Tana

An agentic meeting platform where AI does the work during the call

Overview

Tana's pitch is that a meeting shouldn't end with a pile of follow-up work. Instead of just transcribing and summarizing, its AI agents sit inside the call itself, drafting documents, filing tickets, and updating a shared knowledge base called the context graph while people are still talking. Every one of those AI-generated changes goes through a proposal step that a human has to approve, which is a deliberate guardrail against the kind of unreviewed AI output that piles up and becomes noise nobody trusts.

It's built for people whose job is largely meetings: product managers running user interviews, VCs sitting through founder pitches, consultants running discovery calls. The free plan caps you at 5 hosted meetings a month, which is enough to see if the workflow fits but not to run on day to day. The early bird pricing on Pro and Max plans (currently $20 and $80 a month) is explicitly temporary and will rise to $30 and $120, so don't assume the price you see today is the price you'll pay next year.

Key Features

  • AI Agents In The Call: Agents join video calls directly, can screen-share, edit documents, and use tools like GitHub and Linear live.

  • Context Graph: A persistent knowledge base that auto-populates from meetings and merges duplicate records over time.

  • Automatic Artifacts: Produces journey maps, annotated screenshots, drafted pull requests, and filed tasks straight out of the meeting.

  • Proposal System: Every AI-generated change requires human approval before it's applied, to avoid unreviewed AI clutter.

  • Botless Meeting Agent: Works with Zoom, Teams, and Google Meet without a visible bot on paid plans.

  • Integrations: Connects to GitHub, Linear, Slack, HubSpot, and calendar tools.

Pricing

Starting price

$20/mo (early bird rate, regular price $30/mo)

  • Free: $0/month. 5 hosted meetings, 1 connected calendar, 50 AI queries.

  • Pro: $20/month early bird (regular $30/month). Unlimited hosted meetings, 20x more AI than Free, botless meeting agent, integrations, full MCP.

  • Max: $80/month early bird (regular $120/month). 5x more AI than Pro, dedicated support and onboarding, unlimited agents, skills, and types.

  • Business: Custom pricing, billed yearly. SAML SSO, audit logs, custom DPA, data residency control, SOC 2/HIPAA compliance.

Disclaimer: pricing may change, confirm on Tana's own pricing page before buying.

Pros

  • Work Finishes During The Meeting: Documents, tickets, and decisions get produced live instead of as a separate post-meeting chore.

  • Human Review Built In: The proposal system stops AI changes from applying automatically without a person checking them.

  • Deep Integrations: Direct connections to GitHub, Linear, Slack, and HubSpot for filing real work items.

  • Persistent Context Graph: Organizational knowledge builds up and self-cleans across meetings rather than living in disconnected notes.

Cons

  • Early Bird Pricing Won't Last: Tana itself states the $20 and $80 rates rise to $30 and $120 once the promotion ends.

  • Free Plan Is Limited: 5 hosted meetings a month is a trial, not a real daily workflow.

  • Learning Curve: A context graph and agentic meeting workflow is a bigger conceptual shift than a simple notetaker, and takes time to trust.

  • Business Tier Is Quote-Only: No published price for the compliance-heavy tier, so larger teams still need a sales conversation.

What Makes It Unique

  • Agents Inside The Meeting: Unlike notetakers that summarize after the fact, Tana's AI agents actively draft documents and file tickets while the meeting is still happening.

Kay Score

7.2

/ 10

Tool Information

Pricing

$20/mo (early bird rate, regular price $30/mo)

Category

Research & Productivity

Platform

Web / iOS / Android

Last Updated

Top Alternatives

Lido

Extract data from any document and turn it into a spreadsheet, no templates needed.

Lido reads PDFs, scans, invoices and receipts with AI and turns them into clean Excel, Google Sheets, or CSV data. No templates, no rules to configure per document layout.

Research & Productivity

Lido

Extract data from any document and turn it into a spreadsheet, no templates needed.

Lido reads PDFs, scans, invoices and receipts with AI and turns them into clean Excel, Google Sheets, or CSV data. No templates, no rules to configure per document layout.

Research & Productivity

Lido

Extract data from any document and turn it into a spreadsheet, no templates needed.

Lido reads PDFs, scans, invoices and receipts with AI and turns them into clean Excel, Google Sheets, or CSV data. No templates, no rules to configure per document layout.

Research & Productivity

43

Perplexity

Search that actually shows its sources.

An AI answer engine that searches the live web and gives you a cited, synthesized answer instead of ten blue links. Lets you pick which underlying model answers your question.

Research & Productivity

Perplexity

Search that actually shows its sources.

An AI answer engine that searches the live web and gives you a cited, synthesized answer instead of ten blue links. Lets you pick which underlying model answers your question.

Research & Productivity

Perplexity

Search that actually shows its sources.

An AI answer engine that searches the live web and gives you a cited, synthesized answer instead of ten blue links. Lets you pick which underlying model answers your question.

Research & Productivity

93

Elicit

An AI research assistant that reads and summarizes academic papers for you.

Elicit searches, summarizes, and extracts data from over 125 million academic papers, and lets you chat with the full text. Every claim it makes links back to the source paper with a supporting quote, which is its answer to the hallucination problem other AI tools have.

Research & Productivity

Elicit

An AI research assistant that reads and summarizes academic papers for you.

Elicit searches, summarizes, and extracts data from over 125 million academic papers, and lets you chat with the full text. Every claim it makes links back to the source paper with a supporting quote, which is its answer to the hallucination problem other AI tools have.

Research & Productivity

Elicit

An AI research assistant that reads and summarizes academic papers for you.

Elicit searches, summarizes, and extracts data from over 125 million academic papers, and lets you chat with the full text. Every claim it makes links back to the source paper with a supporting quote, which is its answer to the hallucination problem other AI tools have.

Research & Productivity

25

Granola

AI meeting notes that don't need a bot to join your call.

Granola runs quietly in the background of your meetings on Zoom, Meet, Teams, or in person, letting you jot rough notes as you go. It then merges your notes with the full transcript to generate a clean, contextual summary, no meeting bot required.

Research & Productivity

Granola

AI meeting notes that don't need a bot to join your call.

Granola runs quietly in the background of your meetings on Zoom, Meet, Teams, or in person, letting you jot rough notes as you go. It then merges your notes with the full transcript to generate a clean, contextual summary, no meeting bot required.

Research & Productivity

19

Wispr Flow

Don't type, just speak, voice dictation that turns rambling speech into clean, formatted text in any app.

Wispr Flow is a voice dictation app for Mac, Windows, iPhone, and Android that turns spoken words into clean, properly formatted text in whatever app you're using. It skips typing entirely, AI strips out filler words and adapts tone to context (email vs. code vs. chat) as you speak.

Research & Productivity

Wispr Flow

Don't type, just speak, voice dictation that turns rambling speech into clean, formatted text in any app.

Wispr Flow is a voice dictation app for Mac, Windows, iPhone, and Android that turns spoken words into clean, properly formatted text in whatever app you're using. It skips typing entirely, AI strips out filler words and adapts tone to context (email vs. code vs. chat) as you speak.

Research & Productivity

Wispr Flow

Don't type, just speak, voice dictation that turns rambling speech into clean, formatted text in any app.

Wispr Flow is a voice dictation app for Mac, Windows, iPhone, and Android that turns spoken words into clean, properly formatted text in whatever app you're using. It skips typing entirely, AI strips out filler words and adapts tone to context (email vs. code vs. chat) as you speak.

Research & Productivity

42

Aigency Valet 2.0

AI tool that finds local businesses with marketing gaps and drafts outreach emails to pitch them

Aigency Valet lets you enter a niche and location, then scans for local businesses with visible marketing problems (outdated site, no SSL, weak Google listing) and drafts a personalized outreach email for each one. You still send the emails yourself.

Research & Productivity

Aigency Valet 2.0

AI tool that finds local businesses with marketing gaps and drafts outreach emails to pitch them

Aigency Valet lets you enter a niche and location, then scans for local businesses with visible marketing problems (outdated site, no SSL, weak Google listing) and drafts a personalized outreach email for each one. You still send the emails yourself.

Research & Productivity

Aigency Valet 2.0

AI tool that finds local businesses with marketing gaps and drafts outreach emails to pitch them

Aigency Valet lets you enter a niche and location, then scans for local businesses with visible marketing problems (outdated site, no SSL, weak Google listing) and drafts a personalized outreach email for each one. You still send the emails yourself.

Research & Productivity

49

Related reviews and guides

Never miss an AI breakthrough

Join 1000+ subscribers getting the latest AI tools, news, and tips delivered straight to their inbox every Tuesday.