Tana
Agentic meeting platform that turns native video calls into completed work
Tana is the rare meeting tool that doesn't just transcribe—it executes. The deep integration stack and configurable agents genuinely save time for teams that invest in setup, but the AI credit caps and learning curve may frustrate casual users. It's the right choice for teams that want meetings to produce work, not just notes.
Verified 8d ago · liveness 87/100 · cite: rightaichoice.com/tools/tana
- Product teams that want bug triage, PRD drafting, and decision logging automated from meetings
- Consultants and advisors who need client briefs, slides, and research updated while talking
- VCs and investors managing deal flow, CRM updates, and investment memos from calls
- Sales teams that want CRM updates, discovery insights, and follow-up emails drafted automatically
- Teams that rarely hold live video meetings or prefer async communication
- Organizations requiring HIPAA compliance immediately (ETA Q3 2026)
- Users uncomfortable with AI listening to all calls and accessing tools
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Skip Tana if you rarely hold live video meetings, prefer async text, need HIPAA compliance before Q3 2026, or are uncomfortable with AI listening to your calls.
AI credits are capped on Free (50 queries) and paid tiers; going over requires topping up AI credits with custom amounts.
Tana's freemium model starts at $0 for 5 meetings/month, making it accessible for evaluation. For active teams, Pro at $20/user/yearly undercuts Otter.ai's $16.99/user/month but adds agentic features. Max at $80/user is premium, competitive with Fireflies.ai's $19/user/month but with more automation.
In short
Tana — Agentic meeting platform that turns native video calls into completed work. Best for Product teams that want bug triage, PRD drafting, and decision logging automated from meetings, Consultants and advisors who need client briefs, slides, and research updated while talking, VCs and investors managing deal flow, CRM updates, and investment memos from calls. Free to start; paid plans from $20/mo.
What's new in Tana
Checked 3 days agoAcross the latest 10 updates: 10 feature updates.
Pre-call placeholder cards no longer dominate screen
Pre-call 'Add talking points,' 'Find and pin,' 'Create new' cards now stay compact, improving meeting UI.
Clearer message for network sign-in failures
Desktop app now explains blocked network sign-in issues (VPN/firewall) and suggests switching networks, instead of generic error.
'Anyone with the link' filter works in search
Visibility filter 'Anyone with the link' now correctly narrows search results to link-shared items.
Linked types in AI proposals show name
AI proposal preview now shows linked type names instead of raw identifiers when types reference each other.
Call view focuses on live participants
Call stage shows only people live; non-joined participants appear in a 'not in call' button with roster.
Rename several items in one AI request
AI can now rename multiple items in a single request, e.g., 'rename these 10 tasks', instead of one at a time.
Desktop app can launch at login
Desktop app now has an option to launch at login, enabled by default. Toggle in app menu on macOS, File menu on Windows/Linux.
More reliable person search everywhere
Person search now matches full names and folds accented characters across search, mentions, People page, meeting invite picker, and Access panel.
Ask the AI for a link to a referenced document or meeting
AI chat now provides shareable links to referenced documents or meetings when asked, across app, voice, agents, and Slack.
AI chat optimized to use fewer tokens
AI chat under-the-hood optimization reduces token usage for same quality, so usage limits are hit less often.
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: August 2026
How we score →Key Features
- Real-time decision capture from video calls
- Auto-file issues to GitHub, Jira, Linear from conversations
- Draft PRDs, client briefs, storyboards during calls
- CRM auto-update (HubSpot, Salesforce fields)
- Follow-up email drafting and send queueing
- Botless meeting agent for Zoom, Teams, Google Meet
- MCP (Model Context Protocol) support for custom integrations
- AI propose calendar events
- Inline diagram rendering in AI chat replies
- Transcription biased to organization language setting
- Download meeting summary as Markdown
- Start, schedule, or capture external meetings from Today
- AI can navigate recurring meeting series
- Ask AI to pin/unpin docs, spaces, agents, or types
- Desktop pre-meeting card with Join Meeting button
About Tana
Tana is an agentic meeting platform where AI agents do real work during native video calls, not just transcribe them. Instead of producing notes you still have to process, Tana captures decisions, files issues, drafts documents, and updates your tools in real time. It's built for product teams, consultants, VCs, founders, sales, and customer success teams that want meetings to produce outcomes. The platform connects to your existing knowledge—docs, projects, tasks, chats, and contacts—so agents start with context, not a blank page. You can configure agents and skills for specific workflows like all-hands prep, executive briefs, or bug triage. Tana integrates directly with GitHub, Jira, Linear, Slack, HubSpot, Google Calendar, Outlook, and more, and supports MCP (Model Context Protocol) for custom connections. It's API-first and LLM-agnostic, giving you access to the latest Claude, Gemini, and OpenAI models. Tana has native video calling, plus a botless meeting agent for Zoom, Teams, and Google Meet. Recent updates include AI scheduling of calendar events, inline diagram rendering in AI chat replies, and the ability to download meeting summaries as Markdown. You can also start, schedule, or capture external meetings directly from the Today page. Tana is SOC 2 compliant, GDPR compliant, and HIPAA compliant (ETA Q3 2026). It offers granular access controls and no training on your data. Compared to note-taking tools like Otter.ai or Fireflies.ai, Tana acts on your behalf—filing issues, drafting PRDs, updating CRM, and queuing follow-ups while you talk. Positioned as the 'agentic' alternative, it's for teams that want meetings to drive real work.
Behind the Verdict
Let's cut through the noise: most AI meeting tools are glorified notetakers. Tana is different because it's built to act—filing issues, drafting contracts, updating CRMs, and sending messages while you talk. For teams that live in GitHub, Jira, Slack, and HubSpot, this is a genuine time-saver. The MCP support and LLM-agnostic design mean you're not locked into one model or tool ecosystem. But Tana isn't for everyone. The AI credit system—50 queries on Free, 20× more on Pro, 5× more on Max—can feel limiting if you have heavy meeting loads or want to use agents for deep research. You'll need to budget credits carefully, and you might find yourself topping up. Also, the platform has a learning curve. Setting up agents, skills, and types takes effort, and if you just want quick summaries, simpler tools like Otter.ai or Fireflies.ai are easier. Where Tana really shines is for teams that can invest in configuration. If you're a product team that wants bug triage done automatically, or a consultancy that needs client briefs updated after every call, Tana delivers. The knowledge graph approach—every meeting feeding the system—means your AI agents get smarter over time, and you start each meeting with context, not a blank page. One watch-out: Tana's compliance certifications (SOC 2, HIPAA) are still ETA Q3 2026. If you need those immediately, this isn't ready for you yet. Also, some users might be uncomfortable with an AI listening to all their calls and having access to their tools. But if you're ready to delegate the busywork, Tana is a strong pick. In practice, we'd reach for Tana when meetings are a core part of your workflow and you want to close the loop automatically. If you're a casual user who just needs a transcript, stick with the simpler tools. For teams that
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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.
During a sprint review, the PM discusses bug reports. Tana's agent triages the bugs, groups duplicates, files issues to Jira, and drafts a PRD from the discussion.
Outcome: Issues filed, PRD drafted, and actions logged without PM leaving the call.
On a discovery call, the rep discusses next steps. Tana updates HubSpot fields, drafts a follow-up email, and queues it for sending after the call.
Outcome: CRM updated, follow-up ready, and deal moved forward while the rep focused on the conversation.
In a weekly investor update meeting, the founder discusses progress. Tana drafts the investor update, logs decisions, and assembles board prep from the quarter's conversations.
Outcome: Investor update drafted, decisions logged, and board prep in motion without a separate writing session.
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 2026-08-14
Limitations
- Free plan limits AI queries to 50 per month and hosts only 5 meetings monthly.
- Pro and Max plans increase AI capacity significantly but still rely on AI credits that can be topped up.
- The platform is LLM agnostic, leveraging Claude, Gemini, and OpenAI models, but data residency and retention controls are available only in the Business plan.
as of 2026-08-01
Verification history
We have re-verified Tana 16 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
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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/mo
Ideal for
Solo users or small teams evaluating Tana with under 5 meetings/month; want to test meeting capture and AI summaries.
What this tier adds
Starting tier: 5 hosted meetings/month, 50 AI queries, 1 calendar, no integrations.
Pro Early bird
$20/user/mo (yearly)
Ideal for
Active professionals and teams needing unlimited meetings, full integrations, and MCP; early birds save $10/user/month.
What this tier adds
Adds unlimited hosted meetings, botless capture, full integrations/MCP, and 20× more AI than Free.
Max Early bird
$80/user/mo (yearly)
Ideal for
Power users and teams where meetings are core to the job; need unlimited agents/skills, dedicated support.
What this tier adds
Adds 5× more AI than Pro, unlimited agents/skills/types, dedicated support and onboarding.
Business
Custom (billed yearly)
Ideal for
Large organizations requiring SSO, audit logs, security controls, and custom data residency.
What this tier adds
Adds SAML SSO, advanced security, audit logs, designated CSM, and custom DPA.
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 freemium model starts at $0 for 5 meetings/month, making it accessible for evaluation. For active teams, Pro at $20/user/yearly undercuts Otter.ai's $16.99/user/month but adds agentic features. Max at $80/user is premium, competitive with Fireflies.ai's $19/user/month but with more automation.
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.
Individual users can start a call and get transcripts within minutes. Configuring agents and skills for specific workflows may take a few hours. Teams with complex needs should budget a day for setup and integration.
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 notes, then use Tana's Today page to capture new meetings; agentic features mean you can stop manually filing issues.
- →From Fireflies.ai: Import past meeting transcripts via copy-paste, then set up Tana agents to handle filing and CRM updates.
- ↗To Notion: Use Tana's API to export your content; portable data and export options are available.
- ↗To Obsidian: Copy-paste meeting summaries and notes as Markdown, which Tana supports.
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
Official links
Tools that pair well with Tana
Common stack mates teams adopt alongside Tana, with the specific reason each pairing earns its keep.
Alternatives to Tana
View allFrequently Asked Questions
Best-of guides
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