Overview
Sage Brief helps people collect creative requests and organize them into structured briefs. This policy explains how Sage Brief collects, uses, stores, and shares information when you visit sagebriefapp.com, use sagebrief.app, create or join a workspace, connect a third-party service, buy a subscription, or submit a request.
Sage Brief is currently operated independently by Brian Presley and is not a registered company. In this policy, “Sage Brief,” “we,” and “us” refer to the Sage Brief service and its operator.
A workspace controls the requests and briefs created for that workspace. If you submit a request through an intake link, the workspace owner and authorized members can access your submission. Contact the workspace owner first with questions about how it uses that information.
Information we collect
Account and workspace information
We may collect your name, email address, profile photo, pronouns, workspace name, workspace role, membership, invitations, settings, and sign-in records. Authentication providers handle passwords and sign-in credentials.
Requests, briefs, and workspace content
We collect the information you add to Sage Brief, including request text, intake answers, voice transcripts, source files, attachments, deliverables, dates, priorities, specifications, comments, edits, activity, generated brief content, missing-detail suggestions, request questions, and Smart Specs.
Voice and files
When you use Voice, the recording is sent to a transcription provider so it can be turned into text. Sage Brief stores the resulting transcript as request content. Sage Brief does not intentionally keep the original recording after transcription.
When you add a PDF, PowerPoint, or supported connected document, Sage Brief processes the file to extract information for the request. Files stay private unless you choose to share an original with the creative team.
Payment and billing information
Stripe collects payment method and billing details directly during checkout. Sage Brief does not receive or store your full payment card number. We receive billing records needed to manage your account, such as your Stripe customer and subscription identifiers, selected plan, billing interval, trial or promotion status, renewal date, cancellation status, payment status, billing email, and transaction history.
Technical and usage information
We may collect IP address, browser and device information, approximate location derived from IP, dates and times of activity, features used, error reports, security events, and cookie or local-storage information needed for sign-in, drafts, onboarding, security, and preferences.
How we use information
We use information to:
- create and secure accounts and workspaces;
- save requests, intake links, briefs, comments, and Smart Specs;
- transcribe voice input and read files you choose to add;
- organize requests, create brief summaries, apply saved specs, and identify missing details;
- suggest repeated specifications for you to approve or dismiss;
- process checkout, subscriptions, renewals, promotions, and cancellations;
- provide exports or connections you explicitly request;
- provide support and communicate about the service;
- monitor reliability, security, fraud, abuse, and product performance;
- keep accounting and transaction records; and
- comply with law and enforce our terms.
Payments and Stripe
Sage Brief uses Stripe for checkout, payment processing, subscription billing, and fraud prevention. Stripe may collect payment method, billing, transaction, device, IP address, cookie, and fraud-prevention information. Stripe handles that information under its own Privacy Policy.
We use the billing information Stripe returns to activate and manage your plan, provide billing support, prevent fraud, and meet tax, accounting, dispute, and legal obligations.
AI processing
Sage Brief sends the content needed for a selected feature to AI and transcription service providers. These providers help transcribe audio, structure request information, create summaries, map deliverables, apply specifications, and identify missing details.
Sage Brief does not build or train its own general-purpose AI model using your requests, files, briefs, Smart Specs, transcripts, or Google user data. The providers that support these features may retain or use limited data under their service terms, our account settings, and their safety and abuse-monitoring practices. Some provider settings may permit data to be used to improve their services. See our Subprocessors page for the providers currently involved.
AI output may be incomplete or wrong. A person should review a brief before submitting, sharing, or relying on it.
Google user data
If you use Google to sign in, Google may provide Sage Brief with basic account information such as your Google account identifier, name, email address, and profile image. We use it to create, secure, and display your Sage Brief account.
If you separately choose to connect Google Drive or select a Google Doc, Sage Brief may request the drive.file and documents.readonly permissions. These permissions allow Sage Brief to access only files you select through Sage Brief or files Sage Brief creates for you. They do not allow Sage Brief to browse unrelated files in your Drive.
We use connected Google data only to authenticate the connection, read a document you explicitly select, create or update an export you request, return the relevant link, and maintain or secure the connection. Google refresh tokens are encrypted at rest.
We do not sell Google user data, use it for advertising, or use it to train our own general-purpose AI models. Humans do not read Google user data except when you give permission for support, when needed for security or abuse investigation, or when required by law.
Sage Brief’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.
You can disconnect Google from Sage Brief settings or revoke access from your Google Account. Disconnecting removes Sage Brief’s stored connection credentials and stops future access. It does not delete documents already created in your Drive.
Legal bases for processing
Where data-protection law requires a legal basis, we process information as needed to provide the service and perform our contract with you. We also process information for legitimate interests such as security, fraud prevention, support, service operation, and improvement. We rely on consent when required, including for certain connected services, and on legal obligations when we must keep records or respond to lawful requests.
Retention and security
Request, brief, intake, comment, membership, and Smart Specs data may remain until the relevant content, account, or workspace is deleted, subject to limited backup, security, and legal-retention periods.
Raw source-file originals are normally kept for up to 7 days after a successful read for recovery, unless you explicitly share an original with the team. Unsubmitted source files become eligible for deletion after 30 days. Extracted information used in a submitted brief remains with that brief until the brief is deleted.
Billing and transaction records may be retained after an account closes when needed for tax, accounting, dispute, fraud-prevention, and legal obligations. Service providers may keep information under their own documented retention schedules.
We use safeguards designed to protect information, including access controls, encrypted connections, and encryption of stored Google refresh tokens. No online service can promise complete security. Keep your credentials private and avoid adding sensitive information that a creative request does not need.
Your choices and rights
Depending on where you live, you may be able to ask for a copy of your personal information, correct it, delete it, object to or limit certain processing, withdraw consent, receive portable information, or appeal a privacy decision.
Email support@sagebriefapp.com to make a request. We may need to verify your identity. Workspace administrators may control workspace data, so we may direct a request to the relevant workspace.
Because Sage Brief does not sell personal information or share it for cross-context behavioral advertising, there is no opt-out for those activities.
Children
Sage Brief is intended for professional use and is not directed to children under 13. If you believe a child provided personal information, contact us so we can take appropriate action.
International processing
Sage Brief and its service providers may process information in countries other than the country where you live. Those countries may have different data protection laws. Where required, we use appropriate safeguards for international transfers.
Changes to this policy
We may update this policy as Sage Brief changes. We will post the new effective date here and provide additional notice when required by law.
Contact
For privacy questions or requests, email support@sagebriefapp.com.