Introduction
Your Profile tab is your command center for managing your account, connecting integrations, and personalizing your Sana experience. Everything you need to customize how you work is just a few taps away.
How to use the feature
Account and workspace management
View your profile
Workspace name — See which workspace you're in
Your name and email — Verify your profile information
Switch workspaces — If you're in multiple workspaces, switch between them here
Sign out
Tap Profile → Account → Sign Out to log out of your workspace
Integrations
Integrations connect Sana to your work tools so it can search and reference content from those sources.
Available integrations
Calendar (Google, Outlook) — Syncs meetings for summaries and recording
Email (Gmail, Outlook) — Searches email and pulls context into chats
Files (Google Drive, OneDrive, Notion, Confluence) — Indexes documents for search
Others — Depending on your workspace setup (Slack, Jira, HubSpot, etc.)
How to connect an integration
Go to Profile → Integrations
Tap the service you want to connect (Calendar, Drive, etc.)
Tap Connect
Approve the permissions in the OAuth popup
The integration shows as "Connected"
When an integration expires
If you change your password or revoke access from your account settings, the integration will show "Token Expired" or "Re-authenticate required."
To fix it:
Go to Profile → Integrations
Tap the integration
Tap Disconnect
Tap it again and choose Connect to re-authenticate
Best practice: Re-authenticate integrations every 90 days for extra security.
Preferences
Theme
Light — Bright interface for daytime
Dark — Low-glare interface for nighttime (saves battery on OLED iPhones)
Auto — Follows your system appearance setting
Notifications
Chats — Get alerts when Sana or teammates respond
Meetings — Notify you when meeting summaries are ready
Updates — Announcements about new features
Quiet Hours — Mute notifications during specific times (e.g., 10 PM – 7 AM)
When to use each feature
Account & Workspace
When you need to log out or switch between workspaces
When verifying your profile information
Integrations
To connect calendar, email, or file sources
To fix expired authentications
To enable new knowledge sources for search and chat
Preferences
To match your working style (Light or Dark Mode)
To control when you receive notifications
To set Quiet Hours so you're not interrupted during sleep
FAQ
Q. How do I switch workspaces?
A. Go to Profile → Workspace Selection and choose the workspace you want to access.
Q. Do I need to connect all integrations?
A. No. You only need to connect the integrations that matter to your work. Calendar is recommended for meetings, and File integrations help with search.
Q. What happens if I disconnect an integration?
A. Sana will no longer search or reference content from that source. You can reconnect anytime.
Q. Can I have different notification settings for different integrations?
A. You can set global notification preferences for Chats, Meetings, and Updates, or use Quiet Hours to mute everything during specific times.
Q. Is it safe to re-authenticate my integrations?
A. Yes. Re-authenticating refreshes your connection and ensures your data stays secure. We recommend doing this every 90 days.
For further questions or information about Sana Agents, please contact [email protected] via email.