Tana is live · free plan, paid from $15/member/mo billed annually · last verified 6 Nov 2026 · viability healthy
Tana
Tana is a botless agentic meeting platform that lets your own Claude or ChatGPT do the follow-up while the call is still running.
Tana earns its place when a call is supposed to end with a Linear ticket, a HubSpot note, or a posted update, and it does that without a bot sitting in the room. The Free tier is genuinely usable: unlimited meetings, your own Claude or ChatGPT, 30 days of searchable history. Budget setup time for connectors and skills, and know that credit top-ups are non-refundable.
Verdict generatedVerified 7d ago · liveness 85/100 · cite: rightaichoice.com/tools/tana
- Product and engineering teams filing Linear tickets and updating roadmaps during planning calls
- Sales and customer success teams writing HubSpot deal notes and renewal risk before the call ends
- Teams already paying for Claude or ChatGPT that want those accounts working inside their meetings
- Companies that need a shared meeting context graph their agents can query across calls and docs
- Teams that mostly work async and rarely hold live video calls
- Organizations needing HIPAA coverage today, since it is listed as expected Q1 2027
- Anyone who wants a passive recorder and won't configure connectors, skills and agent setup
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Skip Tana if you want a transcript you can search later rather than an agent that writes into Linear, HubSpot, and Slack — the approval step and per-meeting setup only pay off when your calls are supposed to produce artifacts.
Our "biggest gripe" note written Oct 24, 2026 quotes $20, $30, which no longer matches the verified price table, so it is being re-reviewed and is not shown.
Our price-reality note written Oct 24, 2026 quotes $20, $30, which no longer matches the verified price table, so it is being re-reviewed and is not shown.
In short
Tana — Tana is a botless agentic meeting platform that lets your own Claude or ChatGPT do the follow-up while the call is still running. Best for Product and engineering teams filing Linear tickets and updating roadmaps during planning calls, Sales and customer success teams writing HubSpot deal notes and renewal risk before the call ends, Teams already paying for Claude or ChatGPT that want those accounts working inside their meetings. Free to start; paid plans from $15/member/mo billed annually.
No head-to-head comparison for Tana yet — the alternatives below are the closest matches we list.
What is Tana?
Tana — Tana is a botless agentic meeting platform that lets your own Claude or ChatGPT do the follow-up while the call is still running. Best for Product and engineering teams filing Linear tickets and updating roadmaps during planning calls, Sales and customer success teams writing HubSpot deal notes and renewal risk before the call ends, Teams already paying for Claude or ChatGPT that want those accounts working inside their meetings. Free to start; paid plans from $15/member/mo billed annually.
Tana is an agentic meeting platform built for teams whose calls are supposed to produce work, not just transcripts. The desktop app listens locally to meetings on Zoom, Teams, Google Meet, or calls hosted in Tana, so no recording bot ever shows up in the participant list. While you talk, the Claude or ChatGPT account you already pay for reads the live transcript and shared screen and proposes concrete output: a Linear roadmap update, a GitHub status check, a Gmail draft to 14 customers, a reordered sheet. Nothing fires until you approve it. The pitch sharpened through late 2026. External agents now connect as first-class participants, queried through meeting chat or a "Hey Claude" trigger, with Claude Code and Codex reading the same context through MCP. Meeting chat splits into a private Agents tab and a shared Meeting tab, with dockable Notes, Docs and Transcript columns. The Work home view opens on "Waiting on you," inline draft review included, and meeting briefs pull web research on first-time outside contacts with linked sources. Underneath sits a company context graph linking meetings, docs, customers, projects and decisions, private to participants by default with explicit sharing. Admins get audit logs, SAML SSO, and on Business, retention rules that delete transcripts, screenshots and recordings after a set number of weeks while keeping summaries. Documented integrations include Slack, Jira, Linear, HubSpot and GitHub, plus a full MCP server, public API, and export-everything. Tana competes with AI notetakers like Otter.ai and Fireflies.ai by writing results back into the tools your team already runs, not by selling better meeting summaries. Note it is a distinct product from Tana Outliner, the note-taking app at outliner.tana.inc.
Key features
- Botless meeting agent captures Zoom, Teams and Google Meet calls locally from your desktop
- Bring your own Claude or ChatGPT account into meetings via chat or 'Hey Claude'
- External agents read the live transcript and shared screen while keeping their own connectors and memory
- Agents draft Linear issues, Slack posts, GitHub checks, Gmail drafts and sheet updates for approval
- Pre-meeting briefs with web research on first-time external contacts and linked sources
- Meeting suggestions routed to whoever was asked, with external agents asking before acting
- Work home view opens on 'Waiting on you' with inline draft review
- Meeting chat split into private Agents tab and shared Meeting tab, plus dockable Notes, Docs and Transcript columns
- Company context graph linking meetings, docs, customers, projects and decisions
- Meetings private to participants by default with granular sharing to people, teams or the company
- Post-meeting suggested updates to docs, plans and records you review before applying
- Tasks accept natural-language due dates like 'fri 3p' with overdue highlighting and date filters
- Enterprise retention rules delete transcripts, screenshots and recordings after N weeks while keeping summaries
- Mac, Windows and Linux desktop apps; guest meetings and shared links show your organization logo
- MCP server, public API and full data export; LLM agnostic
Behind the verdict
We'd reach for Tana when the deliverable after a call is a change in another system. A planning session where the roadmap shifts, or a customer call where the deal note needs to move before the next meeting. The botless design matters more than it sounds: nobody has to explain the guest in the participant list, and a delicate 1:1 stays a 1:1 because meetings start private to whoever was in them. The bring-your-own-agent setup is the part worth understanding before you buy. Your Claude or ChatGPT runs on your own machine with your own connectors and memory, and it needs the desktop app plus Claude Code or ChatGPT installed locally. That keeps your workflows intact and pushes model costs onto a subscription you may already hold. On Free, that agent still works in every meeting; what you get from Pro is unlimited history, shared team spaces and the full integrations and MCP layer. Where it bites: this is not a passive recorder. If you won't write back into Linear, Jira, HubSpot or Slack, the value collapses to transcription, and plenty of cheaper tools do that. Setup is real work, too. Agents, skills, types and vocabulary want configuration before the first meeting pays off. Teams that live mostly in async docs will find the whole premise slightly off-target. Pricing is per member, billed for active members only, and one plan covers the organization so everyone's meetings feed the same context. AI credits are included, and topping up is a custom-amount purchase that never expires but is non-refundable except where the law requires otherwise. We'd size the first month's credit use before committing a large top-up. Compliance is a live consideration. SOC 2 Type 2, GDPR, EU hosting and SSO are there, and HIPAA is listed as expected Q1 2027. If you need HIPAA coverage
Models under the hood
as of 2026-11-07
Limitations
- Free is $0 and includes bring-your-own-agent (Claude or ChatGPT), botless meetings on Zoom, Teams and Google Meet, 1 connected calendar, and 30 days of searchable meeting history (older meetings are archived, not deleted) plus roughly 50 AI queries.
- Pro is $15/member/month billed yearly and adds unlimited meeting history, shared team spaces, integrations and full MCP, and 20x the Free plan's AI queries; Business starts at $35/member/month billed yearly and adds SAML SSO, audit logs, advanced security/admin controls, custom DPA/data residency/retention control, and EU hosting and inference.
- Gemini and Grok are marked 'coming soon' in the model list (though the plan comparison lists Claude, ChatGPT, Grok, Gemini or Codex for the bring-your-own-agent row).
- HIPAA compliance is in progress and expected Q1 2027.
as of 2026-10-24
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Is Tana still active?
Tana is live · free plan, paid from $15/member/mo billed annually · last verified 6 Nov 2026 · viability healthy.
Viability score
How well maintained and how widely used is Tana? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: November 2026
How we score →What's new in Tana
Checked 9 days agoAcross the latest 8 updates: 5 feature updates, 2 changelog entries and 1 news mention.
Claude Code and ChatGPT, live in your meeting
Tana published a story on bringing your own Claude Code or ChatGPT into meetings with the live transcript, shared screen and your own connectors. Tana says no bot joins the call.
Meeting suggestions routed to the person asked
Tana assigns each meeting suggestion to whoever was asked, offered or raised it, falling back to the organizer. Connected external agents can pick up suggestions and ask before acting.
Enterprise retention controls for meeting transcripts and recordings
On the Enterprise plan, admins can set transcripts, screenshots and recordings to be deleted after a chosen number of weeks. Summaries and outcomes are always kept.
Tana adds organization logo on guest meetings
Guests joining meetings and people opening shared document links now see the organization's logo and name. On by default; admins can disable it under Settings, Organization.
Meeting chat gets tabs and dockable notes, docs, transcript views
Tana split the meeting chat into a private Agents tab and a shared Meeting tab, and added dockable Notes, Docs and Transcript columns plus Send to agent.
Work home view opens on "Waiting on you"
Tana's Work page now opens on items needing your action — meetings, chats and documents — with inline draft review. Cleared rows collapse and can be restored with Show cleared.
Use your own Claude or ChatGPT account inside Tana meetings
Tana added external agents: connect your own Claude or ChatGPT account to a meeting and query it via chat or "Hey Claude". Requires the Tana desktop app with Claude Code or ChatGPT installed locally.
Web research in meeting briefs, due dates on tasks
Meeting briefs now look up first-time external contacts with linked sources, and tasks accept natural-language due dates like "fri 3p" or "in 2 weeks" with overdue highlighting and date filters.
What do users say about Tana?
What people actually say about Tana — is it worth it?
We ran a structured research pass across product reviews, community discussions, and post-purchase forum threads to surface the patterns vendors won't publish themselves. Below: the recurring strengths, the hidden costs people mention most, and the cohort that consistently regrets adopting this tool.
ResearchedDiscussed by users across 3 sources (Hacker News, App Store, Lemmy) · researched Oct 8, 2026.
Weighted by the 50 posts each of 3 sources contributed.
- +Users with ADHD call it life-changing and more dynamic than Notion
- +Supertags and knowledge graph are powerful once the setup clicks
- +Fast-moving roadmap adds mobile parity, references, and inline editing
- +Desktop experience praised as genuinely next-generation by long-time users
- +Read-only calendar connections and opt-in edits respect data control
- −Mobile app missing basic editing, references, and reliable sync
- −Saving local changes fails on phone, sometimes for five-plus minutes
- −Cold-start lag of 5-10 seconds frustrates frequent openers
- −Steep learning curve — hours of tutorials to do simple things
- −Sign-up forced through Apple or Google, no plain email option
- • Paid tiers required to unlock the full agentic and integration workflow
- • Enterprise pricing not published, requiring a sales conversation
- • Time cost of the learning curve acts as a real hidden expense
How we verified this
Every listed fact about Tana — pricing, features, links, status — is re-read from the vendor's own pages by our verification pipeline and each change is logged with a date; the last pass ran on 6 Nov 2026. Analysis is drafted with AI models and checked against our editorial standards before publishing; see how we verify.
Verification history
We have re-verified Tana 24 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — changed pricing page, limitations, platforms, models, link health
- — changed integrations, pricing tiers, features, who it suits, description, who should skip it, summary, our verdict
- — changed who should skip it, integrations, our verdict, pricing tiers, summary, description, who it suits, features
- — changed pricing page, models, limitations, platforms
- — changed pricing tiers, who should skip it, description, pricing fit, use cases, our verdict, features, who it suits, hidden costs, limitations, summary, switching in, setup time, switching out
- — changed pricing page, pricing tiers, summary, features, our verdict, who should skip it, description
Showing the 6 most recent of 24 verification passes.
Free to cite with attribution — this page re-verifies continuously.
How much does Tana cost in 2026?
Tana: Free to start; paid plans from $15/member/mo billed annually. Pricing last verified 6 Nov 2026.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Our hidden-costs note written Oct 24, 2026 quotes $20, $30, which no longer matches the verified price table, so it is being re-reviewed and is not shown.
Our price-fit note written Oct 24, 2026 quotes $20, $30, which no longer matches the verified price table, so it is being re-reviewed and is not shown.
Has Tana's pricing changed?
No plan price for Tana has moved since we began logging in Aug 2026; the pricing page is re-read on every verification pass.
Who should pick Tana?
Pick Tana if you are Product and engineering teams filing Linear tickets and updating roadmaps during planning calls, Sales and customer success teams writing HubSpot deal notes and renewal risk before the call ends, Teams already paying for Claude or ChatGPT that want those accounts working inside their meetings, Companies that need a shared meeting context graph their agents can query across calls and docs.
Look elsewhere if you are Teams that mostly work async and rarely hold live video calls, Organizations needing HIPAA coverage today, since it is listed as expected Q1 2027, Anyone who wants a passive recorder and won't configure connectors, skills and agent setup, Buyers who want a fully managed model stack rather than bringing their own Claude or ChatGPT account.
Skip it if Skip Tana if you want a transcript you can search later rather than an agent that writes into Linear, HubSpot, and Slack — the approval step and per-meeting setup only pay off when your calls are supposed to produce artifacts.
GeneratedReal-world workflow fit
Concrete scenarios for the personas Tana actually fits — and what changes day-one when you adopt it.
You join a design review on Google Meet. Someone demos a transcript bug past 60 minutes and drops a screenshot in the call. You say 'file that', Tana proposes a Linear issue with the screenshot and the repro steps attached, you accept it, and it lands in Cycle 24 before the meeting ends.
Outcome: A complete, evidence-backed Linear issue filed in the meeting instead of a note you retype an hour later, and the decision logged with its owner.
You're on a customer call in Zoom. While the customer talks about procurement, Tana drafts the follow-up email and the HubSpot deal note with the compliance timeline in the right fields. You approve both from the meeting chat.
Outcome: CRM fields updated and the follow-up queued before you hang up, with the call transcript and screenshots as the source of record.
You take four founder calls in a day. The next morning's Home view leads with the next required action per company, the pre-meeting brief tells you who you're meeting and what their company does with links to the sources, and the investment memo is mostly drafted from call context.
Outcome: More calls per week without losing the thread, and follow-ups queued by company and conviction rather than memory.
Use cases
- Turn a standup or design review into filed Linear issues and logged decisions before the call ends.
- Ask the knowledge graph what was decided about a topic, who owns it, and which calls it came from.
- Draft the customer follow-up email during the call, queued per company and conviction.
- Write deal notes into HubSpot fields — not free text — while the customer is still on the line.
- Keep client briefs current and turn a consulting call into the next deliverable while you talk.
- Run more founder calls without losing the thread by having CRM fields and investment memos drafted from the call.
- Catch a Zoom, Teams, Meet, Gather, or Slack call that never made it onto your calendar and capture it in one click.
- Log four decisions with four owners out of a leadership planning session and file the candidate scorecard after an interview.
Setup time & first value
How long it actually takes to get something useful out of Tana — broken out by persona, not the marketing-page minute.
Allowing 15–20 minutes for a first botless capture test in Zoom or Meet, an hour to connect Linear or HubSpot and define the first agent or skill, and a second pass to add company names under 'Important words and names' so transcripts and the voice agent get them right. Teams configuring types and recurring workflows for standups and client briefs should plan a half-day.
Switching to or from Tana
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From Otter.ai: run both for a sprint, then move recurring standups and client calls to Tana's botless capture and let the approved actions replace post-call retyping.
- →From Fireflies.ai: port your recurring meeting list into agents and skills, connect Linear, HubSpot, and Slack, and keep Fireflies only for calls whose recordings you still need to archive.
- →From manual notes plus trackers: start with one workflow — standup to Linear issues, or customer call to HubSpot field updates — and add briefs and open-actions views once approval rates look sane.
- ↗To Otter.ai or Fireflies.ai: transcript-and-summary tools are the destination if you decide you only need searchable recordings, though you lose the write-back and approval flow.
- ↗To your existing stack: the pricing FAQ says your data is yours and you can export it to other systems even if you downgrade or cancel.
Integrations
Resources & guides
- Learntana.inc
Learn
Educational content from tana.inc
- Documentationtana.inc
Docs
Full product docs from tana.inc
- Resourcetana.inc
Do work in the meeting
Tana is an agentic meeting platform. Work gets done in the meeting, not after. Agents create documents, file issues, and update your knowledge graph while you talk. And each meeting makes future meetings smarter.
- Resourcetana.inc
Changelog
Helpful link from tana.inc
Tutorials & Learning
YouTube returned 6 videos for “Tana”, and we withheld 5: 5 could not be judged, because “Tana” is a single word that other videos use for other things. Showing the 1 we can prove is about Tana.
Official links
What are the best Tana alternatives?
The closest alternatives to Tana we list are Otter.ai, Fireflies.ai and TwinMind. Ranked by direct product-type match, not category overlap.
| Alternative | Pricing | Starts at | Last verified |
|---|---|---|---|
| Otter.ai | Freemium | Pricing not published | — |
| Fireflies.ai | Freemium | Pricing not published | — |
| TwinMind | Freemium | Pricing not published | — |
Alternatives to Tana
View allOtter.ai
Otter.ai joins your meetings, transcribes them live, and turns each call into searchable notes, summaries and assigned action items.
Fireflies.ai
Fireflies.ai puts an AI notetaker in your Zoom, Meet and Teams calls, then pushes the notes into your CRM, ATS and inbox.
Tools that pair well with Tana
Common stack mates teams adopt alongside Tana, with the specific reason each pairing earns its keep.
Otter.ai
Otter.ai joins your meetings, transcribes them live, and turns each call into searchable notes, summaries and assigned action items.
Fireflies.ai
Fireflies.ai puts an AI notetaker in your Zoom, Meet and Teams calls, then pushes the notes into your CRM, ATS and inbox.
TwinMind
TwinMind transcribes meetings, calls and your whole day in 140+ languages, then grounds ChatGPT, Claude and Gemini in that memory
Frequently asked questions
Our FAQ set (2 answers) written Oct 24, 2026 quotes $20, $30, which no longer matches the verified price table, so it is being re-reviewed and is not shown.
For makers of Tana
- Get a Verified Listing for Tana ($39): a written decision within 1 working day.
- Free listing for another tool: Free reviews are decided in order, within 3 weeks of the review starting.
Used Tana? Help shape our editorial sentiment research.