Tana
Knowledge graph outliner with supertags plus a newer AI meeting platform where agents act on calls.
Best for Power users and teams turning meetings into structured work
Used Tana and liked it? Upvote it. One upvote per person. Upvotes come from visitors, not from us, and never change "Our ranking".
What it does
Tana is a meeting tool and shared workspace designed for product teams that work with AI. Users feed in their live meetings, conversations, and calendar events, while Tana provides automated actions such as drafted follow ups, filed issue tickets, and connected company context. It serves team members who want to take action and capture knowledge during calls rather than writing notes by hand afterward.
Read more: 6 features and how people use themShow less
-
Botless meeting capture
Records audio directly from your personal machine across platforms like Zoom, Teams, and Google Meet without sending an external bot into the call participant list.
Use caseA team lead hosts a product sync on Google Meet and captures the audio locally without any external recording account joining the participant roster.
From tana.inc -
Live meeting assistant
Generates proposed actions during conversations, such as drafting follow up messages, filing bug reports, answering queries, and tracking decisions with owners for you to confirm.
Use caseAn engineer speaks about an urgent bug during a team call, and the assistant prepares a ticket complete with an attached screenshot for the engineer to approve.
From tana.inc -
Connected knowledge graph
Stores and interlinks information gathered from meetings into a single place covering people, decisions, and tasks, allowing team members and autonomous agents to query past context.
Use caseA product manager checks past discussions to find the owner, rationale, and specific meetings behind an earlier decision regarding enterprise single sign on.
From tana.inc -
Model Context Protocol server
Operates an open standard server over OAuth that lets external AI clients search, inspect, and propose changes to your workspace.
Use caseA developer connects Claude Code to workspace data so the agent can read meeting history and submit proposed documentation updates for review.
From tana.inc/integrations/mcp -
GitHub integration
Connects your software repositories to chat, enabling you to inspect code, create structured issues, review pull requests, and hand tasks off to coding agents.
Use caseA developer talks through an authentication error on a call and has the system create a formatted repository issue assigned directly to Copilot.
From tana.inc/integrations/github -
HubSpot integration
Connects your customer relationship records to chat, allowing you to pull up client information before calls, create new deals, and log summaries to contact timelines.
Use caseA sales representative pulls contact details before speaking with a prospective buyer and logs key takeaways directly to the customer record after hanging up.
From tana.inc/integrations/hubspot · image from Tana
Written from Tana's own website, checked . Each feature links to the page it comes from; images are Tana's own.
Every plan
| Plan | Monthly | Billed yearly | Per | What it includes |
|---|---|---|---|---|
| Free | Free | $0 | 50 AI queries | 5 hosted meetings/month, 1 calendar connection |
| Pro | Not listed | Not listed | per user | page shows $20 (early bird) and $30/user/month without billing period labels; 20x Free AI, unlimited meetings, botless meeting agent, MCP |
| Business | Contact sales | Not listed | custom, billed yearly | contact sales |
From Tana's own pricing page, checked . Prices are in US dollars per month; "billed yearly" is the monthly price when you pay for a year up front. A few figures (often the yearly price) are derived rather than printed on the page.
Before you pay
- Refunds
- Yearly plans include a 60 day refund window, while credit purchases are non refundable except where required by law.
What Tana says
And if you sign up to the yearly plan you also get a 60 day refund window to make sure you're happy.
Source page - Refund window
- 60 days
What Tana says
And if you sign up to the yearly plan you also get a 60 day refund window to make sure you're happy.
Source page - Card needed for the trial
- No
- Unused credits roll over
- Yes
What Tana says
You can top up AI credits with custom amounts whenever needed. Purchased credits never expire.
Source page - Trains on your data
- No
What Tana says
Not our models, not anyone's. Nothing you say in a meeting is used to train anything.
Source page - Data retention
- The Business tier offers custom data retention policy control, and users retain access to their data even if they downgrade or cancel.
- Export your data
- Yes
What Tana says
Your data is yours. You will have access to it even if you downgrade or cancel your plan. You will be able to export it to other systems.
Source page - HIPAA
- No
- SOC 2
- Yes
What Tana says
Tana has completed its SOC 2® Type 2 examination and is GDPR compliant, with HIPAA in progress.
Source page - GDPR
- Yes
Only what Tana's own pages state, with the quote behind each answer. Anything they don't publish is left out rather than guessed.
What the free plan includes
New Tana (meetings product): Free = 5 hosted meetings/
Questions people ask about Tana
Is Tana free?
Yes, there is a free plan: New Tana (meetings product): Free = 5 hosted meetings/month, 1 calendar, 50 AI queries. Tana Outliner: Free includes 500 AI credits (~100 min meeting transcription)..
Can I get a refund from Tana?
Yearly plans include a 60 day refund window, while credit purchases are non refundable except where required by law. The refund window stated is 60 days. Source
Do unused Tana credits roll over?
Yes, unused credits carry over. Source
Does Tana train its AI on my data?
No, the company says your data is not used for training. Source
Is Tana HIPAA compliant?
No. Source
Do I need a credit card to try Tana?
No, you can start without a credit card. Source
Does Tana have an API?
Yes.
What if Tana isn't right for me?
You get a 30 day free trial with no credit card required. And if you sign up to the yearly plan you also get a 60 day refund window to make sure you're happy. Source
What about my data?
Your data is yours. You will have access to it even if you downgrade or cancel your plan. You will be able to export it to other systems. Source
What happens if I run out of AI credits?
You can top up AI credits with custom amounts whenever needed. Purchased credits never expire. Except where required by law, credit purchases are non refundable. Source
Does anything join my calls?
No. Tana runs on your computer and captures the call locally. Nothing appears in the participant list on Zoom, Teams or Google Meet, and no bot joins on your behalf. Source
Works with
- AI models
- Claude, Gemini, OpenAI
Where this came from
Plans, prices and limits were copied from Tana's own pages and the other sources listed, then checked .
- tana.inc
- tana.inc/pricing
- outliner.tana.inc/pricing
- outliner.tana.inc/blog/tana-desktop-now-works-offline-your-knowledg...
- outlinersoftware.com/topics/viewt/12624
- costbench.com/software/note-taking/tana
- tana.inc/
- tana.inc/privacy
- tana.inc/integrations/mcp
- tana.inc/integrations/github
- tana.inc/integrations/slack
- tana.inc/integrations/hubspot
How we collect prices and rank tools · Is something wrong? Correct this listing
Others that do the same job
Notion (Notion AI)notion.com
All in one docs, wikis, databases and projects workspace with built in AI agent, meeting notes and enterprise search.
- Green flag: Free plan
Superhuman Docs (formerly Coda)docs.superhuman.com
Doc meets app workspace with tables, automations and Packs, now Superhuman Docs with an in doc AI assistant.
- Green flag: Free plan
Akiflowakiflow.com
Consolidates tasks from all your apps into one inbox, then time blocks them on your calendar with an AI assistant.
- Red flag: Card needed for trial
Asanaasana.com
Work management platform with AI Teammates and AI Studio that triage, route and automate team workflows.
- Green flag: Free plan
- Green flag: No card for trial
ChatGPTchatgpt.com
OpenAI's general purpose AI assistant for writing, research, coding, images, voice and agentic tasks.
- Green flag: Free plan
Claudeclaude.com
Anthropic's AI assistant for writing, analysis, coding and agentic work, including Claude Code and Cowork.
- Green flag: Free plan
- Green flag: Cancel online
- Green flag: Credits don't expire
- Green flag: Doesn't train on your data