Last updated: 2 Nov 2026.
When you submit the free Systems Check we receive your name, business name, email address, and the answers you provide (the tools you use, which assistants or note-takers your team uses, your main problem and your goal). We do not collect payment details.
Submissions are delivered to us by Web3Forms (web3forms.com), a third-party form service. Your answers are stored in our email inbox and in browser sessionStorage on your own device for the report page. An anonymous record of each report (industry, team size, the tools we recognised, how many steps it had, and a reference number, with no name, email or written answers) is kept for up to 180 days so we can see which checks lead to a call. Ask us if you want that record deleted.
Your report is written by an open AI model (Meta’s Llama) running on Cloudflare Workers AI, called from our own server on Cloudflare. We send it your business name, industry, team size, tools, which assistants or note-takers your team uses, your main problem, your goal and your hours/rate answers. We do not send your name or email address, and we remove email addresses and phone numbers from your written answers first. The AI may only recommend features from our checked library of documented tool features; anything it cannot back with that library is labelled “Depends on your setup” and checked with you on the call. Cloudflare states that it does not use Workers AI inputs or outputs to train AI models and does not keep them after the request is answered. If the AI is unavailable, the report is built from the same library without AI. Please do not include passwords or client personal data in your answers.
To prepare your free Systems Check report, to follow up about next steps you consented to, and to improve the service. We never sell your data.
Saved report links. If your report page shows a “Your report link” box, we have saved a copy of the report on Cloudflare so you can reopen or share it. The copy holds the report and the answers listed above, but not your name or email address. It sits behind a long random link that is not listed or indexed anywhere: anyone you give the link to can open it. It is deleted automatically after 90 days, or sooner if you ask us.
We keep submissions for as long as needed to follow up on your request. You can ask us to delete yours at any time by replying to the email we sent you.
Questions: reply to any email from us, or use the contact form on the site.