal data, under certain conditions.

  4. Right to Restrict Processing: You can request that we limit the processing of your data.

  5. Right to Data Portability: You can request that we transfer the data we have collected to another organization, or directly to you.

  6. Right to Object: You have the right to object to our processing of your personal data.

To exercise any of these rights, please contact us. If you feel that your data protection rights have been violated, you also have the right to lodge a complaint with the Portuguese Data Protection Authority (Comissão Nacional de Proteção de Dados - CNPD).

  1. International Data Transfers

While we are based in Portugal, our service providers (Google and Stripe) operate globally. This means your data may be transferred outside the European Economic Area (EEA). When this occurs, we ensure your data is protected by relying on legally approved transfer mechanisms, such as Standard Contractual Clauses (SCCs) or adequacy decisions adopted by the European Commission.

  1. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this Privacy Policy periodically.

  1. Contact Us

If you have any questions about this Privacy Policy, our data practices, or if you would like to exercise your GDPR rights, please contact us at:

Email: contact@pmgautomation.com