Tana
Agentic meeting platform whose AI agents file issues, draft emails and update records during the call.
Tana is a meeting platform built around AI agents that get tasks done while a video call is under way. Tana is used by downloading the Mac app or starting in the browser, holding a call in Zoom, Teams, Google Meet or Tana, and approving the issues, emails and CRM updates that Tana proposes before the meeting ends.
Best for Teams that want meeting follow-up, such as tickets, emails and CRM notes, completed during the call and stored in a shared, queryable memory.
- Platforms
- macOS, Web, API, MCP
- Pricing model
- Freemium
- Free plan
- Yes
- Free trial
- Yes
- API
- Yes
- Made by
- Tana Inc.
- Added
Last verified: . Information taken from tana.inc.
What is Tana?
Tana is an agentic meeting platform in which AI agents carry out tasks while a video call is still in progress. It records calls held on Zoom, Microsoft Teams or Google Meet from the user's own computer, so no bot joins as a participant, and it can also host calls itself. During the conversation the assistant looks up figures that are asked for, recalls earlier commitments and proposes actions such as filing an issue in Linear, Jira or GitHub, drafting a follow-up email, adding a deal note in HubSpot or logging a decision with an owner; a person accepts each proposal. Everything produced is stored in a shared, connected memory covering customers, decisions, issues and people, which teammates can query. An MCP server and public API expose the same context to coding agents. The company notes that this product is separate from its Tana Outliner note-taking tool.
Key Features
Botless meeting capture
Records calls on Zoom, Teams or Google Meet from your machine without adding a participant.
In-call assistant
Answers questions, surfaces past commitments and runs research while people are still talking.
Action proposals
Suggests issues, emails, CRM notes and decision logs that you approve before they are created.
Shared context memory
Links meeting output to customers, decisions and owners so the team can ask what was agreed and why.
Integrations
Sends work to Linear, Jira, GitHub, HubSpot, Slack, Google Calendar and Outlook.
MCP and API
Gives agents such as Claude Code, Codex and Cursor access to the same meeting history.
Use Cases
- Filing bugs from a product sync
- Turn reported problems into tracker issues during the call.
- Updating the CRM after sales calls
- Have deal notes and next steps drafted in your own fields.
- Recalling past decisions
- Ask what was decided on a topic and get the owner and source calls.
- Keeping client briefs current
- Let consultants update briefs and draft deliverables from conversations.
- Writing investor updates
- Assemble updates and board preparation from weekly meetings.
Things to know
- Separate from Tana Outliner
- The meeting platform and the Supertags-based outliner are distinct products with different sites.
- Free plan limits
- The Free plan allows five hosted meetings per month, one connected calendar and 50 AI queries.
- AI credits can be topped up
- If a plan's AI allowance runs out, extra credits can be bought in custom amounts.
- Some connections are not live yet
- The home page marks Google Workspace and Microsoft 365 as coming soon.
FAQs
What is Tana?
Tana is an agentic meeting platform where AI agents complete tasks, such as filing issues or drafting emails, during video calls.
What is Tana used for?
Tana is used to capture meetings, turn discussions into issues, documents, CRM updates and logged decisions, and keep a searchable team memory of what was agreed.
Is Tana free?
Tana has a Free plan limited to five hosted meetings each month, including transcripts and summaries, with a single calendar connection and 50 AI queries. The paid Pro plan removes the meeting cap; see the pricing page for its price.
Does Tana offer a free trial?
Yes. Tana's pricing FAQ describes a free trial lasting 30 days that needs no card, and yearly subscribers additionally get 60 days in which to ask for a refund.
Does Tana join my calls as a bot?
No. Tana captures audio from your own machine on Zoom, Teams or Google Meet, so nothing is added to the participant list.
Does Tana have an API?
Yes. Tana provides an MCP server and a public API, and says all content can be exported.
Is this the same product as Tana Outliner?
No. Tana states that the meeting platform is a separate product from Tana Outliner, its note-taking outliner.
What happens to my data if I cancel Tana?
You keep access. Tana says your data stays available after a downgrade or cancellation and can be exported to other systems.
Who it's for
- Product teams
- Founders
- Consultants
- Investors
- Sales and customer success teams
Comments
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Alternatives to Tana
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|---|---|---|---|
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 FabricAI workspace that keeps files, notes and meetings in one searchable place, with assistants that act on them. |
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 NotionWorkspace for docs, databases and projects with built-in AI agents, meeting notes and cross-app search. |
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 SlackTeam messaging platform with channels, huddles, workflow automation and built-in AI such as Slackbot and AI search. |
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 ZepContext and memory layer for AI agents that builds governed knowledge graphs from business data, documents and conversations. |
Yes | — | Yes |
Listed in the same categories as Tana. A starting price appears only where we checked it on the maker’s pricing page; a dash means not checked or not published. All Meeting Assistants tools