Saarthee CoPlanner
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Saarthee CoPlanner by Saaniya Software LLC

Your personal operating system for mail, calendar, and work

One place that reflects mail, calendar, tasks, files, and Notion — with sync you can trust and AI that grounds on your data, not a blank chat window.

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Pilot is invite-only — connect Google or Microsoft mail when you're in.

What Saarthee does today

Core read + send paths are live for Gmail and Microsoft. Calendar CRUD and deeper automation are on the roadmap.

  • Unified inbox
    Gmail and Outlook in one list — synced to your database, filterable by account, with read detail and send on the providers you connect.
  • Today hub
    Mail summary, calendar, and tasks on one screen. Built for people who live across Google and Microsoft, not just one vendor.
  • Your truth layer
    OAuth into your accounts; metadata lands in your Postgres. Search and AI read durable cached data — not only live API calls per click.
  • AI coworker, rules first
    Sync and deterministic workflows come first. AI assists on cached mail and calendar; destructive actions stay gated with human confirm.

Capabilities

Shipped, polishing, and on the roadmap

A clear view of what Saarthee CoPlanner offers today versus longer themes — formerly the in-app Features page.

Shipped today

  • Web shell: Home, Today, Inbox, Finance, Reports, Files, Local, Settings, Sync Health
  • Auth.js + Neon/Drizzle; Google / Notion / email sign-in; encrypted tokens; email verification
  • Today hub with mail, calendar, tasks, Notion, AI briefing, proactive nudges
  • Unified inbox (Gmail + Outlook) with reply, archive, snooze, templates, VIP rules
  • Saarthee assistant with confirm-before-mutate tools over synced data
  • Finance ledger (manual + CSV), budgets, bills, insights — no live bank linking
  • Trust pack: account export, AI kill switch, retention clarity in Settings
  • Slack / Teams comms digest (webhook ingest) + Today panel
  • Installable PWA: quick capture (Ctrl+Shift+K), offline Today metadata, service worker shell
  • Optional local desktop agent for governed folder moves

In progress

  • Calendar defenses and deeper timeboxing polish
  • Drag task onto calendar (schedule button shipped; drag deferred)
  • Local agent governed actions vs desktop-file tools
  • Semantic search / pgvector polish
  • Apple CalDAV (flag-gated); Yahoo mail/calendar deferred

Roadmap themes

  • Cross-source object graph (meeting ↔ mail ↔ files ↔ Notion)
  • Notion tasks write path; Gmail/Outlook tag sync polish
  • Full offline UI beyond Today metadata cache
  • Booking / scheduling links post-pilot
  • Multi-tenant / billing only when selling

Saarthee is not a full enterprise IT suite, a lawyer/accountant replacement, or an unconstrained autonomous agent — bias stays on user control and incremental automation.

Why Saarthee is different

Planners rarely own email deeply. Mail clients don't build a cross-stack object model. AI assistants often skip durable sync. Saarthee bridges that gap.

  • Not another chat wrapper

    A personal operating system — inbox, calendar, files, and Notion in one place — not a session that forgets your mail when the tab closes.

  • Engineering-grade sync

    Incremental sync, outbox for sends, idempotency, and Sync Health visibility. Built for reliability as accounts and volume grow.

  • Trust by design

    Revoke connections in Settings, explicit scopes, privacy and terms in-app. You control which providers are linked and when.

  • Multi-vendor by default

    Connect several Google and Microsoft mailboxes. Saarthee normalizes them into one queryable store — the gap planners and mail clients leave open.

Security by design

Enterprise-minded controls for every product line

Whether you sync Gmail, Microsoft mail, calendar, files, or Notion, you share one hardened platform: authenticated APIs, user-scoped data access, secret-gated automation, and recurring automated scans — operated by Saaniya Software LLC.

Inbox, Today, Sync Health, and AI briefing sit on the same authenticated, user-scoped stack as Settings and provider connections.

  • User-scoped data access — your mail, calendar, files, and Notion stay tied to your signed-in account
  • HTTPS/TLS in transit via Vercel; Auth.js sessions for sign-in (Turnstile where enabled)
  • Provider OAuth tokens stay server-side only — never in the browser bundle or AI prompts
  • Fail-closed crons and sync webhooks — shared secrets required; no open automation endpoints
  • Continuous automated security scanning (Semgrep SAST, weekly dependency audits, optional ZAP on Preview)
  • Same Saaniya Software LLC security baseline across Saarthee CoPlanner and sibling Saaniya products

Details: Privacy Policy · Disclaimer · Terms

Shared platform baseline

Security controls are platform features — not a separate add-on. Continuous scanning and hardening apply across this product line.

User-scoped APIsAuth.js sessionsServer-side OAuthSemgrep + audit CISecret-gated crons

  • Account isolation

    Auth.js sessions plus optional Turnstile on auth paths — every sync and API path scopes data to the signed-in user.

  • Guarded integrations

    OAuth connections you can revoke in Settings, explicit scopes, and tokens that never leave the server. Crons and webhooks fail closed without secrets.

  • Continuous scanning

    Semgrep SAST on every push to development/main, weekly npm audit + build checks, and optional OWASP ZAP baseline on Preview before big ships.

  • Platform ops

    Superadmin operator tools for diagnostics and support — without reading your mailbox contents as a default path.

These measures reduce risk; they do not guarantee absolute security or certify your workflow for a specific regulation. See the Disclaimer for limits of liability.

Ready to co-plan your day?

Sign in, connect a mail account, and open Today or Inbox. Sync Health shows when your data is fresh.

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