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Tana

Tana is an agentic meeting platform that has AI agents file issues, draft emails and update records during calls.

What Tana does

The platform records calls locally on the user's machine so nothing joins as a participant. Agents can file issues, draft follow-ups and log decisions while a meeting is still going. Calls feed a shared knowledge graph that teams and agents can query for past decisions.

Built for

  • AI-native teams that build products
  • Consultants and advisors
  • VCs and investors
  • Creatives
  • Founders
  • Customer success teams
  • Sales teams

Key features

  • Captures calls on Zoom, Teams, Google Meet or Tana-hosted calls without a bot joining
  • Files issues into trackers such as Linear, Jira or GitHub
  • Drafts follow-up emails for the user to send
  • Shared knowledge graph linking customers, decisions, issues and people
  • Proposals the user accepts, edits or dismisses
  • MCP server and public API for coding agents and other tools

Pros

Pros

  • Does not add a bot to the participant list of calls.
  • States that training on customer meeting data is not done.
  • Lists SOC 2 Type 2 and GDPR compliance.

Where Tana is listed

Tana is listed under meeting notes in Productivity and automation AI tools.

See Claude skills for productivity and automation.

Workflow automationProject managementCRM and sales automation

Tana alternatives

Compare all 5

Granola

Takes meeting notes without a bot

Granola covers the meeting capture side without a meeting bot, producing notes, action items and follow-ups.

Free plan · Paid plans: see official pricing

Otter.ai

Transcribes meetings with summaries

Otter.ai covers meeting notes with real-time transcription, summaries and action items, and can push sales insights to a CRM.

Paid plans: see official pricing · 7-day free trial

Fireflies.ai

Transcribes and summarizes meetings

Fireflies.ai covers meeting notes by transcribing, summarizing and searching team meetings across Zoom, Google Meet and Teams.

Paid plans: see official pricing

Krisp

Cancels call noise and takes notes

Krisp is a voice AI platform with an AI note taker that gives transcription, recording and summaries for meetings.

Paid plans: see official pricing

Speechify

Reads text aloud and takes notes

Speechify is mainly a text to speech and dictation assistant, and its AI meeting note taker with summaries covers part of the meeting notes job.

Free plan · Paid from $29/mo