Tana
FreemiumTurn team conversations into outcomes with AI meeting agents.
By Tanmay Verma, Founder · Last verified 20 Jun 2026
6.1k views
Added 4/27/2026
95/100Safe BetIn short
Tana — Turn team conversations into outcomes with AI meeting agents. Best for Product and tech teams wanting to file issues and draft PRDs directly from standups and design reviews, Consultants and advisors who need client briefs updated and slides drafted while on calls, VCs and investors capturing founder call notes and drafting investment memos instantly. Free to start; paid plans from $3020/mo.
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Editorial Verdict
Best for
Product and tech teams wanting to file issues and draft PRDs directly from standups and design reviewsConsultants and advisors who need client briefs updated and slides drafted while on callsVCs and investors capturing founder call notes and drafting investment memos instantlySales teams that want CRM auto-updates and follow-ups queued by call endFounders running the company from conversations—investor updates, hiring debriefs, board prep
Not ideal for
Teams that rarely hold video meetings or prefer async text communicationOrganizations requiring full HIPAA compliance immediately (still in progress, ETA Q3 2026)Budget-sensitive buyers discouraged by undisclosed pricingUsers who find AI listening intrusive or are uncomfortable with meeting recordingSimple note-taking use cases better served by free summarizers like Otter.ai
Tana is a standout choice for teams drowning in meeting overhead who want AI to do the grunt work in real time. Its deep integration stack and configurable agents give it an edge over generic meeting summarizers.
Compare with: Tana vs Fellow, Tana vs Krisp, Tana vs Krisp Voice AI
Last verified: June 2026
Behind the Verdict
Tana redefines what a meeting platform can do—it's not just about notes, it's about outcomes. For teams that have high-stakes calls (standups, design reviews, client meetings) and need immediate artifacts like filed issues, drafted PRDs, or CRM updates, Tana is a game-changer. Its skill system lets you customize agents for specific workflows, and the connected knowledge base ensures every meeting starts with context from past decisions. Pricing is opaque, but the free trial lowers the barrier. However, Tana is overkill for teams that rarely meet or prefer async communication. It's also not HIPAA compliant yet (Q3 2026), so healthcare use cases must wait. Compared to Otter.ai or Fireflies.ai, Tana is more proactive—it writes code, drafts documents, and updates tools, not just takes notes. The recent updates (better tasks view, MCP server connection, library browsing) show active development, but the product is still maturing. For budget-conscious buyers, the undisclosed pricing may be a turnoff. Choose Tana if meetings consume your team's time and you need AI to execute; pass if you just need summaries.
Skip Tana if Skip Tana if you need a simple transcription tool without proactive task automation, or if your team primarily uses Google Workspace/Microsoft 365 for collaboration.
Latest from Tana
Updated 2 days agoAcross the latest 8 updates: 7 feature updates and 1 news mention.
NewsBlog·5 days agoNewest
From customer calls to opportunity trees
Blog post on using Tana to structure customer discovery into evidence and opportunity trees.
FeatureChangelog·10 days ago
Reworked Tasks view: grouping, filters, and quick-add
Tasks view groups by type by default; filter pills in URL for bookmarking; quick-add button per group.
FeatureChangelog·10 days ago
Open a video in its own player
Video items open in a dedicated player panel with toolbar and access controls; upload state shown.
FeatureChangelog·10 days ago
Reopen an archived type
Settings shows recently archived types; can unarchive any type from a list.
FeatureChangelog·10 days ago
Filter by who can see an item
New Visibility filter in Library, Space home, and search: Private to me, Shared with me, Restricted, Open, or Anyone with the link.
FeatureChangelog·10 days ago
Search opens in a popover
Cmd+P opens a search popover with browse interface; bottom sheet on touch devices.
FeatureChangelog·10 days ago
Browse everything from the Library
Library now lists Spaces, Meetings, Tasks, Types, etc. in dedicated sections with previews and 'See all' links.
FeatureChangelog·10 days ago
Connect your own MCP servers
Users can connect remote MCP servers via OAuth; tools become available in AI chat when linked skill is in scope.
Viability Score
95/100
Safe BetHow likely is Tana to still be operational in 12 months? Based on 4 signals — momentum (how recently it shipped), wrapper dependency, revenue model, and web presence.
momentum
100
funding runway
80
website health
90
wrapper dependency
100
Last calculated: June 2026
How we score →About Tana
Tana is an agentic meeting platform that transforms video calls into productive work sessions. Designed for product and tech teams, consultants, VCs, founders, and sales teams, Tana listens to conversations and automatically captures decisions, files issues, drafts documents, and updates tools in real time—turning meetings into outcomes, not just notes. Key features include configurable AI agents and skills that pull context from connected knowledge—docs, projects, tasks, chats, and contacts—so nothing starts from scratch. Tana integrates directly with GitHub, Jira, Linear, Slack, HubSpot, Google Calendar, Outlook, and more, and supports an MCP and API-first architecture for extensibility. It is SOC 2 compliant, GDPR compliant, and HIPAA compliant (in progress), with granular access controls and no training on your data. Unlike note-taking tools, Tana acts on your behalf—filing issues, drafting PRDs, updating CRM, and queuing follow-ups while you talk. Pricing is available via a free trial, with plans offered on a contact basis.
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Key Features
- AI meeting agents that capture decisions and actions in real time
- Configurable Skills for meeting prep, executive briefs, and all-hands prep
- Connected knowledge base linking docs, projects, tasks, chats, and contacts
- Native video calling with AI agents working alongside participants
- Auto-file issues into GitHub, Jira, and Linear from conversations
- Draft PRDs, client briefs, and storyboards during calls
- CRM auto-update in HubSpot, Salesforce fields
- Follow-up email drafting and send queueing
- Granular access controls with confidential sharing
- SOC 2, GDPR compliant
- HIPAA compliance in progress (ETA Q3 2026)
- Connect your own MCP servers via OAuth
- Reworked Tasks view with grouping, filters, and quick-add
- Library browsing with dedicated sections for Spaces, Meetings, Tasks
- Visibility filter: Private, Shared, Restricted, Open, Anyone with link
Real-world workflow fit
Concrete scenarios for the personas Tana actually fits — and what changes day-one when you adopt it.
Product manager
Runs a daily standup with engineering team via Zoom.
Outcome: Tana's botless meeting agent captures transcript, files new bugs into Linear, updates existing issues with status, and drafts a PRD for the discussed feature—all before the call ends.
Sales rep
Concludes a discovery call with a prospect.
Outcome: Tana auto-updates the HubSpot CRM, drafts a follow-up email with key pain points, and queues a next-step task (e.g., 'Send proposal by Friday') assigned to the rep.
Consultant
Holds a client strategy review on Google Meet.
Outcome: Tana updates the client brief with new decisions, drafts a slide deck artifact, and logs action items—deliverables ready before the meeting ends.
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.
Models Under the Hood
GPT-5.5 (latest)Claude Opus 4.7Gemini 2.5 ProOpenAI modelsAnthropic modelsGoogle models
Limitations
Steep learning curve—the supertag mental model takes weeks before it pays off. Performance on very large graphs (100k+ nodes) can lag, particularly on cold starts. Mobile apps are functional but trail desktop on power-user features. AI credits cap can feel tight on Plus (2,000/mo) if you rely on meeting transcription. Free plan cannot top up AI credits. Some planned integrations (Google Workspace, Microsoft 365) are still in progress.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Annual total
Free
Over 12 months
Effective monthly
Free
Billed monthly
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 user or small team exploring AI meetings with up to 5 hosted meetings per month.
What this tier adds
Free entry point with core outliner and 50 AI queries; limited to 5 hosted meetings and 1 calendar connection.
Pro
$30/user/mo (early bird $20)
Ideal for
Professional teams that hold daily meetings and need unlimited hosted meetings and botless agent for all major video platforms.
What this tier adds
Adds unlimited hosted meetings, botless meeting agent for Zoom/Teams/Meet, integrations, and full MCP; 20× more AI than Free.
Max
$120/user/mo (early bird $80)
Ideal for
Power users or teams where meetings are a primary work output, requiring maximum AI credits and dedicated support.
What this tier adds
5× more AI credits than Pro, unlimited agents/skills/types, dedicated onboarding and support.
Business
Custom (yearly)
Ideal for
Enterprises needing SAML SSO, advanced security, audit logs, custom data retention, and a designated customer success manager.
What this tier adds
Adds SAML SSO, advanced controls, audit logs, custom DPA/data residency, and dedicated CSM; custom pricing billed yearly.
Integrations
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 Free tier (5 meetings/month) is generous for light use. Pro ($30/user/month) undercuts most dedicated AI notetakers like Otter.ai Pro ($20/user/month but limited) while offering deeper automation. Max ($120/user/month) is enterprise-priced; competitors like Fireflies.ai charge $19/user for unlimited. Best for teams that can leverage compounding knowledge to offset cost.
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 solo user: under 5 minutes to sign up, connect a calendar, and start a first meeting with AI agent. For a team: 30-60 minutes to set up shared spaces, invite members, and connect integrations (GitHub, Linear, etc.). Expect a few weeks to fully adopt the supertag model.
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.
Migrating in
- →From Notion: Tana paste feature imports Notion pages; however, supertag structure must be recreated.
- →From Roam Research: Tana supports Markdown import; graph structure may need manual mapping.
- →From Otter.ai: Export Otter transcripts as text; import into Tana notes and assign supertags.
Migrating out
- ↗To Notion: Export Tana content as Markdown or HTML, then import to Notion.
- ↗To Obsidian: Use Tana Intermediate Format (JSON) to export nodes and references.
- ↗To Roam Research: Tana's outliner structure allows copy-paste with indentation preserved.
Recent material changes
Pricing, brand, ownership, or deprecation changes worth knowing before you commit. Most-recent first.
- •2026-05-17: Voice agent added as meeting participant; wake words in 9 languages (Hey Tana).
- •2026-05-17: AI can propose access changes on documents; new metadata tool for reading access info.
- •2026-05-17: Guests now see live meeting digest and pinned docs; resizable guest layout.
- •Early bird pricing introduced: Pro at $20/user/month (reg. $30), Max at $80/user/month (reg. $120).
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
Frequently Asked Questions
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Common stack mates teams adopt alongside Tana, with the specific reason each pairing earns its keep.
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