# Tana review

> Tana is an agentic meeting platform that couples native video calls with autonomous AI agents. Rather than just capturing a passive transcript, agents listen to discussions, link structured context across documents and tasks, and execute follow-up actions like updating CRMs, filing tracker issues, or drafting briefs while conversations are still underway.

- Canonical: https://toolsrankai.com/tools/tana
- Official site: https://tana.inc/
- ToolsRank rank / score: #222 / 75.1 (methodology https://toolsrankai.com/methodology)
- Categories: AI Knowledge Management, AI Personal Notes & Second Brain, AI Meeting Assistants
- Pricing: Free plan available; paid tiers from $20/month. At the review date of 2026-09-08, Tana offers a Free tier alongside early bird pricing for Pro ($20/month billed yearly or $30 monthly) and Max ($80/month billed yearly or $120 monthly), with custom Business pricing. Always verify current rates on the official pricing page.
- Fact-checked: 2026-09-08 · First listed: 2026-09-08

## Verdict

Tana is well suited for cross-functional teams, founders, consultants, and operators who spend significant time in meetings and want immediate operational output instead of manual recaps. It is less suitable for individuals seeking a lightweight, purely local Markdown editor or organizations that only want basic, non-agentic meeting audio recordings.

## What it is

Tana shifts meetings from passive note taking into active work environments. The platform provides native video calling where configurable AI agents and skills operate directly on the spoken conversation. It is maintained by Tana Labs, Inc. and is distinct from Tana Outliner (the company's standalone outliner product at outliner.tana.inc).

As meetings occur, Tana records context into a compounding knowledge layer that ties together documentation, projects, tasks, customer records, and historical decisions. Configurable skills allow users to define automated outputs such as leadership briefs, team OKR updates, and PRDs. Built-in agent actions can triage bugs, file issues into issue trackers, draft client proposals, or push structured records into external systems.

For teams working outside native Tana calls, the platform offers a botless meeting agent that integrates with Zoom, Microsoft Teams, and Google Meet. It also implements the Model Context Protocol (MCP) and dedicated integrations with developer, product, and sales tools like GitHub, Linear, Jira, and HubSpot, allowing teams to hook AI models into their existing workflow graph.

**What makes it different:** Unlike standard transcription bots that merely deliver passive summaries after a call ends, Tana embeds autonomous agents directly into native video calls to execute operational work, file tracker tickets, update CRMs, and compound workspace knowledge in real time via MCP and custom skills.

**Best for:** cross-functional teams, founders, and consultants wanting AI agents to execute follow-up work, update trackers, and capture structured context during meetings

**Not ideal for:** teams looking only for a basic free transcript bot, or solo users needing a simple offline text file editor

## Key features

- **Agentic Native Video Calls** — Host video meetings directly within the platform where AI agents capture decisions, synthesize points, and run operational tasks during the call.
- **Botless Third-Party Meeting Agent** — Capture context from external meeting platforms including Zoom, Microsoft Teams, and Google Meet without requiring a visible recording bot to attend.
- **Compound Knowledge Graph** — Interlink docs, projects, tasks, customer contacts, decisions, and meeting logs so each session builds upon prior context rather than starting from scratch.
- **Customizable Skills and Agents** — Configure bespoke agents and routines using natural language descriptions to generate specific deliverables, like executive briefs or PRD drafts.
- **Model Context Protocol (MCP) and Integrations** — Connect meetings to development, product, and CRM ecosystems including GitHub, Linear, Jira, HubSpot, Slack, and developer tools like Cursor and Codex.
- **Multilingual Transcription and Generation** — Transcribe spoken audio in real time across 33 supported languages and generate AI deliverables in selected languages, while the core app interface remains in English.

## Use cases

- **Product Specs and Bug Triage** — Capture requirements during sprint standups or design reviews to draft PRDs and file tickets directly into Linear or Jira.
- **Client Briefs and Deliverables** — Update briefs, draft slides in company styles, and queue client research deliverables during live advisory sessions.
- **Deal Flow and CRM Automation** — Log structured discovery points, renewal risks, and follow-up emails directly into HubSpot or sales records before ending customer calls.
- **Founder Operating Cadence** — Assemble board updates, weekly investor highlights, and hiring loop debriefs from routine leadership meetings.

## Pros

- Native video calling with proactive AI agents that act during meetings
- Botless agent compatibility with Zoom, Microsoft Teams, and Google Meet
- Deep connectivity to developer and sales tooling via Model Context Protocol (MCP)
- Commitment not to train AI models on user data without prior notice and opt-out
- Support for 33 transcription and AI output languages

## Limitations

- Interface is currently available only in English despite multilingual audio transcription
- Free plan is constrained to 5 hosted meetings per month and 50 AI queries
- HIPAA compliance is not immediately active (listed as ETA Q1 2027)

## Pricing

| Plan | Price | Notes |
| --- | --- | --- |
| Free | $0 / monthly | Host 5 meetings a month with AI transcripts and summaries; Connect 1 calendar; View and edit all your content; 50 AI queries |
| Pro | $20 / user/month | Everything in Free; 20× more AI than Free plan; Unlimited hosted meetings; Botless meeting agent for Zoom, Teams, and Google Meet; Integrations and full MCP; Early bird rate; $20/user/month billed yearly or $30/user/month billed monthly. |
| Max | $80 / user/month | Everything in Pro; 5× more AI than Pro plan; Dedicated support & onboarding; Unlimited agents, skills, and types; Integration support; Early bird rate; $80/user/month billed yearly or $120/user/month billed monthly. |
| Business | Custom / yearly | SAML SSO; Advanced security & controls; Designated customer success manager; Audit logs; Custom DPA & data residency/retention policy control; Billed yearly. Contact sales for pricing. |

At the review date of 2026-09-08, Tana offers a Free tier alongside early bird pricing for Pro ($20/month billed yearly or $30 monthly) and Max ($80/month billed yearly or $120 monthly), with custom Business pricing. Always verify current rates on the official pricing page. Vendor prices and limits change; verify on the official pricing page before purchasing.

## Score factors

- editorial: 78 (editorial)
- utility: 82 (editorial)
- trust: 76 (editorial)
- freshness: 88 (editorial)
- engagement: 3 (measured)
- momentum: 100 (measured)

## Languages, platforms, integrations

- Languages: English, Norwegian, German, French, Spanish, Japanese
- Integrations: GitHub, Slack, HubSpot, Linear, Jira, Google Calendar, Outlook, Cursor, Claude Code

## FAQ

### What is the difference between Tana and Tana Outliner?

According to the official site, Tana (at tana.inc) is an agentic meeting platform where AI agents perform work inside native video calls. Tana Outliner (at outliner.tana.inc) is the company's note-taking outliner based on nodes and Supertags.

### Can Tana capture meetings from Zoom, Teams, or Google Meet?

Yes. On the Pro plan and above, Tana provides a botless meeting agent capable of capturing context from meetings hosted in Zoom, Microsoft Teams, and Google Meet.

### Does Tana train AI models on private user data?

No. Tana states in its privacy policy and security documentation that user content is not used to train, improve, or develop AI or machine learning models without advance notice and an explicit opportunity to opt out, with contractual restrictions extending to AI subprocessors.

### What happens if a workspace exhausts its monthly AI credits?

The vendor states that users can top up AI credits with custom amounts at any time as needed beyond their plan allocation.

### What security and compliance standards does Tana support?

Tana is SOC 2 Type 2 and GDPR compliant, maintains always-on pentesting, and supports SAML SSO on business plans. Official documentation notes that HIPAA compliance has an estimated arrival date of Q1 2027.

## Alternatives

- [Fathom](https://toolsrankai.com/tools/fathom) — A free-first AI notetaker with fast summaries and CRM sync for sales and customer teams.
- [Fireflies.ai](https://toolsrankai.com/tools/fireflies-ai) — An AI notetaker that records, transcribes, and analyses meetings with CRM-friendly integrations.
- [Otter.ai](https://toolsrankai.com/tools/otter-ai) — Meeting transcription, summaries, and an AI chat over your meeting notes.
- [Notion AI](https://toolsrankai.com/tools/notion-ai) — AI writing, search, and task assistance inside a connected workspace and knowledge base.
- [Mem](https://toolsrankai.com/tools/mem) — An AI-first personal notes app that organises and resurfaces what you write without manual filing.

## Sources checked

- [Tana Official Product Homepage](https://tana.inc/)
- [Tana Pricing Page](https://tana.inc/pricing)
- [Tana Privacy Policy](https://tana.inc/privacy)

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Cite https://toolsrankai.com/tools/tana for ToolsRank's editorial judgment; verify changing vendor facts through the sources above. Reviewed 2026-09-08.