Tana
Tana is an agentic meeting platform where AI agents file issues, draft docs, and update your CRM during live calls.
If your team's problem is that decisions and follow-ups die after the call, Tana attacks exactly that — it files, drafts, and updates while people are still talking. The tradeoff is real: you pay in AI credits, setup time building agents and skills, and the discomfort of an assistant reading your calls and reaching into your trackers. Pick it when meetings are the work. Stick with Otter.ai or Fireflies.ai when you only need a clean record of what was said.
Verified 8d ago · liveness 87/100 · cite: rightaichoice.com/tools/tana
- Product and engineering teams that want bugs triaged into Linear and decisions logged straight from standups and design reviews
- Consultants and advisors keeping client briefs, slides, and research current during client conversations
- VCs and investors who want CRM fields updated and investment memos drafted from founder calls
- Sales and customer success teams that need discovery insights, follow-ups, and renewal risks logged before the call ends
- Teams that rarely hold live video meetings or work mostly async
- Organizations that need HIPAA compliance today rather than later
- Anyone unwilling to have an AI assistant listen to every call and write into their trackers
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Skip Tana if you don't have frequent live video meetings or if you prefer async communication, because Tana's value comes from turning those calls into actionable work—if you rarely meet, you won't benefit from its agentic features.
The free plan only includes 50 AI queries; hitting that limit requires topping up credits, which can add up if you rely on AI heavily.
Tana's pricing fits teams that treat meetings as a core part of their workflow, with Pro starting at $20/user/mo (yearly). Compared to Otter.ai (around $16.99/user/mo) and Fireflies.ai (around $18/user/mo), Tana is slightly pricier but adds agentic execution. For small teams with modest meeting volume, the free tier is generous; for everyone else, the Pro tier is the sweet spot.
In short
Tana — Tana is an agentic meeting platform where AI agents file issues, draft docs, and update your CRM during live calls. Best for Product and engineering teams that want bugs triaged into Linear and decisions logged straight from standups and design reviews, Consultants and advisors keeping client briefs, slides, and research current during client conversations, VCs and investors who want CRM fields updated and investment memos drafted from founder calls. Free to start; paid plans from $20/user/mo.
What's new in Tana
Checked 6 days agoAcross the latest 9 updates: 8 feature updates and 1 news mention.
From AI transcriptions to AI doing work in meetings
Tana blog post on what changes when the meeting AI sees what you see, remembers across meetings, and performs follow-up work.
Space home page gives shared spaces a front door
A space now opens on a page showing what is upcoming and recent, its defined types, pins, chats and recent edits.
Option fields on types with fixed single or multi-select values
Types can get fields with a defined value set, such as severity or priority. AI can set and search them; retiring a value leaves existing documents intact.
Actions: file Linear issues and send Slack messages from Tana
AI drafts an action for approval, then executes it. Actions from a meeting carry that meeting's transcript and screenshots as attached evidence.
Work view replaces Activity
Activity showed what happened; Work shows what is still on you — active chats, tasks, agents, MCP chats and notifications, with an unread count.
Home replaces Today as Tana's default landing view
Tana now opens on Home, leading with upcoming meetings and the next required action, then recent outcomes, tasks, pins and recent docs.
New Calendar view for meetings by day, week or month
Meetings laid out over time; past meetings carry summaries, outcomes and pending proposals. Future meetings open ready to edit, and you can drag to draft one.
"Hey Tana" voice trigger now acts silently on requests
"Hey Tana" now executes requests without speaking back, so you can ask mid-conversation. Say "Hey Tana, let's talk" for a spoken session.
Tana auto-detects external Zoom, Teams, Meet and Slack calls
Tana notices calls that never made it onto your calendar and offers one-click capture into transcript, summary and outcomes. Also: Tana in Slack, SOC 2 Type 2 report.
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: September 2026
How we score →Key Features
- AI captures decisions with owners from live video calls
- Botless meeting agent for Zoom, Teams, and Google Meet
- Auto-detect external Zoom, Teams, Meet, and Slack calls for one-click capture
- Auto-file issues into Linear, GitHub, or Jira with screenshots and repro steps
- Draft PRDs, client briefs, storyboards, and memos during calls
- Draft HubSpot CRM updates in your own fields, not free text
- Draft and queue follow-up emails per company and conviction
- AI proposes calendar events and supports two-way calendar sync
- Inline Mermaid diagram rendering inside AI chat replies
- Download meeting summaries as Markdown
- Full MCP support so agents can use your own MCP servers
- Configurable agents, skills, and types per workflow
- Ask the knowledge graph what was decided across all meetings and who owns it
- LLM-agnostic access to Claude, Gemini, and OpenAI models
- Native video calling with capture from your own machine
About Tana
Tana is an agentic meeting platform built for teams whose meetings are supposed to produce work, not just notes. Instead of handing you a transcript to process afterward, its agents act in the moment: filing the Linear issue with the screenshot attached, drafting the follow-up email, logging the decision with an owner, and writing the deal note into HubSpot before you hang up. It's aimed at product and engineering teams, consultants, VCs, sales, customer success, creative teams, and founders who lose hours a week to post-call busywork. The setup has two halves. In front sits a meeting assistant that sits in on Zoom, Teams, Google Meet, or calls hosted natively in Tana. Because it captures from your own machine, nothing joins the call as a visible participant. Behind it sits a knowledge graph: every call, customer, decision, issue, and person lands in one connected place that your team and your agents both read from. Ask what was decided about SSO and you get the decision, the owner, the reasoning, and the source calls. The work is configurable rather than fixed. You define agents and skills for recurring workflows — all-hands prep, executive briefs, bug triage, client briefs, investment memos, renewal-risk flags — and Tana runs them against the context it already holds. Recent releases added auto-detection of external Zoom, Teams, Meet, and Slack calls that aren't on your calendar, one-click capture into transcript and outcomes, two-way calendar sync, AI-proposed calendar events, and inline Mermaid diagram rendering inside AI chat replies. Summaries export as Markdown. Connections cover GitHub, Jira, Linear, Slack, HubSpot, Google Calendar, Outlook, Lovable, and coding agents including Claude Code, Codex, Gemini, and Cursor, with full MCP support for anything else. Access follows the people who were in the room. Tana states no training on your data, and carries SOC 2 and GDPR compliance. Compare it to Otter.ai or Fireflies.ai and the difference is direction:
Behind the Verdict
Tana is a bet that the expensive part of a meeting isn't remembering it, it's the hour after it. Everything on the site points at that thesis: capture drops on calls longer than an hour get filed as Linear bugs with repro steps and session IDs attached, follow-ups sit drafted and ready to send, CRM fields get written in your schema instead of a blob of free text. We'd reach for it when the same artifacts keep getting retyped by hand. The closest comparison isn't really Otter.ai. It's a notetaker plus a project tracker plus a CRM-update chore, stitched together by a human. Tana collapses that chain, which is why the knowledge graph matters more than the meeting assistant — the assistant is the front door, the graph is what makes answers trustworthy. Ask what was decided about SSO in Q4 and it tells you the decision, the owner, and which calls it came from. Where it bites: every tier except Max runs on AI credits, and agents that read your tools and write to them are only as good as the permissions you set. The botless capture from your own machine is the right call privacy-wise, but it also means the machine has to be on and in the call. And until you invest an afternoon in agents, skills, and types, you're paying for potential. The pricing is aggressive but structured. Free gets you five hosted meetings a month, one calendar, and 50 AI queries — enough to see whether the outcomes loop fits. Pro at $20/user/month yearly ($30 monthly) unlocks unlimited hosted meetings, the botless agent for Zoom, Teams, and Meet, integrations, and full MCP. Max at $80/user/month yearly ($120 monthly) is for people whose job is meetings: unlimited agents and skills, 5x the AI of Pro, and dedicated onboarding. Business is quoted yearly and adds SAML SSO, audit logs, custom DPA, and data
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Real-world workflow fit
Concrete scenarios for the personas Tana actually fits — and what changes day-one when you adopt it.
After a weekly bug triage meeting, ask Tana to 'triage the bugs we discussed.' The AI groups duplicates, files issues to GitHub, and updates the backlog.
Outcome: Issues filed and backlog refreshed without manual entry, saving hours each week.
During a discovery call, Tana listens and automatically updates the HubSpot deal record, drafts a follow-up email, and queues it for approval.
Outcome: CRM updated, follow-up sent, and more time spent on selling.
While advising a client, ask Tana to 'update the client brief with our discussion points.' The AI edits the brief in real time.
Outcome: Client brief is current by the time the call ends, ready to share.
Use Cases
- Capture every meeting, auto-tag attendees with #person, and surface action items in a unified tasks view.
- Build a personal CRM where every note about a contact rolls up into their #person node.
- Run weekly reviews by querying all #task nodes due this week across every project.
- Maintain a research notebook where #paper nodes carry citation, status, and key-quote fields.
- Turn team meetings into deliverables like PRs, storyboards, or filed bugs via AI agents.
- Create a living knowledge graph of organizational decisions, with context and history.
- Synthesize patterns across customer calls for product insights.
- Let AI schedule calendar events based on meeting outcomes.
Models Under the Hood
as of 2026-09-14
Limitations
- Free plan hosts 5 meetings per month with AI transcripts and summaries and 50 AI queries; Pro offers 20x more AI and unlimited hosted meetings, and Max offers 5x more AI than Pro.
- AI credits can be topped up with custom amounts whenever needed.
- The platform is LLM agnostic, with access to the latest Claude, Gemini, and OpenAI models.
- Advanced security features such as SAML SSO, audit logs, and custom DPA/data residency controls are only available in the Business plan.
as of 2026-08-30
Verification history
We have re-verified Tana 19 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.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
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Free to cite with attribution — this page re-verifies continuously.
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.
Plans compared
For each published Tana tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0
Ideal for
Solo professionals or small teams wanting to try Tana with up to 5 AI-hosted meetings and 50 AI queries per month.
What this tier adds
Free tier: 5 hosted meetings/month, 1 calendar connection, 50 AI queries.
Pro Early bird
$20/user/mo (yearly) or $30 monthly
Ideal for
Small teams and independent consultants who need unlimited hosted meetings and full integrations without breaking the bank.
What this tier adds
Adds 20× more AI, unlimited hosted meetings, botless meeting agent for Zoom/Teams/Meet, and full MCP.
Max Early bird
$80/user/mo (yearly) or $120 monthly
Ideal for
Power users and teams where meetings are the core of their work, needing unlimited agents/skills and dedicated support.
What this tier adds
Adds 5× more AI than Pro, unlimited agents/skills/types, dedicated support & onboarding, integration support.
Business
Custom (billed yearly)
Ideal for
Enterprises requiring SSO, advanced security, audit logs, and data residency controls.
What this tier adds
Adds SAML SSO, advanced security & controls, designated CSM, audit logs, custom DPA & residency/retention policy.
Where the pricing makes sense
The company stage and team size where Tana's pricing actually pencils out — and where peers do it cheaper.
Tana's pricing fits teams that treat meetings as a core part of their workflow, with Pro starting at $20/user/mo (yearly). Compared to Otter.ai (around $16.99/user/mo) and Fireflies.ai (around $18/user/mo), Tana is slightly pricier but adds agentic execution. For small teams with modest meeting volume, the free tier is generous; for everyone else, the Pro tier is the sweet spot.
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.
For a single meeting: under 5 minutes—just download Tana, join a call, and start talking. For configuring custom agents and skills: expect an hour or two to set up your first workflow, as you'll need to describe the desired behavior and test it. Integrations like HubSpot or Jira take a few minutes each via OAuth.
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: export your transcripts as text or PDF and import them into Tana, then set up agents to automate your workflows.
- →From Fireflies.ai: Similar export and import process; Tana's context graph can then link your historical notes to current projects.
- →From Notion: copy-paste your meeting notes into Tana, or use Tana Publish to bring content over.
- →From Google Docs: copy important decisions and action items into Tana to build your knowledge graph.
- ↗To Notion: export your Tana data as Markdown and import into Notion; note that some graph relationships may be lost.
- ↗To Obsidian: use Tana's export to Markdown and import into Obsidian; supeertag structures may need manual conversion.
- ↗To Confluence: export Tana pages as HTML or Markdown and import; historical context may not transfer perfectly.
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 6: 6 could not be judged, because “Tana” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Tana.
Official links
Tools that pair well with Tana
Common stack mates teams adopt alongside Tana, with the specific reason each pairing earns its keep.
Demodesk
AI meeting assistant for sales teams that records every call, scores coaching, and auto-updates your CRM.
Fireflies.ai
Fireflies.ai is an AI meeting notetaker that transcribes, summarizes, and searches your calls in 100+ languages.
Circleback
AI meeting notetaker that turns calls into action items, automations, and searchable meeting history.
Alternatives to Tana
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Demodesk
AI meeting assistant for sales teams that records every call, scores coaching, and auto-updates your CRM.
Fireflies.ai
Fireflies.ai is an AI meeting notetaker that transcribes, summarizes, and searches your calls in 100+ languages.
Circleback
AI meeting notetaker that turns calls into action items, automations, and searchable meeting history.
Frequently Asked Questions
Best-of guides
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