Effective Date: February 27, 2026
Last Updated: February 27, 2026
AAAssist ("the Extension," "we," "our," or "us") is a Chrome browser extension that provides AI-powered sales coaching by connecting to your HubSpot CRM, Google Calendar, and Anthropic Claude API. This Privacy Policy describes how the Extension collects, uses, stores, and protects your information.
By installing and using AAAssist, you agree to the practices described in this Privacy Policy.
When you connect your HubSpot account, the Extension reads the following data from your HubSpot CRM using HubSpot's API:
Contacts — Name, email address, job title, company, phone number, lead status
Deals — Deal name, stage, amount, close date, pipeline
Tasks — Subject, status, priority, due date, description
Emails — Subject line, direction (inbound/outbound), status, timestamp
Meetings — Title, start and end time, outcome
Notes — Note body text (truncated), timestamps
Calls — Call notes, title, disposition, timestamp
This data is accessed in read-only mode. AAAssist does not create, modify, or delete any records in your HubSpot account.
When you connect your Google Calendar, the Extension accesses:
Calendar events — Event title, start and end time, attendee list (email and display name), conference/meeting links, and event description
User email address — Retrieved once at connection time to facilitate silent token refresh
The Extension requests the https://www.googleapis.com/auth/calendar.readonly scope, which provides read-only access to your primary calendar. AAAssist does not create, modify, or delete any calendar events.
You provide your own Anthropic API key to use the Extension. The Extension sends CRM and calendar data to the Anthropic Claude API to generate:
Prioritized sales coaching actions
Meeting preparation briefs
Follow-up email drafts
The data sent to Anthropic includes CRM contact details, deal information, task data, and calendar event details as needed to generate relevant coaching. This data is processed by Anthropic according to Anthropic's Usage Policy and Privacy Policy. Anthropic's API does not use data submitted through the API to train models.
You provide the following through the Extension settings page:
HubSpot authentication credentials (OAuth or Private App Token)
Google Calendar OAuth connection
Anthropic Claude API key
Sales quota amount and due date
We use the information accessed by the Extension solely to provide the following functionality:
Sales coaching — Analyzing your CRM data to recommend prioritized actions (calls, emails, follow-ups, prospecting tasks)
Meeting preparation — Generating pre-meeting briefs by combining calendar attendee information with CRM contact and deal history
Follow-up generation — Drafting post-meeting follow-up emails based on meeting context and CRM data
Quota tracking — Calculating your progress toward your sales quota from closed-won deals
Activity scoring — Tracking daily completed actions to measure sales activity
All data processed by AAAssist is stored locally on your device using Chrome's built-in storage APIs (chrome.storage.local and chrome.storage.sync). This includes:
OAuth access and refresh tokens
Cached meeting preparation briefs
Daily activity scores and action history
Your settings and API keys
We do not operate any database or server that stores your personal data or CRM information. Your data never leaves your browser except when sent directly to the APIs described in this policy (HubSpot, Google, Anthropic, and our OAuth proxy).
We operate a minimal server-side proxy (hosted on Netlify) solely for the purpose of exchanging HubSpot OAuth authorization codes for access tokens. This proxy:
Receives only the one-time authorization code and your refresh token
Forwards them to HubSpot's token endpoint along with our application credentials
Returns the resulting access and refresh tokens directly to your browser
Does not log, store, or retain any tokens, authorization codes, or user data
The Extension communicates with the following third-party services to provide its functionality:
Service
Data Sent
Purpose
HubSpot (api.hubapi.com)
OAuth tokens
Read CRM data (contacts, deals, tasks, emails, meetings, notes, calls)
Google (googleapis.com)
OAuth tokens
Read calendar events and user email
Anthropic (api.anthropic.com)
CRM data, calendar data, your API key
Generate AI-powered coaching, meeting prep, and follow-up drafts
AAAssist OAuth Proxy (sales-coach-api.netlify.app)
HubSpot authorization code and refresh token
Exchange OAuth tokens securely (client secret held server-side)
We do not:
Sell your personal information or CRM data to any third party
Share your data with advertisers, data brokers, or marketing platforms
Use your data for any purpose other than providing the Extension's functionality
Transfer your data to any party not listed in Section 4.1
The Extension contains no analytics, tracking, telemetry, or advertising code. We do not collect usage statistics, do not use cookies for tracking, and do not employ any fingerprinting techniques.
Local data is retained on your device until you disconnect your accounts or uninstall the Extension
Meeting preparation briefs are cached locally and automatically reset daily
Activity history is stored locally for your reference
When you disconnect an account (HubSpot or Google Calendar), the associated tokens are immediately deleted from local storage
When you uninstall the Extension, all locally stored data is automatically removed by Chrome
Our OAuth proxy server does not retain any data beyond the immediate token exchange request.
We implement the following security measures:
API keys and tokens are stored using Chrome's secure storage APIs and are never exposed to web pages
OAuth 2.0 is used for HubSpot and Google Calendar authentication, following industry-standard security practices
HubSpot client secret is stored securely on our server-side proxy, never in the Extension code
All network communication uses HTTPS/TLS encryption
Read-only access — The Extension only requests read permissions for HubSpot and Google Calendar; it cannot modify your data in these services
No remote code execution — The Extension does not load or execute any remote scripts
You have full control over your data:
Disconnect accounts — You can disconnect your HubSpot or Google Calendar accounts at any time through the Extension settings, which immediately deletes the associated tokens
Revoke access — You can revoke AAAssist's access from your HubSpot Connected Apps or Google Account Permissions at any time
Uninstall — Uninstalling the Extension removes all locally stored data
API key — You can remove or change your Anthropic API key at any time in the Extension settings
AAAssist's use and transfer to any other app of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
Specifically:
The Extension only uses Google Calendar data to provide the meeting preparation feature directly visible to you in the Extension interface
Google Calendar data is not used for serving advertisements or shared with third parties (except as described in Section 4.1 for generating meeting prep via the Anthropic API, which is a core feature you explicitly initiate)
Google Calendar data is not used to build user profiles for advertising or for any purpose unrelated to the Extension's stated functionality
Access to Google Calendar data is limited to the practices explicitly disclosed in this Privacy Policy
AAAssist is a business productivity tool designed for professional use. We do not knowingly collect information from children under 13 years of age. If you believe a child has provided us with personal information, please contact us at the email below.
We may update this Privacy Policy from time to time. If we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this Privacy Policy periodically.
If you have questions or concerns about this Privacy Policy or the Extension's data practices, please contact us at:
Email: dakbrwn@gmail.com
Developer: Dak Brown
This privacy policy applies to the AAAssist Chrome Extension (available on the Chrome Web Store) and the AAAssist OAuth proxy service hosted at sales-coach-api.netlify.app.