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Giving Sanaf work

Instructions, approvals, schedules, skills and memory.
By Sanaf Admin
• 8 articles

Write Sanaf's instructions

Sanaf's instructions are the standing description of its job, and it reads them at the start of every turn, in every place it works. Where the instructions live Open Teach Sanaf in the left rail and scroll to the card called How it should work. The large text box holds the full instructions. The label on the card, such as v3, is the version Sanaf is using now. Short rules you add one at a time sit higher up the same screen. The instructions are the whole shape of the work: what the job is, how to go about it, and what to avoid. Use them for anything too long to say in one message. Edit the instructions 1. Open Teach Sanaf. 2. In How it should work, change the text in the box. 3. In Why this change, write a short note, for example "Added the after-hours rule". If you leave it empty, the version is recorded as edited in the console. 4. Select Save as v4 (the number is always one higher than the current version). Sanaf uses the new version from its next reply. Only an owner or an admin can edit the instructions. Everyone else sees them read-only. See what changed Every save is kept as a version, so nothing you replace is lost. - The What changed card shows the difference between the current instructions and the version before. Added lines are marked with a plus, removed lines are struck through. - The Versions list shows every version with the note saved alongside it. Select one to compare it with the current text. There is no one-click restore for instructions. To bring an old line back, copy it from the comparison, paste it into the box and save a new version. Changes Sanaf proposes itself If you correct Sanaf about the same thing more than once, it may propose adding a rule to its own instructions. It never edits them on its own: the proposal waits for a person to approve it, and an approved change is saved as a new version with a note saying where it came from. Personality and house rules Two more settings shape how Sanaf comes across. Open Settings, then Behaviour. - Personality: choose Standard, Pragmatic, Warm or Professional. - House rules: one rule per line, up to 10 rules, each up to 200 characters. For example "Sign off as the Acme team" or "Never promise a delivery date". Select Save behaviour to apply both. A house rule never lets Sanaf skip asking before something that needs approval. Instructions, rules or skills? - Use the instructions for the overall job. - Use a house rule for a short line about tone or manners that should always hold. - Use Tell it something on Teach Sanaf for a single fact or rule about your business. - Use a skill for a step-by-step procedure Sanaf should follow for one kind of task. Related - Teach Sanaf how your business works - Give Sanaf skills - How approvals work

Last updated on Sep 23, 2026

How approvals work

Approvals are how Sanaf checks with you before it does something in your business, such as sending an email, booking an appointment or changing a record. The rule Sanaf asks, unless a person said otherwise. Before it sends, books, buys or deletes anything, it stops and asks on a card where it is working. Nothing happens until somebody says yes. A few things never need a card because they are Sanaf's own scratch work: handing you a file it made, and running code or writing files in its own workspace. When that code reaches one of your connected apps, the app's approval rule applies. Where you answer Sanaf asks in the same place you asked it for the work: - Slack: a card in the thread. - Microsoft Teams: a card with Approve and Not this time. - Chat in the console: the request appears in the conversation. Sanaf's overview in the console (select its name at the top of the left rail) also shows the waiting request, with Approve and Not this time. Either place decides it. Your choices on a card In Slack and in the console chat, a card can offer: - Send it: approve this one action. - Yes, for this chat: approve it, and let Sanaf do the same thing again in this conversation for the next four hours without asking. - Always allow this: approve it, and stop asking about this tool of a connected app from now on. - Not this time: decline this one action. - Never allow this: decline it, and stop Sanaf from doing this again. A choice made with Always allow this or Never allow this on an app's tool shows up on the Integrations screen next to that app's tools, where you can change it back. Actions with no standing yes Some actions ask by default, and their cards never offer Yes, for this chat or Always allow this: buying credits, setting up, changing or deleting a routine that runs on its own, refunds, deleting records and generating video. Buying credits and routines always go to a person, and no setting can change that. Sanaf also asks when an action was suggested by something it read from outside, such as an email or a web page, and for everything before it is live. Who can approve Only an owner or an admin can decide an approval. In Slack or Teams, the person clicking must also have linked their account in the console: open Integrations and use Your Slack account or Your Microsoft account. Anyone else who clicks gets a private note saying so, and nothing is decided. Changed your mind In Slack, a decided card shows Undo for 10 minutes. If Sanaf has not acted yet, the action is cancelled. If it has, nothing can un-send it, but Sanaf is told to stop there and the card says so. If nobody answers A request waits for up to three days. If nobody answers, it expires and Sanaf does not do that work. How it is going in Settings counts how many went unanswered. Change what it asks about To set a rule for a single app tool ahead of time, open Integrations, open the app, and choose Always allow, Ask for confirmation or Never allow next to the tool. If Sanaf keeps asking for something you do not want, tell it why, in the chat or on the Teach Sanaf screen. Related - Connect your apps - Check the work log and reports - Schedule recurring work

Last updated on Sep 23, 2026

Schedule recurring work

Routines are the jobs Sanaf does on its own, on a schedule you set, such as a morning inbox summary or a weekly report. Two ways to set one up - Ask Sanaf. In Slack, Teams or the console chat, say what you want and when, for example "Every weekday at 8am, summarise yesterday's new leads". Sanaf shows you an approval card with what it will run and on what schedule. Nothing is scheduled until a person approves it, and changing or deleting a routine this way asks again. The results come back to the place you asked from. - Use the console. Open Routines in the left rail. The screen is titled Tasks. Create a task in the console 1. Open Routines and select New task. 2. Fill in Title, for example "Morning inbox summary". 3. In Description, say what Sanaf should do, with any context or sources it needs. 4. Under When, choose On a schedule, over and over or Once, at a time I pick. 5. For a repeating task, pick a Pattern: Every N minutes, Every N hours, Daily at time, Weekdays at time, Weekly on selected days or Monthly on day. Then set the time, the number, the days or the day of the month. 6. Check the line under the pattern. It says in words when the task will run, and in which timezone. 7. Leave Where to post the result blank to have results posted in the console chat. 8. Select Create task. Only an owner or an admin can create or change tasks. Manage your tasks Each task on the list shows its schedule, when it runs next, where it posts and whether it is running or paused. You can: - Edit it. Changing the schedule cancels the run already waiting and starts again from the next occurrence. Remove task is at the bottom of the same dialog. - Run now to try it straight away. This works on a paused task too. - Pause it, and Resume it later. - Cancel a one-off task, including a follow-up Sanaf scheduled for itself. Use the search box and the Status and Sort menus to find a task. Select Calendar to see the runs laid out by day, week or month, and List to go back. See how a task is doing Select How it has been going under a task to see its recent runs, what each one did, and what it cost in the last 30 days. If Sanaf turned the task into a program that runs on its own, Show the code shows it. A task that fails is marked last run failed, or failed with a count when it keeps failing. Sometimes a task also shows a highlighted note with advice about it. Check-ins The Check-ins card at the top of the screen sets how often Sanaf looks over its own work, such as approvals nobody answered or routines that failed, and speaks up only when there is something to say. Choose a schedule and select Save. Every weekday morning (the default) is the starting setting, and Off: only speaks when asked turns it off. Related - How approvals work - Check the work log and reports - Install skills and automations from the marketplace

Last updated on Sep 23, 2026

Give Sanaf skills

A skill is a written procedure Sanaf follows every time a certain kind of task comes up, such as how you write quotes or how you file an invoice. How skills work Each skill has a name, a short line saying when to use it, and the procedure itself. Sanaf reads the "when to use it" line to decide whether a skill applies to the task in front of it, and only then reads the full procedure. So write that line as "Use this when...". Skills belong to Sanaf, and you manage them on the Skills screen in the left rail. The Teach Sanaf screen also lists them under What it has learned to do. Add a skill Open Skills. Owners and admins see four ways to add one: - Marketplace: browse ready-made skills and install one in a click. - Create a skill: write one yourself. Fill in Name, When to use it and The skill, then select Save skill. - Upload skill: add a skill folder or a zip file. The folder must hold a SKILL.md file with a name and a description at the top. A skill can hold up to 80 files, 1 MB per file and 5 MB in total. - Install from a repository: inside the upload dialog, give a GitHub repository, a link to one skill folder, or a skills.sh link, select Find skills, then Install the one you want. A new skill is ready for Sanaf to use straight away. Skills Sanaf writes itself You can ask Sanaf to write down how it did something after it gets it right, and it saves that as a skill. Sanaf also keeps its own notes about the apps it works in. These skills are marked learned by Sanaf. Sanaf can only change its own learned skills, never one a person wrote, and a skill can never change what Sanaf has to ask your approval for. Edit a skill 1. Open Skills and select the skill's name, or Edit. 2. Change the name, When to use it or The skill. 3. Select Save as v2 (the number is always one higher than the current version). A skill marked shared belongs to the whole workspace and cannot be edited from this screen. Versions and restoring Every change is kept. Select the version label on a skill card (for example v3 · history), or the history button on the skill's page, to see every version, when it was made and why. Select Restore this version to go back to an older one. Restoring saves it as a new version, so nothing is lost. Remove a skill Select Remove on the skill's card. Only owners and admins can add, edit, restore or remove skills. Related - Install skills and automations from the marketplace - Write Sanaf's instructions - Teach Sanaf how your business works

Last updated on Sep 23, 2026

Teach Sanaf how your business works

The Teach Sanaf screen is where you tell Sanaf how your business works and check what it has taken in. Telling it in chat works too Everything on this screen can also be said to Sanaf in Slack, Teams or the console chat, and that is usually quicker. For example: "Remember that we never text a customer after 8pm." The screen is where you can see what it took in, correct a line that is wrong, and write longer standing instructions. Tell it something 1. Open Teach Sanaf in the left rail. 2. In Tell it something, type one rule in your own words, for example "We never text a customer after 8pm." A rule can be up to 500 characters. 3. Select Teach it. The rule applies to everyone in the workspace, and Sanaf starts using it on its next reply. It shows up under What it has picked up, marked kept for good, and the work log notes that a person wrote it down. What it knows The What it knows card lists what Sanaf currently holds true about your business, newest first, with the date it learned each one. A line marked the whole workspace knows this has been shared across the workspace. If something is wrong or out of date, select No longer true. The line keeps its place in the record, and Sanaf stops acting on it. What it has picked up The What it has picked up card lists the other things Sanaf has kept: how you like things done, corrections, promises with a date, and lessons it learned by trying. Most of what is said in a conversation is not kept. Sanaf keeps what it is told to keep, and once a night it keeps the few other things worth remembering. Some lines carry a label: - private to a person: Sanaf only uses it when talking with that person. - one conversation: it only applies in the conversation it came from. - kept for good: it does not fade over time. Select Forget this to delete a line. Forgetting removes it for good, and the work log keeps a note of what was forgotten. Standing instructions and skills Further down the same screen: - How it should work holds Sanaf's full instructions, the standing description of its job. See Write Sanaf's instructions. - What it has learned to do lists Sanaf's skills. Select All skills to manage them. Who can change things Anyone in the workspace can view this screen. Only an owner or an admin can teach Sanaf a rule, mark something as no longer true, forget a line or edit the instructions. Related - What Sanaf remembers, and your business library - Write Sanaf's instructions - Give Sanaf skills

Last updated on Sep 23, 2026

What Sanaf remembers, and your business library

This article explains what Sanaf keeps between conversations and how to hand it the material about your business that it should read before it answers. What Sanaf remembers Sanaf does not keep everything that is said. It remembers: - Rules and facts you tell it, in chat or on the Teach Sanaf screen. - A few things worth keeping from its conversations, such as a correction, how you like things done, or a promise with a date. It decides what is worth keeping as it works, and again in a review once a night. - Things only for you. Say something like "remember that I like short summaries" and Sanaf can keep it for you alone. It then uses it only when it is talking with you, and it shows on Teach Sanaf marked private to you. You can see and correct all of this on Teach Sanaf. To remove something, select Forget this there, or ask Sanaf in chat to forget it. Only an owner or an admin can have it forget something that applies to the whole workspace. When Sanaf is told the same thing about the business in two different conversations, or is corrected once, it can become something the whole workspace knows. It then appears on the Your business screen. The Your business screen Open Settings, then Your business. Everything here is shared by the whole team, and only an owner or an admin can change it. About the business Ten short answers Sanaf reads before every reply, such as What the business does, Hours, Tone with customers and Who may approve money. Some are marked (optional). Fill them in and select Save. Once Sanaf has read your material, it may suggest some answers. A suggestion is marked "Suggested from what Sanaf read" and only becomes yours when you save it. What your team has learned Things Sanaf has worked out about the business on its own, with where each one came from. Select Forget to remove one. Needs you to settle This card appears only when Sanaf has heard two different things about the same subject. Pick Sanaf is right to accept the new version, or Keep what the team knows. Your business library The What Sanaf has read card holds the material you give Sanaf, the way you would hand a new colleague your website, price list and handbook. Sanaf looks here before answering questions about the business, and says where an answer came from. You can add three kinds of material: - Your website: type the address and select Read the website. Sanaf reads up to 25 pages from the same site. When the site changes, select Read again. - Documents: select Upload documents. PDF, Word, text, Markdown or CSV files, up to 10 MB each, such as price lists, service menus, policies or FAQs. A scanned PDF with no text in it cannot be read, and Sanaf tells you so. - A note: give it a title, such as "Refund policy", write the text, and select Add the note. Each item shows Reading… while Sanaf works through it, then Read, or Could not read with the reason. Select Remove to take an item out of the library. If you are not sure where to start, start with your website. It is usually the quickest way to teach Sanaf what you do, where and for how much. Related - Teach Sanaf how your business works - Write Sanaf's instructions

Last updated on Sep 23, 2026

Check the work log and reports

The work log is the record of everything Sanaf has done, and the reports show whether it is being useful and what it is getting wrong. The work log Open Work log in the left rail. It lists the latest 100 entries, newest first, and refreshes by itself every few seconds while you have it open. Each row shows: - When it happened. - Who did it, usually Sanaf. - A one-line summary. For a conversation, the summary includes the start of what was asked. - What kind of entry it is, such as turn for a conversation, approval, schedule, artifact for a file, or config change for a setting a person changed. - A status: done, waiting, failed or nothing. Select a row for a conversation held in the console chat to open that chat. Conversations in Slack or Teams stay in those apps, so their rows are not links. Changes people make are recorded too, such as a rule taught to Sanaf, a memory forgotten, or a task removed. The overview Select Sanaf's name at the top of the left rail to open its overview. The first card, What Sanaf did for you, shows three numbers: - Things done in the last 7 days. - Times it checked with you first, over the same 7 days. - Things waiting on you right now. If something is waiting, a card below shows the first request, with Approve and Not this time. How it is going Open Settings, then How it is going. Choose 7 days, 14 days or 30 days at the top. - The last 7 days (or the period you chose) counts conversations, things it checked with you about, what you said yes to, what you turned down, what nobody answered, and what is waiting now. If a request timed out with nobody answering, Sanaf did not act on it, so that work did not get done. - By kind of thing breaks the requests down by the kind of action, with how many were asked, approved and turned down. - What you turned down lists each declined request with its reason, or "No reason given". Look at What you turned down when the same thing appears twice. Telling Sanaf why on the Teach Sanaf screen stops it asking again. Related - How approvals work - Schedule recurring work - Read the Usage screen

Last updated on Sep 23, 2026

Find the files Sanaf made

The Files screen keeps every file Sanaf has made or been handed, so you can find it again without scrolling back through a chat. What ends up here - Files Sanaf made: charts, reports, documents, images, spreadsheets, exports and audio clips it handed back while working. - Files people sent it: anything someone attached in a conversation with Sanaf. These are marked received. Files Sanaf made are marked with their kind, such as chart, document, image, data or file. Open or download a file 1. Open Files in the left rail, under What it keeps. 2. Find the file. The newest are at the top, and each row shows the title, the file name, its size and when it was made. 3. Select the title to open it, or the download icon beside it to save it. The list shows the 100 most recent files. Only people signed in to your workspace can open them from here. Getting a file in the first place Ask Sanaf for what you need where you already talk to it, for example "Make a bar chart of last month's sales by week" or "Turn this into a one-page PDF report". Sanaf posts the file in the conversation, and it also lands on the Files screen. In Slack, Sanaf uploads the file into the thread. If your workspace installed Sanaf before file uploads were allowed, you get a link instead, until Sanaf is reinstalled. In Microsoft Teams, an image shows in the reply and other files come as a link. How long files are kept Files are kept until their retention date and are then removed automatically. If you need a file for good, download it and keep your own copy. Files, pages and spaces The Files screen is for files. Two other screens in the same part of the rail hold other things Sanaf makes: - Pages holds web pages Sanaf published, such as a report you open by link. - Spaces holds small live sites and apps Sanaf built. Related - Publish pages with Sanaf - Spaces: live sites and apps - Check the work log and reports

Last updated on Sep 23, 2026