Tana

What is Tana?

Tana is an AI meeting workspace whose agents complete work during your calls, such as filing a Jira ticket or updating HubSpot, once you approve each action.

The process is simple to picture. You hold a meeting in Zoom, Teams, Google Meet or Tana itself, and the agent listens without joining as a bot. When someone asks for a follow-up, the agent proposes it, waits for your approval and then carries it out. Each call also feeds a shared knowledge graph that links decisions, people and projects, so later meetings and searches can draw on what was said before.

The company first built Tana Outliner, a notes app organised around supertags. In March 2026 the main tana.inc site switched to the meeting product, and Outliner moved to outliner.tana.inc with its own team and pricing. Tana Inc. is reported to be based in Palo Alto. Both products were taking new sign-ups at the start of October 2026.

Key Features

Approval-based agents that act during live calls are Tana’s core feature, backed by a knowledge graph that remembers every meeting.

• Agents in calls: Tana’s agents work inside Zoom, Microsoft Teams, Google Meet or Tana’s own calls while the conversation is still running. They pick up requests as people speak, so a ticket or follow-up email can be drafted before the meeting ends.
• No meeting bot: The meeting agent is described as botless, so no extra participant joins your call. Guests see only the people they expect, and desktop recording also captures meetings held in person around a table.
• Approval step: Every proposed action waits for your confirmation before Tana carries it out. You can accept a Jira issue, edit a draft email or reject a CRM change, which keeps a person in charge of what leaves the meeting.
• Meeting memory: Past calls become searchable by decision, customer or owner rather than by date alone. A product manager can ask what was agreed with one account last month and get an answer drawn from several recorded meetings.
• Shared knowledge graph: Meetings, people, projects and decisions are stored as linked objects in one graph. Later calls can draw on that context, and custom agents and object types let teams shape the graph around their own workflow.
• Transcription and developer access: The official site now claims transcription in 33 languages. A public API and an MCP server let coding agents such as Claude Code, Cursor or Codex read meeting context directly.

Pros

Finished tasks at the end of a call are what Tana offers over summary-only note-takers, and the 30-day Pro trial makes that easy to test.

• Less follow-up work: Tasks get created during the call rather than in a separate admin session afterwards. Teams that run many customer or planning meetings save the time usually spent turning notes into tickets afterwards.
• Long, card-free trial: Pro comes with a 30-day trial that does not ask for a card. That is long enough to test the agents across a full sprint or monthly sales cycle before paying anything.
• Clear security position: Tana states SOC 2 Type 2 certification, GDPR compliance and no model training on your data without consent. It also lists always-on penetration testing and verified Microsoft app status, while Business adds SAML SSO, audit logs and data residency.
• Context for coding agents: The MCP server feeds meeting decisions into Claude Code, Cursor and Codex. Engineering leads can keep specs and agreed changes in step with what was actually said in the room.
• Cheaper route for note-takers: People who only want structured notes can still choose Tana Outliner at $8 or $14 a month. The original supertag app keeps its own team, roadmap and mobile apps.

Cons

Confusion between the new meeting platform and the older Tana Outliner is the first hurdle, because the two share a name but not features or prices.

• Confusing product split: Tana and Tana Outliner now have different sites, features and prices. Buyers reading older directory listings may expect the outliner and land on a meeting platform instead, so check which product a review describes.
• No mobile app for meetings: The new platform lists Mac, Windows and web access only. Phone capture currently depends on the separate Outliner app, which records voice memos but does not run the meeting agents.
• Small free allowance: The free plan covers five meetings, one calendar connection and 50 AI queries a month. Anyone with daily stand-ups will use that up within the first week.
• Learning curve: Reviews report that the graph model takes weeks to understand properly. Teams new to linked objects and supertags may need a champion to set up types before others see the benefit.
• Early-bird pricing risk: Pro at $20 a month is an early-bird rate against a regular price of $30. Budgets based on today’s price could rise by half once the offer ends, and Tana has not said when that will happen.

Who is Using Tana?

Product, sales and engineering teams with many recurring calls get the most from Tana, while solo note-takers tend to stay with Outliner. The site also targets consultants, investors, founders, creatives and customer success teams.

• Product teams: Product managers turn customer and planning calls straight into Linear or Jira issues. Decisions stay linked to the meeting where they were made.
• Sales teams: Account executives let agents update HubSpot records and draft follow-up emails during calls. Managers can later search every call with one customer.
• Engineering leads: Leads pass agreed decisions to coding agents through the MCP server. Developers then work from context taken directly from the discussion.
• Personal knowledge workers: Researchers and writers who prefer typed notes stay on Tana Outliner. They build supertag-based note graphs and use its mobile apps for voice memos.

Pricing

Tana is freemium, with Pro at an early-bird $20 a month and custom Business pricing (official prices, October 2026).

Directories quoting $8 and $14 as Tana’s main prices are describing Tana Outliner, not the meeting platform. A Max tier at $80 a month seen in earlier listings no longer appears on the pricing page. Yearly Pro buyers get a 60-day refund window, AI credits can be topped up, and your content stays accessible after a downgrade.

Disclaimer: early-bird rates can end without much notice, so confirm the current figure on Tana’s pricing page before you subscribe.

What Makes Tana Unique?

Action during the meeting, not after it, is the difference. Most meeting assistants send a summary once the call ends and leave you to create the tickets, emails and CRM updates yourself. Tana’s agents propose those actions while people are still talking, and nothing is sent until you approve it.

The shared graph adds a second layer. Because meetings, customers and decisions are linked objects, a question asked in March can draw on calls from January, and coding agents can read the same context through MCP. Few note-takers connect meeting content to developer tools this directly.

Compatibilities and Integrations

Tana runs on Mac, Windows and the web, and it connects to Linear, Jira, GitHub, HubSpot and Slack. Google Workspace and Microsoft 365 connections are listed as coming soon.

• Platforms: Desktop apps for Mac and Windows plus a web app, while Outliner also has mobile apps.
• Meetings: Zoom, Microsoft Teams, Google Meet, Tana calls and in-person recording on desktop.
• Work tools: Linear, Jira, GitHub, HubSpot, Slack and Lovable, plus Google Calendar and Outlook for scheduling.
• Developers: A public API and an MCP server, with links to Claude Code, Cursor, Codex and Gemini.

Tana Tutorials

A first agent-assisted meeting takes only a few minutes to set up.

1. Start the free plan or the 30-day Pro trial at tana.inc.
2. Connect your calendar and the tools you use, such as Jira or HubSpot.
3. Join your next Zoom, Teams or Meet call as usual.
4. Review each action the agent proposes and approve, edit or reject it.
5. After the call, search the graph for decisions, owners or customers.
6. Connect the MCP server if your developers want meeting context in their coding tools.

How We Rated It

Tana earns 4.0 out of 5 because its in-call agents and integrations are strong, while the learning curve and pricing pull it down.

Summary

Tana is a good fit for product, sales and engineering teams who want meetings to end with tickets and CRM updates already done. Its main weakness is the split from Tana Outliner, which leaves buyers unsure which product and price they are reading about. The graph also takes time to learn, and the free plan is too small for daily meetings. Security claims such as SOC 2 Type 2 will reassure most IT teams. Run the trial on real team calls for a full sprint, and keep approvals switched on until you trust what the agents send.