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Tana

Tana is an agentic meeting platform that runs AI agents inside native video calls, not as separate bots. It captures transcripts, generates summaries, extracts tasks, and connects results to your knowledge graph, docs, and project tools. Free users host five meetings monthly, while Pro and Max add unlimited meetings, more AI capacity, and full MCP integrations for Zoom, Teams, and Google Meet.

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What is Tana?

Tana is an agentic meeting platform that embeds AI agents directly into native video calls so that work happens during the meeting rather than after it. The core product premise is that people spend tens of thousands of hours in meetings, and Tana makes those hours productive by having AI agents listen, transcribe, summarize, extract decisions, and execute follow-up work in real time. Unlike traditional AI notetakers that join as separate bots, Tana's agent works inside Zoom, Microsoft Teams, and Google Meet calls natively, which removes bot fatigue and gives the agent full context. The company frames Tana as a replacement for a meeting platform, company wiki, docs, project management, AI notetakers, and a large portion of AI assistants, because everything connects through a context graph that enriches the AI models it uses. Users get AI transcripts and summaries, with the free plan allowing five hosted meetings per month, one connected calendar, and fifty AI queries. Paid tiers scale AI capacity significantly, with Pro offering twenty times more AI than free and Max five times more than Pro, plus unlimited hosted meetings and dedicated support. The platform is LLM-agnostic, giving users access to the latest Claude, Gemini, and OpenAI models through its context graph, and it supports full MCP integrations so agents can connect to tools like HubSpot, Jira, Linear, and GitHub. Tana also positions itself as a meeting-replacement product where discussion, decisions, and execution happen in one place: agents can create follow-up items, update project trackers, and draft documents from what was said. Security features include SAML SSO, audit logs, custom DPA, and data residency controls on the Business plan, with GDPR, SOC 2, and HIPAA compliance paths mentioned. The pricing page emphasizes an early-bird discount and a 30-day free trial with no credit card required. Practically, the agent runs during the call and produces artifacts immediately: follow-up items are created and assigned, project trackers are updated, and document drafts are generated from what was said, so the meeting ends with work already done rather than a to-do list to write afterward. The desktop client supports downloading the app for Windows and macOS, and the yearly billing path includes a 60-day refund window alongside the 30-day no-credit-card trial. Data export is guaranteed even after cancellation, which lowers the switching risk for teams evaluating a platform replacement.

Tana AI Meeting Assistant product interface screenshot

Tana Core Features

Native meeting agent

AI works inside Zoom, Teams, and Google Meet calls without a separate bot.

AI transcripts and summaries

Real-time capture with automatic meeting summaries.

Task and decision extraction

Follow-up items and decisions are pulled out and assigned during the call.

Context graph

Meeting knowledge connects to docs, wiki, and project data for compounding intelligence.

LLM-agnostic

Access to the latest Claude, Gemini, and OpenAI models through one interface.

Full MCP integrations

Connect HubSpot, Jira, Linear, GitHub, and almost any other tool.

Scalable AI capacity

Free includes 50 AI queries; Pro and Max multiply AI allowance significantly.

Enterprise controls

SAML SSO, audit logs, custom DPA, data residency, and compliance paths.

Who is Tana for?

Tana targets professionals whose work is dominated by meetings. Team leaders and managers use it to turn recurring staff meetings into documented action items without hiring note-takers. Consultants and agency teams capture client calls and automatically generate summaries and follow-up tasks for delivery teams. Product and engineering managers connect Tana to Jira, Linear, and GitHub so decisions made in meetings become tickets and issues automatically. Sales teams benefit from call summaries linked into HubSpot records with next steps assigned. Knowledge-heavy organizations, such as research or legal teams, use the context graph to accumulate searchable meeting intelligence that compounds over time. Remote and hybrid companies replacing their meeting stack use Tana as an all-in-one platform for calls, notes, and project tracking. Finally, executives and operations leads who want an LLM-agnostic AI layer over their workflow tools use Tana's MCP integrations to delegate follow-up work to agents instead of doing it manually. Startup founders and small teams that cannot afford dedicated operations staff use Tana to capture every customer call and investor meeting with structured outputs. Customer success managers use call intelligence to spot churn signals and log follow-ups. HR and people teams document one-on-ones and performance conversations with consistent records. Training and enablement teams turn meeting outcomes into onboarding material through the context graph. Operations leads at remote companies use the MCP layer to connect meeting decisions into their automation stack.

Tana Use Cases

Turn a weekly team meeting into documented action items without a note-taker.

Capture client calls and auto-generate summaries plus follow-up tasks for delivery.

Convert decisions from product meetings into Jira and Linear tickets via MCP.

Sync sales call outcomes into HubSpot records with assigned next steps.

Search past meeting intelligence with AI queries across an accumulated context graph.

Replace separate meeting, wiki, docs, and project tools with one connected platform.

Delegate post-meeting chores such as drafting summaries and updating trackers to agents.

Tana Pros and Cons

Pros

  • Botless native meeting agent avoids the fatigue and context loss of separate notetaker bots.
  • Context graph and MCP integrations connect meeting output directly to real work tools.
  • Generous free tier with 50 AI queries and five hosted meetings per month.
  • LLM-agnostic design keeps access to the latest frontier models without vendor lock-in.

Cons

  • AI query and meeting limits on the free plan may feel tight for heavy meeting users.
  • Positioning as a meeting-platform replacement requires switching habits and tools.
  • Advanced controls like SSO and audit logs sit only on the custom-priced Business plan.

FAQ About Tana

Tana Pricing

FreemiumFrom USD 0.00

Freemium: Free $0 with 5 hosted meetings/month and 50 AI queries; Pro early bird $20/user/month (normally $30); Max early bird $80/user/month (normally $120); Business custom priced with SSO and advanced controls.

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Free

$0/month

5 hosted meetings monthly, 1 calendar, 50 AI queries, view and edit all content.

Pro

$20/user/month

Early bird; 20x more AI than free, unlimited hosted meetings, botless agent, full MCP.

Max

$80/user/month

Early bird; 5x more AI than Pro, unlimited agents and skills, dedicated support.

Business

Custom

SAML SSO, audit logs, data residency, custom DPA, and compliance controls.

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