AI and your data
Know what AI can read before you enable it.
Gratona AI features use the records available to the authorised user and enabled workflow. Your organisation controls access through permissions and the features it enables.
Records an authorized workflow may use
Depending on the request, enabled connection, and user permissions, the working context may include donor names and contact details, household or organization fields, giving history, commitments, sponsorships, program membership, notes, activities, saved filters, saved reports, email or calendar context, tasks, and other connected relationship records.
Controls that still apply
Authentication, Gratona permissions, connector scopes, and the enabled tool surface bound what a user or connected client can request. The public MCP surface is read-only by default. Donor-facing or external AI-prepared work remains subject to human review.
Training and provider terms
Gratona uses OpenAI and Anthropic for its AI features. Personal data processed by Gratona and its appointed AI providers is not used to train general-purpose AI models. Gratona does not sell personal information or share it for third-party marketing.
The provider, data sent, processing locations and retention arrangements depend on the enabled workflow and are specified in the applicable processing schedule. A no-training restriction does not mean zero retention. If your organisation connects its own third-party AI service, that service is also governed by your agreement with its provider.
Source context and review
Tali is designed to prepare summaries, drafts, briefs, and recommendations from permitted source context. A person reviews donor-facing or external work before it goes out. Available actions depend on your plan, permissions and enabled connections.
Research and development
Your records remain yours. We may use, share or license anonymised insights and datasets for research, benchmarking and developing technology, including AI training and evaluation. This information must not identify your organisation or any individual, or reveal your confidential information.
You can opt out of future contributions by contacting support, without affecting your access to Gratona. Our Terms of Service explain the anonymisation requirements and how the opt-out works. Google Workspace data is excluded from these optional activities, and restrictions on data from other connected services still apply.
Your organisation stays in control
- Administrators manage access to individual AI features and connected tools through permission sets.
- Customer-facing AI output remains subject to human review.
- Your agreement identifies the included features, paid AI usage and applicable charges.
- The accepted Data Processing Addendum and processing schedules govern Gratona's processing on your behalf.