Tana

Tana turns live meetings into proposed follow-up work through AI agents. It is best for product, technology, revenue, and advisory teams that need meeting outcomes connected to calendars, project systems, and CRMs, with a person checking every change. Its botless capture and reviewable automation are compelling, but the free quotas and lack of mobile apps limit its reach.

Overview

Tana’s agents work during native video calls, proposing actions such as filing an issue, drafting a follow-up email, updating a CRM, or recording a decision. Each proposal can be accepted, edited, or dismissed before it is applied. That safeguard suits consequential work, although teams wanting completely automatic execution will have an extra approval step.

Calls are captured locally from the computer, so no bot joins Zoom, Teams, or Google Meet as a visible participant. Tana offers web access and desktop applications for Mac, Windows, and Linux. Mobile apps are not offered, making it less suitable for people who regularly manage meetings away from a computer.

Key features

Reviewable meeting actions

The product goes beyond transcription-style capture by connecting discussion to issues, email, CRM records, and decision logs. Human approval keeps an agent from silently changing a system, which is valuable for customer, sales, and product operations. The trade-off is that someone must process the proposals.

Integrations and developer access

Connections include Google Calendar, Outlook, GitHub, Linear, Jira, Slack, HubSpot, Pipedrive, Claude, Cursor, Codex, GitHub Copilot, Lovable, and MCP. Tana’s MCP server and API allow tools and agents to read and write a workspace, while using the same proposal-and-review pattern as its built-in AI. This breadth is most useful when a team already depends on several of these services.

Security and data control

Tana says it has completed a SOC 2 Type 2 examination and is GDPR compliant, with HIPAA in progress. Its privacy policy says user content is not used to train, improve, or develop AI models unless users receive advance notice and an opportunity to opt out. Data remains accessible after cancellation or downgrade, and users can export it to other systems.

Pricing

Tana uses a freemium model with a 30-day trial. Free costs nothing and permits five meetings per month, one calendar, and 50 AI queries. That is enough to evaluate the workflow, but the meeting and query caps make regular team use difficult.

Pro costs $2,030 per user/month on the early-bird rate. It adds 20 times more AI than Free, unlimited hosted meetings, a botless Zoom, Teams, and Google Meet agent, integrations, and full MCP. It fits individuals or small teams that need sustained meeting volume and connected systems.

Max costs $80,120 per user/month on the early-bird rate. It provides five times more AI than Pro, dedicated support and onboarding, unlimited agents, skills, and types, plus integration support. This is aimed at organizations with demanding automation needs rather than casual users.

Business has custom pricing and is billed yearly. SAML SSO, advanced security and controls, audit logs, and custom DPA and data-residency or retention policies make it the enterprise option. Paid plans give up the simplicity of Free in exchange for substantially higher usage and administration capabilities.

Platforms

Tana runs on the web and has desktop apps for Linux, macOS, and Windows. There is no mobile app, so phone-first workflows are a poor match.

Who it's for

Product and technology teams can turn decisions into tracked issues; consultants, advisors, investors, founders, creatives, customer-success groups, and sales teams can route meeting outcomes into their operational tools. It is strongest where calendars, collaboration systems, and CRMs already form a connected workflow. Solo users with occasional meetings may find Free too constrained, while mobile-dependent users should look elsewhere.

Pros and cons

Pros

• Local, botless capture avoids adding a participant to Zoom, Teams, or Google Meet.
• Every proposed issue, email, CRM update, and decision remains under human review.
• Broad integrations and MCP/API write access support connected workflows.
• SOC 2 Type 2, GDPR compliance, export, and continued data access support organizational control.

Cons

• Free is capped at five meetings, one calendar, and 50 AI queries per month.
• No mobile apps restrict use outside Mac, Windows, Linux, or the web.
• Reviewing each proposal adds an approval step for teams seeking hands-off automation.
• The early-bird Pro and Max prices are high for light or occasional meeting use.

Alternatives

Choose Dynalist for a freemium outliner with Android and iOS apps, unlimited items and documents on Free, and a 9.99 USD monthly Pro plan. Legend suits users wanting panes, plugins, and documents across mobile and desktop, with a 5.00 USD monthly Basic plan. Logseq is the better choice for free personal use across mobile and desktop, with optional 5.00 USD monthly Sync Backer access.

Workflowy offers a freemium cross-platform outliner whose Basic tier includes 100 nodes per month and 100 MB uploads. Bulletlist is a free option with no caps or locked tiers. outl is free, MIT licensed, and has no paid tier. CarbonFin Outliner fits Apple-focused users who want a 4.99 USD one-time iPhone and iPad app with an online companion. Checkvist provides freemium hierarchical lists, sharing, collaboration, and email task capture.

For broader browsing, see Outlining Software, Outliner Software, Personal Knowledge Management Software, AI Personal Assistants, and AI Note-Taking Apps.

Verdict

Tana is a strong choice for teams that want meeting conversations converted into actionable work while retaining approval over every change. Choose it for local botless capture, extensive integrations, and controlled agent automation; look elsewhere if you need mobile apps, generous free usage, or fully automatic execution without review.