The Tana blog

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Claude Code and ChatGPT, live in your meeting

Tana is the first meeting platform that runs your own Claude Code and ChatGPT inside the meeting. They hear the call, see the screen and use your connectors, so the deck, the research and the follow-up are done before you hang up.

Briefs that research, tasks with due dates

Meeting briefs look up the people you meet for the first time, tasks get due dates, and you can react to and reply to messages.

  • Web research in meeting briefsBefore your first meeting with someone outside your company, the meeting brief says who they are and what their company does, with links to where it found that.
  • Due dates on tasksTasks and workflow items can have a due date. Type it the way you'd say it, like "fri 3p" or "in 2 weeks". Overdue items turn red, due items show on your Calendar, and search can filter and group by due date. A due date with a time is the same moment for everyone, shown in each person's own time zone.

Also in this release

  • React to messages and reply to them
  • Get the summary before the meeting ends
  • Share a meeting summary with a link
  • Email the summary to people from other companies
  • Present images and web pages in a meeting
  • Move a meeting to a space when it ends
18 more improvements and 8 fixesOpen release

Done before the meeting ends

As you talk, Tana suggests the next step, like a Linear issue or a Slack message, and drafts it for you to approve. Say "Hey Tana" in any meeting you capture, get a brief ten minutes before each call, and find every meeting and what it left you on a new Home.

Tana for iPhone and iPad

Tana on iPhone and iPad

Tana is in the App Store for iPhone and iPad, and one click during a meeting captures what was just said.

Also in this release

  • Custom vocabulary for transcription
  • Capture what was just said with one click
  • Find all open actions in one place during a meeting
  • See the summary and what's left after a meeting
  • Schedule a follow-up meeting from a suggestion
  • A reminder with a brief before each meeting
13 more improvements and 9 fixesRead the storyOpen release
Live suggestions

Live suggestions in meetings, and a new Home

Tana suggests what to do with what was just said in a meeting, Home becomes a timeline of your meetings, and each meeting comes with a brief.

  • Live suggestionsDuring a meeting, Tana suggests what to do with what was just said: a task in Tana, an issue in Linear, a message in Slack, or wherever your organization keeps that kind of work. Press the suggestion and Tana drafts it, or pick another tool from the arrow. You can also skip the card and say "Hey Tana, file that as a bug". The draft waits for your approval before anything is sent.
  • Home is a timeline of your meetingsHome is a scrollable timeline of your meetings, a day at a time, starting from now. The next meeting is at the top with its join or capture button. Each past meeting lists the proposals and drafts it left for you, and you can respond to each one from its row. Start a meeting or a capture from the top right, and right-click a meeting to pin it or open it in a new tab or panel.
  • Meeting briefsUpcoming meetings come with a short brief: what came out of your last meetings with the same people, what each person said they would do, and who's new. Today's meetings on Home show it, and ten minutes before a meeting the desktop app shows it with a "How can I help you prepare?" box. What you type there goes to your private chat for that meeting.

Also in this release

  • A new meeting page
  • The same chat and suggestions in the capture companion
  • Email the summary to attendees
  • Your copy of meetings another organization hosts
  • Your tasks, pins and recent documents are in Work
  • Chat with any document
13 more improvements and 6 fixesRead the storyOpen release

Hey Tana just does it, and a meeting calendar

Saying "Hey Tana" carries out your request without a spoken reply, a Calendar lays out your meetings and what came out of them, and Tana opens on a new Home.

  • "Hey Tana" listens and just does itSaying "Hey Tana" used to bring Tana into the call: a voice session opened, you were answered out loud, and the meeting waited. Now the request is heard and carried out with nothing spoken back, so you can ask in the middle of someone else's sentence and the conversation never breaks. To actually talk, ask for it: "Hey Tana, let's talk".
  • Calendar: your meetings by day, week or monthYour meetings laid out over time. A meeting that has already happened is not just an entry in the week, it carries what came out of it, so clicking last Tuesday gives you the summary, the outcomes, the proposals still to review and what was pinned. Meetings ahead of you open ready to edit, and you can drag across the calendar to draft one.
  • Home replaces TodayTana now opens on Home. Rather than a list of everything, it leads with what is coming up next and the one action that meeting needs, then what recent meetings produced, your tasks, today's pins, and the documents you have been in lately.

Also in this release

  • Work replaces Activity
  • Space home page
  • Actions: file issues and send messages from Tana
  • Option fields on your types
  • Capture window for meetings outside Tana
  • Video recording for meetings
8 more improvements and 11 fixesOpen release

Multitasking voice agent, plain-language search

The voice agent works on several requests in the background during a meeting, search turns a plain question into filters, and a search can be saved as a document.

  • The voice agent works in the background, on several things at onceAsk the agent for something mid-meeting and it goes off and does it while the conversation carries on: look something up, draft or update a document, find related notes, or act in a tool you've connected. Several requests can be running at the same time. Each is acknowledged as you make it, and the result comes back at a natural pause rather than over whoever is speaking. It also follows more of the meeting than it used to, including the day's agenda and the meeting's pinned items, captured outcomes and shared screen, so there is less to explain before you ask.
  • Search understands a plain-language questionTyping something like "meetings with Sarah last week" now turns into filter pills automatically, with a sparkle icon on the search field marking an interpreted query, instead of only matching on keywords. Edit a filter by hand and it becomes your own; the sentence drops away and the filters stay.

Also in this release

  • Ask the voice agent to present a document
  • Set up a daily brief in Slack
  • A formatting toolbar when you select text
  • Save a search as a document, and pin it
  • Change or remove a document's type
  • Delete a screen-share capture
12 more improvements, 11 fixes and 1 noteOpen release

Tana auto-detects external meetings

Tana notices when you are in a Zoom, Teams, Meet, or Slack call that never made it onto your calendar, and asks whether to capture it. One click turns it into a transcript, a summary, and outcomes. Plus presenting a real document instead of your screen, Tana in Slack, and our SOC 2® Type 2 report.

A clearer transcript, and proposals you can edit

Correct a proposal's fields while you review it, read the whole transcript in one place grouped by speaker, and the wrap-up leaves a field blank rather than guessing.

In this release

  • Fix a proposal's fields while you compare it
  • One transcript, easier to read and to copy
  • Telling documents apart when you present
  • The browser tab names the meeting you are in
  • The wrap-up stops inventing details
  • Sending an item to Linear or Jira creates the issue
5 more fixesOpen release
Tana spots your external meetings and offers to capture them

Tana notices the meetings you didn't schedule

Tana notices meetings that aren't on your calendar and offers to capture them, you can mention @tana in Slack threads, and a type's fields become columns and filters.

  • Tana spots your external meetings and offers to capture themTana now notices when you are in a meeting held somewhere else and offers to capture it, without you starting anything. It listens for meeting-like activity from your microphone and speakers, so it covers calls in the apps it recognizes (Slack, Chrome, Microsoft Teams, Zoom, Discord, or a generic browser or call), and it works even when the meeting is on nobody's calendar. A "Meeting in progress" card appears with "Capture Meeting" and "Dismiss". A meeting in a browser tab only prompts when your camera is on too, so music and unrelated tabs stay quiet. Dismissing or stopping a capture stops Tana asking about that meeting again. It is on by default on the desktop app, not Linux, and you can switch it off under "Detect external meetings" in Settings, Preferences.
  • Mention @tana in any Slack threadBring Tana into a Slack conversation by mentioning @tana in a thread. It replies in place, keeps a running chat for that thread, and can read earlier messages and shared files, so you can drop in a screenshot or doc and ask follow-up questions. It only sees what each person in the thread can see. If your Slack email doesn't match a Tana account, it replies with a link to pair the two so future mentions resolve to you.
  • Attribute columns, filters, and Display menu on typed entriesA type's declared fields now render as columns in its entries table and its workflow board. Member fields render as avatar chips, Link fields render referenced titles, Date and Text fields flatten to text. A pill bar next to the search field filters the list by field value: a people picker for Member fields, a typeahead picker for Link fields (constrained to the field's target types), and a range picker for Date fields. A "Display" dropdown next to the search field toggles individual columns. Active filters live in the URL, so a filtered view is shareable and returning to the panel after opening an entry restores what was filtered. Filter writes replace the history entry rather than stacking, so Back leaves the panel instead of unwinding each tweak.

Also in this release

  • Meeting links are meet.tana.inc plus a short code
  • A daily brief in your Slack DMs
  • Documents you present show up in the meeting timeline
  • An organization logo
  • Screen shares and raised hands stand out during a call
  • One click to open and start capturing an external meeting
16 more improvements and 13 fixesRead the storyOpen release

AI chat goes further before hitting usage limits

You should reach AI usage limits less often, the AI can hand you a link to share, and the desktop app can open when you log in.

In this release

  • AI chat goes further before hitting usage limits
  • Ask the AI for a link
  • More reliable person search everywhere
  • Launch Tana at login
  • Rename several items in one request
  • Call view stays focused on who's actually there
4 more fixes and 1 noteOpen release

Ask the AI to pin things for you

Ask the AI to pin a doc to a meeting, a space or a date, or put a space, agent or type in your sidebar, plus two desktop app fixes.

In this release

  • Ask the AI to pin things for you
  • Zoom controls work in the desktop app on Linux
  • Panel titles are clickable to rename again in the desktop app

Start, schedule or capture meetings from Today

The top of Today starts or schedules a Tana meeting or captures one in Zoom, Meet or Teams, the AI can move through a recurring series, and summaries download as Markdown.

In this release

  • Start a Tana meeting, or capture one held in Zoom, Meet, or Teams
  • The AI can navigate a recurring meeting series
  • Download a meeting summary as Markdown

Never miss an upcoming Tana meeting

The desktop app reminds you before Tana meetings with a button to join, and admins can invite attendees who share your company's email domain.

Also in this release

  • Invite an attendee to your organization from the meeting card
  • Voice agent answers about the recent conversation instantly
  • Meeting summaries show when there's nothing to summarize
  • Right-clicking inside a document no longer risks deleting it
  • A meeting's title and time stay put once it's synced

Present and capture, in one click

Capture any scheduled meeting through your computer's audio, and put a screen, document or canvas on the shared stage from one Present button.

Also in this release

  • Present, from the meeting toolbar
  • See what the AI is still working on after the call
  • Capture permissions checked before recording, not during
  • Meeting tiles on Today, with pending proposals
  • A friendlier Connect Calendar prompt on Today
  • Presented documents fill the meeting stage edge to edge
1 more noteOpen release
Present a document or canvas in a meeting

A pre-meeting hub

Each upcoming meeting opens on one page with what you need before it, you can present a document or canvas in a meeting, and you can pin anything to the sidebar.

  • One card for every meeting, before the callOpen any upcoming meeting and its left column is a single event card that holds everything you need before the call: a Join Meeting or Capture Meeting button and an Open in calendar link at the top; the full attendee list grouped by RSVP status (Going, Maybe, Not going, Awaiting reply), with anyone already in the call promoted to an In call group at the top; inline rename and reschedule for organizers; the provider's meeting URL in a copyable field alongside Move to Tana for organizers of a synced Google Meet, Teams, or Zoom event; and Invite and Copy guest link pinned at the foot of the roster. Clicking the meeting title during or after the call reopens the same card, so you can edit inline from any phase.
  • Present a document or canvas in a meetingPick a pinned document or canvas and choose Present document from its menu to put it at the center of the meeting as a shared reading or drawing surface. You edit it live while everyone follows along read-only, with your caret or cursor visible so they can glance ahead or drop a note in chat. Followers auto-scroll to stay with you (camera-follow for canvases), with a Follow button if they scroll away and want to catch back up. Guests in the meeting can be given access with one click, so an external attendee can follow the same live document without screen sharing.
  • A sidebar you can pin things toThe sidebar is now a flat primary nav with a Pinned section of your own entry points at the bottom. Drop any item onto the sidebar to pin it, drag pins to reorder, drop one onto a section header to file it there, and right-click anywhere to make a new section for related pins. Pins are per-user, so everyone curates their own set. The Library section above it is where all the organization's docs, meetings, tasks, types, chats, agents, people, skills, canvases, and spaces continue to live.

Also in this release

  • AI jobs, all in one place
  • Settings, Permissions: recover mic, camera, and screen access in one place
  • Capture external meetings out of the box
  • A quieter live digest during the call
  • Preview your workspace before your first meeting
  • Richer past-meeting cards on Today
2 more improvements and 2 fixesRead the storyOpen release

A voice for your meeting agents

Pick the voice Tana's meeting agents speak with, and the voice agent plays through your chosen speakers with less echo.

Also in this release

  • A cleaner Who are you meeting with picker on Meet now
  • External meetings: a persistent details card and Resume capture
  • Recover from a calendar sync error from the Today view
  • Native meeting capture: fewer double recordings
  • Voice agent audio quality

Invite anyone to your meetings

Invite anyone to a Tana meeting by email and they get a calendar invite, and setting up a workspace takes one step.

Also in this release

  • Set up your workspace in one step
  • Connected calendars show the account email
  • Better echo cancellation on laptop speakers
  • Private calendar events stay private
  • Meeting wrap-up recovers from a dropped connection
Two-way calendar sync

Two-way calendar sync

Events you make in Tana sync to Google Calendar or Outlook, the desktop app can capture Meet, Teams and Zoom meetings through your computer's audio, and guests get their own meeting agent.

  • Two-way calendar syncEvents you create and manage in Tana now sync to your connected calendar. Make an event in Tana and it appears in Google Calendar or Outlook moments later, and changes to its title or time, and deleting it, propagate out too. New connections write Tana events to your primary calendar automatically; if you connected a calendar earlier, turn it on by choosing a default calendar to write to in Calendar settings.
  • Capture external meetings with system audio (opt-in)On the desktop app, you can now opt into capturing Meet, Teams, and Zoom meetings through your computer's audio. A small always-on-top window appears a couple of minutes before a scheduled meeting so you can start recording in one click, and the Today toolbar has an instant record button for meetings that are not on your calendar. If a teammate is already capturing a meeting, everyone else can see it so it is not recorded twice. It is off by default while it rolls out; turn it on in settings to try it.

Also in this release

  • Your Meeting Agent for guests
  • Organizer and attendee roles on events
  • Dock Your Meeting Agent as a sidebar
  • Type DELETE to confirm deleting an event
  • Participant tiles keep their shape in the call
  • Typing @ works on non-US keyboards

Hey Tana, and your command in one breath

Say "Hey Tana" and your request in one sentence, and copy a public link to a doc from Send to.

Also in this release

  • Copy a public link from Send to
  • Proposal docs show a Proposal badge
  • The meeting summary stays visible while it regenerates
Redesigned meeting view

Redesigned meeting view

The meeting view puts talking points, pinned items and what the AI captures in one scrollable list, and the voice agent shows clearer states.

Also in this release

  • Incoming-call notifications in the browser
  • Clearer voice agent states in the call
  • createEvent accepts timestamps sent as text

Accurate attendees on meeting cards

Meeting cards show who is actually attending, chat drafts survive a reload, and more AI features keep working when a model is overloaded.

In this release

  • Meeting cards show who is actually attending
  • Chat drafts survive reloads
  • Allow all and Deny all for an MCP tool catalog
  • AI features keep working when a model is overloaded
  • Tana does not reload while you are capturing an external meeting
  • "Find and pin" search popover holds steady

Transcription in your org language

Transcription follows your organization's language, the "Open in Tana" prompt shows straight away, and first visits load faster.

In this release

  • Transcription follows your organization's language
  • Faster first paint on a fresh visit
  • "Open in Tana" prompt appears straight away

Steadier meeting recaps and screen shares

Screen-share screenshots load right away for everyone in the meeting, and meeting recaps finish even when the cover image can't be saved.

In this release

  • Screen-share screenshots show up right away
  • Meeting recaps no longer wait forever on a missing cover image
Let the AI schedule your meetings

Let the AI schedule your meetings

The AI can propose calendar events, guests can use the meeting chat, and you can capture a single part of a meeting as a note or a task.

  • Let the AI schedule calendar eventsThe AI can now propose creating calendar events. It needs a title and a start time, and can also set an end time, time zone, location, description, and participants. Adding participants restricts the event to that list. It still can't change the time, title, attendees, or meeting link of an event that already exists.
  • Chat with everyone in guest meetingsGuests can use Chat with everyone to send and read messages in the meeting, alongside your team. To keep your organization's data private, the AI is turned off in the shared chat whenever a guest is present, with a note explaining the pause. Your own private meeting agent is unaffected.
  • Capture or copy a single part of the meetingEvery row in the live meeting digest gets a hover menu. Capture as turns just that part of the conversation into a note, a task, a typed item, or an artifact. Copy transcript segment copies the same stretch as text, grouped by speaker.

Also in this release

  • Diagrams render in AI chat replies
  • Capture anything from a meeting
  • Meet now or Meet later from Today
  • Choose to open org links in the desktop app
  • Get notified when a type is archived or restored
  • Filter any Library section by creator and visibility
10 more improvements and 5 fixesRead the storyOpen release

From conversation to action

The AI can turn a conversation into a calendar event, guests can join the shared meeting chat, and a new Capture as action grabs the exact part that mattered. Plus Meet now or later from Today, diagrams inline in chat, and more.

Connect your own MCP servers

Connect your own MCP servers

AI chat can use the tools on your own MCP servers, the Tasks view groups and filters your work, and search opens wherever you are.

  • Connect your own MCP serversConnect your own remote MCP servers to Tana from Settings, Custom MCP servers. Authorize a server over OAuth and its tools become available to AI chat through a linked skill, so the AI reaches for them only when that skill is in scope. Manage the connection from the skill's panel: refresh the tool catalog and allow or deny individual tools. Your connected servers are private to you.
  • A reworked Tasks view: grouping, filters, and quick-addThe Tasks view now groups by type by default, plain tasks first and then each workflow type under a heading that links to its definition. Filter pills for Assigned to, Created by, Type, and Space live in the URL, so a filtered view is bookmarkable and the browser's Back and Forward step through your filters. Every group heading has a "+" that creates a task already matching that group and any active filters. With nothing filtered the view shows your most recent tasks rather than an empty screen, and opening Tasks from the sidebar starts with everything assigned to you.
  • Search opens in a popoverThe sidebar "Search" entry opens a popover right where you are, holding the same browse interface: a search field, the filter bar, and the section index when you haven't typed anything yet. Open it from anywhere, including while editing a document, with Cmd+P on macOS or Ctrl+P on Windows and Linux. On iPad and other touch devices it slides up as a bottom sheet that stays clear of the on-screen keyboard.

Also in this release

  • Browse everything from the Library
  • Filter by who can see an item
  • Reopen an archived type
  • Open a video in its own player
  • See where any item lives
  • Set a meeting outcome's state or assignee without opening it
6 more improvements and 9 fixesRead the storyOpen release

Bring your own tools

Tana reaches further this update: its AI can use the tools on your own MCP servers, the Tasks view groups and filters your work into bookmarkable slices, and a new search popover gets you to anything in Tana from wherever you are.

Tana takes it from here

Tana does more on its own: meetings wrap themselves into outcomes, there's one place to create without leaving the call, and your tasks and mentions show more at a glance. Plus a unified Library, Mermaid diagrams, and Outlook calendar sync.

One button to create and capture in meetings

Create and capture from one button in meetings

One button in a meeting creates or captures anything, new workspaces open with a guided welcome session, and documents can hold Mermaid diagrams.

  • One button to create and capture in meetingsDuring a meeting the toolbar now has a single "+" to create or run anything, plus a search to find and pin items. Open it to turn the live discussion into a typed item, choosing the last minute, last two or ten minutes, or the whole meeting. From the same place you can create a doc, canvas, or task for everyone or just yourself, run a summary or item extraction, or run one of your own skills.
  • A guided welcome session for new team membersNew workspaces now open with a guided welcome session: an agent tuned to your industry walks you through Tana in a live meeting and sets up spaces, types with filled-in examples, and a custom agent for your work. A follow-on step lists upcoming meetings from your calendar and invites you to pick one to try Tana in, switching its join link to a Tana call.
  • Diagrams with MermaidYou can now add Mermaid diagrams to any document. Type "/mermaid" or set a code block's language to Mermaid, then switch between a live "Preview" and the "Source". Click a diagram to open it in a pan-and-zoom view. When the AI writes a diagram, it self-corrects unsupported syntax on its own.

Also in this release

  • Activity is now a primary view
  • Archive a type
  • A cover illustration on meeting summaries
  • Agents know what time it is, wherever you are
  • Richer mentions in the editor
  • Pasting a Tana link drops in a mention
9 more improvements and 5 fixesRead the storyOpen release
Meeting outcomes run automatically

Meeting outcomes run automatically

Tana turns a finished meeting into proposed items on its own, every item gets a Send to menu, and Browse and Search share one filter bar.

  • Outcomes run automatically when everyone leavesOnce everyone has left a call, Tana runs the wrap-up that turns the conversation into proposed items on its own. You no longer have to ask it to extract items. The summary already worked this way, and now both run off the same trigger.
  • Send to, one menu for routing any itemEvery item now has a "Send to" menu in its toolbar. From one place you can start a chat about it with Tana, a custom agent, or a teammate, run a skill or integration, pin it to a meeting, copy its link, or export it as Markdown.
  • Better filtering in Browse and SearchBrowse and Search now share one filter bar. Round pills let you scope to a space, jump straight to meetings or chats, and a type palette opens everything else, including your own types. Recents is now "Recently Updated", and Browse opens with a grid of space cards.

Also in this release

  • Restore a deleted document
  • Leave an organization
  • Filter Browse and Search by who created an item
  • Team suggestions ranked by who you work with
  • Your mic starts muted in larger meetings
  • Manage meeting invitees from the details panel
6 more improvements and 4 fixesRead the storyOpen release

In this release

  • Voice agent: choose your agent, voice, and language
  • Voice sessions on the agent panel
  • Pick the voice for an agent
  • A voice agent greets you in the welcome meeting
  • Build your own agent, just by describing it
  • Attach files and images straight from chat
5 more new features, 9 improvements and 9 fixesOpen release

In this release

  • Live meeting digest narrates progress
  • AI builds and edits workflows on your types
  • Help menu in the sidebar
  • Onboarding has an Invite team step
  • File uploads as doc cards
  • Welcome meeting starts when you finish onboarding
5 more improvements and 6 fixesOpen release

In this release

  • Voice agent in your meetings
  • Wake words for the voice agent
  • Thinking sound while the agent reasons
  • AI proposes access changes on any document
  • AI can look up access and metadata
  • Guests see the live meeting digest
2 more new features, 15 improvements and 7 fixesOpen release

In this release

  • Default content language for the AI
  • Every call ends with a canonical summary
  • Join button on calendar event cards
  • Claude Code as a coding tool
  • Emoticon shortcuts for in-call reactions
  • Live section highlighting in the digest
15 more improvements and 7 fixesOpen release

In this release

  • Meeting digest
  • "Probably belongs in" suggestion
  • Restore deleted documents
  • Paste and Match Style on desktop
  • Tagline and summary inside the digest
  • Find and Create drop to the bottom post-call
23 more improvements and 24 fixesOpen release

In this release

  • Inline video and audio
  • Re-Join skips Get Ready
  • Minimized meeting overlay
  • Skills tile and conversation chat tiles in meetings
  • Guest lobby
  • Group-chat ding
4 more new features, 23 improvements and 21 fixesOpen release

In this release

  • Pin agent-changed docs to a meeting
  • Post-meeting summary tile
  • Team tasks tab
  • Desktop system tray with today's agenda
  • Read PDF attachments
  • Your Meeting Agent button
17 more improvements and 4 fixesOpen release

In this release

  • Meet, Create, and Search tiles on the meeting surface
  • Capture external meetings
  • Calendar create menu
  • Per-type AI instructions
  • Copy link to current page
  • New AI tools for agents
16 more improvements and 13 fixesOpen release

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