Feature

Proposals

AI in Tana never changes your content without approval.

TL;DR

Every AI-generated document, edit, or deletion appears as a proposal you review, accept, reject, or iterate on before it takes effect. This is how you stay in control of your workspace while the AI does real work on your behalf, whether the changes come from chat, meetings, or skills.

Proposal types

Every proposal is one of three operations, matching what AI can do to your content:

  • Create (labeled "To be created"): A new document the AI wants to add to your workspace. Accept with Keep.
  • Update (labeled "To be updated"): Changes to an existing document, shown as a diff against the original. Accept with Update.
  • Delete (labeled "To be deleted"): A document the AI wants to remove, shown with a preview of what will be deleted. Accept with Delete.

Proposals come from chat, meetings, skills, and any other place AI acts in your workspace.

Access changes proposed by the AI (restricting a doc to specific participants, opening it back up, or toggling the Guest Link) follow the same flow. The proposal preview shows an access callout with visibility (Participants only, Open, or inherited) and per-participant role changes so the consequences are clear before you accept.

Reviewing proposals

Pending proposals

When AI generates changes, proposals appear as inline cards on the message that produced them, so you can see what the AI did and decide on it in place. While AI is still thinking, a "Refining proposals" indicator shows progress. Proposals are grouped on the card by operation (deletes first, then updates, then creates) and by document type within each group.

Accepting and discarding

For each proposal:

  • Accept applies the change to your workspace
  • Discard rejects the proposal without applying it

Click any proposal to open the detail view with the full content of the proposed change. Proposals are editable while pending, so you can modify content directly before accepting.

For updates, three view modes are available:

  • Diff: Side-by-side comparison of original and proposed (default)
  • Proposal: The proposed version only
  • Original: The original version only

Accept all

Click Accept All to apply all pending proposals at once. If the batch includes space deletions, a confirmation dialog warns that deleting a space removes all its documents permanently.

After acceptance, a confirmation message appears in the chat showing how many changes were accepted and listing the affected documents.

Iterating with AI

When reviewing a proposal from a meeting or outcome, you can chat with AI to refine it before accepting. The detail view opens with a split layout: the proposal on one side, an iteration chat on the other. Describe what you want changed and the AI updates the proposal in place. In meetings, refinements update the same proposal silently, so no new "Capturing..." card flashes back to the top of the meeting.

Each iteration creates a new version. Use the version dropdown to compare versions ("Version 1", "Version 2 (Latest)") and accept the one you prefer.

Outcomes

In the context of meetings and background AI processing, proposals are called outcomes. The outcomes panel shows:

  • Pending outcomes: Proposals waiting for your review
  • Accepted outcomes: Documents created or updated, grouped by type
  • Progress: Active AI processing with a status indicator showing what it is doing (searching, reading, creating)

Each accepted outcome has a Share button for managing access independently from the meeting or chat. See Sharing outcomes.

Automatic approval

Some AI actions skip manual review. During meetings, periodic wrap-ups (tagline, summary, screenshot selection) are auto-approved so the event stays up to date in real time. Document creates from background processing may also auto-approve.

Updates, deletes, and space changes always require your approval, regardless of context.

Version history

The changes panel on any document shows a chronological history of edits. Each entry shows what changed, who made the change, and when. Click an entry to see details.

Changes are grouped by time and can be expanded to see individual edits. Change types are labeled as Created, Updated, or Deleted with color-coded indicators.

Version history is read-only. It does not currently support reverting to a previous version.

Proposals - Tana Learn