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How to use the AI goal planner in the builder

The Goals step turns a goal like “Run my first 10K” into monthly milestones and weekly actions, then prints them on the right pages of your planner. You read and edit everything first.

You'll need

  • A planner open in the builder (any planner type)

39-second video with captions, no sound. Filmed on the real site and real planner pages.

Step by step

  1. 1

    Open the Goals step

    In the builder, go to the Goals step, near the end. Your choices from the earlier steps are kept.

  2. 2

    Type your goal

    Write one goal per line, up to six. Short, concrete goals work best, like “Run my first 10K”.

  3. 3

    Add why and when

    Optionally add why it matters and a deadline. Both help the plan pace itself.

  4. 4

    Plan my year

    Tap Plan my year with AI. It usually takes 10 to 25 seconds.

  5. 5

    Read the milestones

    Open a goal to see one milestone for each month and an action for each week.

  6. 6

    Edit any line

    Every milestone and weekly action is a text box. Change anything that doesn't fit your life.

  7. 7

    Preview and download

    In Preview & get, flip through the planner: the milestones are printed on your month pages and the actions on your week pages.

Daily allowance

AI planning has a daily allowance, larger on Pro. If you use it up, your typed goals are kept and you can plan again tomorrow.

Planners to try it with

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