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Everything you need to know about Tana, the collaborative workspace for documents, tasks, AI, and structured data.
Meetings and chat
Guides
All guidesGetting 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.
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.
Work in Tana
DocsDocs are the default kind of item in Tana for writing, thinking, and capturing context and information.
Spaces and sharingSpaces group related content in Tana with their own members and AI personality. Access inherits from organization to space to document.
Agents and extensions
What's new
See all- ImprovedPresent, from the meeting toolbar. A new Present button in the meeting toolbar opens one palette that owns everything you can put on the shared stage: a screen or window share; a fresh blank Doc or Canvas created on the meeting and presented immediately; the meeting's pinned docs, the docs already captured from it, and your recently edited docs, each surfaced once in the earliest group that claims it; and typeahead search across the workspace once you start typing. Pick anything and it pins to the meeting and starts presenting. While a presentation is running, one Stop Presenting row at the top of the palette ends whichever session is going. Screen sharing and blank-doc creation move into the palette from separate toolbar buttons.
- NewCapture any scheduled meeting through your computer's audio. The pre-call event card gets a small menu next to Join Meeting on native Tana meetings. Pick Capture External Meeting from it and Tana converts the event to an external capture and starts recording through your computer's audio in one action, so a meeting you scheduled as a Tana call can be captured the same way as one you're attending on Zoom, Teams, or Google Meet. Available on the desktop app before the call starts.
- ImprovedSee what the AI is still working on after the call. Once a call ends, the For Review section on the meeting surface now says something instead of staying blank while the wrap-up extracts outcomes. An Extracting items... row appears while it is running, so you can tell it hasn't finished yet. When you have worked through the queue the section reads You're all done!, and when extraction produced nothing at all it reads Nothing to review from this meeting, so an empty section no longer looks the same as one that is still thinking.
- ImprovedCapture permissions checked before recording, not during. Before Tana starts a system-audio capture from any entry point (the small pre-meeting window, the Today page, the event card menu, or the meeting widget), it now checks that macOS or Windows has granted access to your microphone and system audio. If either is missing, Tana brings its window to the front and opens Settings, Permissions instead of silently starting a recording with no sound. Grant the missing access and try again.
- ImprovedMeeting tiles on Today, with pending proposals. Meeting tiles on the day list now put the AI-written tagline right after the title on the same line, put the avatar stack on its own row below, and mix pending AI proposals into the strip of pinned items and accepted outcomes, so a rich meeting with no manually pinned docs still shows something concrete. Past events that never got a wrap-up tagline (so, most likely didn't actually happen) render at half opacity, so meetings that did happen stand out.
- ImprovedA friendlier Connect Calendar prompt on Today. The Today page's empty state when you haven't connected a calendar yet is now a proper card with Google and Outlook logos, a short pitch, and a row of animated skeleton event rows that fade in and out to hint at what the day will look like once you're synced. A menu on the card dismisses it; while dismissed the card collapses to a bare Connect Calendar button rather than disappearing, so you can still get to it from the day view.