Privacy Policy

Last updated: 1 September 2025

We respect your privacy and keep things simple. This notice explains what we collect on this website, why we collect it, how long we keep it, and your rights under UK data protection law.

Who we are (the controller)

Adept Workflow  (“we”, “us”).
Registered in [UK] under number [____].
Registered office: [address].
Contact: info@adeptworkflow.com

For some client work we act as a processor—see When we act as a processor below.

Personal data we collect

  • Contact & enquiry data – name, email, company, message, and anything you include when you submit a form or email us.

  • Booking data – details you enter when scheduling via Calendly (name, email, time zone, meeting notes).

  • Operational correspondence – emails/notes relating to scoping and delivery of services.

  • Analytics & cookies – pseudonymous data about how the site is used (pages viewed, device, referrer, UTM tags).

  • Marketing preferences – if you opt in to updates/resources.

We do not intentionally collect special category data (health, beliefs, etc.) via this site.

How we use your data (lawful bases)

  • To respond to enquiries and deliver services (contract or steps before a contract).

  • To run and improve this website (legitimate interests—understanding performance and fixing issues).

  • To send resources or updates you requested (consent; you can withdraw anytime).

  • To meet legal/accounting obligations (legal obligation).

Cookies & analytics

We use a small number of cookies:

  • Essential – required for security and basic site features.

  • Analytics (e.g., Google Analytics 4) – to understand site usage and improve content.

  • Marketing pixels (optional) – e.g., LinkedIn/Meta if we run ads.

You can manage non-essential cookies via the banner or your browser settings. Analytics is configured without unnecessary identifiers; IP masking is enabled where supported.

Who we share data with (processors)

We use trusted providers to host and operate the site and our workflows:

  • Squarespace – website hosting and forms

  • Calendly – meeting scheduling

  • Airtable / Notion – project notes and intake tracking

  • Make.com – automation between tools (webhooks)

  • Google Workspace / Microsoft 365 – email and files

  • Google Analytics 4 – site analytics

  • Email delivery / newsletter – [provider, if used]

Each acts on our instructions under a data processing agreement.

International transfers

Some providers are outside the UK/EEA (e.g., US). When that happens we use safeguards such as Standard Contractual Clauses with the UK Addendum and additional measures as required.

How long we keep data

  • Enquiries & proposals: up to 24 months after last contact.

  • Client records & invoices: typically 6 years (accounting rules).

  • Analytics: usually 26 months (GA4 default) or less.

  • Newsletter list: until you unsubscribe.

We delete or anonymise data when it’s no longer needed.

Your rights

You can:

  • access a copy of your data;

  • ask us to correct or delete it;

  • restrict or object to processing (including profiling);

  • receive your data in a portable format;

  • withdraw consent where that’s our basis;

  • complain to the UK ICO if you’re unhappy.

Contact: info@adeptworkflow.com
ICO: ico.org.uk / Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF.

When we act as a processor (client projects)

For client work (e.g., building automations that touch your CRM or mailboxes), you are the controller and we act as your processor. We only process personal data on your documented instructions, keep it secure, and assist with data subject requests. These terms are covered in our Data Processing Addendum (DPA) and service contract. Your data remains in your systems; we don’t use it for any other purpose.

Security

We use appropriate technical and organisational measures, including encryption in transit, access controls, least-privilege accounts, and audit logs where supported. We regularly review access to third-party tools and remove it when no longer needed.

Children

Our site and services are aimed at businesses and are not intended for children under 16.

Links to other sites

If we link to external sites, their privacy practices apply there. Please check their notices.

Changes to this notice

We’ll update this page if our practices change. Material changes will be highlighted for a reasonable period.

Contact

Questions about this policy or your data?
Email info@adeptworkflow.com