Use ChatGPT in Tana

Connect the ChatGPT account you already have and use it inside Tana. In a meeting, ChatGPT follows the call as it happens, so you can ask it while you are still talking and it gets to work right away. It brings the apps, projects and memory you have set up with it. This guide covers the one-time setup and how to use ChatGPT once it is connected.

What you can do with ChatGPT in Tana

• Ask about what was just said: ChatGPT has the live transcript, the meeting chat and any shared screen, so you never have to brief it
• Work in your connected apps: look up a deal in your CRM, find a file in Drive, or pull a number from your analytics, through the apps you have connected in ChatGPT
• Make things during the meeting: draft the proposal being discussed, chart a number, or build a deck, and keep working on it while the meeting goes on
• Work in your code: point ChatGPT at a repository or folder and it drafts the fix, through Codex, while the bug is being described
• Save work to Tana: ChatGPT can propose documents, tasks and edits in Tana for you to review

What you need

• Tana Desktop on Mac, Windows or Linux. Download Tana if you use Tana in a browser today.
• The ChatGPT app on the same computer, or Codex if you already use it in a terminal.
• A ChatGPT account. Every plan works.

Connect ChatGPT

You only need to do this once on each computer.

When ChatGPT is connected, the line under its name shows the account it uses. Open that line to switch accounts or sign out.

If Tana cannot find or connect ChatGPT, see Fix problems connecting Claude or ChatGPT.

Use ChatGPT in a meeting

ChatGPT works in meetings you host in Tana and in Zoom, Google Meet and Microsoft Teams calls that Tana captures. No bot joins the call.

• Ask in the chat: open the Agents chat beside the meeting, pick ChatGPT under Who answers here, and write your request.
• Ask out loud: say “Hey ChatGPT” followed by your request. The answer arrives in your Agents chat.
• Nudge: on an empty composer, the send button reads Nudge. It asks ChatGPT to do the most useful thing from the last few minutes.
• Suggestions: when something in the conversation is meant for you, a suggestion shows up in your Agents chat. ChatGPT picks it up and asks before acting.

Some things to try:

• “What did Northwind buy from us last year?”
• “What were Q3 signups? Put it in a chart I can drop into the deck.”
• “Draft an upgrade proposal from what we just discussed.”
• “Is Acme’s export bug fixed yet?”

Only you see what you ask and what ChatGPT answers. Share with everyone under an answer posts it to the Meeting chat, as “Jane’s ChatGPT” if your name is Jane.

Use ChatGPT in a chat

ChatGPT also answers in any chat that only you can read. Mention it with @ChatGPT, or pick it under Who answers here.

Choose the folder, model and mode

The ⋯ menu on ChatGPT’s chat has three settings:

• Repository or folder: where ChatGPT works on your computer. Set it when you want ChatGPT to read or change code or files.
• Model: which model answers.
• Mode: Approve for me lets ChatGPT decide what needs your approval. Ask for approval always asks first. A new chat starts in the mode you last picked.

What ChatGPT asks before doing

• Changes in Tana: ChatGPT asks first, with Allow once or Deny. Every change then goes through proposals, so you review it before it lands.
• A new folder: the first time ChatGPT works in a folder, it asks you to Trust Folder.

Your ChatGPT account

ChatGPT runs on your own account, signed in as you. What it does in Tana uses your ChatGPT plan’s usage, the same as using ChatGPT anywhere else. If you are on a Business or Enterprise plan, your admin’s app and policy settings apply in Tana too.

Settings, My memory lists what your agents remember for you in Tana. Only you can see it.

Turn ChatGPT off

In Settings, External agents, turn off the switch next to ChatGPT. To use a different account, open the account line under ChatGPT’s name and sign out.

See External agents for everything external agents can do in Tana.