Step-by-step written guide

Whether you’re just getting started or want to use it more efficiently, this breakdown will help you understand how you start using Saner.AI - your AI Personal Assistant.

Below is a video breakdown:

1. Start Your Day on the Home Screen

When you open Saner.AI, you’ll land on the Home screen. This is your AI-generated day plan.

• Saner automatically scans everything you've synced - emails, tasks, notes, calendar - and lays out your day.

• It highlights your urgent and high-priority tasks, and suggests a few quick wins to get momentum

On the top right corner, you’ll see three key buttons:

• AI Side Panel: Open this to chat with Saner and ask for help.

• Calendar View: Shows all tasks and events scheduled for a specific time.

• Focus Box: Your zone for tasks you want to zero in on.

  • Optional: Turn on the floating pop-up viewer to follow you across tabs, or switch to full-screen mode when you're ready for deep work.

2. Add or Connect Your Information

Add New Notes or Tasks

• Click the Add button

• Choose to create a note or a task

• Start typing

Import Your Files

• Choose a folder to store your imports

• Select the files and click Import

• Done! They’ll appear in the Knowledge section and become searchable

3. Sync with Google Services (Connectors)

1️⃣ Google Drive

• Click the Add button

• Go to Connectors

• Click the Drive icon

• Hit Connect Source

• Pick your Google account

• Choose which folders to sync

💡 Tip: You should connect folders you want to search or ask questions about later.

2️⃣ Connect Gmail

• Click the Gmail icon and then Add Source

• Choose the account

• Apply filters like:

  • Label

  • Date range

  • Read status, starred, etc.

• Turn on Auto-sync

• Click Preview, then Sync Now

💡 Tip: You should sync important emails you want to process to Saner. I do that by only syncing emails with the Important label

Your synced emails will appear in the Connector folder within Saner.

3️⃣ Connect Google Calendar

To bring events into Saner:

• Click Add Source under Calendar

• Select your account

• Choose calendars and a date range to sync

To push Saner tasks onto Google Calendar:

• Click Sync to Google Calendar

• Choose your account

• Filter tasks by folder, date, or completion status

• Turn on Auto-sync and optionally delete outdated tasks

• Click Preview, then Sync Now