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Tana

Tana

Put your notes to work with voice and AI

Overview

What it is

An AI-native workspace for tech-savvy professionals who want to stay on top of everything—without the busywork. Tana helps you connect and organize information so you get it where you need it, in a super flexible format. Now with full offline support!

Intent

I need it when

Automate meeting follow-ups and action items without manual note-taking

Tana's AI agents capture decisions, file issues, update CRM fields, and draft follow-ups during meetings in real-time. Users can spend the meeting focused on discussion rather than typing, with work completed by the time the call ends.

Build a connected knowledge graph that compounds with every meeting

Tana links docs, projects, tasks, decisions, and contacts across meetings so agents and team members start with context rather than a blank page. Each meeting feeds the system, making future meetings smarter and reducing duplicate work.

Customize AI agents and workflows without coding

Tana allows teams to describe workflows they want, and the platform builds agents and skills to run them. Users can configure agents for specific roles (sales, product, creative, etc.) with granular control over permissions and data access.

Ensure data security and compliance for sensitive work

Tana is SOC2 and GDPR compliant, HIPAA compliant in progress, offers SSO, granular access controls, custom DPA, data residency options, and does not train on user data. Users retain full data ownership and can export at any time.

Replace multiple tools (meeting platform, wiki, docs, project management, AI notetaker)

Tana consolidates meeting capture, knowledge management, task tracking, and AI assistance into one platform with integrations to HubSpot, Jira, Linear, GitHub, Slack, and others via MCP, reducing tool sprawl and context switching.

Drop

Not a fit when

  • Teams that conduct fewer than 5 meetings per month and do not need AI-powered meeting automation or knowledge graph integration
  • Organizations requiring on-premise deployment or complete data isolation without cloud infrastructure
  • Users seeking a simple note-taking tool without AI agents, integrations, or workflow automation capabilities
  • Teams with strict LLM vendor requirements who cannot work with Claude, Gemini, or OpenAI models
  • Small businesses with minimal budget for per-user SaaS costs and no need for meeting-driven work automation
Commercials

Pricing

USD20 - USD120 / monthly View pricing