What is Tana?
Tana is an AI note taker and agentic meeting platform that captures, organizes, and acts on team conversations in real time. It records meetings, transcribes them, and extracts decisions, tasks, and action items as they happen. Notes, tasks, contacts, projects, and decisions connect to each other across meetings. That means agents and teammates start each session with existing context rather than a blank page. Tana runs on the web, as a desktop app, and syncs across both in real time.
Features & Benefits
- Video Meetings: Host video calls with built-in AI that captures outcomes and acts on them during the conversation.
- Real-Time Transcription: Transcribe meetings as they happen and tie the transcript to notes, tasks, and decisions automatically.
- AI Note Taker: Capture decisions, owners, and open questions from every meeting without manual note-taking.
- AI Chat: Chat with AI solo or bring it into a team conversation by @mentioning it directly.
- Voice Agent: Talk to Tana hands-free during solo or group meetings using wake words like “Hey Tana.”
- Skills: Build reusable AI instructions once and apply them to any workflow, meeting, or document.
- Artifacts: Generate AI-produced visual documents from conversations that are ready to present or share.
- Proposals: Review and approve every AI-suggested change before it goes live in your workspace.
- Notes: Write, think, and capture information in a default document type that links to the rest of your work.
- Tasks: Create task documents with a state and an assignee tied directly to meeting outcomes.
- Canvas: Use an infinite whiteboard for visual thinking and planning.
- Types: Define custom schemas with structured fields to give documents consistent, queryable data.
- Spaces and Sharing: Group related content with its own members and AI settings. Access control flows from organization to space to document.
- Today View: See your daily meetings, pinned work, and a capture bar scoped to the current day.
- Connected Knowledge: Link docs, projects, tasks, decisions, contacts, and meetings so context builds over time.
- Integrations: Connect Tana to external tools your team already uses through native integrations and MCP support.
What can Tana do?
- Take notes during a meeting
- Transcribe a video call in real time
- Capture action items and decisions from a meeting
- Assign tasks from a meeting conversation
- Draft follow-up emails after a sales call
- Update a CRM from a customer call
- Prepare a meeting agenda from past decisions
- Summarize a week of meetings into a leadership update
- Flag renewal risks from customer success calls
- Draft an investment memo from a founder call
- File issues to a project tracker from a standup
- Generate presentation slides from a meeting discussion
- Build and run custom AI agents for recurring workflows
Real-World Applications
Product and engineering teams may find Tana useful during standups, design reviews, and customer calls. The AI note taker captures discussion as it happens and files issues directly to a connected tracker. PRDs can be drafted from the conversation itself, and decisions get logged with owners before anyone leaves the call.
Consultants and client-facing advisors can use Tana to keep client briefs current without taking manual notes. The AI note taker turns each conversation into a draft deliverable, whether that is a slide deck, a research summary, or a prototype brief. Deliverables may be ready to share before the call ends.
Sales teams can use Tana to stay focused on the conversation rather than post-call data entry. CRM fields may be updated, discovery insights structured, and follow-up emails drafted the moment a call wraps. The AI note taker captures what was said so nothing gets reconstructed from memory.
Founders and investors might use Tana to track threads across a high volume of short, context-heavy meetings. Investor updates can be drafted from weekly calls, board prep assembled from a quarter’s conversations, and hiring debriefs structured and shared with the loop. Every meeting feeds the same connected knowledge base.
