4. Connected services: Google and Microsoft 365
You connect each Google or Microsoft account through a single flow that brings files, email, calendar actions and meeting synchronization together. The connection is optional and belongs to your individual account. Review the account and requested permissions on the provider’s screens; available features depend on the permissions granted and account rules. You can revoke access at any time.
4.1. Google Calendar for meetings
The Google connection lets you list calendars and read, create, edit or delete events in the Plannk Calendar and through the assistant, according to your authorization. Where the calendar supports it, it can also create Google Meet links. For these features, we access calendar names and identifiers and event data such as titles, dates and times, time zones, recurrence, organizers, attendees, meeting links, locations and descriptions, as well as the authorized account’s email address. This authorization is completed within the same Google connection flow.
We keep the change requests, results and receipts needed to confirm and reconcile actions and prevent repetition. These records may remain associated with your account after you delete an event or disconnect the account. In the local Plannk calendar, deleting an event removes it from the view, but its record may remain internally. The synchronization window and the 24-hour period for temporary files do not apply to these records. Completed account deletion removes them from operational databases; deletion requests can be made through the channels in section 7. Linked meetings and their notes have their own history: deleting the Google event does not automatically delete them from Plannk. Use the platform’s history and deletion controls for that content.
4.2. Microsoft 365 for meetings
Microsoft meeting synchronization uses the same authorization as the connection described in section 4.4. It reads events from your Outlook/Microsoft 365 calendar and the authorized account’s address. The connection’s broader permissions support the assistant actions described below, subject to the approval required for each change.
Connecting an account includes meeting synchronization when authorized and available for your account. Automatic recording is a separate preference, starts off for new connections and only operates when you enable it and the feature is available.
Use, storage, and disconnection of meeting calendars:
- Identify online meetings (Google Meet, Microsoft Teams and Zoom) and, when you enable automatic recording, send an assistant to record and transcribe the meeting.
- Display synchronized meetings in your meetings area and link recordings, transcripts and summaries to the corresponding event.
- Link the connection to the identity confirmed by the provider, using email as the account’s visible label.
- Meeting synchronization covers approximately 7 days in the past and 60 days ahead. This window applies only to meeting synchronization; the Calendar view queries the calendars and period you select. We keep the fields needed for the purposes described in this section.
- We share with service providers only what is strictly necessary for the feature, such as the meeting link with the service that operates the recording assistant.
- When the owner disconnects the complete account, we also end linked synchronization and remove synchronized events for that connection. The effect on future meetings and scheduled recording assistants is shown in the confirmation. Organization administrators can stop synchronization within their administrative scope; this does not give them authority to revoke the owner’s global file and email access. Past meetings and recordings remain subject to the platform’s history and deletion controls.
4.3. Google connection: files, email and calendar
The Google connection lets the assistant work with files, emails and events from the account you authorize, within the permissions granted, and includes meeting synchronization. Assistant and synchronization access use separate Google applications and projects, with their own authorizations presented in sequence within the same flow. Complete the steps with the same account; if an authorization is interrupted or denied, Plannk indicates that the connection needs to be completed.
Data and actions available with your authorization:
- Identification: verified email address and Google account identifier, to bind authorization to the correct account.
- Drive: search and read files and folders, their names, metadata, and content; download files and export Google documents; create folders, upload files, change metadata or the content of regular files, move items, and send them to the trash. The connector does not directly edit text in Google Docs documents or cells in Google Sheets spreadsheets.
- Gmail: search and read messages, threads, and attachments; create, edit, and delete drafts; send and reply to emails; create labels and apply them to or remove them from messages, mark messages as read or unread, and move them to the trash. Permanent deletion is available only for drafts, not for received or sent messages.
- Calendar: list calendars and read, create, edit, or delete events, including participant details and the notification options shown for the action.
- The permissions actually granted determine which actions are available. Changes to files, messages, or events require explicit human approval bound to the account, action, content, and destination presented for review.
How we use and share connector data: we use the data needed to fulfill your requests. Relevant content may be sent to our servers and to the AI provider of the model used in the conversation to produce the response or prepare the requested action, as described in section 3. Google authorization does not grant access to other users’ accounts.
Temporary files and history: copies of files downloaded or exported by the connector have their content and filename encrypted in the database. Downloading requires authentication by the connection owner and active membership in the organization where the file was obtained; we do not create a public link automatically. These copies remain available for up to 24 hours, then expire and are deleted by the cleanup routine. Messages, results, and content excerpts incorporated into the conversation follow the normal history retention described in section 6, rather than the temporary-file period.
Disconnecting the Google account: when you disconnect the account in Plannk, we end assistant access and linked synchronization, request revocation of both authorizations, delete local tokens and invalidate access to associated temporary files. Synchronized events for that connection are removed from Plannk. This does not delete the original files, emails or events in the Google account, or automatically remove conversation, meeting and recording history. To delete historical content, use the platform’s deletion controls.
4.4. Microsoft connection: files, email and calendar
The Microsoft connection uses the same authorization for the assistant to work with OneDrive files, Outlook messages and calendar events and to synchronize meetings from the authorized account. Features depend on the permissions granted and your organization’s rules. Automatic recording remains a separate preference and starts off for new connections.
Data and actions available with your authorization:
- Identification: Microsoft account and organization identifiers, name and account address available in the profile, to associate the authorization with the correct identity.
- OneDrive: search and read files, folders, names, metadata and content; download files; create folders, upload files, rename or move items within the same drive and send them to the recycle bin. Replacing the content of an existing file is available only in OneDrive Personal. Plannk does not offer this replacement in OneDrive Business or SharePoint, and this connector does not directly edit cells or the internal structure of Office documents. The connection does not grant general administrative access to the organization’s sites.
- Outlook Mail: search and read messages and file attachments; create and edit drafts; change read status, categories and follow-up status; delete messages using Outlook’s normal deletion behavior; send new messages and send a copy of the approved content of a draft, preserving the original. The connector does not use permanent deletion. Microsoft accepting a submission does not confirm delivery to the recipient.
- Calendar: list calendars and read, create, edit or delete events, occurrences or series, according to the target presented. Microsoft may send invitations, updates and cancellations to attendees as a consequence of these actions; these recipients and effects are included in the review.
Changes require explicit human approval tied to the account, action, content and destination presented. Plannk checks the permissions actually granted. If the outcome of a change is uncertain, we do not automatically repeat it just to try to obtain a response.
How we use and share connector data: we use the data needed to fulfill your requests. Relevant content may be processed by our servers and sent to the AI provider of the model used in the conversation to produce responses or prepare actions, as described in section 3. Authorizing a Microsoft account does not grant access to other users’ accounts. Access to each service remains limited to the authorized account, permissions and context.
Temporary files and history: copies of files and attachments downloaded through the connector have their content and names encrypted in the database. Downloads require authentication by the connection owner, an active connection and active membership in the organization where the file was obtained; use by the assistant is also tied to the original conversation. We do not automatically create a public link. These copies remain available for up to 24 hours, then expire and are deleted by the cleanup process. Messages, results and excerpts incorporated into the conversation follow the normal history retention described in section 6.
Disconnecting the connector: when you disconnect the account in Plannk, we end file, email and calendar access and linked synchronization, delete local credentials and invalidate access to associated temporary copies. Synchronized events for that connection are removed from Plannk. This does not automatically revoke consent in the Microsoft portal. You can manage or revoke that consent in your Microsoft account settings or, where applicable, through your organization’s administrator. Disconnecting does not delete the original files, messages or events, or automatically remove conversation, meeting and recording history from the platform.
Protection and limits on connection data use: access and refresh tokens are stored encrypted and used only by our servers to perform authorized features; they are not shown in the interface or sent to the AI model. Data received from Google or Microsoft APIs is not sold, used for advertising, passed to data brokers, or used to train, improve, or develop generalized artificial intelligence models, even in anonymized form.
You can also revoke access at any time in the security settings of your Google Account or your Microsoft account.
Plannk's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.
5. Plannk extension for Chrome
The Plannk extension for Chrome is optional and places the assistant in a browser side panel. It works only with a Plannk account connected through the extension itself and does not use your Chrome Google account to identify you.
Data the extension accesses:
- Pages in the Plannk group: address, title, text, elements and screenshots only of the tabs in the Plannk group, that is, the tab where you open the panel, the tabs you add to the group and the tabs the assistant opens at your request.
- Actions on pages: clicks, form filling and navigations the assistant performs in the group tabs to complete the requested task, with the result of each action.
- Conversation content: messages, attachments, references and instructions you send in the panel.
- The extension does not send tabs outside the Plannk group as context, does not access internal browser pages and does not run in incognito windows.
How we use this data: solely to respond to your requests in the panel. The content of the group pages and of the conversation is sent to Plannk servers and to the AI provider of the model chosen for the conversation to generate the response and carry out the actions you requested.
Storage and deletion: the extension conversation history stays in your account until you delete it. The extension keeps the session, preferences, group tabs and the log of actions in progress in the browser itself; this local data is erased when you remove the extension.
Limits on use: data obtained through the extension is not sold, not used for advertising, not used to determine creditworthiness, and is transferred to third parties only when necessary to provide the feature (such as the AI provider of the conversation), to comply with the law or in corporate transactions. Members of our team read this content only with your consent, to investigate security and abuse, or to comply with legal obligations.
The use of information obtained through the extension adheres to the Chrome Web Store User Data Policy, including the Limited Use requirements.
