Getting 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.
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.
Use Tana with ClaudeConnect Tana to Claude so you can pull meetings, tasks, and team knowledge into a Claude conversation as context, and save new docs and tasks back to Tana, with every write reviewed as a proposal first.
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 and an assignee, 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.
CanvasCanvas is an infinite whiteboard in Tana for visual thinking.
InterfaceTana's interface is built around a flat sidebar, a create menu, quick chat, search, and an activity feed.
AppsTana runs on the web and as a desktop app, all syncing in real time.
Agents and extensions
TypesTypes are schemas you define to give documents structured fields.
SkillsSkills are reusable AI instructions you create once and use everywhere.
IntegrationsIntegrations connect Tana to the tools your team already uses.
MCPTana provides a Model Context Protocol (MCP) server so external AI tools can read and write your content in Tana.
Keyboard shortcutsEvery shortcut in Tana, including keyboard shortcuts and text input shortcuts. Organized by feature area, with the correct keys for your operating system.
ImprovedStart a Tana meeting, or capture one held in Zoom, Meet, or Teams. The top of the Today page now has two action cards. New Meeting is the main path: start an ad-hoc Tana call or schedule one from the same form (add people, pick a time with Now plus a duration control or an explicit start and end, then Join Meeting to start right now or Create to schedule for later). External Capture is for the meetings you take in another tool like Zoom, Google Meet, or Teams: on desktop it captures the meeting's audio so you still get a Tana transcript and summary, and on the web it links to the desktop download. A Search meetings button in the calendar toolbar opens a search popover scoped to meetings, so you can jump to a past one without leaving Today.
ImprovedThe AI can navigate a recurring meeting series. Ask the AI about a meeting that repeats and it can now hop between occurrences: what the previous or next one covered, what happened three weeks ago, or the whole series in one shot. It also knows the meeting you're currently scoped to is a recurring one, so questions like "what did we agree last time?" resolve without you having to name the series. Applies to your own calendar events.
ImprovedDownload a meeting summary as Markdown. The Share button on the post-call Summary panel now offers Download Markdown, so you can save the whole summary (tagline, participants, key takeaways, topics, next steps) as a .md file. The same menu also carries Copy link, send to a member or agent, run a skill or integration, and start a chat about the summary, matching what Send to offers on any doc.