Tana is an agentic meeting platform that files issues, drafts emails and updates CRMs during calls. Free plan; Pro from $20 per user/month.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Tana is an agentic meeting platform where AI agents do work during video calls. Instead of producing a summary after the call, it files issues, drafts emails, updates a CRM and logs decisions while the conversation is still happening. The company describes the goal as work getting done in the meeting, not after it. It is a separate product from Tana Outliner, the company's note-taking outliner.
Two parts make up the product. A meeting assistant sits in calls on Zoom, Teams or Google Meet and proposes actions. A knowledge graph behind it stores customers, decisions, issues and people from every call. Each meeting adds to the same memory, so later meetings can draw on earlier ones, and the company says its agents read the same context the team does.
Tana runs on the user's computer and captures the call locally. Nothing appears in the participant list on Zoom, Teams or Google Meet, and no bot joins on the user's behalf. Calls can also be hosted inside Tana, where the assistant is simply part of the room, and guests can join from a link without an account or app.
Tana proposes and a person decides. Each issue, email, CRM update or decision appears as a proposal that can be accepted, edited or dismissed, during the call or afterward. Changes to the team's knowledge graph are shown as a diff before they land. Access follows attendance: a meeting is visible to the people who were in it unless someone shares it further.
The action features cover the usual follow-up work. Tana files issues in Linear, Jira or GitHub, drafts follow-up emails for review, writes deal notes to HubSpot and logs decisions with an owner. During a call it also works as a cheat sheet, surfacing what the team committed to last time and running research when someone says a topic needs looking into.
Beyond the call, the shared graph can be queried. Asking what was decided about SSO returns the decision, the owner, the reasoning and the calls it came from. Tana also offers an MCP server and public API, full data export, SSO, support for 33 languages, and access to Claude, Gemini and OpenAI models. The site describes the platform as LLM agnostic.
Tana is an agentic meeting platform in which AI agents do work during video calls. It files issues, drafts emails, updates a CRM and logs decisions while people talk, and stores the results in a shared knowledge graph. It is separate from Tana Outliner, the company's note-taking product.
Tana has a Free plan at $0, a Pro plan at an early bird price of $20 per user/month (listed against $30), and a Business plan from $35 per user/month. Extra AI credits can be bought in custom amounts and do not expire.
Yes. Tana offers a 30-day free trial with no credit card required. Yearly plans also come with a 60-day refund window, and a Free plan is available as well.
No. Tana runs on your computer and captures the call locally, so nothing appears in the participant list on Zoom, Teams or Google Meet. If you host the call in Tana, the assistant is part of the room.
Tana connects to Google Calendar, Outlook, GitHub, Linear, Jira, Slack, HubSpot, Pipedrive, Claude, Cursor, Codex, GitHub Copilot and Lovable. It also runs an MCP server and a public API for other tools. Google Workspace and Microsoft 365 are listed as coming soon.
No. Tana proposes and a person decides. Issues, emails, CRM updates and decisions appear as proposals to accept, edit or dismiss, and changes to the knowledge graph are shown as a diff first.
Tana has completed a SOC 2 Type 2 examination and is GDPR compliant, with HIPAA listed as expected in Q1 2027. The company says meeting data is never used to train AI models, and the Business plan adds SAML SSO, audit logs and data residency controls.
Not to get value from it. You can run Tana on your own calls and send issues, emails and updates to the tools your team already uses. The knowledge graph becomes more useful as more of the team's calls feed it.