Description
Tana is an innovative agentic meeting platform designed to transform how teams collaborate during meetings. Unlike traditional meeting tools, Tana allows AI agents to perform real work during video calls, ensuring that outcomes are achieved in the moment rather than relying on follow-up actions. This platform is built to enhance productivity by capturing decisions, creating documents, and updating context graphs while discussions unfold.
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The core functionality of Tana revolves around its ability to integrate seamlessly with various tools and platforms, including GitHub, Slack, HubSpot, and Google Calendar. This connectivity ensures that all relevant information is accessible during meetings, allowing participants to focus on discussions without the distraction of note-taking or administrative tasks. Tana's AI agents work alongside users, capturing key points and action items, which helps to eliminate the common issue of 'meeting debt'—the phenomenon where decisions made in meetings are forgotten or poorly documented.
Tana is particularly beneficial for a range of professionals, including consultants, VCs, founders, and customer success teams. For consultants, Tana helps in updating client briefs and drafting presentations in real-time, allowing them to focus on advising rather than administrative tasks. VCs can utilize Tana to log decisions and draft investment memos during calls, ensuring that critical information is captured without delay. Founders benefit from Tana by keeping investor updates and hiring processes in motion, while customer success teams can capture account notes and follow-ups efficiently.
The platform also emphasizes security and compliance, being SOC 2® Type 2 certified, GDPR compliant, and HIPAA compliant (ETA Q1 2027). Tana provides granular control over data visibility, ensuring that sensitive information is shared only with authorized users. With its customizable AI agents, Tana allows users to define workflows and configure agents to meet specific needs, making it a versatile tool for various organizational contexts.
In summary, Tana is not just a meeting platform; it is a comprehensive solution that redefines how meetings are conducted, making them the most productive part of the workday. By leveraging AI to handle administrative tasks, Tana enables teams to focus on what truly matters: collaboration and decision-making.
- CategoryAI Knowledge Management
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb, Mobile
Tana's Core Features
AI agents perform real work during meetings
Integrates with GitHub, Slack, HubSpot, Google Calendar
Captures decisions and action items in real-time
Customizable AI agents and workflows
SOC 2® Type 2 certified
GDPR compliant
HIPAA compliant (ETA Q1 2027)
Granular control over data visibility
How to use Tana?
Configure: Set up your Tana account and connect your preferred tools.
Customize: Define the workflows you want and configure AI agents accordingly.
Schedule: Plan your meetings and ensure all participants are informed.
Conduct: Hold your meeting with Tana capturing key points and decisions.
Review: After the meeting, review the captured notes and action items.
Follow-up: Use Tana to manage follow-ups and ensure tasks are completed.
Optimize: Continuously refine your workflows based on meeting outcomes.
Tana's Use Cases
- Consultants
- VCs
- Founders
- Customer Success
- Sales Teams
