instantly-data-handling

name	instantly-data-handling
description	Implement Instantly PII handling, data retention, and GDPR/CCPA compliance patterns. Use when handling sensitive data, implementing data redaction, configuring retention policies, or ensuring compliance with privacy regulations for Instantly integrations. Trigger with phrases like "instantly data", "instantly PII", "instantly GDPR", "instantly data retention", "instantly privacy", "instantly CCPA".
allowed-tools	Read, Write, Edit
version	1.0.0
license	MIT
author	Jeremy Longshore <[e-mail]>

Instantly Data Handling

Overview

Handle sensitive data correctly when integrating with Instantly.

Prerequisites

• Understanding of GDPR/CCPA requirements
• Instantly SDK with data export capabilities
• Database for audit logging
• Scheduled job infrastructure for cleanup

Data Classification

Category	Examples	Handling
PII	Email, name, phone	Encrypt, minimize
Sensitive	API keys, tokens	Never log, rotate
Business	Usage metrics	Aggregate when possible
Public	Product names	Standard handling

PII Detection

const PII_PATTERNS = [
  { type: 'email', regex: /[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}/g },
  { type: 'phone', regex: /\b\d{3}[-.]?\d{3}[-.]?\d{4}\b/g },
  { type: 'ssn', regex: /\b\d{3}-\d{2}-\d{4}\b/g },
  { type: 'credit_card', regex: /\b\d{4}[- ]?\d{4}[- ]?\d{4}[- ]?\d{4}\b/g },
];

function detectPII(text: string): { type: string; match: string }[] {
  const findings: { type: string; match: string }[] = [];

  for (const pattern of PII_PATTERNS) {
    const matches = text.matchAll(pattern.regex);
    for (const match of matches) {
      findings.push({ type: pattern.type, match: match[0] });
    }
  }

  return findings;
}

Data Redaction

function redactPII(data: Record<string, any>): Record<string, any> {
  const sensitiveFields = ['email', 'phone', 'ssn', 'password', 'apiKey'];
  const redacted = { ...data };

  for (const field of sensitiveFields) {
    if (redacted[field]) {
      redacted[field] = '[REDACTED]';
    }
  }

  return redacted;
}

// Use in logging
console.log('Instantly request:', redactPII(requestData));

Data Retention Policy

Retention Periods

Data Type	Retention	Reason
API logs	30 days	Debugging
Error logs	90 days	Root cause analysis
Audit logs	7 years	Compliance
PII	Until deletion request	GDPR/CCPA

Automatic Cleanup

async function cleanupInstantlyData(retentionDays: number): Promise<void> {
  const cutoff = new Date();
  cutoff.setDate(cutoff.getDate() - retentionDays);

  await db.instantlyLogs.deleteMany({
    createdAt: { $lt: cutoff },
    type: { $nin: ['audit', 'compliance'] },
  });
}

// Schedule daily cleanup
cron.schedule('0 3 * * *', () => cleanupInstantlyData(30));

GDPR/CCPA Compliance

Data Subject Access Request (DSAR)

async function exportUserData(userId: string): Promise<DataExport> {
  const instantlyData = await instantlyClient.getUserData(userId);

  return {
    source: 'Instantly',
    exportedAt: new Date().toISOString(),
    data: {
      profile: instantlyData.profile,
      activities: instantlyData.activities,
      // Include all user-related data
    },
  };
}

Right to Deletion

async function deleteUserData(userId: string): Promise<DeletionResult> {
  // 1. Delete from Instantly
  await instantlyClient.deleteUser(userId);

  // 2. Delete local copies
  await db.instantlyUserCache.deleteMany({ userId });

  // 3. Audit log (required to keep)
  await auditLog.record({
    action: 'GDPR_DELETION',
    userId,
    service: 'instantly',
    timestamp: new Date(),
  });

  return { success: true, deletedAt: new Date() };
}

Data Minimization

// Only request needed fields
const user = await instantlyClient.getUser(userId, {
  fields: ['id', 'name'], // Not email, phone, address
});

// Don't store unnecessary data
const cacheData = {
  id: user.id,
  name: user.name,
  // Omit sensitive fields
};

Instructions

Step 1: Classify Data

Categorize all Instantly data by sensitivity level.

Step 2: Implement PII Detection

Add regex patterns to detect sensitive data in logs.

Step 3: Configure Redaction

Apply redaction to sensitive fields before logging.

Step 4: Set Up Retention

Configure automatic cleanup with appropriate retention periods.

Output

• Data classification documented
• PII detection implemented
• Redaction in logging active
• Retention policy enforced

Error Handling

Issue	Cause	Solution
PII in logs	Missing redaction	Wrap logging with redact
Deletion failed	Data locked	Check dependencies
Export incomplete	Timeout	Increase batch size
Audit gap	Missing entries	Review log pipeline

Examples

Quick PII Scan

const findings = detectPII(JSON.stringify(userData));
if (findings.length > 0) {
  console.warn(`PII detected: ${findings.map(f => f.type).join(', ')}`);
}

Redact Before Logging

const safeData = redactPII(apiResponse);
logger.info('Instantly response:', safeData);

GDPR Data Export

const userExport = await exportUserData('user-123');
await sendToUser(userExport);

Resources

• GDPR Developer Guide
• CCPA Compliance Guide
• Instantly Privacy Guide

Next Steps

For enterprise access control, see instantly-enterprise-rbac.