DT Team Builder

Google API data use

Effective September 19, 2026 · Part of our Privacy Policy

DT Team Builder'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.

Permissions the add-on requests and why

PermissionWhat we use it for
spreadsheetsRead and update the agency's CRM and Leads spreadsheets: last-update and milestone dates, statuses, checklist colors, and scan results.
gmail.readonlyRead underwriting-related emails (for example carrier status updates and requirements) so they can be recorded in the agency's CRM sheet. Read-only: the add-on never sends, deletes or changes emails. Only enabled after the agency owner turns on scanning.
driveRead the agency's client folders and application documents, and move a client's folder to the matching stage folder when the case status changes. Only enabled after the agency owner turns on scanning.
script.send_mailSend milestone reminders and daily case summaries to the agency's own team members, from the agency's own Google account. Recipients are the agency's Owner, Front Office and Back Office members.
script.external_requestContact our backend to check the agency's subscription, download workflow settings, and send technical counters without client data.
script.scriptappCreate the add-on's triggers for this spreadsheet (on edit, on open, and the hourly scan).
script.container.uiShow the add-on menu and dialogs inside Google Sheets.
userinfo.emailIdentify the signed-in user so we can apply their agency role (for example, only the owner can enable scanning).

During onboarding, our website separately asks for the drive.file permission, which only lets us create and manage the spreadsheets and folders that our app creates for the agency.

Limited Use commitments

What our servers receive from the add-on

Only a fixed set of technical fields: add-on version, job type, start time, duration, success or failure, whole-number counts (for example emails scanned, files scanned, records updated), a fixed error code (for example GMAIL_AUTH_FAILED), which features are turned on, and the sheet structure version. Our backend rejects the entire report if it contains anything else, such as an email address, a subject line, a file name, a URL or an error message. Run history is deleted after 90 days.

Revoking access

The agency owner can turn scanning off from the add-on menu, and anyone can revoke the add-on's access at myaccount.google.com/permissions. The add-on checks its permissions before every scan and stops if they have been removed.

Contact

DT TEAM BUILDER LLC · dattran.iaa@gmail.com