Users create or capture meetings, documents, tasks, and other structured records in Tana, then add context through notes, connected services, mentions, or voice. They can ask Tana's AI to summarize, search, draft, organize, or perform an action; proposed changes and external writes are reviewed before being applied.
What is Tana?
Tana is a collaborative AI workspace for meetings, connected notes, structured data, tasks, and organizational memory. Instead of treating each meeting or document as an isolated file, it links people, projects, decisions, tasks, and other records inside a shared workspace.
Its AI can search workspace content, summarize meetings, draft or update documents, create tasks, prepare meeting context, and configure recurring assistants. Actions that change Tana content or write to connected services are presented as proposals for review, giving users an opportunity to approve, reject, or refine them.
How people use Tana
Turning meetings into follow-up work
Tana can host meetings or capture conversations from Zoom, Microsoft Teams, and Google Meet. It provides transcription and can turn a conversation into summaries, decisions, action items, documents, and other structured artifacts. This makes it more than a meeting-notes tool: the intended workflow continues from the transcript into assigned work and maintained organizational records.
A practical example is a product meeting that produces a decision record, a set of tasks, and an issue in GitHub, Linear, or Jira. Users can review the proposed changes before they are applied or sent to an external service.
Searching and maintaining organizational knowledge
Users can ask questions about documents, meetings, people, projects, and other connected records through Tana's AI workspace chat. They can also reference material in prompts, use skills, and ask the system to create or modify content. This is closer to an AI layer over a structured workspace than to a standalone chatbot such as Claude.
The connected structure is useful when information must remain available beyond a single meeting. Teams can maintain linked records for recurring projects, decisions, contacts, and tasks instead of repeatedly reconstructing context from old documents or chat messages.
Building custom agents and routines
Tana supports configurable AI agents with their own instructions, capabilities, voice, and optional schedules. These can handle recurring jobs such as meeting preparation, weekly updates, bug triage, or organizing newly captured information.
Scheduled agents and integrations make Tana relevant to workflow automation, but it is not a general-purpose automation platform in the same way as n8n or Zapier Agents. Its strongest use cases begin with information already held in the workspace and extend into approved actions in connected work tools.
Integrations and external actions
Tana connects with services including Google Calendar, Microsoft Outlook, GitHub, Slack, Linear, Jira, HubSpot, Pipedrive, Google Drive, Google Docs, and Google Sheets. It also supports custom MCP servers and connections to external AI clients and developer tools, including Claude, Cursor, OpenAI Codex, GitHub Copilot, and Lovable. Exact availability can vary by plan and product area.
These connections allow Tana to combine internal context with operational work. For example, a meeting record can inform a task, issue, CRM update, or approved Slack message. The review step is important: Tana is designed to expose proposed changes rather than silently making every external change automatically.
What distinguishes Tana from adjacent tools?
Compared with a conventional notes app, Tana puts more emphasis on structured records, links between information, and reusable workflows. Compared with a dedicated meeting transcription product such as Otter or Fireflies.ai, it focuses more heavily on what happens after the transcript: organizing knowledge, creating work, and keeping records connected.
It also differs from a simple AI chat assistant. The AI operates within a workspace containing user-created context, structured types, documents, meetings, tasks, and integrations. That makes Tana potentially useful for ongoing team operations, but it also means the product requires more setup and understanding than a lightweight note-taking app.
Who is Tana for?
Tana is a good fit for teams, managers, operators, researchers, consultants, and other knowledge workers whose work revolves around meetings and follow-up. It is especially relevant when the same people, projects, decisions, and tasks recur over time and need to remain connected.
- Teams that want shared meeting records and organizational memory.
- Managers and operators who need recurring updates, preparation, and follow-up workflows.
- Consultants and researchers who organize connected notes, documents, and project information.
- Teams that want AI-assisted actions across tools such as GitHub, Slack, Linear, Jira, or HubSpot.
Tana is less suitable for someone who only needs a simple personal notes app, a lightweight project board, a standalone web-search service, or a dedicated chatbot. Users who prefer minimal configuration may find its knowledge-graph and structured-data approach more demanding than simpler tools such as Notion AI.
Pricing and access
Tana has Free, Pro, Max, and Business plans. The Free plan includes five hosted AI-transcribed meetings per month, one connected calendar, access to view and edit content, and 50 AI queries. Tana advertises a 30-day trial without requiring a credit card.
At the time of the supplied pricing research, early-bird Pro pricing was advertised at $20 per user per month, reduced from $30, while Max was advertised at $80 per user per month, reduced from $120. Business pricing is custom and billed yearly. These prices and allowances are subject to change, and paid plans include different AI usage allowances and feature limits.
Business customers receive additional controls such as SAML single sign-on, audit logs, advanced security options, and custom data residency or retention controls. Enterprise availability therefore matters primarily to teams that need administration and governance rather than only more individual AI usage.
Platforms and workflow considerations
Tana is available through a web application, Mac, Windows, and Linux desktop apps, plus iPhone and iPad applications. This range supports capturing information across devices, although the usefulness of the product depends on consistently maintaining the shared workspace and its structure.
The product supports text, voice, audio, documents, images, video, URLs, and connected-service data as inputs. Its most important outputs are transcripts, summaries, documents, tasks, structured records, presentations, and proposed actions. Live voice transcription supports more than 60 documented languages, while meeting transcription supports 33 languages, according to the supplied product research.
Privacy and limitations
Tana states that users retain ownership of their data, that it does not sell personal data or use it for advertising, and that customer data is not used to train AI models without advance notice and an opportunity to opt out. Its security materials describe encryption in transit and at rest, SOC 2 Type 2 coverage for the Tana product, GDPR support, and additional Business controls. A single universal retention period for all accounts could not be verified.
The main limitation is complexity. Tana combines notes, structured data, meetings, agents, tasks, and integrations, so users may need to design conventions and learn how the workspace is organized. AI usage is also constrained by plan allowances, and advanced integrations or security features may require higher tiers. It is broader than a focused meeting-notes application, but that breadth can make it less immediately simple.
Bottom line
Tana is best understood as an AI-enabled knowledge and operations workspace rather than merely an AI note-taking tool. Its strongest scenario is a team that wants to capture meetings, preserve connected context, generate follow-up work, and use custom agents or integrations to move approved actions into other systems. It is a weaker choice for users seeking a minimal notes app or an autonomous general-purpose agent with little workspace setup.
Tana is a collaborative AI workspace that connects meetings, structured notes, tasks, documents, custom agents, organizational knowledge, and integrations. It is most useful for teams that want to turn conversations into reviewed follow-up work while maintaining connected records over time.
Answers to Frequently Asked Questions
Who is Tana best suited for?
Tana is best suited for teams, managers, operators, researchers, consultants, and other knowledge workers who need connected meeting records, organizational memory, recurring workflows, and AI-assisted actions across work tools. It may be less suitable for users who only want a simple notes app, lightweight project board, standalone chatbot, or minimal-configuration tool.
Which integrations does Tana support?
Tana integrates with services including Google Calendar, Microsoft Outlook, GitHub, Slack, Linear, Jira, HubSpot, Pipedrive, Google Drive, Google Docs, and Google Sheets. It also supports custom MCP servers and connections to tools such as Claude, Cursor, OpenAI Codex, GitHub Copilot, and Lovable. Availability may vary by plan and product area.
What is Tana used for?
Tana is an AI workspace for meetings, connected notes, structured data, tasks, and organizational memory. Teams use it to capture meetings, link people and projects, search shared knowledge, create follow-up work, and maintain records across recurring workflows.
Can Tana turn meeting transcripts into tasks and updates?
Yes. Tana can transcribe meetings from Zoom, Microsoft Teams, and Google Meet, then generate summaries, decisions, action items, documents, and structured records. It can also propose tasks, GitHub issues, Linear or Jira items, CRM updates, and other external actions for user review before they are applied.