Tana
Verified working Aug 3, 2026
AI meeting agents that turn live calls into tasks, docs, and updates.
Tana is a meeting platform where AI agents participate in video calls and create follow-up work as the conversation happens. It can draft documents, file issues, update CRM or project context, and connect meeting outcomes to a persistent knowledge graph across teams and tools.
Why it stands out
- Focuses on taking actions during the meeting, not just producing transcripts or summaries.
- Maintains a cross-meeting context graph so later calls can reuse prior decisions, tasks, contacts, and project history.
- Agent skills can be configured around concrete workflows such as all-hands prep, bug triage, deal follow-up, or executive briefs.
- Connects meeting output directly to work systems such as issue trackers, CRMs, chat, calendars, and developer tools.
Good to know
- This is a separate product from Tana Outliner; the node-based note-taking app lives at outliner.tana.inc.
- Some trust and compliance items are future-dated on the page, including SOC 2 and HIPAA targets for Q3 2026.
- Google Workspace and Microsoft 365 integrations are listed as coming soon, not as currently available.
- The page advertises a 30-day free trial, so ongoing use appears to require a paid plan.
Under the radar: If you are looking for Tana’s older outliner with Supertags and nodes, use outliner.tana.inc instead; tana.inc is for the newer meeting-agent product.
Photos
Product, consulting, investor, and customer-facing teams use Tana when meetings need to produce structured deliverables instead of loose notes. Turn standups or design reviews into issues, PRDs, decisions, and owners. Update client briefs, investment memos, account notes, or follow-up emails during the call. Prepare agendas and executive summaries using prior meetings and connected work context. Keep OKRs, backlogs, and customer records current without a separate post-meeting admin pass.
Native video calls with AI agents; customizable agents and reusable skills; connected context across docs, projects, tasks, chats, decisions, contacts, and meetings; integrations listed for GitHub, Slack, HubSpot, Linear, Jira, calendars, coding tools, and LLMs; granular sharing controls, SSO, no training on customer data, and portable data positioning.
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