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Everything you need to know about Tana, the collaborative workspace for documents, tasks, AI, and structured data.
Meetings and chat
MeetingsTana meetings combine video calls, real-time transcription, and AI that turns the conversation into docs, tasks, and decisions, in one place.
Guides
All guidesGetting started with TanaNew to Tana? The fastest way to see what it does is to run a meeting with a colleague and watch the conversation turn into finished work your team shares, no setup needed.
Tana Tutorials: The Basics of TanaA recorded walkthrough of the basics in Tana and how they fit together: run a meeting, review the proposals it drafts, send the work to your tools, and organize everything with spaces and types so it stays findable.
How to work with your team in TanaThe recommended way for a product or tech team to work in Tana together: how meetings turn into finished work, where to capture, when to add spaces and types, and what a productive day looks like.
Catch up on your team's work, then act on itBehind after time away or back-to-back meetings? Ask Tana what your team decided and what is on you, then turn it into filed follow-ups in the same chat, each one reviewed as a proposal before it lands.
Walk into every meeting preparedAsk Tana to draft your meeting prep from your team's record, capture it as a reusable skill so it runs the same way every time, then hand that skill to an agent on a schedule so a prep is waiting before every meeting.
Get outcomes to the right people and tools straight from the meetingAn outcome is finished work. While the meeting runs, ask the AI to update your proposal with what the customer just said, file their feature request in Linear, Jira, or GitHub, send them the updated proposal, post the summary to Slack, and pin what is still open before you leave.
Manage your context with spaces and typesHow items, spaces, and types fit together in Tana, when to reach for each, and how where something lives decides who on your team can see and work on it.
Capture meetings from Zoom, Teams, and MeetCapture your Zoom, Teams, and Meet calls with the Tana desktop app, with no moving the call or asking anyone to switch, and get the transcript, screenshots, and outcomes in Tana to share with your team.
Build a shared issue tracker with a typeCreate an Issue type so your team tracks work the same way: shared fields, one board, and the AI filing new issues in, complete and consistent, from a meeting or a chat.
Create AI agents with skills and integrationsCreate your own AI agents in Tana just by describing them: assistants you equip with skills and integrations that work on demand, in meetings, or on a schedule.
Connect GitHubSet up the GitHub integration so the AI can file and manage issues, review and merge pull requests, read code, and hand work to Copilot, from your meetings and chat.
Connect HubSpotSet up the HubSpot integration so Chat can search contacts, companies, and deals, log notes to CRM records, and update lifecycle stages without leaving Tana.
Connect JiraSet up the Jira integration so the AI can create and update issues from your meetings and conversations, and search projects and issues for context.
Connect LinearSet up the Linear integration so the AI can create and update issues from your meetings and conversations, and search issues to avoid duplicates.
Connect PipedriveSet up the Pipedrive integration so the AI can find contacts, companies, and deals, log notes to your CRM, and create or update records from your meetings and conversations.
Connect Tana to Tana OutlinerConnect your Tana Outliner graph to Tana with Remote MCP, so Tana's AI can search and read your nodes, pull them into documents and meetings, and write new content back into Outliner.
Get IT approval to connect OutlookIf Microsoft asks for admin approval when you connect your Outlook calendar, send your IT admin a ready-made message that explains Tana, its security, and the two-minute approval.
Work in Tana
DocsDocs are the default kind of item in Tana for writing, thinking, and capturing context and information.
TasksTasks in Tana are documents with a state, an assignee and a due date, gathered in the tasks view.
Spaces and sharingSpaces group related content in Tana with their own members and AI personality. Access inherits from organization to space to document.
Agents and extensions
TypesTypes give your documents a defined set of fields, so everything of the same type shares one structure.
IntegrationsIntegrations connect Tana to the tools your team already uses: Google Calendar, Outlook mail, GitHub, Slack, Linear, Jira, and HubSpot, reachable by the AI in chat and by skills on your types.
What's new
See all- NewUse your own Claude or ChatGPT in a meeting. Connect the Claude or ChatGPT account you already have and ask it things right from the meeting. It follows the call as it happens, with the transcript, the chat and any screen that's shared, so it can draft the plan you're discussing, build a slide deck, a dashboard or a design, or search your email through the connectors you've set it up with, while the meeting is still going. Ask it in the chat or say "Hey Claude" out loud, and it also suggests what it could do from what was just said, for you to approve with a click. Its work stays private to you until you share it into the meeting. Set it up in the Tana desktop app on Mac or Windows under Settings, External agents, with the Claude or ChatGPT app installed on that computer. Learn more
- ImprovedThe meeting chat has tabs. Agents is private to you: your own agent answers there, and that's where suggestions show up during the meeting. Meeting is shared with everyone in the call, with the timeline and screenshots, and you can share things from your private chat into it. Docs holds the documents you pin, find or create, and the transcript opens beside them. Learn more