Do work during meetings
AI agents listen during native video calls and can create documents, file issues, send messages, review tasks, and update team OKRs while the conversation is still happening.
Tana
BeanspruchenTana is an agentic meeting platform that turns live calls into docs, issues, messages and more, with connected workspace context in one system.
What Tana is
Tana is an agentic meeting platform built to turn live conversations into finished work. During native video calls, AI agents can capture context, create documents, file issues, send messages, and update the workspace as people talk.
The product is positioned around reducing meeting follow-up and preserving context across work. Tana describes its workspace as a connected graph of docs, projects, tasks, chats, decisions, contacts, and meetings, so teams can carry decisions and action items forward instead of recreating them after every call.
Core capabilities
Build connected context
Tana keeps documents, projects, tasks, chats, decisions, contacts, and meetings connected so the next meeting starts with context instead of a blank page.
Customize agents and skills
Users can describe the workflow they want, and Tana builds agents and skills to run it. The site highlights configurable agents for meeting prep, customer research, bug triage, deal follow-up, and OKR updates.
Connect to other tools
Tana runs on MCP and lists integrations with GitHub, Slack, HubSpot, Linear, Jira, Google Calendar, Outlook, Claude Code, Codex, Gemini, and Cursor, with Google Workspace and Microsoft 365 marked as coming soon.
Capture meetings without a bot
The product offers a botless meeting agent for Zoom, Teams, and Google Meet, so meetings can be captured without relying on a visible bot participant.
Review AI writes safely
Writes made by external MCP clients follow a proposal-review flow, and the MCP page says the server authenticates with OAuth and does not require API keys.
Common use cases
Product and tech teams
Use Tana for standups, design reviews, and customer calls when the goal is to leave the meeting with issues filed, decisions logged, or PRDs drafted instead of a pile of notes.
Consultants and advisors
Use it in client meetings to update briefs, draft slides, build prototypes, and prepare research while the client is still in the conversation.
Founders and operators
Use it for founder meetings where investor updates, hiring debriefs, and board prep need to stay connected across the company’s work.
Revenue and account teams
Use it in sales and customer success calls to update CRM fields, capture discovery insights, assign follow-ups, and flag renewal risks before the call ends.
Creative teams
Use it for creative reviews to capture feedback, draft storyboards, and turn discussion into deliverables that can be shared quickly.
Pros and Cons
Pros
- Runs AI work during meetings instead of treating the call as a note-taking step.
- Connects meetings to a broader workspace graph, which helps preserve context across docs, tasks, and decisions.
- Supports a range of practical meeting outputs such as documents, issues, messages, recaps, and task updates.
- Offers botless meeting capture for Zoom, Teams, and Google Meet.
- Provides MCP access with OAuth and proposal review for external agents.
Cons
- The site does not provide full implementation details for every integration or workflow on the pages reviewed.
- Google Workspace and Microsoft 365 are listed as coming soon, so those connectors are not yet available on the homepage copy.
FAQ
Does Tana offer a free trial?
Tana offers a 30-day free trial with no credit card required. The pricing page also says yearly subscribers get a 60-day refund window.
What happens to my data if I leave?
Yes. Tana says you can keep access to your data even if you downgrade or cancel, and that you can export it to other systems.
What happens if I run out of AI credits?
Tana says you can top up AI credits with custom amounts whenever needed.
What does Tana replace?
Tana says it can replace a meeting platform, company wiki, docs, project management, AI notetakers, and a large portion of AI assistants.
Can Tana connect with other tools?
Yes. Tana supports integrations and MCP, and its site mentions tools such as HubSpot, Jira, Linear, GitHub, Slack, Google Calendar, Outlook, Claude Code, Codex, Gemini, and Cursor.
Quick Facts
- Category
- Agentic meeting platform
- Primary use
- Turn meetings into work outputs during the call
- Platforms mentioned
- Zoom, Teams, Google Meet
- Integrations mentioned
- GitHub, Slack, HubSpot, Linear, Jira, MCP
- Pricing signal
- 30-day free trial; paid plans with yearly refund window mentioned
- Website
- tana.inc