Everything you need to know about Tana, the collaborative workspace for documents, tasks, AI, and structured data.
Meetings and chat
MeetingsTana meetings combine video calls, real-time transcription, and AI that turns the conversation into docs, tasks, and decisions, in one place.
AI chatChat with AI on your own, or bring AI into a conversation with teammates by @mentioning it.
Proposals and actionsAI in Tana never changes your content, or writes into a connected service, without your approval. Every change arrives as a proposal you review, and every write to another tool as an action you accept.
ArtifactsArtifacts are AI-generated visual documents that turn conversations into presentation-ready material.
Getting started with TanaNew to Tana? The fastest way to see what it does is to run a meeting with a colleague and watch the conversation turn into finished work your team shares, no setup needed.
Tana Tutorials: The Basics of TanaA recorded walkthrough of the basics in Tana and how they fit together: run a meeting, review the proposals it drafts, send the work to your tools, and organize everything with spaces and types so it stays findable.
How to work with your team in TanaThe recommended way for a product or tech team to work in Tana together: how meetings turn into finished work, where to capture, when to add spaces and types, and what a productive day looks like.
Catch up on your team's work, then act on itBehind after time away or back-to-back meetings? Ask Tana what your team decided and what is on you, then turn it into filed follow-ups in the same chat, each one reviewed as a proposal before it lands.
Walk into every meeting preparedAsk Tana to draft your meeting prep from your team's record, capture it as a reusable skill so it runs the same way every time, then hand that skill to an agent on a schedule so a prep is waiting before every meeting.
Get outcomes to the right people and tools straight from the meetingAn outcome is finished work. While the meeting runs, ask the AI to update your proposal with what the customer just said, file their feature request in Linear, Jira, or GitHub, send them the updated proposal, post the summary to Slack, and pin what is still open before you leave.
Manage your context with spaces and typesHow items, spaces, and types fit together in Tana, when to reach for each, and how where something lives decides who on your team can see and work on it.
Capture meetings from Zoom, Teams, and MeetCapture your Zoom, Teams, and Meet calls with the Tana desktop app, with no moving the call or asking anyone to switch, and get the transcript, screenshots, and outcomes in Tana to share with your team.
Build a shared issue tracker with a typeCreate an Issue type so your team tracks work the same way: shared fields, one board, and the AI filing new issues in, complete and consistent, from a meeting or a chat.
Create AI agents with skills and integrationsCreate your own AI agents in Tana just by describing them: assistants you equip with skills and integrations that work on demand, in meetings, or on a schedule.
Connect GitHubSet up the GitHub integration so the AI can file and manage issues, review and merge pull requests, read code, and hand work to Copilot, from your meetings and chat.
Connect HubSpotSet up the HubSpot integration so Chat can search contacts, companies, and deals, log notes to CRM records, and update lifecycle stages without leaving Tana.
Connect JiraSet up the Jira integration so the AI can create and update issues from your meetings and conversations, and search projects and issues for context.
Connect LinearSet up the Linear integration so the AI can create and update issues from your meetings and conversations, and search issues to avoid duplicates.
Connect PipedriveSet up the Pipedrive integration so the AI can find contacts, companies, and deals, log notes to your CRM, and create or update records from your meetings and conversations.
Connect Tana to Tana OutlinerConnect your Tana Outliner graph to Tana with Remote MCP, so Tana's AI can search and read your nodes, pull them into documents and meetings, and write new content back into Outliner.
Get IT approval to connect OutlookIf Microsoft asks for admin approval when you connect your Outlook calendar, send your IT admin a ready-made message that explains Tana, its security, and the two-minute approval.
Use Tana with ClaudeConnect Tana to Claude so you can pull meetings, tasks, and team knowledge into a Claude conversation as context, and save new docs and tasks back to Tana, with every write reviewed as a proposal first.
Work in Tana
DocsDocs are the default kind of item in Tana for writing, thinking, and capturing context and information.
TasksTasks in Tana are documents with a state, an assignee and a due date, gathered in the tasks view.
Spaces and sharingSpaces group related content in Tana with their own members and AI personality. Access inherits from organization to space to document.
CanvasCanvas is an infinite whiteboard in Tana for visual thinking.
InterfaceTana's interface is built around a flat sidebar of places you can be, a create menu, quick chat, and search across everything.
AppsTana runs in the browser and as a desktop app for Mac, Windows, and Linux, all syncing in real time.
Agents and extensions
TypesTypes give your documents a defined set of fields, so everything of the same type shares one structure.
SkillsSkills are reusable AI instructions you create once and use everywhere.
IntegrationsIntegrations connect Tana to the tools your team already uses: Google Calendar, Outlook mail, GitHub, Slack, Linear, Jira, and HubSpot, reachable by the AI in chat and by skills on your types.
MCPTana provides a Model Context Protocol (MCP) server so external AI tools can read and write your content in Tana.
Keyboard shortcutsEvery shortcut in Tana, including keyboard shortcuts and text input shortcuts. Organized by feature area, with the correct keys for your operating system.
NewWeb research in meeting briefs. Before your first meeting with someone outside your company, the meeting brief says who they are and what their company does, with links to where it found that.
NewDue dates on tasks. Tasks and workflow items can have a due date. Type it the way you'd say it, like "fri 3p" or "in 2 weeks". Overdue items turn red, due items show on your Calendar, and search can filter and group by due date. A due date with a time is the same moment for everyone, shown in each person's own time zone.
NewReact to messages and reply to them. Add an emoji reaction to a message, or reply so your message quotes it. It works in chats and in the meeting chat. Hover over a message or right-click it to start. Tana reacts too, and in a busy chat its answer quotes the message it's answering.
ImprovedGet the summary before the meeting ends. In the last minutes of a meeting, Tana asks if you want the summary. Say yes and it's written while the meeting keeps going, then posted in the meeting chat for everyone. You can present it to the room. After the meeting you can also ask for it right away instead of waiting.
ImprovedShare a meeting summary with a link. Email the summary or copy a link to it from the summary itself. Tana asks before it turns the link on. Anyone with the link can read the summary, but not the transcript, chat, recording or screen shares. You can turn the link off again.
ImprovedEmail the summary to people from other companies. When you email a summary, Tana also offers the attendees from other companies who use Tana.