Tana
Your meetings turned into work, instantly
8.5
⭐ Editor: 8.5
Last updated: June 2026Freemium
What is Tana?
Tana isn't just another AI note-taker. It's an agentic meeting platform that fundamentally rethinks what a meeting can be. Instead of passively recording conversations, Tana embeds AI agents directly into the flow of discussion, turning every sync into a productive work session. Here's how it works: as your team talks,...
How to Use Tana
Getting started with Tana is straightforward. This guide walks you through setting up your workspace, defining your first AI agent, connecting your tools, and running your first agent-powered meeting.
1
Create your workspace and connect your calendar
Sign up for a free Tana account and connect your preferred calendar (Google Calendar or Outlook). Tana will automatically sync your meetings and make them available for AI agent processing.
2
Define your first AI agent with custom skills
Use Tana's Skills builder to define what your AI agent should do during meetings. Choose from pre-built skills like 'Create Jira ticket,' 'Draft PRD,' or 'Log CRM update.' You can customize triggers and outputs without writing any code.
3
Connect your tool integrations via MCP
Navigate to the Integrations section and connect your existing tools like GitHub, Jira, Linear, Slack, and HubSpot. Tana's Modular Connectors Platform (MCP) handles authentication and data mapping automatically.
4
Join a meeting and watch Tana work
Start any scheduled meeting on Zoom, Teams, or Google Meet. Tana's agent will join silently, listen to the conversation, and begin executing your defined skills—creating tickets, updating docs, and logging decisions in real time.
Tana Core Features
AI agents capture decisions and generate artifacts like PRDs, tickets, and briefs in real time
Live transcription with AI-generated summaries for every hosted meeting
Bot-less meeting capture integrates seamlessly with Zoom, Teams, and Google Meet
Customizable Skills and Agents let teams define workflows without micromanagement
Modular Connectors Platform provides native integrations with GitHub, Jira, Linear, Slack, and more
LLM-agnostic engine works with Claude, Gemini, OpenAI, and other major AI models
Compounding knowledge graph enriches shared context across all meetings over time
Enterprise-grade security with SOC 2, GDPR compliance, SSO, and audit logs
Document generation creates PRDs, executive briefs, slide decks, and investment memos
Real-time CRM updates auto-populate fields and log decisions during conversations
Tana Use Cases
- 1Product teams can auto-file issues, draft PRDs, and log decisions during sprint reviews, keeping development aligned without manual ticket creation
- 2Consultants and advisors can update client briefs, draft slides in their house style, and queue research tasks while meeting with clients
- 3VCs and investors can automatically update CRM fields, draft investment memos, and log portfolio decisions during pitch meetings
- 4Sales teams can populate CRM fields, structure discovery insights, and prepare follow-up emails instantly without leaving the call
- 5Customer success managers can auto-link account notes, flag renewal risks, and assign follow-ups based on conversation insights
Pros and Cons of Tana
Pros
- AI agents generate concrete deliverables like tickets, PRDs, and briefs during meetings, eliminating manual follow-up work
- Compounding knowledge graph ensures every meeting starts with context, not a blank page, reducing repetitive prep across teams
- Deep integration ecosystem via MCP connects with GitHub, Jira, Linear, and Slack for seamless workflow automation
- Enterprise-grade security with SOC 2, GDPR, and HIPAA compliance plus granular access controls and SSO
✕ Cons
- Learning curve for designing custom agents and skills; non-technical users may need time to configure workflows effectively
- Some compliance features like HIPAA are still in progress (ETA Q3 2026), limiting adoption in regulated industries
- Pricing details for paid tiers are opaque; enterprises must contact sales, making budget planning difficult
Tana vs Top Alternatives
| Feature | Fireflies.ai | Otter.ai | Fathom |
|---|---|---|---|
| Custom AI Agent Workflows | Pre-built automation only; no custom agents | Basic assistant; no workflow customization | Simple triggers; no agent customization |
| Persistent Knowledge Graph | Searchable transcript archive without cross-meeting context | Transcript history with highlights; no knowledge graph | Meeting notes library; no persistent context |
| Multi-LLM Support | OpenAI only; no multi-LLM support | Proprietary Otter model; no LLM choice | Single LLM backend |
| Real-time Artifact Generation | Notes and summaries; no real-time artifact generation | Transcription and summaries; limited document creation | CRM notes and follow-ups; limited artifact generation |
Tana Pricing
Free tier available — no credit card required
Free
$0/month
- 5 hosted meetings per month
- 1 calendar connection
- 50 AI queries
- AI transcripts and summaries
- Basic content view and edit
Pro
Early-bird pricing (contact sales)/month
- Unlimited hosted meetings
- 20x AI credits vs Free
- Bot-less agents for Zoom/Teams/Google Meet
- Full MCP integrations
- 30-day free trial
Max
Contact sales/month
- 5x AI credits vs Pro
- Dedicated support and onboarding
- Unlimited agents, skills, and skill types
- SAML SSO and audit logs
- Custom DPA and data residency
- Annual billing
Tana FAQ
What is Tana and how is it different from other meeting assistants?+
Tana is an agentic meeting platform that embeds AI agents into meetings to generate deliverables like tickets, PRDs, and briefs in real time. Unlike passive note-takers, Tana's agents actively create artifacts, update systems, and build a compounding knowledge graph across all your meetings.
Does Tana work with Zoom, Microsoft Teams, and Google Meet?+
Yes. Tana offers bot-less meeting capture for Zoom, Microsoft Teams, and Google Meet. It integrates natively without requiring a visible bot in the meeting, making the experience seamless for all participants.
What integrations does Tana support?+
Tana's Modular Connectors Platform (MCP) includes native integrations with GitHub, Jira, Linear, Slack, HubSpot, Google Calendar, Outlook, and more. The platform is designed to be extensible, allowing teams to connect their existing toolchain.
Is Tana secure and compliant?+
Yes. Tana is SOC 2 and GDPR compliant, with HIPAA certification in progress (estimated Q3 2026). It offers SAML SSO, audit logs, granular access controls, and portable data export so you own your data even after cancellation.
What LLMs does Tana use?+
Tana is LLM-agnostic and works with Claude (Anthropic), Gemini (Google), OpenAI models (GPT-4, etc.), and others. You're not locked into a single provider, and the platform can leverage different models for different tasks.
How much does Tana cost?+
Tana offers a free tier with 5 hosted meetings per month and 50 AI queries. Pro plans offer unlimited meetings with expanded AI credits at early-bird pricing. Max plans include dedicated support and enterprise features. Contact Tana's sales team for current pricing.
Does Tana offer a free trial?+
Yes. All plans include a 30-day free trial with no credit card required. Yearly subscribers get a 60-day refund window, giving you plenty of time to evaluate the platform risk-free.
Tana Review — Editor's Score
Who Should Use Tana?
Product teams, consultants, VCs, founders, and sales teams who want to turn meeting time into tangible deliverables without manual follow-up.
8.5
Overall Score
Functionality
9
Ease of Use
7
Value for Money
8
Support
7
Tana is a bold reimagining of what meetings can achieve. By embedding AI agents directly into the conversation flow, it transforms passive note-taking into active work completion. While there's a learning curve to designing your agents and skills, the payoff is substantial for teams that live in meetings. It's not just a meeting assistant—it's a productivity engine for the modern workplace.
- Embedded AI agents create deliverables like tickets and PRDs in real time
- Compounding knowledge graph provides context across all meetings
- LLM-agnostic with deep integration ecosystem (MCP)
- SOC 2/GDPR compliant with enterprise-grade security controls
Review by BuzzWithAI Editorial Team • 2026-06-06T10:45:06.222853
📺 Tana Tutorials & Introduction
Beginner's Guide to Tana Notes - YouTube
Tana Review: Not What I Expected at All - YouTube
Tana Tutorial in 10 Minutes - YouTube
Keywords:
#AI meeting assistant#meeting productivity#AI agents#meeting automation#knowledge graph#team collaboration#AI workflow automation#project management#AI note taker#meeting intelligence#business productivity#CRM automation