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Everything you need to know about Tana, the collaborative workspace for documents, tasks, AI, and structured data.
Meetings and chat
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.
Work in Tana
DocsDocs are the default kind of item in Tana for writing, thinking, and capturing context and information.
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, like Google Calendar, Outlook, GitHub, Slack, Linear, Jira, and HubSpot.
What's new
See all- NewThe voice agent works in the background, on several things at once. Ask 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.
- NewAsk the voice agent to present a document. Say "present the risks doc" and the voice agent puts a document pinned to the meeting on the shared stage, the same way the Present button does, guests and access prompts included. "Stop presenting" takes back off a document you put up yourself. It knows what's on stage, whoever put it there, so you can ask about what everyone is looking at.
- NewSet up a daily brief in Slack. A card on Today walks you through creating a daily brief agent. Each morning it reads your calendar and recent meetings and sends you one Slack DM: today's meetings, what happened since yesterday, preparation worth doing, and tasks or follow-ups you may have dropped. It covers only meetings you actually attend, not everything your account can see. The agent is yours to keep, so you can open it and change the prompt, the tools, or the schedule, and Tana won't overwrite it. It sends to you and cannot message anyone else, and it needs your personal Slack account connected. Link it too if your Slack email differs from your Tana sign-in, so the brief can find you.
- NewSearch understands a plain-language question. Typing 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.
- NewA formatting toolbar when you select text. Select text in a document with a mouse or trackpad and a formatting bar appears. Turn into changes the block to text, a heading, a bulleted, numbered or to-do list, a blockquote, or a code block, and bold, italic, strikethrough and inline code sit alongside it, with whatever is already applied shown as a pressed button. Nothing moved: the slash menu, Cmd+K and the keyboard shortcuts still do all of it.
- NewSave a search as a document, and pin it. A search you keep redoing can be kept. Set up the filters in global search and save the result as its own Search document. Pin it like any other document and it's one click away, re-running fresh each time you open it.