Use Claude in Tana

Connect the Claude account you already have and use it inside Tana. In a meeting, Claude follows the call as it happens, so you can ask it out loud or in the chat and it gets to work while you are still talking. It brings the connectors, skills and memory you have set up with it. This guide covers the one-time setup and how to use Claude once it is connected.

What you can do with Claude in Tana

• Ask about what was just said: Claude has the live transcript, the meeting chat and any shared screen, so “is that number right?” needs no explanation
• Work in your connected tools: check a Linear issue, find an email, update a slide deck or a sheet, through the connectors you have set up in Claude
• Make things during the meeting: draft the plan being discussed, build a deck, a dashboard or a design, and keep working on it while the meeting goes on
• Work in your code: point Claude at a repository or folder and it drafts the fix while the bug is being described
• Save work to Tana: Claude 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 Claude app on the same computer, or Claude Code if you already use it in a terminal. On Linux, install Claude Code.
• A Claude account with access to Claude Code: a Pro, Max, Team or Enterprise plan, or an Anthropic Console account.

Connect Claude

You only need to do this once on each computer.

When Claude 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 Claude, see Fix problems connecting Claude or ChatGPT.

Use Claude in a meeting

Claude 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 out loud: say “Hey Claude” followed by your request. The answer arrives in your Agents chat.
• Ask in the chat: open the Agents chat beside the meeting, pick Claude under Who answers here, and write your request.
• Nudge: on an empty composer, the send button reads Nudge. It asks Claude 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. Claude picks it up and asks before acting.

Some things to try:

• “Hey Claude, can you check the numbers on slide 4?”
• “Hey Claude, did we promise Acme anything on SSO?”
• “Draft the launch plan we just agreed on, with owners and dates.”
• “Turn what Jane just described into a Linear issue.”

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

Use Claude in a chat

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

Choose the folder, model and mode

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

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

What Claude asks before doing

• Changes in Tana: Claude 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 Claude works in a folder, it asks you to Trust Folder.

Your Claude account

Claude runs on your own account, signed in as you. What it does in Tana uses your Claude plan’s usage, the same as using Claude anywhere else. If you are on a Team or Enterprise plan, your admin’s connector 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 Claude off

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

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