1. AI-Assisted Data Processing
Trackler Agentic AI uses AI-assisted workflows to understand user instructions, analyze uploaded CSV and Excel datasets, identify data structures, clean datasets, and populate templates confirmed by users.
Depending on the workflow and configured AI services, information shared with AI providers may include:
- User instructions and processing requests.
- Uploaded file names and dataset column names.
- Limited samples of spreadsheet values.
- Derived dataset information and analysis context.
When enabled, these details may be transmitted to configured AI providers, including OpenAI, to support processing and analysis.
AI-generated results may contain inaccuracies or incomplete information. Users should review dataset transformations, column mappings, generated analysis, and completed workbooks before using them for business decisions.
2. External Services and Data Sharing
Trackler Agentic AI may communicate with configured external services to provide its functionality.
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AI services: Relevant instructions and dataset information may be shared with configured AI providers.
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Dataset discovery: Search queries may be transmitted to the configured search provider when users request external dataset discovery.
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Trackler import service: When users explicitly choose to import a completed workbook, the workbook and associated user identifier are transmitted to the configured Trackler import API.
External services process information according to their respective terms, privacy policies, and applicable data-handling settings.
3. Sensitive and Confidential Information
Users should avoid uploading passwords, API keys, authentication tokens, financial account details, personal information, or confidential business information unless their organization has explicitly approved its processing through Trackler Agentic AI and its configured external providers.
Uploaded spreadsheet samples may contain actual cell values. Users should verify that their datasets are appropriate for AI-assisted processing before uploading them.
4. Data Storage and Retention
Uploaded datasets, cleaned files, confirmed templates, and generated workbooks are stored in the service's configured artifact storage while workflows are being processed.
Under the default configuration:
- Download-selected workbooks may be retained for up to 7 days.
- Other workflow artifacts are scheduled for cleanup after processing completes.
- Files associated with failed workflows may be retained for up to 1 day.
- Files associated with canceled workflows may be retained for up to 1 hour.
- Inactive workflows expire after 30 days.
Actual retention periods may vary depending on deployment configuration. Automated cleanup may also take additional time.
Workflow status, summaries, and checkpoint information may be stored separately in the database to support workflow tracking and resumption. Deleting stored artifact files does not necessarily delete associated workflow metadata, logs, or checkpoint records.
5. Security and Access Control
Trackler Agentic AI uses authenticated access and workflow ownership validation to restrict access to user-specific workflows and associated artifacts.
Users should protect their account credentials and follow their organization's security, privacy, and compliance requirements when using the platform.
6. Responsible Use
Trackler Agentic AI is designed to assist with dataset analysis, data preparation, and workflow automation. AI-generated outputs should be reviewed and validated before being used in business-critical processes.
The platform should not be treated as the sole basis for critical financial, legal, regulatory, or operational decisions.
7. Acknowledgement
By proceeding with Trackler Agentic AI, users acknowledge that their instructions and relevant dataset information may be processed by the AI and external services configured for the platform, as described in this notice.
Users are responsible for ensuring that they have the necessary authorization to upload and process the information they provide.
