Documentation
Everything you need to know to get the most out of Yojanai. From getting started to advanced features, we've got you covered.
Getting Started
Create Account
Sign up with email or Google OAuth. Your account is free forever with generous usage limits.
Explore Features
Start with a simple project, plan a trip, or organize your meals. Each feature has AI assistance built-in.
Collaborate
Invite team members, share plans, and work together in real-time with collaborative features.
Feature Guides
Project Management
Creating Projects
Navigate to Projects → Create New Project. Provide a name and description. AI will analyze your description and generate relevant tasks automatically.
Managing Tasks
Drag tasks between columns (To Do, In Progress, Done). Click any task to view details, add comments, assign members, or generate AI images.
Team Collaboration
Click Share → Add members by email. Members can view, edit, or admin based on role. Real-time updates keep everyone synced.
Whiteboards
Open any project or task and click Whiteboard. Use tldraw for brainstorming, diagrams, and visual planning. Auto-saved.
Trip Planner
Planning a Trip
Go to Trip Planner → Fill in destination, dates, travelers, budget, and preferences. AI generates a day-by-day itinerary with activities, dining, and accommodations.
Editing Activities
Click Edit on any activity card to modify time, location, duration, or cost. Changes are saved automatically.
Payment Optimization
If you have credit cards or coupons in Financial Planner, you'll see smart payment recommendations to maximize rewards and savings.
Export & Share
Save plans to My Plans, export to calendar (.ics), download as Markdown, or convert to a project with tasks.
Meal Planner
Choosing Cuisine
Start by selecting a cuisine (Indian, Mexican, Italian, etc.). This determines available ingredients and recipe styles.
Selecting Ingredients
Check ingredients you have or want to use. Categories include vegetables, proteins, grains, and spices. Add custom ingredients via text input.
Dietary Preferences
Add dietary restrictions (vegetarian, vegan, gluten-free, etc.) and allergies. AI respects these when generating meal plans.
Shopping List
Generated plans include a categorized shopping list. Check off items as you shop. Export to calendar for meal prep reminders.
Money Saver (Financial Planner)
Adding Credit Cards
Add your credit cards and let AI research their benefits automatically using Google Search. Benefits are kept up-to-date with current promotions.
Smart Recommendations
Ask "Which card for groceries?" or "Best card for gas?" AI analyzes your cards, coupons, memberships, and current offers to maximize rewards.
Coupons & Deals
Save coupons with expiry tracking. AI suggests relevant coupons when you query about merchants or categories.
Gift Cards & Memberships
Track gift card balances and membership benefits. AI factors these into payment recommendations to help you use them before expiry.
Voice AI Assistant
Using Voice Commands
Click the microphone button and speak naturally. The AI understands context from your previous conversations and account data.
What You Can Ask
"Plan a trip to Paris", "Create a meal plan for next week", "Which card should I use at Costco?", "Show my projects", or general questions.
Memory & Context
The assistant remembers your conversation history and has semantic search access to your projects, plans, and preferences.
Voice Responses
Responses are synthesized to speech automatically. You can read the transcript or listen. Audio feedback confirms your actions.
Calendar Integration
Exporting Plans
All trip and meal plans have an "Add to Calendar" button. Downloads a .ics file compatible with Apple Calendar, Google Calendar, and Outlook.
Event Details
Trip activities include time, location, duration, and descriptions. Meal plans create all-day events with daily meals listed.
Reminders
Calendar exports include smart reminders: 1 day before trip start, 1 hour before activities, 2 hours before meals for prep time.
Task Calendar View
Projects have a built-in calendar view showing tasks by due date. Filter by status and assignee for team coordination.
Frequently Asked Questions
Tips & Best Practices
Writing Good AI Prompts
- ✓ Be specific: "3-day trip to Tokyo with focus on traditional temples and modern tech districts"
- ✓ Include constraints: "Budget $50/day, prefer vegetarian restaurants"
- ✓ Mention preferences: "Avoid spicy food, prefer outdoor activities"
- ✓ Add context: "Traveling with kids age 5 and 7"
Organizing Projects
- ✓ Use clear, descriptive project names
- ✓ Break large projects into smaller milestones
- ✓ Assign due dates and priorities to tasks
- ✓ Use comments for discussions instead of external tools
- ✓ Leverage whiteboards for visual planning
Maximizing Financial Savings
- ✓ Add all your credit cards for comprehensive recommendations
- ✓ Update card benefits quarterly (we auto-research but verify)
- ✓ Set expiry dates for coupons and gift cards
- ✓ Ask specific queries: "Best card for Delta flights?"
- ✓ Check recommendations before big purchases
Team Collaboration
- ✓ Assign tasks to specific team members
- ✓ Use @mentions in comments for notifications
- ✓ Set Editor role for collaborators, Admin only for co-owners
- ✓ Review whiteboards together in meetings
- ✓ Export calendar events for team scheduling
Need More Help?
Can't find what you're looking for? Our support team is here to help.